Top 10 Macro/Financial Charts of the Week – w40 (2026)

This circular financing, together with $2-3TN in on and off balance sheet debt every year, is meant to keep the AI ecosystem viable until there is enough native demand (sales to enterprise/retail) to make AI economically self-sustaining.

Earliest such date is 2031 when about $3… https://t.co/qDHTin5A6p

— zerohedge (@zerohedge) October 2, 2026

Nonfarm payrolls come in at +29k, under a third of the +90k expected, and July and August revised down a combined -60k, putting July back in negative territory (-10k) and August at +133k from +162k.

3-month average +51k, 6-month +66k. Private payrolls +46k vs +81k expected.… https://t.co/kvbMrPzWN2 pic.twitter.com/WIcx1JkIMu

— Neil Sethi NEW account (@neilsethinew) October 2, 2026

🇺🇲 The ratio of vacancies to unemployed workers fell to about 1.007 in August, from 1.061 in July ⬇️ pic.twitter.com/R6pbVJ29h5

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

Core PCE was +0.25% in August, which annualizes to 3%.

July is now reported to be +0.13% (same as June), which brings the three-month annualized reading to 2%.

The 12-month increase in core prices was 3.0% in August. pic.twitter.com/B8S8GKN5n5

— Nick Timiraos (@NickTimiraos) September 30, 2026

🚨 In September, Korean exports reached $120.9 billion, up 83.5% year-on-year. Semiconductor exports surged 263% to $60.3 billion, and chips now account for nearly half of the country’s monthly exports. AI is clearly reshaping the macroeconomic data of a major industrial economy… pic.twitter.com/ALFaea7WpE

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) October 1, 2026

🌎 World #food prices rose in September to their highest in ​nearly four years as logistics disruptions and weather concerns ‌affected crop markets, the United Nations' Food and Agriculture Organization said.
*Link: https://t.co/DtgXa4jnfe pic.twitter.com/qxw6OqzO29

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) October 2, 2026

🇪🇺 #EUROZONE CPI YOY FLASH ACTUAL 3.8% (FORECAST 3.7%, PREVIOUS 3.2%) https://t.co/UVi5PXFUdNhttps://t.co/vIWKKICAdN pic.twitter.com/bjqSzxIkTC

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) October 2, 2026

🇫🇷 The French 10yr Yield hits a fresh new 24-yrs highhttps://t.co/tU5Hoskz7r

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) October 1, 2026

🇪🇺 #Europe’s Stocks Are Straining Under Pressure From Bond Yields – Bloomberghttps://t.co/xCgNmZVS7A pic.twitter.com/mjSITUwJPv

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) October 3, 2026

🚨 Germany’s industrial competitiveness index fell from 21 in 2024 to just 3 in 2026. When almost every major industrial sector deteriorates at the same time, it means the problem looks much more structural.

🇩🇪🇨🇳 Germany probably had one of the best suited economic models to the… pic.twitter.com/HdZDu20Tmh

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