Julia Coronado

@jc-econ.bsky.social

Founder MPP (yeah you know me), UT Austin Prof, former chief economist various financial firms, Fed economist, Prez NABE. Passionate about family, macro, cats and freedom

As spending outstrips profits companies are turning to off balance sheet borrowing structures to maintain investment grade credit ratings…MS estimates $3.1trn in commitments…I don’t mean to be an old fogie but this sounds awfully familiar 🤔 giftarticle.ft.com/giftarticle/...

Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets

Wall Street finds new way to turn tech giants’ credit strength into cheaper funding for AI build-out

giftarticle.ft.com

CNN: US is preparing a large-scale military operation against Yemen's Houthis in retaliation for their strikes on Saudi Arabia, with the Camp David meeting held to review Yemen strike options, shortly before Trump left for the White House.

The 2025 American Community Survey should have come out today. But it has been delayed because of unusual political encroachment at Census. ACS drives business and policy decisions, especially in local communities, and is the primary input to Census’s immigration estimates.

This is the part many Americans -- including the Bezosites at the Washington Post -- don't understand. Canadians don't see this just as a Trump thing. It's that America elected him twice, and the second time with an even bigger mandate. The problem we're addressing is America, not Trump.

Edward Luce@edwardluce.bsky.social · 7d ago

"Out of spite for President Donald Trump, Carney is accelerating the decoupling of a trade bloc that has generated enormous prosperity for North America." Seriously, Wapo editorial - you're going with Canadian spite? www.washingtonpost.com/opinions/202...

Trump said just now that he thinks Warsh has a "hostile board." He could act at any time to fire Lisa Cook. The Supreme Court said she was entitled to an explanation of the evidence and a chance to respond. Those boxes have been checked. Trump could order the firing at any time.

Nominal retail sales surged in Aug after an unusual July decline. The monthly noise comes from a shift in the timing of Prime Day and on a 3m basis growth in consumer spending is steady and solid

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The financing gap is the difference b/w capex and internal cash flow for nonfinancial corps, it represents the demand for external funding (debt). New data for Q2 from the Fed show the 4-quarter avg is the largest on record (though it is not as outsized as a % of nominal GDP)

BildBild

Firm August core CPI inflation and PCE translation likely locks in a rate hike...and probably not just one. Inflation is not necessarily accelerating, but nor is it moving to the Fed's 2% target

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Almost 200 women died after an ectopic pregnancy from 2020-2025, compared with about 100 in the previous six years, CDC data shows. Abortion bans make exceptions for ectopic pregnancies, but getting a definitive diagnosis can mean waiting days or weeks.

Ectopic Pregnancy Deaths Have Nearly Doubled. It’s Worse in States With Abortion Bans.

With prompt and appropriate medical care, experts say, people shouldn’t die from an ectopic pregnancy. Women in Texas and Oklahoma have sued over delays in care, which, coupled with our new analysis, ...

propublica.org