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[@MacroMicroMe](/creator/twitter/MacroMicroMe)
"BLS blackout worsens data vacuum: Oct NFP delayed leaving ADP's -32k Sept payrolls (2nd straight drop) as lone signalhits in Leisure/Hosp (-19k) & Prof Svcs (-13k) scream service-sector slump. QCEW revisions shaved another 43k jobs; Atlanta Fed pins 2/3 of slowdown on demand weakness not just immigration curbs. Enter AI-fueled "three-low" trap: stagnant hiring/openings suppressed layoffs flat LF growthSalesforce eyes X engineers in '25 amid automation boom"  
[X Link](https://x.com/MacroMicroMe/status/1975862533602103426) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-08T09:55Z 20.5K followers, 1397 engagements


"Australia's PM Albanese meets President Trump today to position the country as a strategic alternative to China's rare-earth dominance. 🔹 Australia can deliver 30-40 of XX critical minerals with existing infrastructureaddressing the West's weakest link in the supply chain (China controls XX% of global refining) 🔹 Follows the US-backed buildout of MP Materials and Lynas as the "national champions" of Western rare-earth independence 👉 Key risk: Even with government backing Western refiners face cost disadvantages and technical gaps that won't close overnight. IEA projects China will still"  
[X Link](https://x.com/MacroMicroMe/status/1980104186441478587) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T02:50Z 20.5K followers, 1168 engagements


"China's fixed asset investment contracted XXX% YoY in Jan-Sep 2025first drop since 2020 COVID. Why Real estate's -XXXX% plunge fueled by XX% sales slump record inventory and eroding prices amid tepid policy aid. High-tech (+9.5%) cushions but property's drag risks the X% GDP target"  
[X Link](https://x.com/MacroMicroMe/status/1980106964698046943) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T03:01Z 20.5K followers, 2205 engagements


"While markets price dovish shift BOJ officials maintain hawkish rhetoric ("inflation improving will continue hiking"). We expect BOJ to hike another 25bps by year-end despite political pressure. Key risk: Takaichi's policy mix (fiscal expansion + monetary easing) could reignite yen weakness and inflationforcing BOJ's hand regardless of political preferences"  
[X Link](https://x.com/MacroMicroMe/status/1975510205434896419) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-07T10:35Z 20.5K followers, XXX engagements


"🔥 $TSM reported September revenue of NT$330.98bn (-1.4% MoM +31.4% YoY). Q3 consolidated revenue hit a record NT$989.9bn (+6.0% QoQ +30.3% YoY) beating guidance thanks to strong AI & HPC demand and a weaker-than-expected NT$ appreciation"  
[X Link](https://x.com/MacroMicroMe/status/1976172660909539349) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-09T06:27Z 20.5K followers, 1017 engagements


"BREAKING: China's September trade data exceeded expectations across the board: 🔹 Exports up XXX% YoY (vs XXX% consensus) fastest pace in six months 🔹 Imports up XXX% YoY 17-month high 🔹 Trade surplus reached $90.5bn 💡 Export diversification is proving effective. Strong demand from non-US markets has offset tariff impacts with the US trade surplus at $22.8bn for September alone. These external flows are helping stabilize an economy facing deflationary pressure and property market contraction. Commodity imports tell a similar story iron ore and soybeans both reached September records"  
[X Link](https://x.com/MacroMicroMe/status/1977578516310077934) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-13T03:33Z 20.5K followers, 3561 engagements


"⚠With ON RRP nearing depletion Powell just signaled something big 💥: We may be approaching the end of our balance sheet contraction in the coming months"  
[X Link](https://x.com/MacroMicroMe/status/1978295162498392253) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-15T03:01Z 20.5K followers, 1634 engagements


"🚀 TSMC 3Q25 Earnings Beat Estimates Net Income: NT$452.3B beating NT$405.47B estimate. Gross Margin: XXXX% surpassing the XXXX% estimate. $TSM up XXX% in after-hours trading"  
[X Link](https://x.com/MacroMicroMe/status/1978702659285643649) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-16T06:00Z 20.5K followers, 3449 engagements


"Special Report 🔄⚡The AI "Perpetual Motion Machine" is Here Nvidia/AMD chips as fuel MSFT/AMZN clouds as gears OpenAI as enginefueled by $300B deals & equity swaps. Risks High leverage downstream client concentration (e.g. Oracle's XX% OpenAI exposure). But adoption speed crushes historical tech wavesOpenAI could flip profitable in X yrs. 🔗 Full Report:"  
[X Link](https://x.com/MacroMicroMe/status/1978782658940502132) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-16T11:18Z 20.5K followers, 1262 engagements


"Dr. Ed Yardeni: US-China Trade War: Round X ☑ S&P XXX drops to 6552 on US-China trade flare-up ☑ Yen surges gold nears $5000 per ounce ☑ Supply chains for EVs semiconductors & defense could be disrupted ☑ Fed faces tricky balance: inflation vs. labor market ☑ Germany struggles: industrial production -XXX% m/m exports down unemployment rising Could this spark a global recession or will negotiations prevail 🔗 Full analysis:"  
[X Link](https://x.com/MacroMicroMe/status/1979489493431533774) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-18T10:07Z 20.5K followers, 1465 engagements


"NEW AI Industry Dashboard consolidating supply/demand data across models adoption and corporate earnings: 📌 AI adoption reached XX% of US households in X years (vs XX for internet) 📌 Taiwan AI exports +34.6% YoY 📌 Oracle AI contracts grew XXX% to $455B 📌 Only XX% of businesses currently use AI - significant divergence between tech/finance and traditional industries 👉 Our new dashboard tracks it all with real-time data updates:"  
[X Link](https://x.com/MacroMicroMe/status/1970776246725623958) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-09-24T09:04Z 20.5K followers, 2899 engagements


"Sanae Takaichi's clinching of the LDP presidency paves way for PM role mid-Octher "responsible active fiscal" blueprint sparks "Takaichi trade": Nikkei surges to record highs JGB yields spike yen cracks XXX. Her platform challenges current BOJ tightening: she's openly criticized rate hikes favors maintaining loose policy to support growth and targets middle-class relief through tax reforms and wage subsidies"  
[X Link](https://x.com/MacroMicroMe/status/1975510202524049771) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-07T10:35Z 20.5K followers, 1694 engagements


"🏅 Gold now sits at $4210/oz capping a remarkable XX% rally this year and signaling continued safe-haven demand. Three key drivers 👇 🔹 Powell's comments in Philadelphia reinforced rate cut expectations with the market pricing in cuts at the final two meetings this year. Lower rates reduce the opportunity cost of holding non-yielding assets like gold while weakening the dollar. 🔹 The US-China trade standoff continues to escalate with available data showing tariffs pushing up price pressures. Meanwhile the prolonged government shutdown adds another layer of domestic uncertainty. 🔹 Central"  
[X Link](https://x.com/MacroMicroMe/status/1978405263800705491) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-15T10:19Z 20.5K followers, 1229 engagements


"Global gold ETF net inflows for the first nine months of 2025 have surpassed $XX billion eclipsing the peak momentum of the 2020 bull market for the first time. North American-listed funds captured nearly XX% of flows at $XX billion followed by Europe ($13.4B) and Asia ($11.2B). 👉 Main drivers: Heightened policy uncertainty (e.g. trade frictions and fiscal delays) Fed easing signals and rising global debt burdens eroding fiat confidence. Emerging market central banks led by Poland (targeting XX% reserves) and China (2303 tons held) continue to anchor demand"  
[X Link](https://x.com/MacroMicroMe/status/1979029030331650215) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-17T03:37Z 20.5K followers, 1806 engagements


"🎡 OpenAIs AI perpetual motion machine After announcing a new 10GW AI accelerator partnership with Broadcom OpenAI now sits at the center of a vast web of deals driving the AI infrastructure boom: 🔹Nvidia: $100B investment 10GW systems 🔹AMD: 160M warrants 6GW GPUs 🔹CoreWeave: $22.4B compute contracts 🔹Oracle: $300B in capacity over X years But such interlinked growth raises key risks: X Customer concentration all roads lead to OpenAI X Revenue overlap opaque accounting and demand signals X Financial leverage inflated purchasing power via equity funding 👉 Spotting cracks early: Our AI"  
[X Link](https://x.com/MacroMicroMe/status/1978035350430945537) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-14T09:49Z 20.5K followers, 2643 engagements


"China's Q3 GDP growth slowed to XXX% y/y down from XXX% in Q2weakest pace in a year but still on track for Beijing's X% annual target. Mixed signals: 🔹 Industrial output surged XXX% (well above X% forecast) while retail sales crawled at X% (slowest since November). 🔹 Fixed-asset investment contracted 0.5%first decline since 2020. 🔹 Export strength (record $2.78T YTD) is masking domestic weakness"  
[X Link](https://x.com/MacroMicroMe/status/1980099021646754122) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T02:29Z 20.5K followers, 1240 engagements


"With UK Gilts having reversed course after months of pressuredropping 20bps this past week driven by August GDP growth of just XXX% unemployment climbing to XXX% and weakening labour demand signaling less wage pressure aheadGovernor Bailey's dovish tone suggests the BoE may prioritize growth over its X% inflation target. With employment dynamics shifting and inflation risks easing earlier rate cuts may now be on the table"  
[X Link](https://x.com/MacroMicroMe/status/1980156306913903018) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T06:17Z 20.5K followers, 1334 engagements


"🪳 Weekly Commentary Found Out in the Roach Motel One cockroach spotted Jamie Dimon says expect a swarm. As regional banks reel from loan fraud scandals Q3 earnings roar ahead: S&P XXX up XX% EPS tech/AI surging 30%+ big banks netting $41B. But is the US economy's "Roach Motel" trapping hidden credit risks 🔗 This week's full commentary:"  
[X Link](https://x.com/MacroMicroMe/status/1980229733846814806) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T11:08Z 20.5K followers, 1275 engagements