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Michael McDonough Profile picture
@M_McDonough
Nov 15, 2021 • 10 tweets • 2 min read • Read on X
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Quick Look at Inflation & Drivers From Around the World (1/10)
(2/10) U.S. CPI YoY%
(3/10) Eurozone HICP YoY%
(4/10) U.K. CPI YoY%
(5/10) Japan CPI YoY%
(6/10) Brazil IPCA YoY%
(7/10) France HICP YoY%
(8/10) Germany HICP YoY%
(9/10) Italy HICP YoY%
(10/10) Spain HICP YoY%

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More from @M_McDonough

Michael McDonough Profile picture
Nov 29, 2023
I just quickly used DS<Go> to conduct a Beige Book-style analysis on U.S. consumers, focusing on insights from recent earnings call transcripts of S&P 500 companies: (This is a very very small sample of the results)
"As lower-income consumers responded to the accumulated impact of inflation and reduced government benefits, we saw a notable pullback in spending, particularly in higher-margin discretionary categories." -Rick Dreiling, Chairman/CEO Dollar Tree
"...consumers are still spending, but pressures like higher interest rates, resumption of student loan repayments, increased credit card debt, and reduced savings rates, have left them with less discretionary income, forcing them to make trade-offs..." Brian Cornell, CEO Target
Read 14 tweets
Michael McDonough Profile picture
Nov 8, 2022
(1/5) Election Day Fodder
& a good excuse to use this app I built ages ago

Comparing the Democratic Large Cap Core ETF $DEMZ vs. the Point Bridge America First EFT $MAGA

Firstly, the two ETFs are in fact quite different. They are both also pretty small: Image
(2/5) Despite the differences in composition, the ETFs are loosely correlated with an R^2 of 0.72: Image
(3/5) Relative to each other DEMZ is most overweight Technology, Consumer Staples, and Communications, while MAGA is most overweight Industrials, Energy and Utilities: Image
Read 5 tweets
Michael McDonough Profile picture
Nov 7, 2022
The Bank of England just updated October mortgage rates , the 2Y fixed rate went to 6.01% from 4.17%.
Applying this rate to the nation-wide average house price, and assuming a 15% down payment, your monthly payment would be £1,369 up from £764 at the start of the year: {ECAN}
U.K. mortgage-to-income ratio: {ECAN}
Contributions to the 1Y change in the UK mortgage-to-income ratio. Mostly the surge in interest rates: {ECAN<GO>}
Read 4 tweets
Michael McDonough Profile picture
Oct 21, 2022
(1/2) There has been a significant swing in which party is expected to control the Senate with just 18 days left until the midterm elections. To track this we've added a new US Election section on {ECAN<GO>}.
(2/4) Control of the House is becoming even less competitive: {ECAN<GO>}
(3/4) Generic Republican Congressional candidates are doing increasingly better than a generic Democrat candidate: {ECAN<GO>}
Read 4 tweets
Michael McDonough Profile picture
Aug 9, 2022
(1/3) Starting to think about potential labor hoarding... In that vein, here is a chart showing the change in EPS estimates for the Russell 3K vs. the change in the US Unemployment Rate since 1996: (pretty self-explanatory)
(2/3) I was actually somewhat surprised to learn that Russell 3K companies employ nearly 40 million people (so it is a fairly representative index, admittedly though not all of them are located in the US)
(3/3) I f curious, here is the breakout of Russell 3K employment by company and sector:
Read 5 tweets
Michael McDonough Profile picture
Jul 29, 2022
PCE Price Index up 6.8% YoY, Here's What Drove It: {ECAN<Go>}
PCE Price Index up 6.8% YoY, Here are the Top 5-Subcomponent Contributors: {ECAN<Go>}
PCE Price Index up 6.8% YoY, Here is the Entire Picture: {ECAN<Go>}
Read 4 tweets

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