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@rev_cap Avatar @rev_cap Rev Cap

Inflation is persisting at high levels, with core inflation rates at X% and moving higher, while unemployment remains low at 4.1%. Despite this, there are concerns that the Federal Reserve may not be taking sufficient action to address inflation, with some critics arguing that it is prioritizing asset prices and growth over inflation control. This dynamic is contributing to a rise in populist sentiment and criticism of the Fed's independence.

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Social Influence #

Social category influence finance #6003 countries stocks

Social topic influence inflation #81, fed #199, stocks, tariffs #532, rates, bubble, powell, homes, mamdani, copied

Top Social Posts #

Top posts by engagements in the last XX hours

"Trump has basically copied Bidens economic agenda but with a closed border Overstimulate demand. Beg for rate cuts for no reason but try to lean on the Fed regardless. Gaslight people about inflation. Getting similar results pretty quickly"
@rev_cap Avatar @rev_cap on X 2025-07-23 00:19:44 UTC 26.9K followers, 27.7K engagements

"@hump_bear But its very counter to equity market narratives that the Fed could refuse to cut at all and just be more vocal about a commitment to inflation Powell would just need to hold and emphasize the inflation side of the mandate. Doesnt have to be Volcker"
@rev_cap Avatar @rev_cap on X 2025-07-20 01:05:19 UTC 26.9K followers, XXX engagements

"@fkronawitter1 Investors time horizon is X minutes"
@rev_cap Avatar @rev_cap on X 2025-07-22 16:29:41 UTC 26.9K followers, XXX engagements

"@stevehou0 Yes if you consider 401K / IRA withdrawals + the monthly income (annuity value) of pension / SS + home equity boomers have really hit the trifecta. The former surprised me how large But expectations about realistic sale values for homes are way too high"
@rev_cap Avatar @rev_cap on X 2025-07-20 18:03:06 UTC 26.9K followers, 1867 engagements

"@conorsen Home prices are declining LSD-MSD% in many markets But in the aggregate price levels are moving higher and I think it gets worse. Breakevens agree This crazy animal spirits ripping is just making it worse IMO. Wish Powell would take away the punch bowl"
@rev_cap Avatar @rev_cap on X 2025-07-21 18:14:07 UTC 26.9K followers, XXX engagements

"What is the bear narrative going to be when housing starts are down XX% in 2H & unemployment stays in the low 4%s with inflation is X% and rising The only constant is everyone invents a narrative on why growth is about to weaken and inflation decline so keep that in mind"
@rev_cap Avatar @rev_cap on X 2025-07-18 22:36:07 UTC 26.9K followers, 7414 engagements

"@neilksethi @NickTimiraos @colbyLsmith @steveliesman Can one of you ask this week if it seems appropriate to have financial conditions be roughly as loose as they have ever been in an environment of XX year low unemployment and inflation reaccelerating This is the Feds measure of FCI"
@rev_cap Avatar @rev_cap on X 2025-07-21 10:13:53 UTC 26.9K followers, XXX engagements

"Bessent: tariffs are not inflationary: they are a one time price adjustment. I have no idea what the federal reserve is even looking at or talking about"
@rev_cap Avatar @rev_cap on X 2025-07-23 11:19:35 UTC 26.9K followers, 8754 engagements

"Inflation is going back up unemployment is at XX year lows financial conditions are already about as loose as they have ever been in history And the Fed is just debating how fast to cut rates with key governors arguing for this meeting Clown show"
@rev_cap Avatar @rev_cap on X 2025-07-21 01:24:02 UTC 26.9K followers, 17.5K engagements

"@conorsen Such a bad idea. Just stop meddling with the market"
@rev_cap Avatar @rev_cap on X 2025-07-22 19:31:24 UTC 26.9K followers, 1467 engagements

"@TheLAPurchaser The part of the job market that everyone focuses on (professional services) is absolutely tiny. We live in a very small bubble. Like in 2022 people thought the labor market would blow up bc of SAAS layoffs Most of these jobs are not going to change with AI particularly HC & gov"
@rev_cap Avatar @rev_cap on X 2025-07-20 02:00:20 UTC 26.9K followers, 22.3K engagements

"@eliant_capital I am probably too concerned about the Fed. Trying to let go of my bizarre bias that at some point they will care about inflation given how bad this is I am like Druckenmiller who says he has to fight this bias to be bearish every day. Been long but I think this cools off some"
@rev_cap Avatar @rev_cap on X 2025-07-23 16:26:44 UTC 26.9K followers, XXX engagements

"Honestly how did a party with this aura drop the ball this hard Just pump the 90s nostalgia. Stay out of the way of markets and the Fed. Close the border. Completely ignore ROW. No one cares Non stop vibes maxing America winning bashing the woke mob. We could of had it all"
@rev_cap Avatar @rev_cap on X 2025-07-22 00:31:15 UTC 26.9K followers, 21.1K engagements

"@eliant_capital 2017 had the easiest growth comps in ever not coming out of a recession and was the start of fiscal dominance. No inflation. Tax cuts alone added 10-12% to SPX earnings Its a risk on environment that will never be repeated"
@rev_cap Avatar @rev_cap on X 2025-07-23 16:24:38 UTC 26.9K followers, XXX engagements

"@viggy_krishnan Cant tell if youre just trying to troll me but WMT is pushing prices on tariff goods into back to school which is starting now And coffee is ofc volatile but its also subject to the tariff"
@rev_cap Avatar @rev_cap on X 2025-07-20 21:19:49 UTC 26.9K followers, XXX engagements

"@fkronawitter1 Also all the narratives around tariffs and inflation have become very partisan If you turn on Fox all you hear is tariffs are great cause no inflation and its a crime against humanity interest rates are not 0%"
@rev_cap Avatar @rev_cap on X 2025-07-22 16:30:30 UTC 26.9K followers, XXX engagements

"We are going to have 3-4% inflation for 18-24 months after missing the target for X years and the greatest X year inflation in history if you measure it apples to apples And the Fed is doing jack sh*t Its incredible really"
@rev_cap Avatar @rev_cap on X 2025-07-24 11:55:42 UTC 26.9K followers, 7056 engagements

"Theres already a $500K exemption How many more tax cuts can one country do for rich boomers The answer: always more"
@rev_cap Avatar @rev_cap on X 2025-07-22 16:32:38 UTC 26.9K followers, 87.4K engagements

"@stevehou0 When inflation goes up its one time. When it goes down its the process of disinflation. But inflation is way too high You can only do this so long before people riot and vote in radicals. I think thats starting if you look at mamdani Minnesota and AOCs polling"
@rev_cap Avatar @rev_cap on X 2025-07-20 23:53:43 UTC 26.9K followers, XXX engagements

"@WarrenPies I think home prices can be down XX% from highs and other assets will be fairly unaffected So I would call it a bubble relative to other assets I think its very hard for home values to get that crazy in the US long term bc ultimately someone has to buy it with income"
@rev_cap Avatar @rev_cap on X 2025-07-20 18:23:42 UTC 26.9K followers, 9156 engagements

"@NickTimiraos Nick how is cutting rates even a discussion at this point Claims running way below the SEP. Inflation is likely above the SEP depending on how tariffs affect the data this quarter although inflation is for sure not below the SEP"
@rev_cap Avatar @rev_cap on X 2025-07-24 12:46:05 UTC 26.9K followers, 2337 engagements

"@stevehou0 I respect Waller. He would be the best man for the job that has a shot at it But the speech this week was just a sirens song for Trump Continuing to argue ignore one time price shocks and we know the labor market is tight but it might weaken is embarrassing"
@rev_cap Avatar @rev_cap on X 2025-07-20 23:51:10 UTC 26.9K followers, XXX engagements

"@tylermacro10 @conorsen Thanks. Would love to read the paper But I really dont think the housing market is going to weaken enough to keep the CPI data below X% as is being prices in X year swaps Can the Fed now argue ignore CPI and focus on HPA after X years of the opposite I dont think so"
@rev_cap Avatar @rev_cap on X 2025-07-21 20:28:14 UTC 26.9K followers, XXX engagements

"Tariffs finally hitting Going to be an interesting experiment for everyone Market narratives have become so partisan and ideological but this is a tax on consumption and inflation shock that is starting in the next XX days"
@rev_cap Avatar @rev_cap on X 2025-07-20 00:08:41 UTC 26.9K followers, 76.6K engagements

"Claims keep going down It is ground hog day every day now for X full years. Im listening to guests on Bloomberg talking about how we are going to have mass job loss bc of AI and meanwhile unemployment goes down every single month People scream rate cuts. Nothing changes"
@rev_cap Avatar @rev_cap on X 2025-07-24 12:38:37 UTC 26.9K followers, 23.9K engagements

"Everyone saying Mamdani is a one off big old FAFO I think well see socialist mayors in most blue cities by 2030 and see AOC as very underpriced for the presidency You cant gaslight people on inflation for X years and not get socialist backlash. Trump also fanning flames"
@rev_cap Avatar @rev_cap on X 2025-07-20 11:28:46 UTC 26.9K followers, 46.7K engagements

"And now that there is not uncertainty the market can finally top out Earnings this week and next will be good. Trade war is over. Every bear wrong on fundamentals and the risks from trade Once again the only risk is inflation and whether or not the Fed cares. AGAIN the risk"
@rev_cap Avatar @rev_cap on X 2025-07-23 16:15:10 UTC 26.9K followers, 18.3K engagements

"@markoinny Marko can you please stop third level thinking Trump is trying to pump stocks higher and trying to crush healthcare Inflation is reaccelerating but everyone is ignoring it so its not a problem (sigh) This is a first order thinking world"
@rev_cap Avatar @rev_cap on X 2025-07-21 11:18:54 UTC 26.9K followers, 10.5K engagements

"People so consumed with keeping their stocks at highs and Trump / Powell drama youre just missing the picture Inflation expectations are demolished and we will have increasingly crazy populism until that changes In time history will put the blame on Powell but not today"
@rev_cap Avatar @rev_cap on X 2025-07-20 11:38:19 UTC 26.9K followers, 4940 engagements

"Proof AI will not take our jobs Society getting dumber to protect itself from computers Its like an immune response"
@rev_cap Avatar @rev_cap on X 2025-07-23 21:54:04 UTC 26.9K followers, 26.8K engagements

"@hump_bear Agree it will be more of a surprise to equity people than fixed income But those Core PCE levels are above the SEP and I dont think unemployment will be at the target given supply side changes If the Fed still messages cuts are coming despite this maybe stocks muddle through"
@rev_cap Avatar @rev_cap on X 2025-07-20 01:03:31 UTC 26.9K followers, XXX engagements

"And people think AI will kill the job market Can guarantee you that your state government will find ways to light billions of dollars on fire regardless of GPTs agenic launch"
@rev_cap Avatar @rev_cap on X 2025-07-20 11:17:27 UTC 26.9K followers, 11.1K engagements

"2 year inflation expectations now over X% Trying to imagine what its going to feel like when we start running above X% again In a normal world the Fed would be hawking it up majorly and pushing back hard on risk assets. But we do not live in a normal world anymore"
@rev_cap Avatar @rev_cap on X 2025-07-21 17:05:38 UTC 26.9K followers, 21K engagements

"@conorsen X year Inflation Breakevens are now X% and going up every day I dont think the HPA can save the inflation math. Its the opposite of HPA not getting captured adequately on the way up Its possible for stocks & rates the Fed treating this as one time will change its salience"
@rev_cap Avatar @rev_cap on X 2025-07-21 18:12:22 UTC 26.9K followers, 1575 engagements

"@eliant_capital Its just so binary around what the Fed does If they fully capitulate and just say were going to ignore inflation we can overheat and repeat it If they dont there are going to be tradeoffs that didnt exist in 2017"
@rev_cap Avatar @rev_cap on X 2025-07-23 16:25:23 UTC 26.9K followers, 1866 engagements

"Full on Retail bubble repeat of 2021 And just like 2021 will be so many people in X months who say no one could have seen the inflation coming"
@rev_cap Avatar @rev_cap on X 2025-07-21 14:45:13 UTC 26.9K followers, 91.1K engagements

"The everyone will lose their jobs AI takes are just a reminder what a bubble finance and tech professionals live in We have a labor shortage. The only thing that will loosen the labor market meaningfully is a change in the deficit trajectory or tighter monetary policy (lol)"
@rev_cap Avatar @rev_cap on X 2025-07-20 11:10:28 UTC 26.9K followers, 27.8K engagements

"Funny how this is the exact same shape as home prices to income ratios Almost like they are related"
@rev_cap Avatar @rev_cap on X 2025-07-22 00:03:42 UTC 26.9K followers, 14.9K engagements

"Been helping family & friends with retirement planning lately First of all its insane how much net worth regular boomers have if you consider the stacking of pension + social security Second: people are delusional about the value of their homes. Bubbles cause anchoring"
@rev_cap Avatar @rev_cap on X 2025-07-20 17:31:36 UTC 26.9K followers, 47.4K engagements

"@tylermacro10 @conorsen And so the long end probably stays high which means this housing correction has potential going to get quite bad Its modest today but prices could come down a lot"
@rev_cap Avatar @rev_cap on X 2025-07-21 20:28:59 UTC 26.9K followers, XXX engagements

"Im like XX% confident we will get bad inflation data for about a year I have almost no confidence on what the Fed will do. They are politically captured asset pumpers who have abandoned the inflation side of the mandate But Trump being so hostile to them is complicating"
@rev_cap Avatar @rev_cap on X 2025-07-23 16:16:36 UTC 26.9K followers, 3726 engagements

"As we have discovered this agenda can be very good for stocks"
@rev_cap Avatar @rev_cap on X 2025-07-23 00:22:35 UTC 26.9K followers, 3909 engagements