📰 "Never Have Investors Paid So Much for So Little Corporate Output" - Haver Analytics Viewpoints https://www.haver.com/articles/never-have-investors-paid-so-much-for-so-little-corporate-output
MTS Insights
@mtsinsights.bsky.social
Economic commentary, data, and reports with topics ranging from #macro to financial #markets. Tweets are not financial advice.
📰 "How AI Debt Is Reshaping Credit Markets" - Goldman Sachs Asset Management Connect https://www.goldmansachs.com/insights/goldman-sachs-exchanges/how-ai-debt-is-reshaping-the-credit-market
📰 "Total PMIs Show Confused Trends" - Haver Analytics Economy in Brief https://www.haver.com/articles/total-pm-is-show-confused-trends
📰 "How Long Can the Fed Hold On?" - Morgan Stanley Insights https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/fed-credibility-shock-andrew-sheets
📰 "Services PMI Points to Broad Economic Stability with Little Change in July 2026" - PNC Economic Reports https://www.pnc.com/content/dam/pnc-com/pdf/aboutpnc/EconomicReports/EconomicUpdates/2026/PNC_Economics_Research_ISM_Services_5_August_2026.pdf
📰 "Markets Eye Jobs Report After Positive ISM Readings" - HilltopSecurities Economic Commentary https://www.hilltopsecurities.com/economic_commentary/markets-eye-jobs-report-after-positive-ism-readings/
📰 "The Future of Monetarism after Milton Friedman" - St Louis Fed Research and Commentary https://fedinprint.org/item/fedlrv/103602
📰 "What Is Foreign Direct Investment?" - St Louis Fed Research and Commentary https://fedinprint.org/item/l00100/103601
📰 "U.S. ISM Services PMI Edges Up in July, Indicating Expansion for the 25th Straight Month" - Haver Analytics Economy in Brief https://www.haver.com/articles/u-s-ism-services-pmi-edges-up-in-july-indicating-expansion-for-the-25th-straight-month
📰 "The ISM Non-Manufacturing Index Rose to 54.1 in July" - First Trust Economic and Market Commentary https://www.ftportfolios.com/Commentary/EconomicResearch/2026/8/5/the-ism-non-manufacturing-index-rose-to-54.1-in-july
📰 "A Window into Bond Investors' Uncertainty About R-Star" - New York Fed Liberty Street Economics https://fedinprint.org/item/fednls/103600
📰 "US service sector remains robust, but hiring weakness persists" - ING Economic and Financial Commentary https://think.ing.com/snaps/us-service-sector-remains-robust-but-hiring-weakness-persists/
📰 "What's Behind the Sharp Drop in Labor Force Participation?" - St Louis Fed Research and Commentary https://fedinprint.org/item/l00001/103599
📰 "Mexico | A stronger 2Q26 is unlikely to shift Banxico's policy pause" - BBVA Publications https://www.bbvaresearch.com/en/publicaciones/mexico-a-stronger-2q26-is-unlikely-to-shift-banxicos-policy-pause/
📰 "SpaceX's Starmind to start on terra firma. Gold rally a signal?" - Saxo Bank Commentary and Analysis https://www.home.saxo/content/articles/podcast/smc-podcast-05-august-05082026
📰 "Latam Daily: Mexican Investment and Consumption Slow" - Scotiabank Economic Commentary https://www.scotiabank.com/ca/en/about/economics/economics-publications/post.daily-publications.latam-daily.latam-daily.2026-issues.-august-5-2026-.html
📰 "ISM Services PMI: Strong Activity, Stirring Price Pressures" - BMO News and Commentary https://economics.bmo.com/publications/detail/4a47a5f1-cf88-4b7b-8f7a-15c4ef97d048/
📰 "Provincial Credit Watch: August 2026" - BMO News and Commentary https://economics.bmo.com/publications/detail/de3fdcd3-e101-4d4c-a9c8-65418df7f324/
📰 "U.S. ADP Employment Disappoints in July" - Haver Analytics Economy in Brief https://www.haver.com/articles/u-s-adp-employment-disappoints-in-july
📰 "First-Time Buyers Catch a Break As Affordability For U.S. Starter Homes Improves Slightly Faster Than Overall Market" - Redfin Research and Commentary https://www.redfin.com/news/starter-home-affordability-improving-2026/
📰 "Americas CIO View: Mother of all profit cycles vs. secular climb in yields" - DWS Group Global CIO View https://www.dws.com/en-us/insights/cio-view/americas-cio-view/2026/20260508-americas-cio-view/
📰 "Daily Points: August 05, 2026" - Scotiabank Economic Commentary https://www.scotiabank.com/ca/en/about/economics/economics-publications/post.daily-publications.daily-points.daily-points.capital-markets.2026-issues.august-5-2026.html
📰 "Nickel, Nationalism and the Future of Indonesia" - Haver Analytics Viewpoints https://www.haver.com/articles/nickel-nationalism-and-the-future-of-indonesia
📰 "The Income Needed to Afford Typical American Home Holds Steady Near Record High of $110,000" - Redfin Research and Commentary https://www.redfin.com/news/affordability-homebuying-2026/
📰 "Economists Expect a Cooled Labor Market and an AI Reshuffling of White-Collar Work" - Indeed Hiring Lab Economic Research https://www.hiringlab.org/2026/08/05/q2-labor-market-outlook-survey/
📰 "Sociodemographic characteristics and prior police-reported violence among gender-related homicide victims in Canada" - Statistics Canada Data Releases https://www.statcan.gc.ca/daily-quotidien/260805/dq260805a-eng.htm
📰 "Monthly average retail prices for selected products, June 2026" - Statistics Canada Data Releases https://www.statcan.gc.ca/daily-quotidien/260805/dq260805b-eng.htm
📰 "Mortgage Applications Decrease in Latest MBA Weekly Survey: Week of July 31, 2026" - MBA Research and Economics https://www.mba.org/news-and-research/newsroom/news/2026/08/05/mortgage-applications-decrease-in-latest-mba-weekly-survey
📰 "The cost of not knowing: how uncertainty weighs on the euro area economy" - ECB Press and Publications https://www.ecb.europa.eu//press/economic-bulletin/articles/2026/html/ecb.ebart202605_01~712f201ac1.en.html
📰 "U.S. Mortgage Applications Declined in the July 31 Week" - Haver Analytics Economy in Brief https://www.haver.com/articles/u-s-mortgage-applications-declined-in-the-july-31-week