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Eric Pachman
362 posts
Eric Pachman
@EricPachman
Data detective | Analyst | Narrative storyteller
- Was a pleasure joining @JackFarley96 again to dive deep into our nation’s healthcare addiction and the risk to the job market as we try to reign in costs.Out now - healthcare vet @EricPachman on a 2008 moment for U.S. Healthcare Why this "monstrosity" that employs more people than Finance & Tech combined is set for a recessionary implosion Apple 🔊 rb.gy/8k36yn Spotify 🔊 rb.gy/o0oi35
- Was a pleasure joining @JackFarley96 again to dive deep into our nation’s healthcare addiction and the risk to the job market as we try to reign in costs.Check out our Chief Analytics Officer, @EricPachman , on Monetary Matters, where he and @JackFarley96 discuss risks to the healthcare job market and how any resulting U.S. economic malaise could benefit Bancreek’s international large cap ETF, BCIL. bancreeketfs.com/posts/monetary…
- WTF just happened?? #Payroll data misses for July, but that's not even remotely the story this month. Rather, it's the downward revision to prior months! Remember that +147k payroll gain reported last month? It was revised down to +14k. How about May, which was initially reported
- #PCE #inflation just came out at 2.6% YoY headline and 2.8% YoY core. Both numbers were above consensus expectations (2.5% and 2.7%, respectively). Note that the real "surprise" here was not June's number, but the upward revision to May's PCE number, which brought May's core PCE
- Between 1990 and 2023 #Medicaid spending has grown from $72 billion to $894 billion. Over the same period, #healthcare and social assistance #Jobs have grown from 9.3 million to 21.5 million (and btw, as of May 2025 they were up to 23.1 million). Coincidence? Likely not. But the
- Day 5. Chart of the Day. Hey everyone, great news! There is no problem with prescription drug #inflation! Well, at least according to the #CPI data that is. Average prescription drug inflation dating back to 2005 has been just 2.6% YoY, exactly in line with overall inflation.
- Better late than never, we've updated our PCE #inflation item level analyzer to include last Friday's data release (Aug 2024 data). Note that essentially ALL of the decline from July (2.45%) to August (2.24%) PCE was driven by gasoline prices (20 of the 21 basis points).
- Replying to @RayDalioand this likely assumes that cuts to Medicaid and other health care policy changes don't hurt the job market, leading to even lower inflows than are currently projected.
- Replying to @zerohedgeCheck our all the wreckage using my data visualization:WTF just happened?? #Payroll data misses for July, but that's not even remotely the story this month. Rather, it's the downward revision to prior months! Remember that +147k payroll gain reported last month? It was revised down to +14k. How about May, which was initially reported
