Jonathan Ferro @FerroTV
Good Morning, Good Morning. Anchor @Business bloombergmedia.com/talent/people/… Never left GMT Joined December 2012-
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Who needs a downside surprise on US inflation more...
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"most bullish FMS since Jan'22; biggest jump in global growth optimism since May'20, record jump in allocation to commodities" BofA Fund Manager Survey
“We now expect the Fed to start cutting rates in December. We no longer think policymakers will gain the confidence they need to start cutting in June. 2024 is starting to look like 2015, but in reverse” BofA’s Mike Gapen
“We now expect only one rate cut this year at the December FOMC meeting followed by modest further reductions in 2025” Deutsche Bank’s Matt Luzzetti
“we think that unfavorable base effects on inflation in the second half of this year mean that the Fed could be forced to delay the start of any easing cycle to December of this year or March of next year” BofA sticking with June… for now
“The 3-month annualized change in supercore inflation is now over 8% and accelerating… The 6-month annualized change is 6%, and the year-over-year change is 5%… We are sticking to our view that the Fed will not cut rates in 2024” Apollo’s Torsten Slok
"Bumps in the road might be the new transitory" JPMorgan's Priya Misra
"Payrolls up 303k, household survey up 498k, unemployment rate down, wage growth still high... The source of this strength is easy financial conditions... We are sticking to our view that the Fed will not cut interest rates this year" Apollo's Torsten Slok
A big shift in Jay Powell’s push to get inflation back to 2% 2022: It will require pain 2024: It will require time
Discussed this yesterday on @bsurveillance: For a long time the West believed China would want to be more like us. It turns out the Western world is becoming more like China… Good summary of what’s happening here 👇
Discussed this yesterday on @bsurveillance: For a long time the West believed China would want to be more like us. It turns out the Western world is becoming more like China… Good summary of what’s happening here 👇
Tech CEOs: AI is going to enhance your existing job, make you more productive, you’ll work a 3-day week. Promise. It’ll be great. Everyone else: F***!!!!!!!
Tech CEOs: AI is going to enhance your existing job, make you more productive, you’ll work a 3-day week. Promise. It’ll be great. Everyone else: F***!!!!!!!
Dear F1, Please stop showing the back of the grid in the first few laps of the race. You are missing everything worth watching. Nobody wants another year of this. With love, Everybody
Welcome home DG!
Record market cap moves Meta Feb 2: +$196.84bln Nvidia so far today: +$220bln
Crushed it in London and we all know she’ll crush it in Dubai. Welcome to the team, Jou!!
Crushed it in London and we all know she’ll crush it in Dubai. Welcome to the team, Jou!!
Jonathan Ferro retweeted
👇 Fantastic Nikki Haley interview this morn @FerroTV @annmarie & @lisaabramowicz1 raise critical questions on domestic and international issues and stark political reality Both Biden & Trump shld join @bsurveillance on same substantive grounds
👇 Fantastic Nikki Haley interview this morn @FerroTV @annmarie & @lisaabramowicz1 raise critical questions on domestic and international issues and stark political reality Both Biden & Trump shld join @bsurveillance on same substantive grounds
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
tom keene @tomkeene
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Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Holger Zschaepitz @Schuldensuehner
333K Followers 363 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Andy Constan @dampedspring
133K Followers 328 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Bloomberg Economics @economics
603K Followers 2K Following Breaking economics news and analysis from @business, the first word in global business and finance. Sign up for our daily newsletter: https://t.co/0m3cdbZZdY
annmarie hordern @annmarie
35K Followers 2K Following Early mornings with @bsurveillance, Chief Political Correspondent @BloombergTV, term member @CFR_org, LDN-DC-NY, friends call me AMH.
Bloomberg TV @BloombergTV
798K Followers 578 Following Breaking news. In-depth analysis. Market-moving scoops. Exclusive interviews. Sign up for the new @BSurveillance newsletter: https://t.co/PG1a4yzWwD
Kailey Leinz @kaileyleinz
29K Followers 954 Following In Washington for @BloombergTV! Co-host of Balance of Power, weekdays 1pm & 5pm ET. Fast talker, fast walker, and Wahoo. Opinions mine.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Ahmed Omar @AhmedOmar_2012
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CHRISTIAN DIOR @CHRISTI12421431
49 Followers 321 Following
Lacey Hastings @hastings_lacey5
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Kendrick @JThmjK8ZjX02rg1
59 Followers 936 Following I am a lively and cheerful girl who would like to meet a good friend.
Kayani Russell @KayaniRuss92461
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斯卡布罗集市 @YRv0yb
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Exposing #Terrorists .. @SSh1396993
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Renj @rjzzzzzzzzzz
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Pree C @pree_chu
57 Followers 876 Following #Finance #BusinessConsultant #Property #London #Singapore #Malaysia #Puzzlecreator #AdvocateofPositivity #Sustainability #StillfiguringITout...whateverITis!!
Sandra smith @Sandrasmit1426
4 Followers 45 Following
Raxxie.mac @Macpayv3rse
193 Followers 536 Following Self Mastery. Optimist. Dreamer. Believer. Crypto. Build Payv3rse Technologies.
AnthonyHaddad @anthonyhaddad94
136 Followers 234 Following
Jonathan Bare (tYello.. @bggrizzly30
268 Followers 1K Following Nature Photography, Tech, Gaming, Health, PoGo TL50 (8963 5199 5519) Father of MGNateYT PoGo TL50(linked below) (5334 9610 2418) 79QG9R264 (referral code)
April Rizzuti @rizzuti_april
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therealkik84 @therealkik84
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Counselor in Oz @truthgracepeace
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CeSaR BaYoNa @CeSaRBaYoNaO
36 Followers 76 Following
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Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
tom keene @tomkeene
162K Followers 17K Following bloomberg surveillance. present performance is no guarantee of future job.
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Holger Zschaepitz @Schuldensuehner
333K Followers 363 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Andy Constan @dampedspring
133K Followers 328 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
annmarie hordern @annmarie
35K Followers 2K Following Early mornings with @bsurveillance, Chief Political Correspondent @BloombergTV, term member @CFR_org, LDN-DC-NY, friends call me AMH.
Bloomberg TV @BloombergTV
798K Followers 578 Following Breaking news. In-depth analysis. Market-moving scoops. Exclusive interviews. Sign up for the new @BSurveillance newsletter: https://t.co/PG1a4yzWwD
Kailey Leinz @kaileyleinz
29K Followers 954 Following In Washington for @BloombergTV! Co-host of Balance of Power, weekdays 1pm & 5pm ET. Fast talker, fast walker, and Wahoo. Opinions mine.
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Liz McGee @lizmbach
600 Followers 2K Following Comms @IIF, formerly @CMEGroup, @francediplo_EN, others. Chicagoan in DC. English/français/franglais.
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
Dan Greenhaus @DanGreenhaus
10K Followers 809 Following Strategist, former CNBC contributor, music, music, Phish, sometimes right, sometimes wrong, never in doubt
Lauren Goodwin @macroLG
1K Followers 69 Following Economist, asset allocator (New York Life Investments), tea connoisseur. Views are my own. Likes & retweets are not endorsements.
Jennifer Welch @ThatJennieWelch
1K Followers 290 Following Chief Geoeconomics Analyst at Bloomberg @economics. Former NSC Director for China & Taiwan & Special Advisor to the VP on Asia & Pacific. Views are my own.
Mohamed Younis @younism19
1K Followers 2K Following @Gallupnews Editor in Chief - Front Page Newsletter - Host of the @Gallup Podcast
John Stepek @John_Stepek
17K Followers 6K Following Sign up for my daily Bloomberg UK newsletter, Money Distilled, below.
Jill Castilla @JillCastilla
23K Followers 12K Following Here to serve. President & CEO @CitizensEdmond & the military bank @bankonroger; Army mom, spouse & vet; Navy mom; Civilian Aide to the @SecArmy; Views=Mine
Tara Palmeri @tarapalmeri
87K Followers 7K Following Senior political correspondent @pucknews. Host of @ringer's election pod "Somebody's Gotta Win" email: [email protected]
Rebecca Choong Wilkin.. @RChoongWilkins
39K Followers 4K Following Asia government & economy correspondent for @Business || I write about China, geopolitics, finance and markets || Views mine.
Matthew Bartlett @MRBartlettNH
1K Followers 5K Following MRB, Principal, Darby Field Advisors. Former @StateDept, @ECAatState, @PEPFAR | @KellyAyotte I @JonHuntsman I @ONECampaign
Matteo Marinelli @MrnllMtt
6K Followers 352 Following Humble thoughts on finance and macro, with a focus on FX. Trader, writer, thinker, living the dream. DMs are open. 🇮🇹☕️🌹
John Carney (read Tim.. @carney
60K Followers 7K Following Read my brother’s new book, Family Unfriendly by Timothy P. Carney.
Mady Mills @MadisonMills22
7K Followers 4K Following Anchor @yahoofinance 10 am hour. Formerly @business @nytimes. Stocks go up.
roger bennett @rogbennett
254K Followers 2K Following A million podcasts on @MenInBlazers (Tweets sent may be used on Men In Blazers worldwide) & HBO's #BandOfBrothers Pod Appearances: [email protected]
Aleksandra Georgieva @Aleksandra_Geor
6K Followers 444 Following 🎾Former Professional Tennis Player, Financial Journalist @Wallstreetita @Finanza_online🎙Hosting shows in English & Italian
Adam Linton @Adamlinton1
5K Followers 761 Following Head of Desk @Newsquawk. Supporter of @LFC. Shunned by society for enjoying tuna on pizza. Probably at a bottomless brunch somewhere.
Rosanna Lockwood @Roolockwood
10K Followers 3K Following Journalist and news anchor. English accent, international outlook (not a spy): https://t.co/exdlAn2UZv || Senior Fellow @JSchofieldTrust
Jay Schuur, MD 🟧 @JSchuurMD
5K Followers 1K Following Emergency Medicine doc, Health Policy, dad Thankful for opportunity to serve patients Cycling Ambassador @ridewithgps @CirrusCyclesInc Tweets & views mine only.
Rob Passarella @robpas
5K Followers 4K Following I run the media business for @TheCompoundNews I think therefore I laugh. Opinions are just that opinions.
Sofia Horta e Costa @SofiaHCBBG
234K Followers 2K Following Markets for @business. Back in London after 5.5 years in Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹
SuperMacro @super_macro
18K Followers 2K Following Veteran hedge fund PM with 25 years’ experience of trading and macro investment. Ex-Brevan Howard partner and PM for 12 years, former Citigroup MD
Barchart @Barchart
177K Followers 573 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
Doug Rediker @DougRediker
2K Followers 1K Following Partner, Intl Capital Strategies, N/R Senior Fellow @BrookingsInst, Fmr #IMF Board, Fmr @PIIE, Past Chair Geopolitics/Geoeconomics @WEF R/T ≠ endorsement
Angel Ubide @AngelUbide
7K Followers 637 Following Back in markets, global macro. Author of "The Paradox of Risk". Former Senior Fellow @piie & economist @IMFnews. Views my own. Soccer player & coach, A license.
Brent aka Blacklion @BlacklionCTA
19K Followers 2K Following Christian, Macro, Family Office Derivatives, Recovering USN Aviator (A4, F14), USAF PEP F16, 2A, Energy, Fedwatch, Pure Blood, C02 isn't pollution. not advice
Rishi Mishra @aRishisays
18K Followers 459 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
Sandman @Sandman7591
22K Followers 263 Following
Brett Arends @BrettArends
86K Followers 3K Following Financial reporter, writer, and commentator. Retirement columnist, @marketwatch.
Adam Cochran (adamsco.. @adamscochran
217K Followers 4K Following (Something New), Partner@CEHV, Adj. Prof Info Sci, SC @synthetix_io, @amphoraprotocol.
Richmond Fed @RichmondFed
49K Followers 313 Following We strengthen the economy and our communities by fostering the stability, integrity and efficiency of our nation's monetary, financial and payments systems.
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 974 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Markets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Dan "Millennial" Will.. @MLLNNLmotivator
8K Followers 3K Following #RetailTrader | Qualitative Fundamental Analyst | #MarketingConsultant. POSTS ARE NOT FINANCIAL ADVICE. Disclosure: $YANG, $TAOP, $KRKNF
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.
Mark Neuman, CFA @MarkNeuman18
4K Followers 199 Following Constrained Capital CIO. ESG Orphans Index creator. Tell the truth, help others. Likes: Truth, honesty, accuracy. Dislikes: Gaslighting, lying, bigotry, hate.
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
The Senior Risk Manag.. @salr_nyc
7K Followers 2K Following I trade options and other volatility products across several underlying asset classes. I don't give investment advice, just my personal opinions. DMs open.
brian cheung @bcheungz
19K Followers 998 Following business + data correspondent @nbcnews. 🏦 💸👟 via @yahoofinance @spgmarketintel @federalreserve. say hi: [email protected]
Jeffrey P. Snider @JeffSnider_EDU
120K Followers 927 Following Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
Carolyn Tyler @carolyntyler
94 Followers 291 Following Digital comms expert and lover of words, Director @BlackRock, formerly @ecb and @tateandlyleplc / All views my own
Herbie Ziskend @HerbieZiskend46
32K Followers 5K Following White House Deputy Communications Director
Emma Muhleman CFA CPA @EmmaCFA1
28K Followers 3K Following Portfolio Mgr., macro hedge fund. Fox News & Fox Business Commentator. Libertarian. Exercise enthusiast. All opinions are my own. Not investment advice.
Katia Porzecanski @KatiaPorzo
23K Followers 1K Following NY bureau chief for @business. Opinions my own. Tips? send to kporzecansk1 at bloomberg dot net
Alpha_Ex_LLC @Alpha_Ex_LLC
13K Followers 858 Following Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry
CoinDesk @CoinDesk
3.2M Followers 2K Following Leading the conversation on the future of money. Follow @CoinDeskPodcast @Consensus2024 @CoinDeskMarkets @CoinDeskChinese @CoinDeskStudios @Consensus_HK
.@FerroTV asking the important questions this morning. as always.
@FerroTV I’ve not been very kind to the Governor in my recent notes - but thank u for flagging the YP/G30 follow up. I hadn’t clocked that. I still think that the overinterpretation of conditional statements (Carney also regularly criticised) is a repeated flaw in the reading of CB speak
@hyperconvexity @FerroTV If @FerroTV is the host, it’s always a YES from me.
@FerroTV 15 February for hotel quarantine introduction in the UK is the latest report
My guy @LJKawa tried to tell y'all... bloomberg.com/news/articles/…
European covid cases have peaked (again)
What a day: Moments before you go live (6am BST) and this headline drops 😳 Recently I’ve moved from reporter to anchor, talk about a baptism by fire 🔥 I wish the President and First Lady a speedy recovery. And a safe and healthy weekend to all.
1990s Serie A really was peak football.
FWIW, I recently followed @DianeSwonk, whose kindness-infused economics takes I quite enjoy.
I thought everyone knew it was formed mostly to wind up the UK?
President Trump: "The European Union was formed in order to take advantage of the United States."
You can access the full interview I did for Bloomberg on my YouTube channel #hughhendryofficial
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