MacroEdge @MacroEdgeRes
MacroEdge is a leader in economic intelligence, research, and data. We deliver cutting-edge research and data to decision-makers. #UrbanEconomics macroedge.net Miami, FL Joined June 2022-
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Respect the lag?
Respect the lag? https://t.co/05Ufs7LXFI
The Marriott Tacoma has been added to the default watchlist #MacroEdgeCRE
Barclays has initiated a £2 billion cost cutting drive that will result in hundreds of immediate layoffs, with the potential of thousands more in the next year #MacroEdge
Tesla has begun exiting supercharger locations amid a massive cost cutting effort initiated from the top down of the org #MacroEdge
Sam Ash, a large music store chain, is preparing to shut down all of its stores unless a buyer is found. #MacroEdge
Applebees Restaurant has begun a cost reduction program resulting in 25 to 35 restaurant closures, store closures begin this month
77,248 net private sector job adds in April #MacroEdge
Fortress is initiating a nearly $1 billion foreclosure against the Cohen Brothers portfolio which includes a South Florida hotel, NY office space, and more
Individuals and enterprises are turning to MacroEdge research and data for clarity and objectives during obscure economic times. Access our research, data portal, & more (below) for two weeks of access: #MacroEdge
Once popular Portland-based Stages Cycling, a bike manufacturer, has ceased operations
Workers ‘job hopping’ on a monthly basis - a term that boomed in popularity post QE4 - is back at GFC and Dotcom levels. #MacroEdge
It’s Happy Hour - so join us in the Social Club. #MacroEdge x.com/i/communities/…
unusual_whales @unusual_whales
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* @visionaryintent
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RealJohnGaltFLA @RealJohnGaltFla
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@20OSSA1 Angående den där husbyggarsektorn i 🇺🇸... 🫥 x.com/donmiami3/stat…
Goodness gracious, another chart I thought couldn't be real It is
@DonMiami3 @MacroEdgeRes Looks highly correlated with rates in 2024....only way rates come down is if disinfection resumes or recession
@DonMiami3 @MacroEdgeRes I keep fallin back on this analysis of a declining valuation model for residential. It is excellent and I have serious confirmation bias: x.com/tomaspueyo/sta…
You think housing prices will keep going up because you've seen it all your life. But this is a historic anomaly that is likely to reverse soon: Prices might start shrinking in many places. This thread is the case against investing in housing:
Phoenix AZ housing inventory above 2018 levels about to take out 2019 and 2017 levels.
@GRomePow Number of homes for sale above 2018. Will surpass 2019 soon. Will inventory match 2017 by the end of summer?
The Lag Effect appears to be finally catching up with the Short Term Rental market
If only some folks had warned folks about this…..
With rates higher 4 longer, rate-sensitive sectors of the economy are exhibiting increasing pain Commercial Real Estate is #1 Airbnbs are residential properties operated as commercial This is why we’re seeing an uptick in Hotel loan defaults as well More pain to come
If only some folks had warned folks about this…..
@MacroEdgeRes It's been nothing but layoffs in Q1- Q2.
@MacroEdgeRes What’s the forecast for layoffs this month?
$TSLA ❖ Tesla retreats from next-generation ‘gigacasting’ manufacturing process Tesla, opens new tab has backed away from an ambitious plan for innovations in gigacasting, its pioneering manufacturing process, according to two sources familiar with the matter, in another sign…
@DonMiami3 @MacroEdgeRes call the dirt guys and ask them how many new projects (or lack thereof) are coming up for bid and from what source (public or private and type) and you'll have a good gauge on the economy.
@DonMiami3 @MacroEdgeRes pattern is the same .. just dragged out by AI craze and Gov pumping in liquidity
If only some folks had warned folks about this…..
🚨 LAYOFF ALERT - Dallas, TX 🇺🇸 Arnold Transportation Services, Inc laid off 157 employees in Dallas, TX on April 30, 2024 as indicated in a WARN notice.
@ankitatIIMA more banking news. Numbers not yet out.
Barclays has initiated a £2 billion cost cutting drive that will result in hundreds of immediate layoffs, with the potential of thousands more in the next year #MacroEdge
@MacroEdgeRes @DonMiami3 @MacroEdgeVision Airport hotel?
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