George Gee @SegResearch
Visuals and thoughts on financial markets. SEGResearch.com Joined January 2022-
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The housing shortage quickly evaporated after 2020. Housing units per household near 2010 peak. #Macro #Housing #RealEstateInvesting
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Home for sales rising much faster then homes sold. #Macro #RealEstateInvesting #Economy
Tariffs putting quite the distortion on GDP figures. Investment also getting impacted as companies had to deplete their inventory. #Economics #Markets
With imports declining the latest real GDP print swings into positive territory. #EconomicGrowth
Temporary employment and business services remain in decline. #Economics #Markets
Construction employment growth has slowed but remains positive. #Economics #Macro
George Gee retweeted
Average price of electricity over time, U.S. city average This has slowed down EV adoption in recent years. Gas has been getting cheaper as electric rates have been rising, eroding EV fuel savings
Interesting, not what I would have expected.
US Labor Market stress declined during the second quarter of 2025.
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