Top 10 Macro/Financial Charts of the Week – w36 (2026)

The index of aggregate weekly payrolls for private-sector workers (which combines hiring, wages, and hours) was +4.3% for the year—near the pre-pandemic level. This measure has been little changed for 3 years. pic.twitter.com/Pe8DBmLnId

— Nick Timiraos (@NickTimiraos) September 4, 2026

🇺🇸 The share of corporate output going to workers fell to 52.8% in the second quarter, the lowest level since the series began in 1947 ⚠. That number partly explains why US corporate profits remain so strong.

➡️ The labor share is the share of output that goes to workers… pic.twitter.com/NN4L8Aoj1Y

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 4, 2026

🇺🇸 #SPX | Analysts Increasing EPS Estimates for S&P 500 Companies For 2nd Straight Quarter – Factsethttps://t.co/UiE3wARGU6 pic.twitter.com/irvkzbDrAx

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 5, 2026

🇺🇸 US Services Pick Up, Price Gauge Jumps to Four-Year High – Bloomberghttps://t.co/Ah4uglUIkg pic.twitter.com/zuXcqV0F9V

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 4, 2026

And ATL Fed's Q3 GDP forecast is at a whopping 4.75% w/ consumer spending adding 2.58 percentage points to that headline figure; there also looks to be a lot of stockpiling of imports, hence net exports contributing -1.46pp and inventories +2.09pp: https://t.co/hth7U4iLzY pic.twitter.com/hhkWzpnNii

— E.J. Antoni, Ph.D. (@RealEJAntoni) September 4, 2026

CNBC: Diesel fuel hits a record Friday at $5.85 a gallon nationwide, a nearly 60% increase over the same period last year. pic.twitter.com/PxO7BfSRCO

— Neil Sethi NEW account (@neilsethinew) September 4, 2026

🌾 The agricultural market is starting to wake up quite violently and the timing is particularly interesting given that Warsh just stressed at Jackson Hole that the Fed should also monitor commodity prices to detect potential inflationary pressures upstream.

➡️ I would frame… pic.twitter.com/CZrZoabyiG

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 29, 2026

CEMBALEST: “.. Unfortunately for [Bessent], .. hyperscalers are issuing so much debt that they may be causing a supply-demand issue at the long end ..

.. in the words of FCC Chair Carr, I suppose [they] can always be informed to do things the easy way or the hard way..” pic.twitter.com/xhXo0k4cQD

— Carl Quintanilla (@carlquintanilla) September 3, 2026

🇳🇴🌎 Norway Wealth Fund Proposes Cut to Government Bond Holdings – Bloomberghttps://t.co/U7BWgyPYlr pic.twitter.com/bNIPIYKWwE

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 4, 2026

🇨🇳 🌎 China may be winning the global industrial battle while destroying part of the profitability of its own companies – Nikkei

📉 Chinese companies are trapped in such intense competition that they have to invest more, expand capacity, accelerate technologically and cut prices… pic.twitter.com/BsmH7HdG5i

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 30, 2026