George Pearkes

@peark.es

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Macro Strategist | Econ, macro, home cooking, & the occasional cocktail | Even the blind squirrel get a nut sometime. | QCR: Non Culto | American via Canada, not Scottish.

*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG

📍 CLT NC

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George Pearkes

The reality is that, so far, there's little polling evidence that Biden's lost much support since the debate. But that's not gonna permeate the bluesky ecosystem because election/polling twitter didn't migrate over here.

All is not lost. Don’t act like all is lost.

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George Pearkes

If you are looking for a proposal on a Gaza Reconstruction Council authored by someone who has been working towards Palestinian sovereignty for decades, Omar Shaban wrote this one, published this week at the International Policy Journal internationalpolicy.org/publications...

A Proposal for a Gaza Reconstruction Council - CIPinternationalpolicy.org A comprehensive plan for administration of the territory in the near-term aftermath of the war is necessary to ensure sufficient stability to rebuild the territory and prevent a relapse of fighting.

Please enjoy this video of CLT FC’s manager responding to a question about his players being snubbed from the MLS All Star game. Deano at the wheel forever. www.tiktok.com/t/ZTNM55MvW/

TikTok - Make Your Daywww.tiktok.com

Green horn worms? NOT ON THESE TOMATO PLANTS YOU LIL MFs

WH announced today that the President would be in WI Friday, Philly Sunday, and have a press conference during the NATO summit (July 9-11th). That's in addition to a closed-door meeting with Schumer & Jefferies and the ABC News interview due out on July 5th.

Per Apartment List, the median metro's rent has risen 27.3% since June of 2019 (past 5y) Three are up over 50%: Knoxville TN, Sierra Vista-Douglas AZ, and Jackson TN Five have fallen: SF-Oakland-Berkeley CA, Panama City FL, Lake Charles LA, Odessa TX, Midland TX

*TRUMP SENTENCING RESCHEDULED FOR SEPT. 18, COURT OFFICIALS SAY

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George Pearkes

NEW Survation MRP: Labour on Course to Win 484 seats. The Conservatives and Liberal Democrats are in a close race to form the official opposition. Probabilistic seat count: LAB 484 CON 64 LD 61 SNP 10 RFM 7 PC 3 GRN 3 34,558 interviews conducted online and on the telephone

Picture the fury inside the offices of AG Sulzberger at this headline and smile gently with me. *BIDEN TV INTERVIEW WITH ABC TO FIRST AIR ON JULY 5

A take to please everyone in the midst of all this: the real reason Biden needs to be nominated and win is so we can have 11.95 years of President Harris.

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George Pearkes

He meant to misquote Clyburn, because again, the press wants Biden gone

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George Pearkes

I think people are overreading that Jim Clyburn quote x.com/MSNBC/status...

Just fulfilled my pledge. If you'd like to join in the giving to TOY you can do so here! timeoutyouth.org/donate/

Welcome new followers, please consider donating to our Prideraiser benefitting Time Out Youth. TOY provides a safe and supportive space for LGBTQ youth in Charlotte.

Donate - Time Out Youthtimeoutyouth.org

Auto sales numbers for June and Q2 today. RIVN (+9%) and TSLA (-5%) both beat estimates for Q2. Below are some automakers with total YoY sales growth (and EV YoY sales growth in brackets). Toyota -1.2% (+65%) Hyundai -2.5% (+15% for Q2) Mazda +20% Honda +1% GM Q2 +1% (+40% for Q2)

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George Pearkes

New from me: The Supreme Court — in addition to granting Trump broad immunity — is slowly breaking the EPA, eroding its ability to write new climate rules, respond to public comments, and punish companies that pollute the air and drinking water. heatmap.news/climate/supr...

The Supreme Court Is Slowly Breaking the EPAheatmap.news Four rulings from the past week will weigh heavily on future climate regulation.

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George Pearkes

A president supporting court packing for the explicit purpose of reigning in presidential power, including his own, after a Supreme Court made a wildly un-American, precedent-breaking decision to expand it, would be making the best case for a president to support court-packing.

5k to the top of Col du Galibier, wonderful stage so far.

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George Pearkes

Today, the federal government put itself on the right side of history by seeking, for the 1st time, to establish the precedent that every worker in America has the right to shade, water & rest while working in temps that could kill them. -UFW President Teresa Romero www.politico.com/news/2024/07...

Biden to announce heat rules as climate-related deaths risewww.politico.com If finalized, they would be the first U.S. regulations to protect workers from dangerous temperatures.

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How accurate is the weather forecast in your city? Niko Kommenda and I learned that NWS just began doing gridded assessments of forecast accuracy. We got the data and mapped of how many days into the future they get within 3°F of the observed high temp. www.washingtonpost.com/climate-envi...

Goolsbee was dovish earlier and the Chair is following suit. *POWELL: PRICES NOW SHOW SIGNS OF RESUMING DISINFLATION TREND *POWELL: LAST INFLATION READING SUGGESTS DISINFLATION PATH but... *POWELL: WANT TO SEE MORE DATA LIKE WE'VE BEEN SEEING RECENTLY

SCOTUS adds vapes and wanks to the docket, in a move sure to draw attention from teenagers across the nation. *FDA EFFORTS TO CURB FLAVORED VAPES DRAW SUPREME COURT REVIEW *PORN-SITE AGE VERIFICATION LAW WILL GET SUPREME COURT SCRUTINY

Unit sales -5% YoY, unit production -14% YoY. cc @niedermeyer.io *TESLA 2Q DELIVERIES 443,956, EST. 439,302 *TESLA: 2Q PRODUCED ABOUT 411,000 VEHICLES *TESLA 2Q MODEL 3/Y DELIVERIES 422,405, EST. 412,288

STOXX 600 (broad European equity index) Insurers are down 2.2% today, worst session in 16 months as worries over the Atlantic hurricane season hit the space. Hurricane Beryl became the earliest Cat 5 of the season yesterday.