HeyJaredOff The Charts
I review hundreds of charts across macro everyday, pulling out the best, so you don't have to.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 3, 2026
Latest issues
The Energy Transition’s Two Speeds (opens the original)
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The energy transition is moving at two very different speeds. Renewable electricity is scaling quickly, but replacing fossil fuels across the broader economy is taking much longer. Rising demand, including from AI data centres, is supporting investment in both clean power and fossil generation.J.P. Morgan’s midyear energy update provides most of the charts below.Renewables now account for roughly 33% of global electricity generation, up from less than 20% in the early 2000s.<div class="captioned
Anthropic Going Public (opens the original)
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Anthropic’s IPO prospectus reportedly leaked to Reuters. The company lost $42 billion in 2025 and plans to spend $518 billion on cloud, compute and infrastructure over the coming year. Revenue increased 12 times to nearly $4.6 billion, with 25% coming from just two customers. (Reuters)<so
Elevated Yields, Elevated Risks (opens the original)
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Growth and earnings breadth remain healthy, but market leadership is narrowing as rates, oil and geopolitics move back into focus. The 10Y is becoming increasingly important. Strong nominal growth is still supporting earnings, but higher yields are giving equities more competition. The consumer is showing a similar divide, with spending holding up at the high end and across experiences, while higher gas prices are putting more pressure on lower-income households. Tech led the market higher last
Who Captures the Value? (opens the original)
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The latest software shock is coming from AI agents. Meta’s AI assistant, Muse, is raising questions about where value will ultimately accrue across businesses like Uber, Booking.com and Airbnb. (@treiner5)<img alt="Image" class="sizing-normal" height="770" src
TACO Time? (opens the original)
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US flash PMI surged to a five year high in September as services and manufacturing activity improved. Employment reached a four year high, but input price growth accelerated to its fastest pace since October 2022. A second tier release was enough to spark a sharp rise in global yields. The French 10Y yield rose even more than the US ten year despite the data being American. ()<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!kAVK!,f_auto,q_auto:good,fl_pr
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