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@REITStrategist REIT Strategist
REIT Strategist posts on X about lack of, future, rate cuts, reduce the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +20%
- X Month XXXXX +22%
Mentions: X #
- X Week XX -XX%
- X Month XX +141%
Followers: XXX #
- X Week XXX +15%
- X Month XXX +38%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXX%
Social topic influence lack of #617, future 13.33%, rate cuts 13.33%, reduce 13.33%, in 2026 13.33%, reit #19, stocks 6.67%, inflation 6.67%, where i 6.67%, closed XXXX%
Top accounts mentioned or mentioned by @frencheconomics @tractoreric @marketblondes @financialtimes @truemagic68 @dbfink
Top Social Posts
Top posts by engagements in the last XX hours
"A misleading article stemming from a lack of understanding of how Defined Benefit (DB) pension schemes fund future cashflows to their members Here's a brief explainer on what's really going on 🧵"
X Link 2025-11-19T14:02Z XXX followers, XXX engagements
"Tl;dr of my constructive thesis on Gilts for 2026 - Fed and BoE rate path downwards - DMO reducing issuance in 2026 and potentially increasing Bill issuance to further reduce Gilt supply - BoE rate cuts come as Gilts yield the highest amongst their developed market peers which should make Gilts more attractive Risks to my thesis - - Stubborn inflation delaying or cancelling rate cuts - Central banks switching to "inflation fighting mode" looking to tighten monetary policy - biggest risk could be in the US with the upcoming mid-terms and the perception from the public that the current Trump"
X Link 2025-12-04T09:57Z XXX followers, 1046 engagements
"@Frencheconomics I've held the view that the pension lump sump withdrawals helped keep the economy going post the 2024 budget and expect a similar outcome post 2025's budget I wrote about this dynamic earlier in the summer where I included this flowchart"
X Link 2025-12-08T09:04Z XXX followers, XXX engagements
"@Frencheconomics @truemagic68 This number on aggregate will always look depressed because a big bulk of UK pensions are closed fully funded Defined Benefit schemes which are in run-off mode meaning they are derisked and hold low risk assets only I wrote a thread about this here"
X Link 2025-12-09T08:10Z XXX followers, XXX engagements
"This is a good roundup but flows using the IA fund statistics are inconsequential - this year the UK all companies fund segment saw 7bn of outflows FTSE100's market cap is over 2tn #HSBA's annual dividend of 8bn will make up those flows even if nothing else changes"
X Link 2025-12-09T09:59Z XXX followers, XXX engagements
"@tractoreric @MarketBlondes I think curve will flatten but not because of anything that the BoE does but more because issuance in the longer ends will be a lot lesser compared to other developed markets - UK is steeper today than US and Germany for instance with a higher base rate"
X Link 2025-12-09T11:20Z XXX followers, XX engagements
"@MarketBlondes The UK base rate and Gilt yields certainly feel like they're higher than the UK's "neutral rate" so there's not much for the market to price out because it never really priced in too much in the first place"
X Link 2025-12-09T09:44Z XXX followers, XXX engagements
"@db_fink Creating baskets that benefit from Labour government policies is very fun and yours is great Here's one of my mine that I've dubbed "Taxkrieg" - brief overview of basket is attached alongside the basket itself I wrote about all the ones I created here -"
X Link 2025-12-11T08:54Z XXX followers, XXX engagements