The Stable Genius Report

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Summary:The post presents several positive economic indicators and forecasts, attributing job growth and wage increases to red states and states won by Trump, contrasting this with job losses in blue states, and predicting stronger economic growth despite a prior shutdown.
Sentiment:Campaigning
Key Claims:
  • States won by Trump have added 11 times more jobs than 'left-wing, red-tape-ridden states.'
  • A 'Golden Age' is in motion.
  • A focus on housing is timely as residential construction jobs are slightly down over the year.
  • All construction job gains are in red states.
  • All manufacturing job losses are in blue states.
  • Private sector annual wages are on track to rise $2,700 for a full-time worker since January.
  • Manufacturing wages are even higher, on track to rise $3,000.
  • The Atlanta Fed forecasts the U.S. will grow even faster in Q4 than Q2 and Q3, despite a shutdown.
Potential Market Impact (S&P 500):4/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:3/10