jbiancon.bsky.social

❗️UAV hit a playground in the territory of the residential complex "Seven" in Kyiv

Some worrying news! Unemployment rate for college graduates aged 20-24 years old averaged 5.3% pre-pandemic and has averaged 6.9% in 2025-2026. Latest reading was 8.1%. AI related? General economic malaise? Not sure. #EconSky fred.stlouisfed.org/series/CGBD2...

Nobody wants EVs” is now a decade-old genre of journalism. Over that decade, EV share of new UK car sales went from 0.3% to 25%. The genre hasn’t aged well.

Elon Musk and Twitter (sometimes called “X”) are sponsoring the illegal content of Alexandra Jost who uses the nom de guerre “Sasha Meets Russia.” Musk and Twitter directly violate European Union sanctions and substantially benefit the russian terrorist state.

America's Piece of the Global Pie US share of nominal global GDP — from "we just declared independence" to "we have 28% now, not bad."

Trucking railroaded $IYT

Last night Republicans were supported by Ilhan Omar, when trying to shoot down the Ukraine Bill. They failed in the House, but let it sink in: Mike Johnson, 193 Republicans and Ilhan Omar in the same corner and united on a foreign policy issue.

The fuel crisis in Russia is expanding - restrictions are now in place in at least 14 regions. After reports of fuel shortages in occupied Crimea, similar problems have started appearing across Russian regions.

Flavio Cobolli in press after losing Roland Garros final "I wanna say thanks to me for what I did these 2 weeks. I never expected in my life this kind of result. I'm so proud of myself. I want to have a great smile & enjoy the night with people I love" 🥹

A brief overview of the current state of events from a Russian "Z-blogger": "The paradox of the situation is that we've got an Oreshnik, but there's no gas in Crimea."

Widespread all-time high May temperatures are currently spanning most of Europe. The best is yet to come. "A wait 'til the warm-up's underway Wait 'til our lips have met Wait 'til you see that sunshine day You ain't seen nothing yet!"

Emerging Markets just 11.8x earnings... but is the P/E low because the market sniffs out a cyclical earnings peak? JPMAM

Militants of the russian terrorist state are carrying out a massive attack on Kyiv with missiles and drones. Always remember that NATO countries could have stopped this attack easily, but chose not to. All regions of Ukraine are in a state of aerial threat alert.

This 2008 ‘train wreck’ oil scenario could unfold if Hormuz isn’t opened by end of August #EconSky #Oil www.marketwatch.com/story/this-2...

US Strategic Petroleum Reserve down 10% since March -BofA

‼️ Part of the Russian elite is increasingly realizing that the war against Ukraine has reached a dead end. At the same time, Vladimir Putin’s regime currently has no clear exit strategy. Read more 👀 theukrainianreview.info/kremlin-begi...

Harnett BofA: Asia exporting inflation (Korea export prices for semis up 148% YoY, DRAMs up 223% YoY

Pakistan: solar just overtook coal as the largest single source of electricity. 21% of power from solar in 2025. Up from 2% in 2019. Coal peaked at 20% in 2020. Want to read more about one of the fastest solar transitions anywhere in the world? Sign up to my Substack janrosenow.substack.com

🤬 At night, Russians hit a residential area of ​​Dnipro with missiles: 18 people were injured, including a 2-year-old girl and a 10-year-old boy.

❗️Estimated losses of the 🇷🇺Russian Armed Forces as of May 18, 2026

Sinner d. Rublev 6-2 6-4 Jannik gets his 32nd consecutive win in Masters, breaking Djokovic’s record for the most consecutive wins in this format’s history 27th consecutive win 18th Masters SF ✅50th career SF ✅2nd Rome SF Terminating his way through yet another Masters events Not normal 🇮🇹❤️

Russian/North Korean losses, 24 Feb 22 - 14 May 26: 1,345,240 personnel 11,931 tanks 24557 armoured vehicles 42053 artillery 1787 MLRS 1379 air defence 435 aircraft 352 helicopters 1381 ground robots 289678 UAVs 4585 cruise missiles 33 ships/boats 2 submarines 96355 vehicles 4183 special equipment

Misery Index (CPI inflation y/y + unemployment rate) increased for a fourth consecutive month in April and sits at a 3-year high #EconSky

Look at change rates in wages vs consumer prices 3-month annualized, in the most recent data... Wages (red) up at a 2.8% rate Price inflation (blue) spiking up to 5.3% rate So real hourly wages now falling at abt 2.5% annualized rate If continues, average hour'll buy 2.5% less than year prior

Russian historian Yuri Pivovarov, April 2026: "I know nothing in Russia’s military history more disgraceful or more shameful than the current war. This is a Great Patriotic War of the Ukrainian people against an invader. Unfortunately, the invaders are our [Russian] people."

Russia: Don't bomb our parade in Moscow! Ukraine: OK. We'll start a full ceasefire. Russia: Bombs a kindergarten in Sumy.

Blue-collar employment. No bueno. (via JPM)

Russia boke another record. No other country in recorded history has sustained strategic losses across five continents less that a single year: Africa (Mali) South America (Venezuela) North America (Cuba) Asia (Iran) Europe (Ukraine) #OSINT #Russia

Via Bloomberg and Bank of America Global Research: Costs for food companies jumped 7.9% yoy in March (vs. 4.2% in Feb.) This is basically just from higher fuel costs - we're still waiting for the impact of higher fertilizer, plastics, etc. #EconSky

Some inside Russia are starting to realise this isn’t contained, and they’re worried the attacks will get worse "Current air defenses can no longer handle the scale of Ukrainian drone strikes. Without radical reform or shutting down production in Europe, major problems will emerge by year’s end.”

🇭🇺 Markets are unwinding 16 years of political risk in the wake of Orbán’s defeat Hungarian stocks rallied to a record high while the forint hit a four-year high against the euro Investors are betting Tisza’s landslide win will unlock €19bn in frozen EU funds

Massive street party in Budapest right now: huge crowds dancing, hugging, crying, and opening bottles. (Reuters)

As expected, oil prices are surging higher in Asia-Pacific trading, with both Brent and WTI quoted above $100 a barrel again. #markets #economy #oil #energy

💥 RUSSIAN "CEASEFIRE": Ukraine released 3 captured Russian fascists in neutral uniforms in order to ascertain feasibility of conducting evacuations of Ukrainian soldiers from the frontline during Russian Easter "ceasefire." All 3 Russians were quickly murdered by Russian drones.

📊 The number of serious crimes committed by Russian servicemen returning from“SVO” is rising sharply. The total number of serious crimes in Russia in 2024 reached 617,000 — the highest figure in 14 years.

A trio of @wsj.com headlines from this weekend — none of them good.

❗️Estimated losses of the 🇷🇺Russian Armed Forces as of April 6, 2026

This new Ohio solar farm is powered by Ohio-made panels

Increased russian and North Korean losses over the past day: >1,360 personnel (killed or seriously wounded) tanks +8 armoured fighting vehicles +16 artillery systems +65 operational-tactical level UAVs +1,948 vehicles +181 mod.gov.ua/en/news/tota...

The US’s largest offshore wind farm just produced its first power

Over a 24 hour period, russian terrorists attacked Ukraine with over 900 strike UAVs. Cities in the heart of Europe are bleeding and dying. Western leaders say nothing and do nothing. They are nothing.

Solar power made up 5.9% of US electricity this January, up from 5.1% last year Over the last twelve months, solar has made up 8.7% of US electricity, a record high!

The first official US electricity data of 2026 is out today, and solar output continues to grow rapidly, up 15% compared to last January!

Ukraine led the “red team” during NATO’s REPMUS/Dynamic Messenger naval exercise off the coast of Portugal, where Magura V7 sea drones simulated the sinking of an allied frigate during a convoy attack scenario. The Ukrainian-led force won all five exercise scenarios against NATO naval units #Ukraine

🔴 A relentless and meticulously planned drone campaign is choking Russia’s front-line forces, expanding the so-called “kill zone” threefold in some areas. Read the full story. 👉 www.telegraph.co.uk/world-news/2...

The United Nations Human Rights Council has found the deportations and transfers of Ukrainian children are large-scale and systematic in nature and are carried out as part of an organized policy of the Russian Federation. They constitute war crimes. mfa.gov.ua/en/news/kome...

Russian losses per 06/03/26 reported by the Ukrainian General Staff +950 men +7 tanks +6 ACVs +45 artillery +2 MLRS +1 AD system +1 helicopter +1609 UAVs