Private Investor, Former Coach

Rancho Mirage, CA
Joined March 2010
Rob Hager retweeted
Indeed job postings update: 1/ Overall postings still up a little Y/Y, consistent with a small labor market recovery. Nothing more substantial than that.
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Taiwan Export Orders - @SoberLook
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South Korea First 20-Day Exports - @SoberLook
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Germany ZEW Economic Sentiment Index - @SoberLook @zew_en
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Redbook Index vs. Retail Sales - @SoberLook
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U.S. Building Permits - @SoberLook
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Rob Hager retweeted
For the four weeks ending October 3, 2026, U.S. private employers added an average of 18,500 jobs a week. Hiring decelerated from the previous week. adpresearch.com/main-street-… #labormarket #economy
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Rob Hager retweeted
On October 20, the #GDPNow model nowcast of real GDP growth in Q3 2026 is 3.5%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: atlfed.org/46BOWkD.
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Rob Hager retweeted
Total housing starts in the U.S. fell 5.2% in September to an annual rate of 1.221 million, 7.4% below Sept. 2025. Single-family home starts were down 4.6% to an annual rate of 859,000. Single-family permits also fell. #housing #realestate
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U.S. Margin Debt (Y/Y, %GDP) - @SoberLook
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Augur U.S. Financial Conditions Index - @SoberLook @AugurInfinity
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USD Inflation Swap Rates - @SoberLook
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Manheim Used Vehicle Value Index - @SoberLook @Manheim_US
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NAHB Housing Market Index - @SoberLook @NAHBhome
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Data center construction crowding out other forms of investment?
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France's 10-year bond yields are surging to new post-2012 highs relative to German 10-year yields.
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This is a notably weak month-over-month nationally aggregated home price print, as expected U.S. home prices, fell -0.5% in the latest MoM window (compared to the normal +0.1% MoM for that window) Table via @ResiClub_HQ
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Rob Hager retweeted
Home builder confidence fell to the lowest level in 14 years in October as the NAHB/@WellsFargo Housing Market Index (HMI) fell three points to a reading of 29. High mortgage rates and inflation are dragging on home buyer demand. nahb.org/news-and-economics/… #housing #realestate
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