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[@macro84](/creator/twitter/macro84)
"Existing-Home Sales came in +1.5% MoM (4.1% YoY) at 4.06mm versus consensus of 4.1mm and 4.00mm in the prior month. This marked the highest level since February. However inventory levels rose XXX% (+14% YoY) to 1.55mm equal to a XXX months' supply. Inventory is matching a 5yr high though it remains below pre-COVID levels. There was also -XXX% decline MoM but XXX% YoY increase the 27th consecutive YoY price increase. in the median existing-home sales price bringing it up to $415200. Sales increased in the Northeast South and West but fell in the Midwest on a MoM basis. On a YoY basis sales"  
[X Link](https://x.com/macro84/status/1981404220541591768) [@macro84](/creator/x/macro84) 2025-10-23T16:55Z 3527 followers, XXX engagements


"Paychex Small Business Jobs Index: The national index fell to XXXXX (lowest since Mar 2021) down XXXX m/m and XXXX y/y signaling modest contraction in small business employment. with the Midwest holding a narrow lead. Sector leadership remains defensive (education and health) while cyclicals like manufacturing construction and leisure lag. Region Latest MoM 3MChg YoY National XXXXX -XXXX -XXXX -XXXX Midwest XXXXXX -XXXX -XXXX -XXXX Northeast XXXXX -XXXX XXXX -XXXX South XXXXX -XXXX -XXXX -XXXX West XXXXX -XXXX -XXXX -XXXX **Regional picture** - Midwest XXXXXX still the top region for the 16th"  
[X Link](https://x.com/macro84/status/1973100967915925939) [@macro84](/creator/x/macro84) 2025-09-30T19:01Z 3530 followers, XXX engagements


"Paychex Small Business Wage Data: Wage growth is edging higher at the margin but remains sub-3% YoY overall with Manufacturing leading and the Midwest showing the firmest regional momentum. Hours are stabilizing not accelerating. Region Latest 1M* 3M* 12M National $XXXXX XXXX% XXXX% XXXX% Midwest $XXXXX XXXX% XXXX% XXXX% Northeast $XXXXX XXXX% XXXX% 2.65%. South $XXXXX XXXX% XXXX% XXXX% West $XXXXX XXXX% XXXX% XXXX% * Annualized **National highlights** - Hourly earnings: XXXX% YoY up XXXX pp m/m - first uptick since Oct 2024. - 1-month annualized hourly earnings: XXXX% - first X% since Mar"  
[X Link](https://x.com/macro84/status/1973104999199633495) [@macro84](/creator/x/macro84) 2025-09-30T19:17Z 3530 followers, XXX engagements


"Interesting just one niche industry but it shows it can work Sharpie Found a Way to Make Pens More Cheaply - By Manufacturing Them in the U.S. How Newell Brands onshored the manufacturing of Sharpie pens to a 37-year-old factory in Tennessee while enhancing quality and without raising prices #economy #recession #GDP #jobs #CPI #PPI #inflation #deflation #stagflation #Sales #wages #unemployment #employment #payrolls #earnings #Housing #trend #ISM #PMI #FOMC #Fed #Manufacturing #Services"  
[X Link](https://x.com/macro84/status/1975197564535205940) [@macro84](/creator/x/macro84) 2025-10-06T13:52Z 3528 followers, XXX engagements


"CPI/Inflation follow up: According to Bank of America payments data U.S. childcare costs are rising 1.5x faster than overall inflation up XXX% YoY in September. This could be why the number of households making monthly childcare payments has declined with the YoY% increase in the number of households paying for childcare down XXX% YoY September despite the average monthly payment up XXX% YoY. These spiraling costs mean some parents especially women are quitting work or cutting their hours to become caregivers. Indeed Bank of America data shows a drop in households receiving multiple paychecks"  
[X Link](https://x.com/macro84/status/1983165790254719037) [@macro84](/creator/x/macro84) 2025-10-28T13:35Z 3528 followers, XXX engagements


"The Oct Conference Board Consumer Confidence Index edged down 1.0pt to XXXX (1985=100) but 1.4pts better than estimates. The Present Situation Index rose XXX to XXXXX while Expectations fell XXX to XXXX staying below the XX level that often precedes recession. Consumers viewed current biz conditions as slightly better and job availability improved for the first time since Dec 2024. Still short-term expectations weakened especially for jobs and income. Inflation expectations inched up to XXX% from XXX% and more consumers (52.8%) expect rates to rise. Nearly half (49.9%) see higher stock prices"  
[X Link](https://x.com/macro84/status/1983223560559640986) [@macro84](/creator/x/macro84) 2025-10-28T17:25Z 3528 followers, XXX engagements


"Richmond Fed Manufacturing: headline index for October rose +13 pts to -X exceeding consensus expectations by +10 points. This improvement albeit still in negative territory signals a contraction in manufacturing activity at a slower pace. The Richmond Fed Manufacturing Index data paints a picture of a manufacturing sector grappling with challenges but showing signs of resilience. The modest contraction is echoed through the component indexes. The shipments index a crucial indicator of demand and output has notably rebounded to X from -XX. New orders have also seen a similar trend rising to"  
[X Link](https://x.com/macro84/status/1983225844513272171) [@macro84](/creator/x/macro84) 2025-10-28T17:34Z 3528 followers, XXX engagements


"While Richmond Fed manufacturing activity picked up significantly Dallas Fed Service sector index exhibited weakness/contraction in the latest reading. The general business activity index dropped 3.8pts to -XXX and below the estimate of -X. Revenue employment and hours worked all hit their lowest levels in XX XX and XX months respectively indicating a significant slowdown in the service sector. The company outlook index also fell to -XXXX its lowest level in recent months reflecting a negative sentiment among businesses about the future. Outlook uncertainty rose to XXXX suggesting increased"  
[X Link](https://x.com/macro84/status/1983228767196852631) [@macro84](/creator/x/macro84) 2025-10-28T17:45Z 3528 followers, XXX engagements


"Profits growing jobs slowing Bank of America's measure of profitability for small businesses the inflow-to-outflow ratio held at XXXX (ratio less than X means inflow less than outflow) in September. However moderating deposit growth per small business client could be a sign of weaker revenue growth for small firms as payment growth outpaces. Meanwhile BofA's small business alternative hiring indicator dropped X% in September from the 2024 average with an even sharper drop of XXXX% QoQ for services firms. Furthermore business applications with planned wages - often a signal of real job"  
[X Link](https://x.com/macro84/status/1983536142000468477) [@macro84](/creator/x/macro84) 2025-10-29T14:07Z 3528 followers, XXX engagements


"Pending home sales showing no monthly change. According to NAR Chief Economist Lawrence Yun "Contract signings matched the second-strongest pace of the year. However signings have yet to fully reach the level needed for a healthy market despite mortgage rates reaching a one-year low. A record-high stock market and growing housing wealth in September were not enough to offset a likely softening job market." MoM% YoY% Total Unch'd -XXX% Northeast +3.1% +0.5% Midwest -XXX% -XXX% South +1.1% +0.9% West -XXX% -XXX% The housing market's resilience in the face of a potentially softening job market"  
[X Link](https://x.com/macro84/status/1983543763516391739) [@macro84](/creator/x/macro84) 2025-10-29T14:37Z 3527 followers, XXX engagements


"Coming from one of the best Mayors ever of New York City. @NYGovCuomo @andrewcuomo @MikeBloomberg #election #mayor @ZohranKMamdani"  
[X Link](https://x.com/macro84/status/1983694605821604221) [@macro84](/creator/x/macro84) 2025-10-30T00:37Z 3528 followers, XXX engagements


"FreddieMac released the latest 15yr and 30yr mortgage rates. They were down for the 4th week in a row but the pace of decline slowed. They are now at the lower end of the post-COVID inflation era range but remain about XX basis points above their XX year average"  
[X Link](https://x.com/macro84/status/1983995818773508434) [@macro84](/creator/x/macro84) 2025-10-30T20:33Z 3527 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@macro84 "Existing-Home Sales came in +1.5% MoM (4.1% YoY) at 4.06mm versus consensus of 4.1mm and 4.00mm in the prior month. This marked the highest level since February. However inventory levels rose XXX% (+14% YoY) to 1.55mm equal to a XXX months' supply. Inventory is matching a 5yr high though it remains below pre-COVID levels. There was also -XXX% decline MoM but XXX% YoY increase the 27th consecutive YoY price increase. in the median existing-home sales price bringing it up to $415200. Sales increased in the Northeast South and West but fell in the Midwest on a MoM basis. On a YoY basis sales"
X Link @macro84 2025-10-23T16:55Z 3527 followers, XXX engagements

"Paychex Small Business Jobs Index: The national index fell to XXXXX (lowest since Mar 2021) down XXXX m/m and XXXX y/y signaling modest contraction in small business employment. with the Midwest holding a narrow lead. Sector leadership remains defensive (education and health) while cyclicals like manufacturing construction and leisure lag. Region Latest MoM 3MChg YoY National XXXXX -XXXX -XXXX -XXXX Midwest XXXXXX -XXXX -XXXX -XXXX Northeast XXXXX -XXXX XXXX -XXXX South XXXXX -XXXX -XXXX -XXXX West XXXXX -XXXX -XXXX -XXXX Regional picture - Midwest XXXXXX still the top region for the 16th"
X Link @macro84 2025-09-30T19:01Z 3530 followers, XXX engagements

"Paychex Small Business Wage Data: Wage growth is edging higher at the margin but remains sub-3% YoY overall with Manufacturing leading and the Midwest showing the firmest regional momentum. Hours are stabilizing not accelerating. Region Latest 1M* 3M* 12M National $XXXXX XXXX% XXXX% XXXX% Midwest $XXXXX XXXX% XXXX% XXXX% Northeast $XXXXX XXXX% XXXX% 2.65%. South $XXXXX XXXX% XXXX% XXXX% West $XXXXX XXXX% XXXX% XXXX% * Annualized National highlights - Hourly earnings: XXXX% YoY up XXXX pp m/m - first uptick since Oct 2024. - 1-month annualized hourly earnings: XXXX% - first X% since Mar"
X Link @macro84 2025-09-30T19:17Z 3530 followers, XXX engagements

"Interesting just one niche industry but it shows it can work Sharpie Found a Way to Make Pens More Cheaply - By Manufacturing Them in the U.S. How Newell Brands onshored the manufacturing of Sharpie pens to a 37-year-old factory in Tennessee while enhancing quality and without raising prices #economy #recession #GDP #jobs #CPI #PPI #inflation #deflation #stagflation #Sales #wages #unemployment #employment #payrolls #earnings #Housing #trend #ISM #PMI #FOMC #Fed #Manufacturing #Services"
X Link @macro84 2025-10-06T13:52Z 3528 followers, XXX engagements

"CPI/Inflation follow up: According to Bank of America payments data U.S. childcare costs are rising 1.5x faster than overall inflation up XXX% YoY in September. This could be why the number of households making monthly childcare payments has declined with the YoY% increase in the number of households paying for childcare down XXX% YoY September despite the average monthly payment up XXX% YoY. These spiraling costs mean some parents especially women are quitting work or cutting their hours to become caregivers. Indeed Bank of America data shows a drop in households receiving multiple paychecks"
X Link @macro84 2025-10-28T13:35Z 3528 followers, XXX engagements

"The Oct Conference Board Consumer Confidence Index edged down 1.0pt to XXXX (1985=100) but 1.4pts better than estimates. The Present Situation Index rose XXX to XXXXX while Expectations fell XXX to XXXX staying below the XX level that often precedes recession. Consumers viewed current biz conditions as slightly better and job availability improved for the first time since Dec 2024. Still short-term expectations weakened especially for jobs and income. Inflation expectations inched up to XXX% from XXX% and more consumers (52.8%) expect rates to rise. Nearly half (49.9%) see higher stock prices"
X Link @macro84 2025-10-28T17:25Z 3528 followers, XXX engagements

"Richmond Fed Manufacturing: headline index for October rose +13 pts to -X exceeding consensus expectations by +10 points. This improvement albeit still in negative territory signals a contraction in manufacturing activity at a slower pace. The Richmond Fed Manufacturing Index data paints a picture of a manufacturing sector grappling with challenges but showing signs of resilience. The modest contraction is echoed through the component indexes. The shipments index a crucial indicator of demand and output has notably rebounded to X from -XX. New orders have also seen a similar trend rising to"
X Link @macro84 2025-10-28T17:34Z 3528 followers, XXX engagements

"While Richmond Fed manufacturing activity picked up significantly Dallas Fed Service sector index exhibited weakness/contraction in the latest reading. The general business activity index dropped 3.8pts to -XXX and below the estimate of -X. Revenue employment and hours worked all hit their lowest levels in XX XX and XX months respectively indicating a significant slowdown in the service sector. The company outlook index also fell to -XXXX its lowest level in recent months reflecting a negative sentiment among businesses about the future. Outlook uncertainty rose to XXXX suggesting increased"
X Link @macro84 2025-10-28T17:45Z 3528 followers, XXX engagements

"Profits growing jobs slowing Bank of America's measure of profitability for small businesses the inflow-to-outflow ratio held at XXXX (ratio less than X means inflow less than outflow) in September. However moderating deposit growth per small business client could be a sign of weaker revenue growth for small firms as payment growth outpaces. Meanwhile BofA's small business alternative hiring indicator dropped X% in September from the 2024 average with an even sharper drop of XXXX% QoQ for services firms. Furthermore business applications with planned wages - often a signal of real job"
X Link @macro84 2025-10-29T14:07Z 3528 followers, XXX engagements

"Pending home sales showing no monthly change. According to NAR Chief Economist Lawrence Yun "Contract signings matched the second-strongest pace of the year. However signings have yet to fully reach the level needed for a healthy market despite mortgage rates reaching a one-year low. A record-high stock market and growing housing wealth in September were not enough to offset a likely softening job market." MoM% YoY% Total Unch'd -XXX% Northeast +3.1% +0.5% Midwest -XXX% -XXX% South +1.1% +0.9% West -XXX% -XXX% The housing market's resilience in the face of a potentially softening job market"
X Link @macro84 2025-10-29T14:37Z 3527 followers, XXX engagements

"Coming from one of the best Mayors ever of New York City. @NYGovCuomo @andrewcuomo @MikeBloomberg #election #mayor @ZohranKMamdani"
X Link @macro84 2025-10-30T00:37Z 3528 followers, XXX engagements

"FreddieMac released the latest 15yr and 30yr mortgage rates. They were down for the 4th week in a row but the pace of decline slowed. They are now at the lower end of the post-COVID inflation era range but remain about XX basis points above their XX year average"
X Link @macro84 2025-10-30T20:33Z 3527 followers, XXX engagements

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/creator/twitter::1080996930/posts