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CH posts on X about fed, debt, federal reserve, rates the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance cryptocurrencies countries
Social topic influence fed #702, debt #714, federal reserve #246, rates #912, housing market #73, auto loans, credit cards, student loans, op, balance sheet
Top assets mentioned Bitcoin (BTC)
Top posts by engagements in the last XX hours
"90%+ of the consumer debt resides with the under 55yr/old population (and those employed among them). So a generally flat working age population (and those among them) gorged on ZIRP inspired credit card student loans and auto loans to pull forward consumption. And now consumer credit rates are at record highs. This is an astounding dead-end the Federal Reserve has led us into The collapse in families and births among the working age population since '07 shouldn't be surprising"
X Link @Econimica 2025-09-19T11:49Z 16.1K followers, 1569 engagements
"@DowdEdward @TQuestMind @MacroEdgeRes 😵💫this is a choice.no one made the Fed do this but themselves"
X Link @Econimica 2025-10-14T23:48Z 16K followers, XXX engagements
"@TQuestMind @DowdEdward @MacroEdgeRes last time the Fed did this from '11 to '14 we called it Op Twist.but this time we call it QT.hmmm"
X Link @Econimica 2025-10-14T23:57Z 16K followers, XX engagements
"@DowdEdward @TQuestMind @MacroEdgeRes consider why the Federal Reserve would determine to put all proceeds from their balance sheet runoff into the longest duration least liquid asset they hold (rather than short duration that they almost solely held pre-GFC) This was their choice.not an accident"
X Link @Econimica 2025-10-14T23:19Z 16K followers, XX engagements
"Luke - thanks and glad to break down big numbers into bite size pieces. My two cents of the why's of interest rate policies and debt.flow through global demographics. The now secular fall of the consumer (w/ the means (income/savings/access to credit) to consume replaced by consumers w/ average 10x lower means to consume is a game changer. Thanks again"
X Link @Econimica 2025-10-15T04:41Z 16.1K followers, 4648 engagements
"By the Fed's #'s QE ended (or at least took a pause) in September in parallel to a rate cut. By the Fed's #'s the Fed is buying more long bonds right now than it ever did during QE1 or QE2.and this is before the Fed has even officially announced the end of QT let alone announced the start of more QE. Seems certain assets are attempting to price in where this is going"
X Link @Econimica 2025-10-15T15:57Z 16.1K followers, 2813 engagements
"@LukeGromen 2016.those were the good 'ol days.🥲"
X Link @Econimica 2025-10-15T19:04Z 16.1K followers, 1130 engagements
"just wondering if the end of QT coinciding with interest rate cuts (signaling likely further rate cuts (to ZIRP) and restart of QE) will be different this time"
X Link @Econimica 2025-10-14T20:32Z 16.1K followers, 2987 engagements
"@DonMiami3 interesting.debt going parabolic gold going parabolic.interesting"
X Link @Econimica 2025-10-16T22:29Z 16.1K followers, XXX engagements
"@DowdEdward Fed is already buying long bonds faster than during QE1 or QE2.as Fed is just starting IR cutting cycle and wrapping up QT. If this patter holds Fed's impersonation of the BoJ will be complete"
X Link @Econimica 2025-10-14T22:13Z 16.1K followers, XXX engagements
"@TraceyRyniec @texasrunnerDFW purple= employed 25- to 34-year-old females white line=annual births dashed white line=Census projected annual births from '00 and again in '08 red columns=marketable federal debt"
X Link @Econimica 2025-10-16T17:42Z 16K followers, XX engagements
"@MacroCRG when Fed buying long bonds faster than during QE1 or QE2.and they suggest an end to QT is coming.run"
X Link @Econimica 2025-10-14T22:49Z 16K followers, XXX engagements
"@TaviCosta put gold or silver or bitcoin.whatever against what the Fed is already doing.growing their long bond holdings faster than they ever did during QE1 or QE2. And QT just ended.consider where this is going"
X Link @Econimica 2025-10-14T22:30Z 16K followers, XXX engagements
"It's not a shortage of housing that is causing the soaring prices. It's a brew of bad tax policies manipulated mortgage rates allowance of AirBnB's trillions in deficit spending looking for a literal home. As we likely head into a job loss recession were going to see just how many folks there are swimming naked.like never before. Too many $'s too low of rates too much MBS purchasing too many tax loopholes etc. etc. Fix these things and you fix the housing shortage"
X Link @Econimica 2025-10-06T23:33Z 15.3K followers, XXX engagements
"Federal Reserve is already growing it's holdings of long bonds faster than during QE1.and it's just finishing QT. Any guesses what happens once QE restarts"
X Link @Econimica 2025-10-14T21:46Z 16.1K followers, 17.5K engagements
"based on full time employees (pool of potential buyers who are potentially mortgage worthy) vs housing units.at a cycle top the US has never seen a larger surplus of housing units to potential mortgage worthy buyers (and if we are heading into a job loss recession get ready for an oversupply like we've never seen). And home prices have never been higher. Still many believe the high prices are due to too few houses and if we just build more prices will go down. 😵💫"
X Link @Econimica 2025-10-06T16:25Z 16.1K followers, 10.8K engagements
"when looking for context for assets currently exploding in price.look no further than Japan (the canary in the coal mine.the leader of the pack). When asset prices explode amid collapsing consumer bases (and track ZIRP + explosive central bank balance sheets) .the Rubicon is far behind us and time to look for shelter"
X Link @Econimica 2025-10-15T05:07Z 16.1K followers, 5150 engagements
"@FedGuy12 year over year growth of Fed long bond holdings already surpassing peak QE1 and QE2.and Fed just starting interest rate cutting cycle and wrapping up QT Thoughts"
X Link @Econimica 2025-10-14T22:01Z 16K followers, XXX engagements
"a housing market based on soaring housing units soaring housing prices and soaring 75+yr/olds.with hardly any growth of potentially mortgage worthy buyers. Curious how this all works out"
X Link @Econimica 2025-10-06T16:44Z 16K followers, 1914 engagements
"@MacroEdgeRes don't bother with what they say.just watch what they do"
X Link @Econimica 2025-10-14T22:35Z 16K followers, XXX engagements
"@VladTheInflator blue line will be following red line.this is the organic year over year change in organic housing demand. Buckle up"
X Link @Econimica 2025-10-16T18:19Z 16.1K followers, XXX engagements
"Darius - you are right.but if recent history of Federal Reserve cutting cycles coinciding with greater reliance on long bond purchasing continues.my guess is that the ATH of long bonds held ($'s and %) by the Fed is likely to be superseded in this upcoming job loss / interest rate cutting cycle. The Fed is likely to follow the BoJ in anchoring demand and rates for the longest of US Treasury's. Hope I'm wrong"
X Link @Econimica 2025-10-15T22:09Z 16.1K followers, 1109 engagements
"@SectorX_AI Excel and crayons🤣🤣🤣"
X Link @Econimica 2025-10-15T17:38Z 15.9K followers, XX engagements
"@Revanth_M_S @Monetaryguy589 @LukeGromen Chart above is stackedbalance sheet is declining overall masking the growth of long bond holdings vs declining short and mid duration"
X Link @Econimica 2025-10-15T03:54Z 16.1K followers, XX engagements
"blue=year over year change XX to 54yr/old population red=year over year change 16+yr/old foreign born population yellow=year over year change Case Shiller Home Index (the idea that an influx of primarily poor immigrants pushed the housing market prices to ATH's.when even working age Americans with good jobs can't afford housing is interesting.not saying mass immigration doesn't have an impact on home prices (or particularly wages.or that loans weren't readily made available for them) but imo the big push in housing prices came from "elsewhere")"
X Link @Econimica 2025-10-16T18:44Z 16.1K followers, 2164 engagements
"looking at the working age population employed among them and consumer debt (which is 90%+ held by under 55yr/olds). This is the population that also makes up XX% of the 1st time home buyers.now being massively negatively impacted by student loan defaults and other consumer debt servicing issues"
X Link @Econimica 2025-10-16T17:33Z 16K followers, XX engagements