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@RealEJAntoni "NY Fed: rejection rates for auto loans and even more so for mortgage refi's fell dramatically through Jun while the application rate held steady - hopefully it's a sign of a little more lubricity in the housing market:"
@RealEJAntoni on X 2025-07-22 02:07:23 UTC 77.6K followers, 3581 engagements

"Wholesale inflation headed in the right direction in Jun and will hopefully lead the various measures of consumer price inflation lower in the coming months; of course the goal here shouldn't be just XXX% but zero:"
@RealEJAntoni on X 2025-07-16 13:34:20 UTC 77.6K followers, 5156 engagements

"Bessent is once again demonstrating his mastery of sovereign debt markets increasing debt issuance slowly so as not to shock markets while refilling Treasury's cash account and unwinding the last X months of extraordinary measures:"
@RealEJAntoni on X 2025-07-17 21:05:16 UTC 77.6K followers, 81.5K engagements

"We're fast on our way to $XX trillion in debt and Congress can barely agree on cutting some $X billion out of a $X trillion+ budget"
@RealEJAntoni on X 2025-07-17 21:06:33 UTC 77.6K followers, 36K engagements

"Median home sale price sets new record breaching $400k; the fact that this is happening at the same time demand falls is very telling - and very troubling"
@RealEJAntoni on X 2025-07-17 12:11:09 UTC 77.6K followers, 33.6K engagements

"The fact is there's no inflation at the wholesale level since Jan and higher prices for tariffs have not thus far been passed on by foreign producers; to say otherwise is not to argue w/ me but your 2nd grade math teacher:"
@RealEJAntoni on X 2025-07-16 13:16:04 UTC 77.6K followers, 29.7K engagements

"It's hard to overstate how much long-lasting damage Powell & Co. did to the housing market beginning in '20 but for context if the Fed simply kept running off MBS instead of going on a buying spree there'd be zero left on the balance sheet today:"
@RealEJAntoni on X 2025-07-12 02:56:33 UTC 77.6K followers, 14K engagements

"Leading economic index declines again in Jun dropping XXX% M/M and down XXX% for 1st half of '25 faster than the XXX% drop in 2nd half of '24; higher stock prices were the only significant positive contributor to the index in Jun; XX% of contributors were essentially flat M/M:"
@RealEJAntoni on X 2025-07-21 16:38:15 UTC 77.6K followers, 2831 engagements

"Exactly$9 billion is only a start; lets wait and see what the next rescission package looks like which may be a massive pocket rescission right before the end of the fiscal year"
@RealEJAntoni on X 2025-07-18 19:07:18 UTC 77.6K followers, 12.9K engagements

"Latest US business outlook is forecasting slightly less economic activity as expectations soften for profits employment and investment; tariffs were the #1 concern but firms are anticipating both labor and nonlabor costs to increase dramatically in the near term:"
@RealEJAntoni on X 2025-07-23 10:58:28 UTC 77.6K followers, 3251 engagements

"Here's the good news from the Jun Paychex data - annual growth in weekly earnings for small business workers has risen every single month since Jan; this is a key part of restoring the lost purchasing power experienced under Biden:"
@RealEJAntoni on X 2025-07-01 16:47:51 UTC 77.6K followers, 9129 engagements

"Paychex: jobs index fell slightly in Jun to lowest level since Mar '21 and has been stuck near XXX for over a year now; don't expect a big contribution from small business in Thursday's jobs report from BLS:"
@RealEJAntoni on X 2025-07-01 16:40:53 UTC 77.6K followers, 3362 engagements

"It's not just respondents who skew the survey b/c of political prejudices but also the UMich survey authors - when Biden was president and consumer sentiment was plummeting they said it was "little changed" but labeled small increases as significant jumps; laughable"
@RealEJAntoni on X 2025-07-18 21:35:06 UTC 77.6K followers, 5703 engagements

"And so it begins. Debt jumps $XXX billion in one day:"
@RealEJAntoni on X 2025-07-09 00:08:28 UTC 77.6K followers, 757.9K engagements

"The Fed pays almost half a billion dollars a day in interest and a surprisingly large portion goes to foreign financial institutions - another reason to fire not just Powell but the whole Board of Governors:"
@RealEJAntoni on X 2025-07-17 22:44:59 UTC 77.6K followers, 13.7K engagements

"PHL Fed: service sector activity jumps in Jul after a sharp contraction in Jun the fifth monthly slowdown in a row; new orders and full-time employment sprang back to growth sales/revenue growth accelerated; expectations on conditions X months out held fairly steady:"
@RealEJAntoni on X 2025-07-22 18:46:35 UTC 77.6K followers, 2533 engagements

"Americans' inflation-adjusted hourly wages in the first quarter of this year were the highest since the end of '21 but are still way down from the beginning of that year and also still below the pre-pandemic trend - we've got to make up a lot of lost ground:"
@RealEJAntoni on X 2025-07-21 12:54:41 UTC 77.6K followers, 5946 engagements

"Global supply chain volatility index fell further in May indicating more spare capacity as Asian manufacturing tumbles to 17-month low w/ tariffs hitting Chian-based suppliers; there's massive front-loading of inventories and stockpiling right now:"
@RealEJAntoni on X 2025-06-21 22:16:36 UTC 77.6K followers, 4291 engagements

"Import prices just came in WAAAY below expectations: June was up just XXX% M/M -XXX% Y/Y while May saw a huge downward revision from flat to -XXX% M/M; still waiting for tariffs to be passed on by foreign producers"
@RealEJAntoni on X 2025-07-17 12:39:42 UTC 77.6K followers, 361.6K engagements

"NAR: existing home sales fell XXX% M/M in Jun while median sale price rose XXX% Y/Y to new record of $435300 - sales are near a 15-year low as housing market remains frozen w/ so many existing homeowners sitting on sub-3% mortgages:"
@RealEJAntoni on X 2025-07-23 14:27:37 UTC 77.6K followers, 8778 engagements

"Another month another record high for M2 - now over $XX trillion for first time - and it's growing faster than the pre-pandemic average; the Fed has completely botched the job and this does not bode well for inflation in the months/years ahead"
@RealEJAntoni on X 2025-07-22 17:44:39 UTC 77.6K followers, 17.3K engagements

"Need to keep today's retail sales number in perspective: although the inflation-adjusted figure was up M/M and Y/Y we're still flat over last X years; so much of the "growth" post Covid was nothing but higher prices"
@RealEJAntoni on X 2025-07-17 14:26:59 UTC 77.6K followers, 9780 engagements

"It can't be said enough: we need to get energy prices down (they rose in Jun) - it's a ubiquitous input that affects prices throughout the economy; we're not getting any help from fiscal or monetary policy so this is a necessity for bringing down inflation"
@RealEJAntoni on X 2025-07-15 13:09:59 UTC 77.6K followers, 12.3K engagements

"N.B.: this is an INDIRECT indicator of tariffs not being passed on b/c import prices have fallen relative to their domestic counterparts; that's the result of a substitution effect and foreign producers' attempt to retain market share by reducing their prices relatively speaking:"
@RealEJAntoni on X 2025-07-17 15:45:20 UTC 77.6K followers, 25.9K engagements

"Deflationists were so wrong: the short-lived contraction of M2 didn't even come close to making up for the explosion that began in '20 and we've been rocketing higher ever since; it's even more evident when looking at the integral seeing the difference in area under the curve"
@RealEJAntoni on X 2025-07-22 17:52:01 UTC 77.6K followers, 6007 engagements

"Building permits for Jun were revised down slightly and the big dip in permits for single-family homes remains; starter homes just aren't profitable for builders in manner markets hence the shift to luxury homes and apartments:"
@RealEJAntoni on X 2025-07-24 20:30:24 UTC 77.6K followers, 1743 engagements

"Initial UI claims were down slightly from the previous week to 227k while continuing claims rose to just under XXX million the highest since Nov '21; the 4-wk moving average is also at the highest since that time:"
@RealEJAntoni on X 2025-07-11 17:31:37 UTC 77.6K followers, 2722 engagements

"@EndWokeness @zerohedge I did not know prisons made inmates feel goodthought it was the opposite"
@RealEJAntoni on X 2025-07-17 21:19:29 UTC 77.6K followers, 15.4K engagements

"NY Fed: average likelihood of a household being able to come up w/ $2k in the next month edged up in Jun off of a series low in Feb; the small improvement came entirely from those age XX and under:"
@RealEJAntoni on X 2025-07-22 02:11:39 UTC 77.6K followers, 6264 engagements

"Real (inflation-adjusted) median weekly earnings are now at their highest level since. checks notes .the last time Trump was in office:"
@RealEJAntoni on X 2025-07-22 14:13:16 UTC 77.6K followers, 55.3K engagements

"CHI Fed: economic activity hits a wall in Jul w/ growth well below trend as service sector growth slows to the point of contraction and manufacturing growth was near its trend; planned capital spending remains poor:"
@RealEJAntoni on X 2025-07-22 19:39:28 UTC 77.6K followers, 3335 engagements

"Following a plunge in Apr and May below the growth trend manufacturing in the 7th Fed district was marginally above the growth trend for Jun and Jul; a year ago the index was down in contraction territory:"
@RealEJAntoni on X 2025-07-23 10:50:29 UTC 77.6K followers, 2909 engagements

"Weekly M2 data not only show a return to the record high but a fairly steady upward trend since the Fall of '23 that is set to continue unabated; the last week of Jun was XXXX% above pre-pandemic levels:"
@RealEJAntoni on X 2025-07-22 19:04:28 UTC 77.6K followers, 5447 engagements

"On our way to $XX trillion - less than $XXX billion to go"
@RealEJAntoni on X 2025-07-23 20:53:50 UTC 77.6K followers, 90.8K engagements