Bank stocks are sliding even as interest rates surge. When funding costs climb faster than lending rates, net interest margins compress — reversing the profit tailwind banks enjoyed during the initial rate hike cycle. #Stocks #Macro

🗞️ ft.com

(Halloween)

Look, it's a complicated relationship with @daggron13.bsky.social and his assistant. Least they match now?

Newest in recon tech is @zangzilla.bsky.social ! ...Maybe I should have made him a BIT bigger...

#Sift #OC #Macro #Micro #Giantess #SizeSky #Halloween #Gift

UMich consumer sentiment: 46.3 in October's preliminary read, down from 48.1 in September and below the 48.0 consensus. Current conditions component: 44.7 against a 51.0 estimate. #macro

Bubo Eurasian Owl #featheredfriday #blueskybirds #birds #nature #birdsofbluesky #birdlovers #featheredfriends #ornithology #wildlifephotography #bestbirdshots #planetbirds #animals #owls #photohour #photographyisart #wildlife #birding #aves #eastcoastkin #macro #oiseaux #bubo #photography #eagleowl

U Michigan's live sentiment read sits at 51.7, down 6.3% on the day.

October's preliminary print lands at 10am ET today. The index has been sitting near some of its weakest levels in decades heading in.

Curious whether a soft miss even registers with a rates desk fixed on the Fed path. #macro

Oh and #paws #macro #micro #sizesky

Actual footage of "Venus" eating her moon (art by @rosariogummi.bsky.social )
#sizesky #giantess #macro #vore #salvoreger

Bitcoin steadied near $82,500 as Trump's Iran pledge eased macro pressure, but leveraged bears now face liquidation risk at these prices.

#Bitcoin #Ether #Iran #Liquidations #Macro #Markets #Trump

Tiny mushroom could be a fairy umbrella #FungiFriday #PacificNorthwest #Mycology #macro #NaturePhotography

Nice Pawbert shot, shockingly detailed in my opinion lol

#Zootopia #macro #paws #furry #paw

Oil shock meets AI fatigue. Brent jumps 4.07% to $104.28 a barrel on the Middle East conflict, and $SPX slips 0.47% as OpenAI prints $50bn revenue against $70bn expected. US CPI on Oct 14 is the next binary for Fed pricing.

#macro #rates #economy

En otro orden de cosas, el paseíto se ha dado: bien. Abejas (muchas), un posible sírfido que he pillado de chiripa, maripositas, la mosquita-puercoespín, una libélula anciana, un saltamontes conjuntao y una lagartija desconfiadísima. #omsystem #macro #bichos

Pipevine swallowtail (Battus philenor)
Butterfly 2020-74

If the devil can be in the details
So can be kindness, virtue or beauty

#butterfly #butterflies #macro #photography #beauty #nature #insect #flower #bokeh #mramsdellpics

EM, Europe and real estate remain under pressure, while US and Japanese equities stay relatively resilient. Broad risk-off is not confirmed, and lower yields may signal relief or growth concern.

Notes:
w18notes.com/en/notes/tok...

PDF:
w18notes.com/en/reports/t...

#W18Notes #Macro #Markets

"I cry a lot because I miss people. They die and I can't stop them. They leave me and I love them more.”~Maurice Sendak

#Lisianthus #PrairieGentian #FlowerReport #ECK #WCK #Art #BloomScrolling #Flowers #Macro #FlowersOnBlueSky #Scape