"It has gone largely unnoticed that time spent on social media peaked in 2022 and has since gone into steady decline." By John Burn-Murdoch

BREAKING: President Trump says “don’t worry about China, it will be all fine.” Trump says China’s President Xi “just had a bad moment.” There it is, the Sunday pre-futures open post we’ve been waiting for.

BREAKING NEWS The Royal Swedish Academy of Sciences has decided to award the 2025 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel to Joel Mokyr, Philippe Aghion and Peter Howitt “for having explained innovation-driven economic growth” with one half to Mokyr

Key Events This Week: 1. Fed Interest Rate Decision - Wednesday 2. Fed Chair Powell Press Conference - Wednesday 3. Microsoft, Alphabet, Meta Earnings - Wednesday 4. President Trump Meets President Xi - Thursday 5. Apple and Amazon Earnings - Thursday 6. ~20% of S&P 500

Los finalistas

Si alguna vez has pensado en saltarte una reunión del Banco Central Europeo y tienes días de vacaciones, esta es la que debes evitar. No habrá novedades

Powell siendo prudente. Reacción negativa de los mercados financieros, porque ya habían descontado recorte de tasas también en diciembre. Falta que se entere Donald Trump para arremeter (otra vez) contra Powell.

Como se esperaba, PIB de México regresa al terreno negativo en el tercer trimestre del año (-0.3%) , con debilidad generalizada en la industria y servicios. Podría haber revisiones a la baja en los estimados de PIB (de los analistas) para todo el 2025.

Está pasando

Aunque mañana miércoles 5 de noviembre la Suprema Corte considere ilegales la mayoría de los aranceles anunciados por Trump en abril pasado, el mandatario estadounidense los puede cambiar por aranceles sectoriales o justificarlos por cuestiones de “seguridad nacional”

Políticas como price controls, higher taxes, and declaraciones like "taxation isn't theft; capitalism is." Pero qué necesidad 😩

The record-breaking US government shutdown is nearing an end after a group of moderate Senate Democrats agreed to support a deal to reopen the government bloomberg.com/news/articles/…

Ha predicho con éxito nueve de las últimas tres burbujas especulativas

Microeconomic Theory textbook by Andreu Mas-Colell.

Platicando con Víctor Piz sobre los recientes datos de consumo e IFB de México.

BREAKING: Oil prices officially drop back below $70/barrel, now up just +3.5% on the day. Oil markets have now erased nearly 70% of their opening move higher. This is NOT World War 3. Ignore the noise.

*TRUMP'S TEAM BEGAN TALKING ON HOW PEACE TALKS WOULD LOOK: AXIOS *ANY DEAL TO END WAR WOULD INCLUDE REOPENING HORMUZ: AXIOS *US WOULD WANT IRAN TO HAVE NO MISSILE PROGRAM FOR 5 YRS: AXIOS *IRANIAN DEMANDS INCLUDE CEASEFIRE, NO WAR RESUMPTION: AXIOS

Diplomatic efforts for peaceful settlement of the ongoing war in the Middle East are progressing steadily, strongly and powerfully with the potential to lead to substantive results in near future. To allow diplomacy to run its course, I earnestly request President Trump to extend

Platicando con Víctor Piz sobre el reporte del FMI.

Strait of Hormuz is Open! Strait of Hormuz is Closed! Open! Closed!