US job openings, hiring and quits rates all up in September suggesting that labour mkt is doing okay. (EvercoreISI charts)
November 3, 2026 at 9:40 PM
US job openings, hiring and quits rates all up in September suggesting that labour mkt is doing okay. (EvercoreISI charts)
Mostly strong US data
Sept qtr GDP grth +3.4% with strong consumer & AI driven capex (mostly imported w net exports detracting)
Real pers spending flat in Sep but after strong mths
Jobless claims fell,remain low
Core PCE too hi at 0.3%mom/3.1%yoy
(EvercoreISI & Bloomberg charts)
Sept qtr GDP grth +3.4% with strong consumer & AI driven capex (mostly imported w net exports detracting)
Real pers spending flat in Sep but after strong mths
Jobless claims fell,remain low
Core PCE too hi at 0.3%mom/3.1%yoy
(EvercoreISI & Bloomberg charts)
October 29, 2026 at 9:13 PM
Mostly strong US data
Sept qtr GDP grth +3.4% with strong consumer & AI driven capex (mostly imported w net exports detracting)
Real pers spending flat in Sep but after strong mths
Jobless claims fell,remain low
Core PCE too hi at 0.3%mom/3.1%yoy
(EvercoreISI & Bloomberg charts)
Sept qtr GDP grth +3.4% with strong consumer & AI driven capex (mostly imported w net exports detracting)
Real pers spending flat in Sep but after strong mths
Jobless claims fell,remain low
Core PCE too hi at 0.3%mom/3.1%yoy
(EvercoreISI & Bloomberg charts)
US Sep payrolls just +29k, prior 2 mths revised -60k, 3 mth avg fell to 51k, unemp +0.1 to 4.2% but due to a higher participation. Wages just 0.1%mom/3%yoy.
A goldilocks report - not too hot/not too cold - eases overheating fears & takes some pressure of Fed.
(EvercoreISI charts)
A goldilocks report - not too hot/not too cold - eases overheating fears & takes some pressure of Fed.
(EvercoreISI charts)
October 2, 2026 at 1:36 PM
US Sep payrolls just +29k, prior 2 mths revised -60k, 3 mth avg fell to 51k, unemp +0.1 to 4.2% but due to a higher participation. Wages just 0.1%mom/3%yoy.
A goldilocks report - not too hot/not too cold - eases overheating fears & takes some pressure of Fed.
(EvercoreISI charts)
A goldilocks report - not too hot/not too cold - eases overheating fears & takes some pressure of Fed.
(EvercoreISI charts)
Matthew Aks, EvercoreISI: Trump’s willingness to even make the $5,000 check proposal, along with other more realistic spending proposals from both sides, underscore that recent market signals have yet to change the conversation on deficits in Washington.
September 11, 2026 at 10:53 AM
Matthew Aks, EvercoreISI: Trump’s willingness to even make the $5,000 check proposal, along with other more realistic spending proposals from both sides, underscore that recent market signals have yet to change the conversation on deficits in Washington.
US Aug payrolls much > exp +162k, prior 2 mths revised +55k, 3 mth avg +71k.
Unemp rose from 4.09% to 4.14% but this was due to higher participation.
This marginally increases case for a Sept hike, but CPI will be key. Wages grth remains benign +0.2%m/+3.1%y
(EvercoreISI chart)
Unemp rose from 4.09% to 4.14% but this was due to higher participation.
This marginally increases case for a Sept hike, but CPI will be key. Wages grth remains benign +0.2%m/+3.1%y
(EvercoreISI chart)
September 4, 2026 at 10:40 PM
US Aug payrolls much > exp +162k, prior 2 mths revised +55k, 3 mth avg +71k.
Unemp rose from 4.09% to 4.14% but this was due to higher participation.
This marginally increases case for a Sept hike, but CPI will be key. Wages grth remains benign +0.2%m/+3.1%y
(EvercoreISI chart)
Unemp rose from 4.09% to 4.14% but this was due to higher participation.
This marginally increases case for a Sept hike, but CPI will be key. Wages grth remains benign +0.2%m/+3.1%y
(EvercoreISI chart)
#MarkMahaney, #EvercoreISI head of internet research, joins #PowerLunch' to discuss #Meta's recent settlement, what it means for the company going forward and much more. youtu.be/OwymbVHc49M
Meta's settlement has mostly put its legal issues behind them, says Evercore's Mark Mahaney
YouTube video by CNBC Television
youtu.be
August 27, 2026 at 4:14 PM
#MarkMahaney, #EvercoreISI head of internet research, joins #PowerLunch' to discuss #Meta's recent settlement, what it means for the company going forward and much more. youtu.be/OwymbVHc49M
" #EvercoreISI puts the weighted-average #Tariffs rate at 29%.
That compares with about 20% after the Smoot-Hawley Act of 1930."
Chris Anstey
At just 20% sparked a world trade war,
the #GreatDepression and into the dirty 30s.
#TrumpTarrifs #Tradewar #EconomicWarfare #Trump
That compares with about 20% after the Smoot-Hawley Act of 1930."
Chris Anstey
At just 20% sparked a world trade war,
the #GreatDepression and into the dirty 30s.
#TrumpTarrifs #Tradewar #EconomicWarfare #Trump
April 3, 2025 at 1:20 AM
" #EvercoreISI puts the weighted-average #Tariffs rate at 29%.
That compares with about 20% after the Smoot-Hawley Act of 1930."
Chris Anstey
At just 20% sparked a world trade war,
the #GreatDepression and into the dirty 30s.
#TrumpTarrifs #Tradewar #EconomicWarfare #Trump
That compares with about 20% after the Smoot-Hawley Act of 1930."
Chris Anstey
At just 20% sparked a world trade war,
the #GreatDepression and into the dirty 30s.
#TrumpTarrifs #Tradewar #EconomicWarfare #Trump
" #EvercoreISI puts the weighted-average #Tariffs rate at 29%.
That compares with about 20% after teh Smoot-Hawley Act of 1930,"
Chris Anstey
As usual, he is NOT putting on Reciprocal Tariffs.
THESE ARE #TRUMPTARIFFS!
..and WHAT happened in 1930?
#GreatDepression2.0
#MarketCrash
That compares with about 20% after teh Smoot-Hawley Act of 1930,"
Chris Anstey
As usual, he is NOT putting on Reciprocal Tariffs.
THESE ARE #TRUMPTARIFFS!
..and WHAT happened in 1930?
#GreatDepression2.0
#MarketCrash
April 3, 2025 at 12:58 AM
" #EvercoreISI puts the weighted-average #Tariffs rate at 29%.
That compares with about 20% after teh Smoot-Hawley Act of 1930,"
Chris Anstey
As usual, he is NOT putting on Reciprocal Tariffs.
THESE ARE #TRUMPTARIFFS!
..and WHAT happened in 1930?
#GreatDepression2.0
#MarketCrash
That compares with about 20% after teh Smoot-Hawley Act of 1930,"
Chris Anstey
As usual, he is NOT putting on Reciprocal Tariffs.
THESE ARE #TRUMPTARIFFS!
..and WHAT happened in 1930?
#GreatDepression2.0
#MarketCrash
PulteGroup Upgraded by Evercore ISI on Apr 13, 2026: Evercore ISI upgraded PulteGroup (PHM) on Apr 13, 2026, citing higher-end resilience; institutional investors should validate backlog conversion and… 👈 Read full analysis #PulteGroup #EvercoreISI #Homebuilders #HousingMarket #InvestmentAnalysis
PulteGroup Upgraded by Evercore ISI on Apr 13, 2026
Evercore ISI upgraded PulteGroup (PHM) on Apr 13, 2026, citing higher-end resilience; institutional investors should validate backlog conversion and ASP trends.
dlvr.it
April 13, 2026 at 7:22 AM
PulteGroup Upgraded by Evercore ISI on Apr 13, 2026: Evercore ISI upgraded PulteGroup (PHM) on Apr 13, 2026, citing higher-end resilience; institutional investors should validate backlog conversion and… 👈 Read full analysis #PulteGroup #EvercoreISI #Homebuilders #HousingMarket #InvestmentAnalysis
- Chris McNally, an analyst at investment bank #EvercoreISI, wrote last week, in a note to clients, after visiting the latest Shanghai show, that “investors have yet to grasp just how far ahead China may be” -
🚨
#alwaysbecharging
🚨
#alwaysbecharging
May 20, 2025 at 8:56 PM
- Chris McNally, an analyst at investment bank #EvercoreISI, wrote last week, in a note to clients, after visiting the latest Shanghai show, that “investors have yet to grasp just how far ahead China may be” -
🚨
#alwaysbecharging
🚨
#alwaysbecharging
Visa to Trim 2,600 Workforce Roles as Payment Giant Pivots Resources Toward AI Infrastructure
#artificialIntelligence #block #evercoreIsi #mastercard #ryanMcinerney #visaInc.
#nile1
#artificialIntelligence #block #evercoreIsi #mastercard #ryanMcinerney #visaInc.
#nile1
Visa to Trim 2,600 Workforce Roles as Payment Giant Pivots Resources Toward AI Infrastructure
Digital payment network Visa Inc. plans to reduce its global workforce by approximately 7%, eliminating roughly 2,600 positions as part of an operational
nile1.com
July 29, 2026 at 8:33 PM
Visa to Trim 2,600 Workforce Roles as Payment Giant Pivots Resources Toward AI Infrastructure
#artificialIntelligence #block #evercoreIsi #mastercard #ryanMcinerney #visaInc.
#nile1
#artificialIntelligence #block #evercoreIsi #mastercard #ryanMcinerney #visaInc.
#nile1
$NFLX: EvercoreISI raised the price target on Netflix, citing strong financial and competitive position.
December 2, 2024 at 3:20 PM
$NFLX: EvercoreISI raised the price target on Netflix, citing strong financial and competitive position.
$NFLX: EvercoreISI raises price target; positive financial and competitive position.
December 2, 2024 at 1:13 PM
$NFLX: EvercoreISI raises price target; positive financial and competitive position.
alo confirmed cheugy.
h/t os @ evercoreisi
h/t os @ evercoreisi
December 14, 2024 at 6:01 PM
alo confirmed cheugy.
h/t os @ evercoreisi
h/t os @ evercoreisi
The graph is from Sarah Bianchi, Matt Aks and Karlin Gatton at EvercoreISI.
And my piece: www.nytimes.com/2025/03/31/o...
And my piece: www.nytimes.com/2025/03/31/o...
April 3, 2025 at 12:14 AM
The graph is from Sarah Bianchi, Matt Aks and Karlin Gatton at EvercoreISI.
And my piece: www.nytimes.com/2025/03/31/o...
And my piece: www.nytimes.com/2025/03/31/o...
June US CPI < exp at -0.4%m as oil fell & core was flat,falling to 2.6%y.
Airfares slowed but AI continued to boost software prices.
Implies a softening in core PCE to 3.3%y taking pressure off Warsh for a Jul hike. Rising oil prices & AI impacts still pose a risk tho.
(Bloomberg&EvercoreISI charts)
Airfares slowed but AI continued to boost software prices.
Implies a softening in core PCE to 3.3%y taking pressure off Warsh for a Jul hike. Rising oil prices & AI impacts still pose a risk tho.
(Bloomberg&EvercoreISI charts)
July 14, 2026 at 1:58 PM
June US CPI < exp at -0.4%m as oil fell & core was flat,falling to 2.6%y.
Airfares slowed but AI continued to boost software prices.
Implies a softening in core PCE to 3.3%y taking pressure off Warsh for a Jul hike. Rising oil prices & AI impacts still pose a risk tho.
(Bloomberg&EvercoreISI charts)
Airfares slowed but AI continued to boost software prices.
Implies a softening in core PCE to 3.3%y taking pressure off Warsh for a Jul hike. Rising oil prices & AI impacts still pose a risk tho.
(Bloomberg&EvercoreISI charts)
Another strong US jobs report for May
Payrolls +172k (mkt +88k), 3 mth avg +188k, prior 2 mths revised +93k
Unemp flat at 4.3%
AHE +0.3%m/3.4%y, down from 3.6%y
Adds to the case the next move by the Fed will be up
Money mkt has 100% prob a hike by Dec
(EvercoreISI charts)
Payrolls +172k (mkt +88k), 3 mth avg +188k, prior 2 mths revised +93k
Unemp flat at 4.3%
AHE +0.3%m/3.4%y, down from 3.6%y
Adds to the case the next move by the Fed will be up
Money mkt has 100% prob a hike by Dec
(EvercoreISI charts)
June 5, 2026 at 11:03 PM
Another strong US jobs report for May
Payrolls +172k (mkt +88k), 3 mth avg +188k, prior 2 mths revised +93k
Unemp flat at 4.3%
AHE +0.3%m/3.4%y, down from 3.6%y
Adds to the case the next move by the Fed will be up
Money mkt has 100% prob a hike by Dec
(EvercoreISI charts)
Payrolls +172k (mkt +88k), 3 mth avg +188k, prior 2 mths revised +93k
Unemp flat at 4.3%
AHE +0.3%m/3.4%y, down from 3.6%y
Adds to the case the next move by the Fed will be up
Money mkt has 100% prob a hike by Dec
(EvercoreISI charts)
US University Mich consumer confidence fell to a new low not helped by the 50% rise in gasoline prices.
1 year inflation expectations fell 4.5%, 5-10 year inflation expectations fell slightly to 3.4%…remaining well above the pre 2025 range.
(Bloomberg and EvercoreISI charts)
1 year inflation expectations fell 4.5%, 5-10 year inflation expectations fell slightly to 3.4%…remaining well above the pre 2025 range.
(Bloomberg and EvercoreISI charts)
May 8, 2026 at 11:08 PM
US University Mich consumer confidence fell to a new low not helped by the 50% rise in gasoline prices.
1 year inflation expectations fell 4.5%, 5-10 year inflation expectations fell slightly to 3.4%…remaining well above the pre 2025 range.
(Bloomberg and EvercoreISI charts)
1 year inflation expectations fell 4.5%, 5-10 year inflation expectations fell slightly to 3.4%…remaining well above the pre 2025 range.
(Bloomberg and EvercoreISI charts)
Solid US jobs data with April payrolls +115k, unemployment flat at 4.3%, but average hrly earnings slowing to +0.2%mom/3.6%yoy.
Leaves Fed focussed on inflation, with rates to stay on hold for now.
(EvercoreISI charts)
Leaves Fed focussed on inflation, with rates to stay on hold for now.
(EvercoreISI charts)
May 8, 2026 at 10:58 PM
Solid US jobs data with April payrolls +115k, unemployment flat at 4.3%, but average hrly earnings slowing to +0.2%mom/3.6%yoy.
Leaves Fed focussed on inflation, with rates to stay on hold for now.
(EvercoreISI charts)
Leaves Fed focussed on inflation, with rates to stay on hold for now.
(EvercoreISI charts)
US labour productivity slowed to +0.8%annual rate in the Mar qtr, but is still a strong +2.8%yoy with unit labour costs up 2.3%annual rate or 1.2%yoy suggesting limited wage pressure on inflation.
US productivity growth remains far stronger than in Australia.
(EvercoreISI chart)
US productivity growth remains far stronger than in Australia.
(EvercoreISI chart)
May 7, 2026 at 11:02 PM
US labour productivity slowed to +0.8%annual rate in the Mar qtr, but is still a strong +2.8%yoy with unit labour costs up 2.3%annual rate or 1.2%yoy suggesting limited wage pressure on inflation.
US productivity growth remains far stronger than in Australia.
(EvercoreISI chart)
US productivity growth remains far stronger than in Australia.
(EvercoreISI chart)
US existing home sales -3.6% in March to a nine month low with higher mortgage rates impacting along with weaker consumer confidence.
(EvercoreISI chart)
(EvercoreISI chart)
April 13, 2026 at 11:18 PM
US existing home sales -3.6% in March to a nine month low with higher mortgage rates impacting along with weaker consumer confidence.
(EvercoreISI chart)
(EvercoreISI chart)
US Mar CPI 0.9%m/3.3%yoy, with higher fuel prices, pretty much as exp.
Core CPI was better behaved (for now) at +0.2%m/2.6%y but implies core PCE ~3.1%y.
Leaves Fed on hold. Last year Trumps tariffs meant higher than otherwise Fed rates, this year it’s the War!
(EvercoreISI chart)
Core CPI was better behaved (for now) at +0.2%m/2.6%y but implies core PCE ~3.1%y.
Leaves Fed on hold. Last year Trumps tariffs meant higher than otherwise Fed rates, this year it’s the War!
(EvercoreISI chart)
April 10, 2026 at 1:44 PM
US Mar CPI 0.9%m/3.3%yoy, with higher fuel prices, pretty much as exp.
Core CPI was better behaved (for now) at +0.2%m/2.6%y but implies core PCE ~3.1%y.
Leaves Fed on hold. Last year Trumps tariffs meant higher than otherwise Fed rates, this year it’s the War!
(EvercoreISI chart)
Core CPI was better behaved (for now) at +0.2%m/2.6%y but implies core PCE ~3.1%y.
Leaves Fed on hold. Last year Trumps tariffs meant higher than otherwise Fed rates, this year it’s the War!
(EvercoreISI chart)
US data was softish with Dec qtr GDP grth revised to just 0.5%annual rate
Feb pers income just +0.1%,real spending just 0.1%. Savings rate well below pre covid
Core PCE +0.4%mom/3%yoy as exp. Core goods +0.8%m..tariffs?
Initial jobless claim +16k but still low
Leaves fed on hold
(EvercoreISI charts)
Feb pers income just +0.1%,real spending just 0.1%. Savings rate well below pre covid
Core PCE +0.4%mom/3%yoy as exp. Core goods +0.8%m..tariffs?
Initial jobless claim +16k but still low
Leaves fed on hold
(EvercoreISI charts)
April 9, 2026 at 10:38 PM
US data was softish with Dec qtr GDP grth revised to just 0.5%annual rate
Feb pers income just +0.1%,real spending just 0.1%. Savings rate well below pre covid
Core PCE +0.4%mom/3%yoy as exp. Core goods +0.8%m..tariffs?
Initial jobless claim +16k but still low
Leaves fed on hold
(EvercoreISI charts)
Feb pers income just +0.1%,real spending just 0.1%. Savings rate well below pre covid
Core PCE +0.4%mom/3%yoy as exp. Core goods +0.8%m..tariffs?
Initial jobless claim +16k but still low
Leaves fed on hold
(EvercoreISI charts)
Mixed US data
Q4 GDP revised to just 0.7%ar from 1.4% with weaker consumer & trade
Jan real personal spending just +0.1%m
Jan core PCE +0.4%m/3.1%y as exp..will keep Fed on hold
Jan openings rose with quits down slightly
Jan core capital goods orders were flat
(EvercoreISI charts)
Q4 GDP revised to just 0.7%ar from 1.4% with weaker consumer & trade
Jan real personal spending just +0.1%m
Jan core PCE +0.4%m/3.1%y as exp..will keep Fed on hold
Jan openings rose with quits down slightly
Jan core capital goods orders were flat
(EvercoreISI charts)
March 13, 2026 at 9:14 PM
Mixed US data
Q4 GDP revised to just 0.7%ar from 1.4% with weaker consumer & trade
Jan real personal spending just +0.1%m
Jan core PCE +0.4%m/3.1%y as exp..will keep Fed on hold
Jan openings rose with quits down slightly
Jan core capital goods orders were flat
(EvercoreISI charts)
Q4 GDP revised to just 0.7%ar from 1.4% with weaker consumer & trade
Jan real personal spending just +0.1%m
Jan core PCE +0.4%m/3.1%y as exp..will keep Fed on hold
Jan openings rose with quits down slightly
Jan core capital goods orders were flat
(EvercoreISI charts)
Softish US data
Feb payrolls -92k v mkt exp for +55k,unemp rose to 4.4%, wages +0.4%m/3.8%y.
Likely impacted by strike & storms & could just be in process of bottoming..Fed will take wait & see approach.
Jan retail sales -0.2% but ex auto & gas was an ok +0.3%m
(EvercoreISI charts)
Feb payrolls -92k v mkt exp for +55k,unemp rose to 4.4%, wages +0.4%m/3.8%y.
Likely impacted by strike & storms & could just be in process of bottoming..Fed will take wait & see approach.
Jan retail sales -0.2% but ex auto & gas was an ok +0.3%m
(EvercoreISI charts)
March 6, 2026 at 9:21 PM
Softish US data
Feb payrolls -92k v mkt exp for +55k,unemp rose to 4.4%, wages +0.4%m/3.8%y.
Likely impacted by strike & storms & could just be in process of bottoming..Fed will take wait & see approach.
Jan retail sales -0.2% but ex auto & gas was an ok +0.3%m
(EvercoreISI charts)
Feb payrolls -92k v mkt exp for +55k,unemp rose to 4.4%, wages +0.4%m/3.8%y.
Likely impacted by strike & storms & could just be in process of bottoming..Fed will take wait & see approach.
Jan retail sales -0.2% but ex auto & gas was an ok +0.3%m
(EvercoreISI charts)