US - Economic Data & News 11 (Oct 22 - Mar 24)

[behappyalways]

Some borrowers are getting a jump start on repaying student debt before payments restart in October
https://twitter.com/Mayhem4Markets/stat ... 3581651013

[behappyalways]

US real household incomes have declined every year since 2019:
https://twitter.com/zerohedge/status/17 ... 3033821665

[behappyalways]

"This Is Philadelphia": A Shocking Video Of Yet Another Democrat City Imploding
https://www.zerohedge.com/markets/phila ... -imploding


We’ve never been so rich! American household assets soar to new highs, will they be eaten up by inflation?
從沒這麼有錢過! 美國家庭資產飆新高 被通膨吃掉?｜方念華｜FOCUS全球新聞 20230912@tvbsfocus
https://m.youtube.com/watch?v=RJpW62-Bss0


Flash Mob Robberies Are Not "Just Kids From Social Media", They're Organized Crime
https://www.zerohedge.com/political/fla ... ized-crime

[behappyalways]

Small Business Optimism Falls As Inflation Persists & Companies Struggle To Find New Workers
https://www.zerohedge.com/personal-fina ... e-find-new

[winston]

Week 38 equity strategy

The highlight undoubtedly this week will be the Federal Reserve interest rate decision on 20 September.

Our base case of unchanged interest rates is aligned with the futures markets.

We do expect the Fed to sound hawkish and leave the door open to rate hikes if inflation reaccelerates.

On the latest inflation reading, core CPI in August was modestly lower at 4.35% YoY in August (prev. +4.65%).

Rent remains the primary driver of inflation, climbing 7%.

It is a notable lagging indicator despite the market rent declining continuously.

Rental CPI picked up from 4Q22.

We expect a more meaningful drop in rent inflation in the coming months as the base year comparison starts to fade out.

Market-based rental growth peaked in 1Q22.

Source: Phillips

[behappyalways]

"They Were Laughing": Rogue Gang Of Teens Brutally Beat Gas Station Clerk In Lawless Seattle
https://www.zerohedge.com/markets/they- ... ss-seattle

[behappyalways]

緩解移民潮壓力! 拜登政府准工作證 47.2萬委內瑞拉人受惠｜秦綾謙｜FOCUS全球新聞 20230921 @tvbsfocus
https://m.youtube.com/watch?v=t6z4p_whZ9Q


Lawlessness Spreads To Suburbia: Westport Man Carjacked In Own Garage
https://www.zerohedge.com/political/law ... own-garage



Detroit automaker unionized labor costs, including wages and benefits, are estimated at an average of $66/hour. That compares with $45 at Tesla, which isn’t unionized, and $55 for Asian automakers.

Meeting all of Fain’s initial demands would boost average hourly labor costs to an estimated $136/hour.


UAW Auto Strike Costs "Detroit 3" $250 Million In Lost Profit Every Day, Will Lead To Much More Inflation
https://www.zerohedge.com/markets/uaw-a ... -much-more

[behappyalways]

The world's largest country, the federal government is likely to shut down at the end of the month, and the U.S. debt exceeds 33 trillion

全球第一大國 聯邦政府月底恐關門 美債破33兆 TVBS文茜的世界周報 20230923

https://m.youtube.com/watch?v=Vf3Sbv_F29Q

[behappyalways]

Pushed to the limit! South American immigrants are pressing at the border again, and 2,000 people are pouring into the Texas border city every day
逼極限! 南美移民又壓境　德州邊境城每天湧2千人｜方念華｜FOCUS全球新聞 20230925@tvbsfocus
https://m.youtube.com/watch?v=_ng704yn2g0


The candle is burning! U.S. government shutdown crisis is counting down, auto union strike expands
蠟燭多頭燒! 美政府關門危機倒數 汽車工會罷工擴大｜方念華｜FOCUS全球新聞 20230925@tvbsfocus
https://m.youtube.com/watch?v=yR60z-BQ9o0

[behappyalways]

Driving from Miami Beach, Florida to Disneyland is free. High-speed rail takes 3.5 hours.

佛州邁阿密海灘到迪士尼 免開車.高鐵3.5hr到｜方念華｜FOCUS全球新聞 20230926@tvbsfocus

https://m.youtube.com/watch?v=PiQonGujxxI