Dave Profile
Dave

@DTRTrading

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Data Over Opinion

Salt Lake City, UT
Joined March 2015
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@DTRTrading
Dave
12 days
Why are supply chain costs surging? The latest report from #KPMG Economics highlights shipping volatility, tougher trade rules and compliance pressures as top challenges for 2025. https://t.co/ZPhkxsqubI
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@DTRTrading
Dave
12 days
“The great exit” is real. @KPMG_US economist @Matthew Nestler, PhD finds college-educated moms of young kids are leaving the workforce—reversing pandemic-era gains and straining labor supply. #Economy #ChildcareCrisis #Labor https://t.co/E25uyGCoLR
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@DTRTrading
Dave
12 days
Economic uncertainty and slowing job growth are putting a damper on housing’s ability to boost growth, says @YelenaMaleyev. Mortgage rates are down, but affordability and credit access remain key hurdles. https://t.co/d993GiLpAr
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@DTRTrading
Dave
12 days
#CPI rose 0.3% in September 2025, with service sector inflation still sticky. @DianeSwonk, “The inflation data was slightly better than expected, which helps shore up the Fed’s near-term commitment to focus more on the labor market and cut rates.” https://t.co/DbU8LdTS7z
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@DTRTrading
Dave
2 months
Is a rate cut enough to revive #housing demand? @benshoemsith_ says high mortgage rates and construction costs continue to weigh on buyers. July’s 9.2-month supply of newly built homes signals #builder caution and market imbalance. https://t.co/XvETHE1t0R
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@DTRTrading
Dave
5 months
“We expect consumer spending to stall as inflation erodes purchasing power in the second half of the year,” suggests @KenKim_1 in his analysis of the latest CPI data. https://t.co/gTcCYASWl8
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@DTRTrading
Dave
5 months
With tariffs expected to peak at 20% and unemployment rising to 4.7% by year-end, organizations must be prepared. Read #KPMG Chief Economist @DianeSwonk’s biannual economic outlook. #PolicyinMotion https://t.co/DrF5KGom7F
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@visegrad24
Visegrád 24
5 months
Russia’s strategic bomber fleet burns! Drones were lunched from trucks near 4 airfields deep inside Russia. More than 40 planes destroyed at: - Olenya Air Base in Murmansk - Belaya Air Base in Irkutsk - Ivanovo Air Base in Ivanovo - Dyagilevo Air Base Ryazan Via @ConflictDISP
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@charliebilello
Charlie Bilello
6 months
The US Unemployment Rate held steady at 4.2% April. Remains well below the historical average of 5.7%. https://t.co/rQuXrxVpWs
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@DTRTrading
Dave
6 months
The US trade deficit widened, imports surged and inflation sticks. What do the Q1 economic numbers mean for your business? Read @DianeSwonk’s analysis of the latest #GDP & #PCE data: https://t.co/gSD0XTGAXc
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@charliebilello
Charlie Bilello
8 months
The top 10% of income earners in the US now account for half of all consumer spending, a record high. (Note: top 10% = households making >$250k). https://t.co/l5IYmkeySJ
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@IterIntellectus
vittorio
9 months
HOLY SHIT IT'S HAPPENING AI can now write genomes from scratch. Arc Institute an NVIDIA just published Evo-2, the largest AI model for biology, trained on 9.3 trillion DNA base pairs spanning the entire tree of life. it doesn’t just analyze genomes. it creates them 1/
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@visegrad24
Visegrád 24
9 months
BREAKING: NASA raises risk of the asteroid 2024 YR4 hitting Earth in 2032 to 3.1%. It stood at 2.3% just 2 weeks ago This is the highest risk assessment an asteroid has ever received. These cities are under threat: 🇨🇴 Bogota 🇨🇮 Abidjan 🇳🇬 Lagos 🇸🇩 Khartoum 🇮🇳 Mumbai 🇧🇩 Dhaka
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@DTRTrading
Dave
9 months
Sovereign defaults are a growing threat. The latest Global Navigator from @KPMG_US looks at the increasing risk of government debt defaults and the potential economic and social impacts. #debt #economy https://t.co/tGGskx8QdS
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@ColbyBadhwar
Colby Badhwar 🇨🇦🇬🇧
10 months
🇺🇸🇺🇦 "Aid to Ukraine" is really an investment in American manufacturing (updated). $57.9 billion has gone into the US defense industrial base to date. That will reach well over $80 billion once all funds are obligated. Top recipient states: 1. Arkansas - $4.7 billion 2.
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@charliebilello
Charlie Bilello
10 months
The top 10 holdings in the S&P 500 now make up over 37% of the index, the highest concentration we've seen with data going back to 1980. Video: https://t.co/dhk67ckJaw
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@charliebilello
Charlie Bilello
10 months
The office vacancy rate in the US has moved above 20%, the highest level in history. Video: https://t.co/LdSi2n1zdq
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@charliebilello
Charlie Bilello
10 months
The longest yield curve inversion in history ended two weeks ago with the 10-year yield moving above the 3-month yield. The S&P 500 gained 62% during the inversion, dispelling the myth that inversions are bearish for stocks. Video: https://t.co/u8R8NnZrp1
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@charliebilello
Charlie Bilello
10 months
The Ratio of Emerging Markets to US Equities is now at an all-time low, breaking below the prior low from March 1999. Video: https://t.co/ugEOu07Wi7
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@charliebilello
Charlie Bilello
10 months
The correlation between US stocks and bonds over the last 3 years (0.72) is highest on record. Video: https://t.co/qG8tUiaZHp
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