Mike Donnelly
@MikeDonnellyJr
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Economist | IRS, IHS Global Insight, DRI, WEFA, Nippon, J&W Seligman | Former PCBE (Philly NABE) President | Views my own, not my employer's
Joined September 2011
good lord, will anyone trust the number? this is extraordinary
@KobeissiLetter Heres why…. Bureau of Labor Statistics was directed to recall staff exclusively for the September CPI report . The CPI data release during the shutdown is happening because it is legally necessary for Social Security adjustments under the Cost-of-Living Adjustment (COLA)
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Reminder when 1 party holds all the reins, Senate, House and the White House they can pass a budget any time they want.
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Very useful WSJ report on how China gained control of rare earths processing/ permanent magnet production -- and how it kept control 1/
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50M capacity?? can't be right. The electric stack will win, its a phone with wheels, dirt cheap and the civilian ecosystem supports the build out of the new military reality. Battery Drones beat ICE vehicles and are lethal to soldiers
How China Is Gutting Western Automakers “Make the world more dependent on China. Make China less dependent on the world.” – Xi Jinping (Politburo, Dual Circulation Strategy, May 2020) If China’s goal is total domination of the global auto industry, the master plan might look
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Here to defend Kelee. He is rashul Douglas 2.0, an nfl body being asked to do what he can’t do. Move him to safety or only play him in zone coverage
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This weekend felt like if Happy Gilmore happened in real life. Bethpage fans were wild, but had the nation watching golf again. Entertainment meets tradition #RyderCup
I’d like to congratulate @RyderCupEurope on their victory. Your team play the first few days was sensational. More importantly, I’d like to apologize for the rude and mean-spirited behavior from our American crowd at Bethpage. As a former player, Captain and as an American, I
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ooof. Sources say he appreciated @EliotShorrParks learning to pronounce his name correctly in Ogbo's limited time with the team this year.
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With Nolan out I’d love to see Campbell on the line for 20 to 30 snaps and I want to see Kylie Ringo play 4 games & start, still believe in that guy and if he still doesn’t work then flip him into a safety, too much talent not to play
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Coffee tariffs lifting price? No. US prices muted by strong USD$ + lag. Sweden’s free market = world’s highest coffee inflation. Elsewhere, state controls mask true cost. Brazil? Demand destruction when price rose 10% y/y in Feb
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Dudley at the NYABE meeting said the Sept SEP is normally highly accurate for the remaining part of the year and it just said 2 more cuts
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Former NY Pres Bill Dudley cites the ATL GDPnow tracker, at his NYABE lunch where he received the Butler award. It’s at 3.4% for 3Q which is quite good. @AtlantaFed
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In hindsight, this will go down as one of the darkest photos in American history.
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I know some people won't like to hear this, but I think the main problem here isn't this killer's ideology. It's that the internet radicalizes people to do increasingly greater violence on a scarily regular basis and nobody really knows what to do about it.
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No. This is the elephant in the room around the US reshoring narrative. Wall St assumes the US has sufficient labor and skilled trades to build all this stuff without touching off a wage spiral that blows up the UST market. To reshore, the US is going to have to pay skilled
Can't Korean companies find US labor for their factories here instead of having to fabricate visas?
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The only real reason to close a nuclear plant is brittle metal in the core. Indian Point wasn’t there — it was closed for politics, not safety. Re-open it. @ZohranKMamdani
Supporting the restart of 2 gigawatts of emissions-free, reliable power that would lower electric rates in downstate NY should be a litmus test for anyone who claims to be serious about (a) climate, (b) abundance or (c) affordability. I'm looking at you @ZohranKMamdani 👀
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PPI final demand services fell -0.2% m/m as service prices for trade slid -1.7% m/m. Tariffs hitting demand hard. But Stage 1–4 service inputs all rose — B2B costs are climbing. Price pressures are building further up the pipeline.
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How many undocumented are in the NFP & why does it matter? https://t.co/QK9yLOx21m
linkedin.com
How many undocumented are in the NFP & why does it matter? If the number is sizable and policy displaces even a fraction, the jobs report could look like it's collapsing. Payroll prints could turn...
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Jalen’s a winner, doesn’t want to put the cape on (to stay healthy) but he does it when needed, saves opener. Can offense beat zone coverage? is it the blitz all over again. Gambling behind only tossing Carter? What about Dak? Hate that I have to suspect it
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This episode is more fun than a financial pod has a right to be
NEW ODD LOTS: What happens when a startup literally runs out of cash and dies. @tracyalloway and I talked to David Johnson of Resolution Financial Advisors about a common business outcome that almost never gets talked about. https://t.co/30ufi0Ok2h
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NEW ODD LOTS: What happens when a startup literally runs out of cash and dies. @tracyalloway and I talked to David Johnson of Resolution Financial Advisors about a common business outcome that almost never gets talked about. https://t.co/30ufi0Ok2h
podcasts.apple.com
Podcast Episode · Odd Lots · 08/20/2025 · 47m
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