Picture

George Goncalves @bondstrategist

Bond market veteran: +25yr on sellside & buyside focused on rates, credit, USD funding, Fed & global macro. My tweets are opinions, not advice! RT≠endorsements! Tri-State Area Joined August 2009
  • Tweets
    6K
  • Followers
    40K
  • Following
    501
  • Likes
    15K
George Goncalves retweeted
elerianm Profile Picture

Mohamed A. El-Erian @elerianm

6 days ago

This, from @TheEconomist, points to an important economic, social, and financial challenge facing the US and several other countries: With limited cash buffers, rising credit card balances, and disappearing pandemic savings, lower-income households face mounting financial…

George Goncalves retweeted
michaellebowitz Profile Picture

Michael Lebowitz, CFA @michaellebowitz

a week ago

GOOLSBEE: HARDER TO GET TO 2% INFLATION ABSENT HOUSING PROGRESS Fortunately, shelter prices are heading lower.

George Goncalves retweeted
boes_ Profile Picture

Matthew B @boes_

a week ago

The remaining distance to the Fed's 2% inflation target is mostly about rents. The big problem is in the Northeast and Midwest in particular, where new construction is a struggle. In the South and West, supply is surging and rents are coming down fast (bloomberg.com/news/articles/…)

George Goncalves retweeted
bondstrategist Profile Picture

George Goncalves @bondstrategist

a week ago

@RiggsReport Remember July 2008 ECB hike (per-GFC they feared inflation) Remember Fed chair Powell October 2018 “far from neutral” and then credit machine stopped Policy mistakes happen in both directions, esp at inflection points…

George Goncalves retweeted
jessefelder Profile Picture

Jesse Felder @jessefelder

a week ago

U.S. Debt Interest Payments Reach $1 Trillion visualcapitalist.com/u-s-debt-inter… by @VisualCap

George Goncalves retweeted
SteveMatthews12 Profile Picture

Steve Matthews @SteveMatthews12

2 weeks ago

"Long Treasuries are once again yielding more than stocks. For a generation that had grown accustomed to a stock market that yielded more, making asset allocation decisions much easier, this development makes life much harder." bloomberg.com/opinion/articl… --@johnauthers, @opinion

bondstrategist Profile Picture

George Goncalves @bondstrategist

2 weeks ago

👇See below clip and great to be on Yahoo Finance with @juleshyman & @joshuahlipton (and good timing post chair Powell’s comments and recent sell off in the bond market)… we are at an interesting crossroads for USTs, Oil & USD!

YahooFinance Profile Picture

Yahoo Finance @YahooFinance

2 weeks ago

👇See below clip and great to be on Yahoo Finance with @juleshyman & @joshuahlipton (and good timing post chair Powell’s comments and recent sell off in the bond market)… we are at an interesting crossroads for USTs, Oil & USD!

George Goncalves retweeted
YahooFinance Profile Picture

Yahoo Finance @YahooFinance

2 weeks ago

.@bondstrategist says a summer rate cut could be the Fed's "down payment" toward easing: "If you miss the June, July window, the only reason then you would cut in September is if something progressively gets worse. It's almost better to go early and then skip a meeting."

George Goncalves retweeted
Garth_Friesen Profile Picture

Garth Friesen @Garth_Friesen

2 weeks ago

The latest #CPI report showed higher-than-expected inflation due to stubbornly high shelter costs, which lag behind the CPI. Current rents, as seen in the New Tenant Rent Index, are much lower. Vacancy rates are also on the rise.

George Goncalves retweeted
TopadoDuran Profile Picture

PDS @TopadoDuran

2 weeks ago

Bumpy road.. perspective is needed or a few years living in an EM country. DM folks are not familiar with price propagation in normal times so they confuse bumpy road with inflation broadening @DanielSLoeb1 another one for #UncleLarry

jc_econ Profile Picture

Julia Coronado @jc_econ

2 weeks ago

Bumpy road.. perspective is needed or a few years living in an EM country. DM folks are not familiar with price propagation in normal times so they confuse bumpy road with inflation broadening @DanielSLoeb1 another one for #UncleLarry

George Goncalves retweeted
PeterBerezinBCA Profile Picture

Peter Berezin @PeterBerezinBCA

2 weeks ago

Back in 2021, small businesses wanted to hire more more workers but there weren’t many around. Today, willing workers are available but small businesses don’t want to hire them.

George Goncalves retweeted
NautilusCap Profile Picture

Nautilus Research @NautilusCap

2 weeks ago

#yields 10-year overshoots (below and above) channel. Within current pattern - do we stop here, or spike to new highs to complete the pattern? Or is this all just chart voodoo ...... Hopefully food for thought for those who care.

George Goncalves retweeted
jnordvig Profile Picture

Jens Nordvig 🇩🇰🇺🇸🇺🇦 @jnordvig

2 weeks ago

"Nobody has a clue what the terminal rate is"

George Goncalves retweeted
krugermacro Profile Picture

Alex Krüger @krugermacro

2 weeks ago

To understand why: - Car insurance has a significant weight in CPI, and it added 0.1% to yesterday's core CPI - PCE inflation is what the Fed watches instead of CPI - The data source for the car insurance component in PCE comes from PPI, not CPI - PPI came in low => higher…

George Goncalves retweeted
ernietedeschi Profile Picture

Ernie Tedeschi @ernietedeschi

2 weeks ago

Auto insurance in PPI, which is what goes into PCE, came in much cooler than CPI in March month-to-month: 0.1%, versus CPI's 2.6%. That difference alone will shave ~10bps off of monthly core PCE in March relative to core CPI.

Trends for United States

#bucciovertimechallenge
1.841 posts
Cavs
24,4 B posts
Feds
31,4 B posts
FaZe
23,6 B posts
Joe Milton
4.203 posts
#UFCVegas91
5.269 posts
Houser
1.594 posts
Jordan Travis
12,8 B posts
Lu Dort
1.789 posts
Johnny Wilson
4.773 posts
#KristiNoemIsAMonster
20,5 B posts
Austin Hill
Brenden Rice
5.056 posts
Malik Washington
5.251 posts
Niang
4.132 posts
Leverkusen
110 B posts
Zappe
#LetEmKnow
3.566 posts
Ryan Truex
1.465 posts
Wingo
3.890 posts

You might like

Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
David Rosenberg
@EconguyRosie
261K Followers
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
Jim Bianco
@biancoresearch
394K Followers
30 years in markets. Combine charts and proprietary Core Models. Fund Manager. Strategic Advisor to Global Funds and Family Offices.
Macro Charts
@MacroCharts
164K Followers
Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
Jeffrey P. Snider
@JeffSnider_EDU
120K Followers
CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Danielle DiMartino Bo..
@DiMartinoBooth
292K Followers
Jesse Felder
@jessefelder
165K Followers
Head of Macro Research at Global Macro Investor (GMI) https://t.co/qjd62vKrSp | Head of Asset Allocation at EXPAAM https://t.co/ScqJXdJf71
Julien Bittel, CFA
@BittelJulien
66K Followers
Co-founder of Macro Intelligence 2 Partners, a global independent macroeconomic research firm @MI2Partners, and co-creator of Macro Insiders @RealVision
Julian Brigden
@JulianMI2
77K Followers
Founder Eclectica Macro, St Barts luxury hotelier, investor 📸 & 📺: hughhendryofficial | ✉️ Media & Sponsors team@acid.capital
Hugh Hendry Eclectica
@hendry_hugh
94K Followers
The premiere weekly financial podcast, with hedge fund manager @ErikSTownsend, interviewing the brightest minds in finance and macroeconomics.
MacroVoices Podcast
@MacroVoices
70K Followers
Founder of EPB Research
Eric Basmajian
@EPBResearch
107K Followers
Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Michael Green
@profplum99
173K Followers
Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Joseph Wang
@FedGuy12
159K Followers
https://t.co/2zVu2xZOK2 my daily column (since 1996) plus Q&A. Author,
bill fleckenstein
@fleckcap
45K Followers
Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies info@crossbordercapital.com for GLI index and data
CrossBorder Capital
@crossbordercap
76K Followers