Lisa Abramowicz @lisaabramowicz1
Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En bloomberg.com/btv/series/blo… New York Joined April 2013-
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Yields on 10-year Treasuries have been above the S&P 500 earnings yield for three straight weeks. This is the first time we're seeing this since 2002: Jonestrading's Michael O'Rourke
BofA credit investor April survey: "Investor camps are now: 45% soft landing, 40% no landing and 7% hard landing (7% unsure)...Inflation remains the #1 investor worry, and rising....Central bank policy error is the #2 concern."
Average US gasoline prices have reached $3.68, the highest since October and up from a December low of $3.07.
P&G is on track to boost its prices for a sixth consecutive year, and in the latest quarter they came in 3% higher than a year earlier. Netflix is going to rely on price increases to juice profits. Inflation is not dying yet.
Stock funds just saw their biggest two-week outflow since Dec. 2022 as higher rates bite into risk appetite: BofA and EPFR data. Michael Hartnett's team wrote that good economic news is now bad news for stocks, a shift in mindset from the first quarter when “good news = good.”…
The US deficit as a percent of GDP is expected to rank right next to China and India by 2025, bigger than countries like Brazil. ft.com/content/0d0980…
Iran is exporting more oil than at any time for the past six years, selling an average of 1.56mn barrels a day during the first three months of the year, almost all of it to China. ft.com/content/00bb56…
Large retirement funds are pulling cash from stocks and putting it into bonds to de-risk and lock in higher yields. Goldman Sachs analysts estimate that pensions will unload $325 billion in stocks this year, up from $191 billion in 2023. wsj.com/finance/invest…
“We have extended and pretended so far this year:” State Street’s Ferridge. Traders first thought rate cuts would start in March, then June, now later still. “But the important thing is the market still believes we are going to enter an easing cycle.“ bloomberg.com/news/newslette…
Housing affordability in the US is about the lowest since the 1980s: Dallas Fed research. dallasfed.org/research/econo…
Here's why policy makers are so worried about a "China shock 2.0:" China has shifted from domestic property investment to boosting factory output to juice growth. And there are signs that it's working.... wsj.com/world/china/ch…
“The level of yields in the US looks pretty attractive:” Pimco's Andrew Balls. “There’s a nuance — you like US duration and you like the rest of the world as a diversifier.” bloomberg.com/news/newslette…
10-year Treasury yields have risen by more than 45bp so far this month. After today's hotter-than-expected retail sales number, traders aren't pricing in a full rate cut until November.
"Aggressive fiscal spending may ultimately keep the Fed from cutting rates to levels that will benefit small businesses...The bottom line is that no landing may be good for growth but challenging for equity valuations if rates push higher:" MS's Mike Wilson
Inflation expectations increased across the board in the latest UMich Sentiment Survey, rising to 3.1% expected over the next year from 2.9% last month, and 3% over the next three years from 2.8%.
Sven Henrich @NorthmanTrader
471K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
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
Charlie Bilello @charliebilello
595K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Liz Ann Sonders @LizAnnSonders
412K Followers 681 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 897 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Mohamed A. El-Erian @elerianm
680K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Holger Zschaepitz @Schuldensuehner
333K Followers 361 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
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Helene Meisler @hmeisler
222K Followers 582 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.
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 211 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Michael J. Kramer @MichaelMOTTCM
117K Followers 621 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link below
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Bob Elliott @BobEUnlimited
137K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Adam Taggart @menlobear
78K Followers 164 Following Founder & host of Thoughtful Money Media inquires: [email protected]
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Bugatti Veron @Nwankwo36857944
17 Followers 80 Following
Dzenisa @Dzeni08
0 Followers 12 Following
Πετρος Τσιμ.. @PetrosT31040
1 Followers 79 Following
bang thoyeebb @BangThoyeeb
9 Followers 26 Following
Yiming Du @YimingDu9193
6 Followers 80 Following
Poussemmoash @poussemmoa4315
2 Followers 201 Following
William McCollum @WilliamMcCollu5
4 Followers 10 Following
Rian Darius Pandole @RDPandole
421 Followers 324 Following Columbia University x 2 | Growth Equity Investor | Previously Investment Banker at BofA | Ex Tennis Player | NYC
三袋 @Ulrike22544976
404 Followers 5K Following
Yallappa @KB_Yallappa
4 Followers 41 Following
Hammer Time @daikoku_btc
52 Followers 323 Following Up | Lvl 84 Hammerdin | 🍀 | ぴかぴかの | 1/7 | #Bitcoin
IlMatematico @il_matematico
1K Followers 362 Following eToro Popular Investor Elite. Nothing to teach, so much to share! Follow me on @eToro https://t.co/xz3DQZquK8
M.Fatih @mfsuphandagi
149 Followers 245 Following
DayTradingNomad @DayTraderNomad1
247 Followers 1K Following Independent thinker, 3x college dropout. Semi-retired, living my dream lifestyle. I enjoy luxury travel, printing money, and proving people wrong ;)
Мехеди 哈桑 �.. @MehediH59021199
387 Followers 4K Following Just an average fucked up dude who loves to share memes and talk about random political stuff.
nguyen @ha_anh2017
4 Followers 42 Following
Jaison Milkovich @jaison_milk
221 Followers 580 Following
Alice @alice_kelly41
1K Followers 983 Following Welcome to my world🌍 LEO♌️ Don't talk about crypto💰❌ Business👩💼Travel✈️News📰Sport🏌️♀️ I'll share the things I'm interested in👌💯
GiveBackToken GBT mar.. @GBTpromoAgency
107K Followers 1K Following @GBTpromoAgency is a PROFESSIONAL ONLY marketing Agency - Hosts & Influencers ONLY - all profits go directly to support our mission https://t.co/IY5TAY601x
Movie Clips @AlhassanAb12775
63 Followers 59 Following
WTF Idaho @cd50643cd
134 Followers 250 Following
Adnan Saleem @iamadnansaleem
59 Followers 643 Following Full-Stack Ninja developer l Mountaineer | Adventure film maker
Accept @Alice_Jones_Z
66 Followers 73 Following "Networking ninja connecting dots in the digital world! 💻 Let's build bridges, not walls. #NetworkingQueen"
AMINE @Amine2007G74905
2 Followers 109 Following
KEVIN CLARK @KEVINCL68982502
102 Followers 520 Following
DJ Wool @dj79798
2 Followers 48 Following
MSP @missyls623
21 Followers 93 Following
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135 Followers 655 Following
PEJ DIGI 🇸🇱|�.. @gtbagflow1
818 Followers 4K Following Digital Marketing | Ba Film and Tv Production| Email Marketing |Advocates| lover of Love ❤️| Let your Dreams be Bigger than your Fears🌟
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14 Followers 100 Following
Jazzman @Jazzmanphatshwa
1K Followers 4K Following Be true to yourself and be a Fighter ✊✊✊ proud ground force of the fast moving train #Rustenburg # Vote EFF
Lucas Bohn @LucasBohn17
0 Followers 4 Following
DaoOfWager @daoofwager
9 Followers 182 Following
Woke-Mob 🌊💙🌎.. @ChasingBabies
2K Followers 4K Following 🌊WokeAF🌊 SoberAF 50+AF Finance/AccountingAF Former RepublicanAF Gun OwnerAF
Bill Daniel @BillDan83020997
27 Followers 25 Following
Quantfidential @Quantfidential
20K Followers 880 Following Macro-Economics & Finance | Lead Developer in Enterprise Blockchain | 7 years blockchain | 3 years certified Corda Developer | Coding since 11 y/o #INTJ
Sven Henrich @NorthmanTrader
471K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
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
Charlie Bilello @charliebilello
595K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Liz Ann Sonders @LizAnnSonders
412K Followers 681 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 897 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Mohamed A. El-Erian @elerianm
680K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Nick Timiraos @NickTimiraos
323K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Holger Zschaepitz @Schuldensuehner
333K Followers 361 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
291K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Helene Meisler @hmeisler
222K Followers 582 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.
David Rosenberg @EconguyRosie
260K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Bob Elliott @BobEUnlimited
137K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Jeffrey Gundlach @TruthGundlach
318K Followers 4 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
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.
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
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
Eric Rosengren @EricSRosengren
4K Followers 8 Following Former president and CEO of @BostonFed. Economist with interest in monetary policy, financial stability, and financial regulation. Visiting Scholar MIT
Kristalina Georgieva @KGeorgieva
326K Followers 2K Following Managing Director of @IMFnews. Pragmatic optimist working to improve people’s lives, empower women, and create greener & more equitable economies.
Amy Wu Silverman @AmyWuSilverman
1K Followers 34 Following
Gizel @gizelnim
18 Followers 32 Following
Bruce Richards @Bruce_Markets
4K Followers 59 Following CEO Marathon Asset Management // Follow for Daily Insights on the Markets
Car Dealership Guy @GuyDealership
456K Followers 525 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Industry Jobs https://t.co/TvUrG7DI0Z | DM submissions
Ellen R. Wald Ph.D.�.. @EnergzdEconomy
23K Followers 496 Following Energy, geopolitics, Bos Celtics☘️ Transversal Consulting, Senior Fellow @AtlanticCouncil Fellow @CAGlobalAffairs https://t.co/jIunQLg51o
Ben Harris @econ_harris
4K Followers 782 Following Brookings VP and Director of Economic Studies. Former Assistant Treasury Secretary and Chief Economist to VP Biden. Co-author of The Retirement Challenge.
James Surowiecki @JamesSurowiecki
74K Followers 418 Following Author of The Wisdom of Crowds. Contributing writer for Fast Company. Editor at The Yale Review. I wrote The Financial Page for The New Yorker.
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Michael A. Gayed, CFA @leadlagreport
743K Followers 3K Following 5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
Ed Krassenstein @EdKrassen
1.0M Followers 574K Following Web3 & AI futurist. Political Journalist. Creator of @KrassenCast. Subscribe for additional content. Follow my twin: @Krassenstein. Developing on Deso / Lens.
Kantro @MichaelKantro
86K Followers 804 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Olivier Blanchard @ojblanchard1
169K Followers 387 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Cameron Dawson @CameronDawson
31K Followers 1K Following Chief Investment Officer at NewEdge Wealth⚡️CFA Charterholder⚡️will never solicit in messages
Heidi Crebo-Rediker �.. @heidirediker
1K Followers 2K Following America's Frontier Fund, adjunct Senior Fellow CFR, former Chief Economist US State Dept, RT≠endst
Dmitri Alperovitch @DAlperovitch
203K Followers 2K Following Geopolitics, NatSec, Great Power Competition, Cybersecurity. Chairman @SilveradoPolicy; Host @GeopolDecanted; Founder @alperovitch; Co-Founder @CrowdStrike
Atlantic Council @AtlanticCouncil
212K Followers 3K Following Shaping the global future together. Subscribe to our newsletters: https://t.co/ZqhCPtvcYH…
Mark Gurman @markgurman
350K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
Josh Lipsky @joshualipsky
4K Followers 3K Following Senior Director Atlantic Council GeoEconomics Center @ACGeoEcon. Former @obamawhitehouse, @statedept, IMF advisor. Fan of the Nats.
Mark Zandi @Markzandi
30K Followers 143 Following Chief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
Sandman @Sandman7591
22K Followers 262 Following
Daily Compounding @DailyCompoundng
9K Followers 448 Following Private Equity principal, former hedge fund analyst, investing in stocks and SMBs
Yahaira Jacquez @YJacquez_
2K Followers 2K Following Booking Producer @BloombergTV | Early riser for @BSurveillance | “Be swift to hear, slow to speak”
Peter Grandich @PeterGrandich
8K Followers 150 Following Part of a financial planning group in Wall, NJ, blogger and podcaster https://t.co/83329J2UYi https://t.co/gW5R0QBFvV
Amanda Agati @AmandaAgatiPNC
3K Followers 2K Following Chief Investment Officer at PNC Financial Services Group. Tweets are my own opinions. #Truth, not #fluff.
Liz Young @LizYoungStrat
85K Followers 855 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
The Kobeissi Letter @KobeissiLetter
496K Followers 508 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Constantin Cotzias @ConCotzias
6K Followers 3K Following Londoner. Director, Bloomberg Europe. Chair, Bloomberg London. Opinions are my own. R/Ts not endorsements
Alf @MacroAlf
423K Followers 247 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
talmon joseph smith @talmonsmith
13K Followers 3K Following economics reporter @NYTimes for @nytimesbusiness || formerly @GQmagazine, NYU, @tufts|| newyorleanian || [email protected]|| rep’d by @aevitascreative
ron insana @rinsana
25K Followers 2K Following I am a contributor to CNBC, CEO if https://t.co/8eDhc63fnK, a public speaker and observer of all things economy and market-related.
Genevieve Roch-Decter.. @GRDecter
431K Followers 1K Following Former $100MM+ Money Manager • Seen on Bloomberg, FOX & VICE • CEO @grit_capital • A Top Finance newsletter on Beehiiv
John Cassidy @JohnCassidy
61K Followers 2K Following Writer/columnist at The New Yorker. Economics, politics, & other stuff. All tweets on this feed should be assessed at their market value.
Bloomberg Politics @bpolitics
366K Followers 1K Following Bloomberg Politics is the spot for smart, non-partisan political coverage from around the world. Sign up for our daily newsletter: https://t.co/xYCyI2DtWV
Mindy Massucci @MindyMassucci
1K Followers 1K Following Global Head of Media Talent & Development @bbgmedia Proud momma. BIG believer in @Orioles magic 🧡🖤 Tequila & live music fixes everything
Adam Posen @AdamPosen
60K Followers 625 Following President, @PIIE. Globalist. Former central banker. Political economy with a policy purpose. Now also on bluer skies adamposen @ .social
Tasos Vossos @tasosvos
4K Followers 359 Following Credit stuff at Bloomberg @markets. Long WFCNP is the ultimate yolo trade. Views are my own etc... "Anyway, how is your sex life?"
Chris Verrone @verrone_chris
22K Followers 2K Following Head of Technical & Macro Research at Strategas // Top Ranked I.I. Analyst // Frequent Contributor CNBC, Bloomberg, & Fox // Dad to Maggie, Reagan, & Connor
Lisa Mateo @LisaMateoTV
18K Followers 642 Following Emmy Nominated Journalist | @bsurveillance 7-10 am ET | TEDx Speaker | Fitness Trainer | 🇵🇷 | Views are my own.
Andrew Ross Sorkin @andrewrsorkin
962K Followers 4K Following @NYTimes Columnist/Editor & @SquawkCNBC Co-Anchor. Author, Too Big To Fail. Founder, @DealBook. Co-Creator, BILLIONS @Showtime. Co-Chair @NYPL's BLC. Proud Dad.
Jake Sherman @JakeSherman
440K Followers 4K Following Founder of @punchbowlnews. @nbcnews/@msnbc. Phish/Dead fan. Author of NYT best seller, “The Hill To Die On”.
Darryl Ventura @DarrylVentura
102 Followers 468 Following Equity research. PhD in chemistry. Former O&G scientist | Retweets ≠ endorsements. Not investment advice
Victoria Fernandez, C.. @victoriaf322
3K Followers 113 Following Market Strategist/Portfolio Manager/Peloton Rider/Love a Good Mystery/Rice Owl and an Aggie
Jens Nærvig Pedersen @jnaervig
2K Followers 1K Following Tweet about FX, rates, commodities, monetary policy and related ramblings 🌻 Chief Analyst @danske_research, +4529283130 / [email protected]
With TikTok Ban Looking Likely; Who Can Acquire This With/Without Algorithm? The likely buyers for TikTok would be Microsoft, Oracle given past interest/strategically a fit. Private equity would have many bidders. Forced sale would be without algorithm in our view given China
John Williams, NY Fed President ... Note the keyword below ... HIKE(!) ... he said it out loud! --- *WILLIAMS: RATE HIKE NOT BASELINE, BUT POSSIBLE IF DATA WARRANTS *TREASURY YIELDS EXTEND CLIMB AFTER WILLIAMS COMMENTS ON RATES
Core CPI coming in very hot for the third month in the row. The numbers are not kind to the thesis that January was a seasonal anomaly. 12 months: 3.5% 6 months: 3.2% 3 months: 4.6% 1 month: 4.6%
Looks like Saudi Arabia's balance of payments breakeven oil price (oil price that avoids a current account deficit) is now close to $85 a barrel. No wonder NEOM has been scaled back ... 1/
Was kind of surprised by this: China's holdings of US financial assets, as a share of China's GDP, are back down to where they were when China joined the WTO ... 1/
@lisaabramowicz1 Also @johnauthers showed that, this morning
@lisaabramowicz1 @tomkeene How about never mattering? Is never good for you?
I'm breathing again...MLB just unanimously approved the deal! @Orioles, the Next Chapter has begun! Go O's!
@lisaabramowicz1 I think the doubts about the future of relations between China and Western companies are mutual. Not only Chinese have started to buy more local products, but foreign companies have also shifted capital out of China at unprecedented rates. The primary beneficiaries have been…
Baltimore bridge accident is just awful. The cargo ship owners/operators bears full responsibility imo! $80bil shipping trade value at stake here!
“The worst thing that can happen for the Fed, the worst thing that can happen for the economy, are these kinds of supply side shocks because what they do is they reduce the productive capacity of the US economy boost inflation at the same time.” bloomberg.com/news/newslette…
Thank you @FerroTV and @lisaabramowicz1 for the interesting conversation. #economy @BloombergTV
@lisaabramowicz1 "this is a fed that wants to cut rates", there is some truth to that today....and the amrkets are reading it exactly that way
Trying so hard to make slower BS shrinkage sound hawkish is lolzy
@lisaabramowicz1 More rate hikes aren’t likely because it wasn’t about “rate hiking” (a destination) - rather, it’s about neg rate removal (escaping a trap) It’s an “open position unwind/exit” rather than “opening a new long (or short)” & policy rate at 0% = maximizing optionality going forward
A version of this has been written literally about every generation in my lifetime and probably ever. Every generation thinks it's the most screwed and their music was objectively the best.
Young adults born in 1997 or after have emerged from the pandemic feeling more disillusioned than any living generation before them. They worry they’ll never make enough money to have security, citing an impenetrable housing market & loads of student debt wsj.com/politics/elect…
US government bond yields, including that on the 10-year (below), jumped today in reaction to yet another (slightly) hotter-than-expected #inflation print (this time PPI). Underlying this is spreading awareness of how relatively sticky inflation complicates the last mile to the…
Because of historically low water levels at Gatun Lake, the Panama Canal Authority has reduced daily traffic from 36 to 24 vessels & limited allowable draft size, affecting energy product carriers, container vessels, & ships transporting grain from the US. #PIIEChart
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