@sonalibasak Avatar @sonalibasak Sonali Basak

Sonali Basak posts on X about inflation, fed, wall street, investment the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 50.78% stocks 8.59% countries 4.69% technology brands 3.91% travel destinations 3.13% financial services 1.56% celebrities 0.78% social networks 0.78% nfl 0.78% luxury brands 0.78%

Social topic influence inflation 9.38%, fed 6.25%, wall street 6.25%, investment 3.91%, hong kong 3.13%, has been 3.13%, bloomberg 3.13%, growth 2.34%, in the 2.34%, private equity 2.34%

Top accounts mentioned or mentioned by @macrobyrepetto @akwu @secscottbessent @icapitalnetwork @petermintzberg @cvpayne @bloombergtv @berkowitzbt @axios @madisonmills22 @lisaabramowicz1 @barronsonline @ungarino @ritholtz @wsj @kettnermax @luishberto09 @grayscale @michaelsantoli @melissaleecnbc

Top assets mentioned BlackRock Inc (BLK) Microsoft Corp. (MSFT) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"NEWS: Im joining @icapitalnetwork at Chief Investment Strategist. Im excited to ramp up the dialogue. The job starts Sept. [--]. https://www.barrons.com/articles/private-markets-fintech-icapital-sonali-basak-74d44e1c https://www.barrons.com/articles/private-markets-fintech-icapital-sonali-basak-74d44e1c"
X Link 2025-08-11T10:13Z 59K followers, 207.4K engagements

"My biggest goal this year: Get on the road. So Ive traveled [--] out of the [--] working days of [----] to Denver LA London with Arizona Dubai Hong Kong Nashville Austin Washington DC Miami and Singapore still on the horizon. The idea is to meet as many investors as possible to understand the diverse needs. Income income income is a huge topic. Growth has been a desire but not as big of a focus as steady returns. Excited to download in my newsletter tomorrow. https://twitter.com/i/web/status/2021979178531180637 https://twitter.com/i/web/status/2021979178531180637"
X Link 2026-02-12T16:06Z 59K followers, [----] engagements

"PROFESSIONAL NEWS: Today is my last day at Bloomberg. After almost [--] years with the company saying goodbye to my friends and colleagues is a huge challenge. So much of my identity had been tied to the television set and connected to the stories Ive written and the sources Ive maintained throughout the way. Sometimes though when the future calls you have to listen. I am excited to share my next steps in very very short order. Ill be stepping out of the world of news and deeper into the universe of finance. Stay tuned. The future is huge and Im excited to navigate it with you"
X Link 2025-08-06T21:44Z 59K followers, 304.1K engagements

"INTEREST RATE WATCH: Markets are pricing in two rate cuts by the end of this year with even more certainty with the first cut expected by the July FOMC. This morning's labor data was broadly disappointing. As we pointed out in our outlook "bad news means bad news" in the jobs market & rate cuts wouldn't necessarily mean a rally in equities if the macro shows signs of deterioration. But remember today is just one day. http://icapital.com/insights/investment-market-strategy/icapital-2026-market-outlook/ http://icapital.com/insights/investment-market-strategy/icapital-2026-market-outlook/"
X Link 2026-02-05T16:47Z 59K followers, [----] engagements

"TRAPPED CAPITAL: The private equity is at a critical juncture. The industry is as large as its ever been and entry valuations are at historic levels. The result A $5 trillion imbalance thats likely to work itself out through new means of liquidity in coming years New white paper from my team at iCapital: https://icapital.com/insights/private-equity/the-5-trillion-private-equity-imbalance/ https://icapital.com/insights/private-equity/the-5-trillion-private-equity-imbalance/"
X Link 2026-02-12T19:10Z 59K followers, 24K engagements

"BlackRock CEO: "My God if we can tokenize bonds and stocks tomorrow. it would democratize investing in all ways we can't imagine.""
X Link 2025-01-22T15:42Z 59K followers, 1.1M engagements

"Oracle CDS rising to new highs as investors digest risk tied to intense data center buildouts that will presumably fuel generations of AI spending -- an acknowledgement after months of complacency that data centers are nowhere near risk-less propositions"
X Link 2025-12-17T15:51Z 59K followers, [----] engagements

"Interesting chance for financial technology firms to step in and offer competitive card rates. Who is next Bilt Rewards is unveiling three new credit cards with interest rates capped at 10% days after President Donald Trump threatened lenders that failed to do so. https://t.co/dZzKmwAXtk Bilt Rewards is unveiling three new credit cards with interest rates capped at 10% days after President Donald Trump threatened lenders that failed to do so. https://t.co/dZzKmwAXtk"
X Link 2026-01-14T19:33Z 58.9K followers, [----] engagements

"A GRAYSCALE VIEW: The companys CEO @PeterMintzberg believes the wealth industry can expand to 10x the volume of ETFs in the crypto marketplace today with just a 1-3% allocation. Mintzberg who spent more than [--] decades at institutions like Goldman Apollo and BlackRock joins me in his first podcast appearance since joining @Grayscale. You can find the full episode here: https://open.spotify.com/episode/5EFsgIit7nXK1IKBSwSupbsi=KpAECWEdQGemKMUES5qTGQ&t=5&pi=Ge2ffuuyQYSFx https://open.spotify.com/episode/5EFsgIit7nXK1IKBSwSupbsi=KpAECWEdQGemKMUES5qTGQ&t=5&pi=Ge2ffuuyQYSFx"
X Link 2026-01-25T17:57Z 58.9K followers, 15.5K engagements

"RATE CUT ODDS RISE: Two cuts are now baked in fully to Fed funds futures for this year in the wake of Kevin Warsh being tapped to lead the Fed. The yield curve the spread between the 2-year and 10-year has steepened by another [--] basis points heading into the nomination"
X Link 2026-01-30T12:24Z 58.9K followers, [----] engagements

"THE WARSH EFFECT: The Fed chair candidate will have a chance to influence areas including the Fed's balance sheet to the course of history for digital dollars. For the balance sheet with assets $6.5T it's a challenging goal to bring this down. Newsletter: https://www.linkedin.com/pulse/kevin-warsh-road-ahead-sonali-basak-hmt2e/trackingId=S2%2FZdffYkU3HRWjj3n%2FzDA%3D%3D https://www.linkedin.com/pulse/kevin-warsh-road-ahead-sonali-basak-hmt2e/trackingId=S2%2FZdffYkU3HRWjj3n%2FzDA%3D%3D"
X Link 2026-02-01T14:43Z 58.9K followers, 21.3K engagements

"As Oracle seeks to raise up to $50 billion kicking off a $25 billion bond sale as a part of that overall fundraising here's another look at the CDS. Oracle doesn't expect to issue more debt this year. Goldman is leading the offering"
X Link 2026-02-02T13:57Z 58.9K followers, [----] engagements

"*BLS WILL DELAY RELEASE OF JAN. JOBS REPORT DUE TO GOVT SHUTDOWN Remember there's still ADP & Challenger this week. It's back to reading tea leaves in the alternative data"
X Link 2026-02-02T17:18Z 58.9K followers, [----] engagements

"TODAY ON CNBC: heading over shortly to join @michaelsantoli and @MelissaLeeCNBC for Closing Bell Overtime. Lets talk about software private credit and earnings 🔥 what a week its been and its only Wednesday"
X Link 2026-02-04T20:11Z 58.9K followers, [----] engagements

"*ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B *ALPHABET SINKS 7.5% ON HIGHER THAN EXPECTED [----] CAPEX FORECAST"
X Link 2026-02-04T21:07Z 58.9K followers, [----] engagements

"SOFTWARE SELLOFF: How drastic has the sell off been The industry's RSI is at the lowest level in at least a decade. Valuations are near their Covid & [----] lows. via @MacroByRepetto"
X Link 2026-02-05T20:03Z 58.9K followers, 32.6K engagements

"DIVERSIFICATION TRADES: The market's concentration still has investors scouring for trades outside of big tech. In conversation with @cvpayne we talked through how to think about areas that are presenting opportunities. See through the selloff. http://www.foxbusiness.com/video/6388832735112playlist_id=3601801609001 http://www.foxbusiness.com/video/6388832735112playlist_id=3601801609001"
X Link 2026-02-05T23:48Z 58.9K followers, [----] engagements

"This is the Microsoft stock chart over one year. Wild"
X Link 2026-02-06T19:01Z 58.9K followers, [----] engagements

"*SPACEX DELAYS MARS PLANS TO FOCUS ON MOON: WSJ"
X Link 2026-02-06T23:27Z 58.9K followers, [----] engagements

"BDC WATCH: Software as a percentage of loan portfolios in BDCs managed by top firms. Many firms limited exposure already or sought to align with AI enabled software. Firmwide exposure is much smaller than whats pictured here. https://icapital.com/wp-content/uploads/2026/02/ex03-software-credit-footprint_v2.webp https://icapital.com/wp-content/uploads/2026/02/ex03-software-credit-footprint_v2.webp"
X Link 2026-02-07T13:03Z 58.9K followers, 19.9K engagements

"Jetting downtown for CNBC Closing Bell - see you soon. Busy busy week for economic data and a lot of clients asking about software. Lets break it all down"
X Link 2026-02-09T19:23Z 58.9K followers, [----] engagements

"Anyone who has been paying attention knows that the space for financial advisers has been ripe for disruption. Heres an interview we did for @icapitalnetwork that explains how one firm is eliminating 15-20 hours per week per advisor. Technology is saving [----] hours a week for advisors. On Beyond 60/40 hear @SavvyWealthInc's CIO on how workflows are transforming creating more time to grow relationships. https://t.co/VPwRxbTGXu https://t.co/c2s3sC2obq Technology is saving [----] hours a week for advisors. On Beyond 60/40 hear @SavvyWealthInc's CIO on how workflows are transforming creating more"
X Link 2026-02-10T19:53Z 58.9K followers, [----] engagements

"This is a HOT jobs print relative to what was expected and arguably against trend. Unemployment rate drops to 4.3%. Short term rates popping higher. *US JAN. NONFARM PAYROLLS RISE [------] M/M; EST. +65K"
X Link 2026-02-11T13:33Z 59K followers, [----] engagements

"My biggest goal this year: Get on the road. So Ive traveled [--] out of the [--] working days of [----] to Denver LA London with Arizona Dubai Hong Kong Nashville Miami and Singapore still on the horizon. The idea is to meet as many investors as possible to understand the diverse needs. Income income income is a huge topic. Growth has been a desire but not as big of a focus as steady returns. Excited to download in my newsletter tomorrow. https://twitter.com/i/web/status/2021971813173964891 https://twitter.com/i/web/status/2021971813173964891"
X Link 2026-02-12T15:37Z 59K followers, [----] engagements

"*POWELL: RATE CUT IN DECEMBER IS 'FAR FROM' FOREGONE CONCLUSION He adds: "Policy is not on a preset course""
X Link 2025-10-29T18:37Z 59K followers, 56.2K engagements

"STABLECOIN WATCH: Apollos chief economist explains why tokenized funds are going to be a major consideration for the Treasury market in the future. Its the intersection of crypto fiscal pressures and the most important debt market on the planet. More from our conversation: https://open.spotify.com/episode/7mjVbXpHoEKqdbjAUTvobqsi=_NBrDgmNT5Ob8fm0IF6stw&t=5&pi=moSkoA5gRnypg https://open.spotify.com/episode/7mjVbXpHoEKqdbjAUTvobqsi=_NBrDgmNT5Ob8fm0IF6stw&t=5&pi=moSkoA5gRnypg"
X Link 2026-01-31T14:06Z 59K followers, 32.5K engagements

"APOLLO: Gold and real rates have decoupled since the Fed began raising borrowing costs. Torsten Slok: The bottom line is that new risks emerge when inflation is persistently above the Feds 2% target which is where we continue to be today"
X Link 2026-02-09T12:06Z 59K followers, [----] engagements

"PUBLIC-PRIVATE CONVERGENCE: A few ways that the growth of private markets is leading to new liquidity sources being borne regardless of a comeback in capital markets. https://www.linkedin.com/pulse/searching-liquidity-sonali-basak-40exe/trackingId=d4XutOiS3eozJVLvrv2s%2Bw%3D%3D https://www.linkedin.com/pulse/searching-liquidity-sonali-basak-40exe/trackingId=d4XutOiS3eozJVLvrv2s%2Bw%3D%3D"
X Link 2026-02-13T17:59Z 59K followers, [----] engagements

"THE TRAILER IS OUT And I cannot wait for the full release. June [--] watch Bullish on Bloomberg TV and on Prime Video. Thrilled to bring you a fresh new way to look at the fast changing world of finance. Coming soon: Bullish is an immersive journey through the high-stakes world of finance as seen by its titans and rising stars. Join @sonalibasak as she gets an up-close-and-personal view and asks some hard questions along the way. Streaming June [--]. https://t.co/54DFD8RAeg Coming soon: Bullish is an immersive journey through the high-stakes world of finance as seen by its titans and rising"
X Link 2025-06-05T17:56Z 51.9K followers, 34.3K engagements

"Two things: The ECB cut [--] times not [--]. And as @DianeSwonk points out with us on @BloombergTV rate cuts wouldn't help the long-term yields because investors are demanding a higher premium to hold long bonds given the fiscal risk"
X Link 2025-06-06T14:06Z 51.9K followers, [----] engagements

"HELLO HONG KONG @DavidInglesTV see you soon 💫 its Bloomberg Invest taking over the globe"
X Link 2025-06-09T01:39Z 52K followers, 32K engagements

"Duration has long been an unappreciated market risk. Investors across the globe are waking up to just how big a risk that duration can be -- this time in the Treasury market long considered the world's safest. https://www.bloomberg.com/news/articles/2025-06-08/-most-unloved-bonds-turn-routine-us-auction-into-crucial-test https://www.bloomberg.com/news/articles/2025-06-08/-most-unloved-bonds-turn-routine-us-auction-into-crucial-test"
X Link 2025-06-09T03:22Z 52.5K followers, [----] engagements

"A colleague told me that if Im in Hong Kong for a short trip to make sure to catch the ferry. Didnt disappoint certainly not at golden hour"
X Link 2025-06-10T02:05Z 52.1K followers, 12.1K engagements

"What a read. @lauralevfinance https://www.bloomberg.com/news/articles/2025-06-11/apollo-delays-recruiting-of-junior-staff-after-bank-complaints https://www.bloomberg.com/news/articles/2025-06-11/apollo-delays-recruiting-of-junior-staff-after-bank-complaints"
X Link 2025-06-11T18:08Z 52K followers, [----] engagements

"This is more prevalent than people are talking about. Now are there significant trading strategies being formed around the betting markets (This by the way has a little bit of discussion in our Bullish episode dropping tomorrow with @boazweinstein) Wall Street looks to Polymarket Love to see it Wall Street looks to Polymarket Love to see it"
X Link 2025-06-23T12:55Z 52.3K followers, [----] engagements

"Here's the 1-year breakeven rates -- traders pricing in inflation at roughly 2.7% a year from now. The one month chart shows a retreat in expectations but it's now drifting slowly higher. A sustained elevation in oil prices would make a large difference"
X Link 2025-06-23T13:42Z 52.3K followers, [----] engagements

"Bloomberg Economics: Oil at $65 or $130 a barrel depends on Iran's response. A more drastic response would send oil prices soaring but it's not the base case scenario. Oil at $130 could push inflation beyond 4% the team writes"
X Link 2025-06-23T13:44Z 52.3K followers, [----] engagements

"*IRAN LAUNCHED SIX MISSILES TOWARD US BASES IN QATAR: AXIOS"
X Link 2025-06-23T16:41Z 52.3K followers, 13.8K engagements

"Well. It was only a matter of time before lawmakers tried to parse through the difference between interest rate driven housing demand and scarce housing supply. Powell: "Our policy will not be a driver of longer run supply""
X Link 2025-06-24T14:39Z 52.3K followers, [----] engagements

"@BerkowitzBT @axios @MadisonMills22 Totally prolific. Excited to be reading & soaking it all up @MadisonMills22"
X Link 2025-06-24T14:42Z 52.3K followers, [--] engagements

"@MadisonMills22 @BerkowitzBT @axios Thank you Having fun while learning"
X Link 2025-06-24T14:51Z 52.3K followers, [--] engagements

"Powell is asked whether stablecoins should be considered cash equivalents. He says he doesn't have an answer on that right now & will get back to @RepJoshG"
X Link 2025-06-24T14:56Z 52.3K followers, [----] engagements

"Literally inbox & texts already full of fake threats of moving to Miami. Investment bankers reacting to NYC nominating a socialist for Mayor https://t.co/4SY66q4qTn Investment bankers reacting to NYC nominating a socialist for Mayor https://t.co/4SY66q4qTn"
X Link 2025-06-25T13:29Z 52.4K followers, 17.7K engagements

"🚨 Very big. Bessent asks Congress to remove a section known in the market as the revenge tax in the Big Beatiful Bill a provision that has been spooking both domestic and international investors in US Treasuries given how much international holders are debt buyers. Based on this progress and understanding I have asked the Senate and House to remove the Section [---] protective measure from consideration in the One Big Beautiful Bill. This understanding with our G7 partners provides greater certainty and stability for the global economy and Based on this progress and understanding I have asked"
X Link 2025-06-26T20:05Z 52.5K followers, 15.1K engagements

"TOMORROW: Dont miss our conversation with @SecScottBessent just after the market open. Well talk about the Big Beautiful Bill the tariff policy the bond market and more. Tune in June 30th as US Treasury Secretary Scott Bessent joins @BloombergTV and @BloombergRadio at 9:30 am ET. Watch live here: https://t.co/UMtXBlWLrF https://t.co/J2IT56IRKw Tune in June 30th as US Treasury Secretary Scott Bessent joins @BloombergTV and @BloombergRadio at 9:30 am ET. Watch live here: https://t.co/UMtXBlWLrF https://t.co/J2IT56IRKw"
X Link 2025-06-29T18:47Z 52.5K followers, 17.7K engagements

"Full Bessent interview from today: https://youtu.be/wfKwve4J_4Usi=E_Po05fV6YeXCwMn https://youtu.be/wfKwve4J_4Usi=E_Po05fV6YeXCwMn"
X Link 2025-06-30T19:11Z 52.5K followers, [----] engagements

"Is it strange that I mostly take time off to spend time with my really cute dog"
X Link 2025-07-02T11:39Z 53.3K followers, 14.3K engagements

"Clearly Ive have gotten far. Thank goodness its a long weekend to write to put all my thoughts onto a piece of paper. Feel free to help me fill in the gaps"
X Link 2025-07-03T18:24Z 52.6K followers, [----] engagements

"Secretary Bessent has said that there isn't evidence of inflation from tariffs. But there are big investors who don't agree. See this chart from Apollo assessing the impact from the dollar depreciation alone. Big question: To what extent are we importing inflation"
X Link 2025-07-07T13:45Z 52.7K followers, 11.8K engagements

"BULLISH DAY The next episode drops today and more than a million people have watched our new show in just the first three weeks. Excited to bring you the next one. https://youtube.com/playlistlist=PLqq4LnWs3olXGUTmD-WTcIKRqV8tVqN_t&si=xZkj4W4lCGfJBWpz https://youtube.com/playlistlist=PLqq4LnWs3olXGUTmD-WTcIKRqV8tVqN_t&si=xZkj4W4lCGfJBWpz"
X Link 2025-07-08T11:24Z 52.7K followers, [----] engagements

"Signum Global on the @elonmusk plan for a new political party: "Musks financial resources and breaking-the-mold style position him well to have greater impact than anyone else would in recreating a third party in US politics. However despite this the odds do remain stacked against Musk really having a major policy impact over the coming [--] months.""
X Link 2025-07-08T13:50Z 52.7K followers, [----] engagements

"Marc Rowan keeping inflation in check. Update. The Duryeas lobster salad in Montauk the best salad Ive ever eaten which is with every penny has now been the same price for four straight years https://t.co/r29JPsRLdd Update. The Duryeas lobster salad in Montauk the best salad Ive ever eaten which is with every penny has now been the same price for four straight years https://t.co/r29JPsRLdd"
X Link 2025-07-09T19:20Z 52.7K followers, [----] engagements

"How about now when will we start calling retail the smart money when will we start calling retail the smart money"
X Link 2025-07-10T23:47Z 52.7K followers, [----] engagements

"*BESSENT: TRUMP SAID MANY TIMES HE'S NOT GOING TO FIRE POWELL *BESSENT: AS TRUMP SAYS HE'S NOT LOOKING TO FIRE POWELL @SecScottBessent tells Bloomberg Television via @annmarie @lisaabramowicz1 @FerroTV"
X Link 2025-07-15T11:10Z 52.8K followers, [----] engagements

""We're not going to rush" @SecScottBessent says to @lisaabramowicz1 on the trade negotiations adding that he believes it will be good for the market. "The market understands what we're doing." Agree Disagree"
X Link 2025-07-15T11:13Z 52.8K followers, [----] engagements

"Fmr NY Fed President Bill Dudley's column on the Treasury market gamble is a must read: https://www.bloomberg.com/opinion/articles/2025-07-15/bessent-s-interest-rate-bet-could-be-a-big-loser https://www.bloomberg.com/opinion/articles/2025-07-15/bessent-s-interest-rate-bet-could-be-a-big-loser"
X Link 2025-07-15T11:55Z 52.8K followers, [----] engagements

"It's Bullish Day. Here's the Wall Street view of the housing affordability crisis sweeping the nation. We bring you the people who are most involved in how the industry is changing. https://www.bloomberg.com/news/articles/2025-07-15/can-wall-street-help-solve-the-us-housing-crisis https://www.bloomberg.com/news/articles/2025-07-15/can-wall-street-help-solve-the-us-housing-crisis"
X Link 2025-07-15T14:54Z 52.8K followers, [----] engagements

"Watch the full interview with Ana Botn where we also talk about her view on stablecoins. Santander is the largest bank in continental Europe and also has a target that would set it among the most profitable banks in the US. https://www.bloomberg.com/news/videos/2025-07-15/santander-s-botin-on-us-consumer-europe-and-stablecoins-video A pleasure to join @sonalibasak to discuss the opportunity to invest in Europe the resilience of the U.S. consumer and our commitment to continuing profitable organic growth in the U.S. and beyond. @Openbanks launch here has received a fantastic response with"
X Link 2025-07-15T19:54Z 52.8K followers, [----] engagements

"GOLDMAN SACHS RECORD EQUITIES QUARTER Means it just took in the most equities trading revenue in Wall Street history. They took in more than $1 billion more than JPMorgan in this unit"
X Link 2025-07-16T11:36Z 52.9K followers, [----] engagements

"Oh dont worry theres more"
X Link 2025-07-16T16:27Z 52.8K followers, [----] engagements

"Jobless claims fall for a 5th straight week and come in better than expected. With that and better than expected retail sales yields are up this morning. All in the middle of the President's pressure campaign on the Fed chair. Jobless claims at the lowest level since mid-April"
X Link 2025-07-17T12:41Z 53K followers, 15.3K engagements

"The retail sales pick up is broad based. From Bloomberg's ECANGO screen you can see that as data beat estimates it's motor vehicles & food services rebounding to help lead the bounce back"
X Link 2025-07-17T12:45Z 52.9K followers, [----] engagements

"Carlyle's Jason Thomas on the private equity doldrums: "Median buyout purchase price multiples in the US stood close to their 10-year average. Public multiples by contrast finished the quarter nearly 25% above their averages over the past decade.""
X Link 2025-07-22T12:20Z 53K followers, [----] engagements

"More on the private equity industry's struggles: https://www.bloomberg.com/news/articles/2025-07-22/private-equity-s-vast-middle-suffers-in-search-for-fresh-funds https://www.bloomberg.com/news/articles/2025-07-22/private-equity-s-vast-middle-suffers-in-search-for-fresh-funds"
X Link 2025-07-22T12:24Z 53.2K followers, [----] engagements

"Across Wall Street people who say theyve known Harvey for decades have told me theyve never heard his full story. In my own travels Im hoping more of my interviews can be as open & vulnerable as this one was. Thank you for watching @stavridisj Watch here: https://youtu.be/9reEXWDXk-4si=TnvxmN8L09lE_4eo My boss Harvey Schwartz is one of the best pure leaders I've ever worked for and Ive worked for people like Bob Gates and Leon Panetta. This is a wonderful interview full of immense leadership wisdom and deep humility. @OneCarlyle https://t.co/r3bJq15Eyg via @YouTube"
X Link 2025-07-22T18:22Z 53K followers, [----] engagements

"*TETHER WORKING ON ESTABLISHING US DOMESTIC STRATEGY: ARDOINO @paoloardoino on @BloombergTV speaking to the passage of the Genius Act. Interview to follow"
X Link 2025-07-23T16:14Z 53K followers, [----] engagements

"ALPHABET SEES FY CAPEX ABOUT $85B SAW ABOUT $75B EST. $73.31B CapEx just blowing through expectations. And theres room for it with profit and top line growth both exceeding estimates. Shares lower still after market"
X Link 2025-07-23T20:11Z 53.2K followers, [----] engagements

"There's something about these railroad merger talks giving me serious gilded age vibes. https://www.bloomberg.com/news/articles/2025-07-24/union-pacific-confirms-deal-talks-with-rival-norfolk-southern https://www.bloomberg.com/news/articles/2025-07-24/union-pacific-confirms-deal-talks-with-rival-norfolk-southern"
X Link 2025-07-24T13:22Z 53.2K followers, [----] engagements

""Welcome to the great American tradition of presidents hating on the Federal Reserve." #perspective via @cr_harper https://www.bloomberg.com/opinion/articles/2025-07-23/the-fed-s-legendary-volcker-would-shrug-over-this-attackutm_source=website&utm_medium=share&utm_campaign=twitter Lovely tribute by @cr_harper. In fending off political pressure he faced legendary Federal Reserve Chairman Paul Volcker drew inspiration from George Washington says @cr_harper https://t.co/zGdrwVVPgA @VolckerAlliance"
X Link 2025-07-24T13:24Z 53K followers, [----] engagements

"At least five people were killed today in the active shooter attack at the Blackstone building in midtown Manhattan. The gunman was found dead on the 33rd floor. https://www.bloomberg.com/news/articles/2025-07-28/active-shooter-reported-at-blackstone-s-building-nypd-says https://www.bloomberg.com/news/articles/2025-07-28/active-shooter-reported-at-blackstone-s-building-nypd-says"
X Link 2025-07-29T02:18Z 53.1K followers, [----] engagements

"Citadel Securities: Retail investors account for about 20% of overall volumes in equities. Here's the historical chart -- it was a bit higher in the heat of [----] but generally trending higher"
X Link 2025-07-30T18:19Z 54.6K followers, 46.8K engagements

"Carvana's knockout quarter -- record used car sales -- coupled with the PCE data on motor vehicle overall & used car prices makes for an interesting set up. $CVNA's CEO: "We did see our average selling prices/average cost of our vehicles increase in the quarter which also was a driver of that quarter-over-quarter increase in inventory" https://www.bloomberg.com/news/articles/2025-07-30/carvana-reports-stronger-quarterly-profit-on-record-car-sales https://www.bloomberg.com/news/articles/2025-07-30/carvana-reports-stronger-quarterly-profit-on-record-car-sales"
X Link 2025-07-31T13:09Z 54.9K followers, [----] engagements

"Figma opened above $108 a share. The IPO was at $33"
X Link 2025-07-31T18:14Z 53.2K followers, [----] engagements

"Figma opened above $85 a share. (Correction as I jumped to early trading price). The IPO was at $33. Its been trading between $100-$114"
X Link 2025-07-31T18:36Z 54.6K followers, [----] engagements

"Traders are pricing in more than a 65% chance of a September rate cut one that's fully priced in by October. This was closer to 45% for September prior to the jobs report -- which not only was weaker than the average of Wall Street estimates but also showed whopping downward revisions 258k from the past two months"
X Link 2025-08-01T12:45Z 54.6K followers, 10.7K engagements

"The market is now pricing in an 81% chance of a rate cut by the Federal Reserve in September. It's pricing in [--] cuts by the end of the year"
X Link 2025-08-01T13:11Z 54.6K followers, [----] engagements

"Cleveland Fed President Beth Hammack cites conversations with business leaders & @SecScottBessent to say that she's been reassured about the public's view of the Fed in the midst of questions around the central bank's independence. Another insight to how the Treasury Secretary is central to the story"
X Link 2025-08-01T13:29Z 53.2K followers, [---] engagements

"Rick Rieder of BlackRock tells @kgreifeld and @mattmiller1973 that he could see another [--] basis point rate cut. He also says people are talking about an intra-meeting cut but that he doesn't see that happening"
X Link 2025-08-01T13:30Z 55K followers, [----] engagements

"🚨*FED GOVERNOR ADRIANA KUGLER TO RESIGN EFFECTIVE AUG. [--] Her term was expected to end in early [----]. This would hand President Trump the ability to nominate someone to the board sooner. Secretary Bessent has previously hinted to me on air that Kuglers spot could be taken by someone who eventually becomes Fed chair"
X Link 2025-08-01T19:33Z 54.6K followers, 15.3K engagements

"The criticism builds around Trumps firing of the BLS commissioner just hours after the bureau posted job numbers that sorely missed Wall Street estimates. This is awful. Reliable economic data is a key strength of the US economy. When Argentina and Greece faked economic data it contributed to major crises. I don't think Trump will be able to fake the data given the procedures. But there is now a risk plus an awful appearance. https://t.co/kUUUk0T0LI This is awful. Reliable economic data is a key strength of the US economy. When Argentina and Greece faked economic data it contributed to major"
X Link 2025-08-01T22:00Z 55K followers, [----] engagements

"@gardnerakayla Huge congrats Akayla What a pleasure its been working with you"
X Link 2025-08-06T17:11Z 54.6K followers, [---] engagements

"More from @barronsonline about iCapital and the role Im taking on. More than [----] wealth managers and [------] financial professionals are on the platform which services $945 billion across public and private markets. Thank you @ungarino for covering the move. https://www.barrons.com/articles/private-markets-fintech-icapital-sonali-basak-74d44e1c https://www.barrons.com/articles/private-markets-fintech-icapital-sonali-basak-74d44e1c"
X Link 2025-08-11T10:53Z 55.1K followers, [----] engagements

"@barronsonline @ungarino Press release: https://icapital.com/newsroom/press-releases/sonali-basak-joins-icapital-as-chief-investment-strategist/ https://icapital.com/newsroom/press-releases/sonali-basak-joins-icapital-as-chief-investment-strategist/"
X Link 2025-08-11T11:52Z 55.1K followers, [----] engagements

"@mikealfred Canada Where is this Moose Lodge you speak of"
X Link 2025-08-15T21:22Z 55.1K followers, [----] engagements

"Found baby sled dogs in Canada. Great find @daniburgz"
X Link 2025-08-17T23:26Z 55.1K followers, [----] engagements

"Somebody is NOT enjoying the extensive research phase of time between jobs. (I am loving it to be clear Loki is not.)"
X Link 2025-08-21T17:36Z 55.1K followers, [----] engagements

"The VIX at [--] this summer still seems eerily low for any and all catalysts after Labor Day"
X Link 2025-08-22T14:32Z 55.2K followers, [----] engagements

"This is today Let me know your questions I hope you can join. Starting off strong Ill be starting at iCapital next week and interviewing NY Fed President John Williams at the Economic Club of New York on Thursday one day ahead of a critical jobs report. Now that we are past Nvidias report the macro will be front and center. I hope https://t.co/aoAZvkE0ck Starting off strong Ill be starting at iCapital next week and interviewing NY Fed President John Williams at the Economic Club of New York on Thursday one day ahead of a critical jobs report. Now that we are past Nvidias report the macro will"
X Link 2025-09-04T11:58Z 55.7K followers, [----] engagements

"To be extra clear about this the chances of a second cut in October are also quite high and rising quickly. The markets are pricing in almost [--] cuts by December -- and certainly [--] cuts by January. RATE CUTS ARE COMING: Not only did the jobs print come in lower than Wall Street estimates -- it also showed that the prior month's numbers were revised downward to show a LOSS in June. This not only likely seals the deal for a September rate cut but starts to make a second https://t.co/X8pHZbmxzP RATE CUTS ARE COMING: Not only did the jobs print come in lower than Wall Street estimates -- it also"
X Link 2025-09-05T12:55Z 55.7K followers, 11.2K engagements

"There was a time where bad news could turn into good news. Today bad news is just bad news. Despite the move down in rates across the curve stocks couldn't hold their gains. S&P [---] at the low of the day https://t.co/3x9qfTPVTo Despite the move down in rates across the curve stocks couldn't hold their gains. S&P [---] at the low of the day https://t.co/3x9qfTPVTo"
X Link 2025-09-05T15:40Z 55.7K followers, [----] engagements

"En route to @FutureProof_HQ already shaping up to be a vibrant week Looking forward to seeing what @Downtown @MattMiddleton__ & @Ritholtz have cooking. Shoot me a note if youre there and want to catch up"
X Link 2025-09-07T15:42Z 55.7K followers, [----] engagements

"So the job market in the [--] months through March was markedly weaker than initially thought. What does that say about the job market we are parsing through now When the job market softens its hard to turn around and CEOs have broadly been cautious April onward. Todays job market is also likely weaker than meets the eye. A few numbers on the BLS revisions via @WSJ for context. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-09-2025/card/how-big-is-the-revision-to-jobs-data--aDwMbTbOryJtpu2zTsF6"
X Link 2025-09-10T02:24Z 55.8K followers, 10.2K engagements

"Yields are lower after economic data -- and the market is essentially ignoring that headline inflation is a little hotter than expected and focusing on jobless claims coming in higher than expected. Jobs inflation narrative prevails"
X Link 2025-09-11T12:32Z 55.8K followers, [----] engagements

"One thing that concerns us about inflation is that goods that are critical to the economy are still facing price pressures. Food for example -- but also shelter. The [--] basis point month over month rise in shelter costs is the biggest such jump since August of [----] though it has shown signs of moderation on a year-over-year basis. The stickiness of services inflation calls into question the disinflationary trend we've been experiencing the last few months"
X Link 2025-09-11T12:50Z 55.8K followers, [----] engagements

"With yields coming down of course you'd see buying in areas like financials & real estate. But within financials interesting to see the big private markets firms playing catch up. It was one of the top Goldman research desk idea's earlier this year. It's goldilocks at the moment: Yields lower means capital markets could jump back further while equity valuations are still elevated meaning private market valuations would be pulled higher as well"
X Link 2025-09-11T15:08Z 56.4K followers, [----] engagements

"Wake me up when September ends. A lot of people talk about how tough this month can be for equities but we're up almost 2% so far. Here's our Fall outlook with a case for why it doesn't need to be scary season for investors even with all the risks to the economy. https://icapital.com/insights/investment-market-strategy/icapital-market-pulse-strategic-shifts-fall-market-outlook/ https://icapital.com/insights/investment-market-strategy/icapital-market-pulse-strategic-shifts-fall-market-outlook/"
X Link 2025-09-12T16:38Z 55.8K followers, [----] engagements

"And this is BEFORE any [----] rate cuts C&I Loan Growth is Ripping. https://t.co/uIKB75aTwr C&I Loan Growth is Ripping. https://t.co/uIKB75aTwr"
X Link 2025-09-12T22:54Z 55.8K followers, [----] engagements

"FOMC Readthrough via @MacroByRepetto Takeaways from the FOMC: [--]. Only one dissent - market was expecting more [--]. Cuts brought into '25 - markets were there economists less so [--]. Growth forecasts revised higher - makes sense given data this year [--]. Inflation revised slightly higher in '26 - slower path to target https://t.co/Dj8nPkNogQ Takeaways from the FOMC: [--]. Only one dissent - market was expecting more [--]. Cuts brought into '25 - markets were there economists less so [--]. Growth forecasts revised higher - makes sense given data this year [--]. Inflation revised slightly higher in '26 - slower"
X Link 2025-09-17T20:55Z 56.4K followers, [----] engagements

"We are closely watching 10-year yields. There was a huge sigh of relief as it drew closer to 4% given the impact across asset classes but as my team keeps pointing out to me there is still some upside risk here. We are back above 4.1%"
X Link 2025-09-18T13:38Z 56.4K followers, 14.2K engagements

"A little more on "risk management" - in [----] [----] and to some degree [----] a risk management policy stance led to a package of cuts typically about [--] basis points worth. Heres how we still see a dovish signal that suggests positive tailwinds for the S&P 500"
X Link 2025-09-18T21:57Z 56.4K followers, [----] engagements

"Theres a sizeable contingency of analysts & investors looking toward a re-acceleration of the economy. Or for growth to stay stable at minimum. In that scenario its worth considering the behavior of inflation. Prices might comfortably remain above the Feds target for longer if the economy is still expanding"
X Link 2025-09-22T11:01Z 56.3K followers, 11.5K engagements

"Ahead of a week's worth of Fedspeak here's how we see the direction of travel playing out. We believe the Fed is not done easing policy this year and both the October and December meetings should be considered live. While the Fed has emphasized a meeting-by-meeting approach it would likely take a meaningful upside surprise in both labor and inflation data to justify pausing the rate-cutting cycle. http://icapital.com/insights/investment-market-strategy/icapital-market-pulse-connecting-the-dots/ http://icapital.com/insights/investment-market-strategy/icapital-market-pulse-connecting-the-dots/"
X Link 2025-09-22T12:39Z 56.2K followers, [----] engagements

"*US AUG. NEW HOME SALES [------] ANN. RATE; EST. 650K Interesting to see this fresh rebound in NEW home sales -- given mortgage rates have remained firmly above 6%. ReFi activity has picked up given the more recent declines we've seen in mortgages but new home sales more recently have been sluggish"
X Link 2025-09-24T14:06Z 56.5K followers, [----] engagements

"FED'S PREFERRED INFLATION GAUGE Coming in line with expectations around 2.9% but better yet -- still lower than the Fed's own summary of economic projections (as @MacroByRepetto points out the Fed was at 3.1%) -- suggesting wiggle room for more cuts All eyes on jobs data next week"
X Link 2025-09-26T12:38Z 56.4K followers, [----] engagements

"One of the great joys of my career has been writing my Friday newsletter. This one comes with great advice from @Ritholtz: "One day this bull market will end. It seems to be a fools errand trying to guess exactly when that happens. https://www.linkedin.com/pulse/irrational-exuberance-sonali-basak-djfhe/trackingId=0vprrzBVS7G66FypJttSig%3D%3D https://www.linkedin.com/pulse/irrational-exuberance-sonali-basak-djfhe/trackingId=0vprrzBVS7G66FypJttSig%3D%3D"
X Link 2025-09-26T16:41Z 56.5K followers, [----] engagements

"Walmart is the largest private employer in the US. They plan to keep headcount stable as they seek expansion examining AI at every level. via @WSJ - https://www.wsj.com/tech/ai/walmart-ceo-doug-mcmillon-ai-job-losses-dbaca3aast=SkrAsb&reflink=article_copyURL_share https://www.wsj.com/tech/ai/walmart-ceo-doug-mcmillon-ai-job-losses-dbaca3aast=SkrAsb&reflink=article_copyURL_share"
X Link 2025-09-27T15:55Z 56.5K followers, 17.8K engagements

"Yardeni's view: "The Feds September interest-rate cutmade proactively in response to weak payroll statswas probably a mistake that could stoke price inflation and financial speculation.""
X Link 2025-09-29T10:16Z 56.6K followers, 10.8K engagements

"HSBCs @kettner_max makes a strong case for upward revisions to US markets cites a reaccelerating economy. The risk he says would be if we got a rate hike especially if the labor market ends up reaccelerating too"
X Link 2025-09-29T11:13Z 56.8K followers, [----] engagements

"In a chart - this is the dynamic that really has Wall Street talking. It's growth outpacing job gains. There's a debate on how much AI is truly accounting for productivity gains. #MorningMeeting @MacroByRepetto"
X Link 2025-09-29T19:27Z 56.6K followers, 10.2K engagements

"With a government shutdown looming - heres a look at S&P [---] performance into the deadline and out of it. You can see that there tends to be choppiness. Gains are recouped quite quickly with the index rising 3.6% in the month afterward on average"
X Link 2025-09-30T12:05Z 56.5K followers, [----] engagements

"BLS DATA - some information we do have this morning. Job openings are slightly higher than expectations even with positive revisions. Quits are lower -- and layoffs are lower than expected. @MacroByRepetto"
X Link 2025-09-30T14:07Z 56.5K followers, [--] engagements

"Found a bull in New York @kettner_max. One of the things that has been heartening about this job change is how welcoming the broader investment community has been. Such a thought provoking afternoon debating our views heading into 2026"
X Link 2025-09-30T17:51Z 56.5K followers, [--] engagements

"A GREEN SCREEN The S&P [---] just had its best September in [--] years so much for seasonality. October brings fresh challenges including a live Fed meeting and an earnings season with a fairly high bar"
X Link 2025-09-30T20:23Z 56.5K followers, [----] engagements

"JOBS & INTEREST RATES On the heels of another weak data print -- ADP falling short of expectations -- the market is now pricing in two full rate cuts this year. The 2-year yield is now down another [--] bps this morning to roughly 3.55% (almost [--] bps lower this week). The 10-year also lower"
X Link 2025-10-01T12:42Z 56.5K followers, [----] engagements

"Full interview here with @cvpayne https://www.foxbusiness.com/video/6380886913112 https://www.foxbusiness.com/video/6380886913112"
X Link 2025-10-02T22:45Z 56.5K followers, [----] engagements

"MISSING SIGNALS: Our team has a great piece out right now on the reliance on private data in the absence of the government releases. This is a pretty solid guidebook and a concise read. @MacroByRepetto http://icapital.com/insights/investment-market-strategy/icapital-market-pulse-missing-signals-when-government-labor-data-goes-dark/ http://icapital.com/insights/investment-market-strategy/icapital-market-pulse-missing-signals-when-government-labor-data-goes-dark/"
X Link 2025-10-08T18:45Z 56.7K followers, [----] engagements

"ALL THAT CASH More than a trillion dollars have come into money market funds since the Fed started cutting. So much for that rotation following the prospect of lower yields"
X Link 2025-10-09T17:35Z 57K followers, [----] engagements

"Some sweet sweet Sunday night video editing @LaurynSchroed http://t.co/yfEotLGNg2"
X Link 2013-03-04T01:49Z 47.4K followers, [--] engagements

"New #startup helps you take a @breather And lands $1.5 million in seed funding via @CarynTomer at @Techli -- http://t.co/PiyfIQSSal http://techli.com/breather http://techli.com/breather"
X Link 2013-06-05T17:29Z 47.4K followers, [--] engagements

"Nothing focuses the mind like a deadline. http://t.co/72KEkFWRX5 How the $75 billion $TWX $FOXA deal unraveled http://www.bloomberg.com/news/2014-08-06/fox-rationale-for-time-warner-unraveled-with-share-drop.html http://www.bloomberg.com/news/2014-08-06/fox-rationale-for-time-warner-unraveled-with-share-drop.html"
X Link 2014-08-06T03:54Z 47.4K followers, [--] engagements

"And a morning merger: http://t.co/ZlHZmzLJOp $VRSK to buy Wood Mac for almost $3 billion http://www.bloomberg.com/news/articles/2015-03-10/verisk-analytics-to-buy-wood-mackenzie-for-2-8-billion http://www.bloomberg.com/news/articles/2015-03-10/verisk-analytics-to-buy-wood-mackenzie-for-2-8-billion"
X Link 2015-03-10T11:49Z 47.4K followers, [--] engagements

"Activism investment alone will put tremendous pressure'' on $MET its CEO tells the U.S. in [----]. Queue Icahn $AIG http://www.bloomberg.com/news/articles/2016-01-28/metlife-s-kandarian-told-regulators-in-2014-of-possible-breakup http://www.bloomberg.com/news/articles/2016-01-28/metlife-s-kandarian-told-regulators-in-2014-of-possible-breakup"
X Link 2016-01-28T02:13Z 47.4K followers, [--] engagements

"A proper Sunday at @NYAutoShow @RainaShine7 #ferrari #maserati & #jags oh my 😼"
X Link 2016-04-03T19:13Z 47.4K followers, [--] engagements

"I'm getting a nosebleed https://www.bloomberg.com/news/articles/2017-12-07/bitcoin-soars-through-14-000-mark-up-more-than-40-this-month https://www.bloomberg.com/news/articles/2017-12-07/bitcoin-soars-through-14-000-mark-up-more-than-40-this-month"
X Link 2017-12-07T14:17Z 47.4K followers, [--] engagements

"Crypto women unite: https://www.bloomberg.com/news/articles/2017-12-12/bitcoin-started-with-all-men-now-crypto-is-opening-up-to-women https://www.bloomberg.com/news/articles/2017-12-12/bitcoin-started-with-all-men-now-crypto-is-opening-up-to-women"
X Link 2017-12-12T22:54Z 47.4K followers, [--] engagements

"Stern Sundays: Seven hours of private equity 😳"
X Link 2018-01-13T15:41Z 47.4K followers, [--] engagements

"Blackstone names Jon Gray COO and President Tony James to hand over "day to day management" $BX https://www.blackstone.com/media/press-releases/jon-gray-named-president-and-chief-operating-officer-of-blackstone-tony-james-named-executive-vice-chairman https://www.blackstone.com/media/press-releases/jon-gray-named-president-and-chief-operating-officer-of-blackstone-tony-james-named-executive-vice-chairman"
X Link 2018-02-13T16:02Z 47.4K followers, [--] engagements

"CAREER NEWS: I'm taking on a new beat at @business covering @MorganStanley and U.S. operations of @UBS. I'll also be covering investment banking across all of Wall Street and dealmaking among financial firms and their private equity counterparts. Tips sbasak7@bloomberg.net"
X Link 2018-02-14T19:20Z 47.4K followers, [--] engagements

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