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@BenKizemchuk Avatar @BenKizemchuk Ben Kizemchuk

Ben Kizemchuk posts on X about money, tariffs, government spending, inflation the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance cryptocurrencies countries

Social topic influence money, tariffs, government spending, inflation, sauna, qqq, Sentiment, $qqq, bank of, banking #270

Top Social Posts #

Top posts by engagements in the last XX hours

"🏦Loans and leases have increased by $XXX billion over the past year. At this pace private sector money creation is outpacing the monetary drain caused by tariffs. Meanwhile with government spending continuing to trend higher the overall economy remains resilient and growing. A key shift is that if imports decline via tariffs more of that government spending stays within the domestic economy. This leads to a wealth overhang which increasingly manifests in financial assets -- markets going up. In this environment cutting interest rates becomes difficult especially when markets are hitting"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-19 11:30:01 UTC 6281 followers, 2075 engagements

"And just in case you think that NSA numbers suggest the consumer is finished spending and we're in a recession realize that its entirely normal for June m/m NSA to look very bad indeed. Year over year June retail sales SA are highly likely to be fine in my opinion"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-16 14:11:39 UTC 6285 followers, 1024 engagements

"@Dr_Gingerballs @BobEUnlimited Commercial real estate just went positive y/y. The biggest 2022/2023 boogeyman on the block is accelerating. I think thats a pretty clear sign"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-23 22:16:20 UTC 6289 followers, XXX engagements

"Apartment vacancies are at all-time highs. Why are we still measuring shelter inflation using empty units no one wants to live in If your inflation basket is meant to reflect real life shouldnt it evolve with actual demand If you champion TruFlation because it reflects real life then real-life inflation is showing up in single-family housing. Thats where real people are competing stretching budgets and feeling the squeeze"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-19 10:20:51 UTC 6287 followers, XXX engagements

"$qqq looks like the 2018 + 2020 paths are in play. EW composite aligned. Given my read of sentiment on here this would take a lot of people even the bulls who've nailed this rally by surprise"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-19 10:28:38 UTC 6282 followers, 4786 engagements

"Wellington Colorado: Population 12000 But yeah lets spin a bear narrative out of it 🤣"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-16 14:44:41 UTC 6281 followers, 1291 engagements

"What the central bank of central banks thinks you think about CBDCs"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-22 20:08:03 UTC 6289 followers, XXX engagements

"Nominal GDP targeting was once fringe. Now the Fed is publishing papers (today) saying its optimal in a world of inequality and credit frictions. NGDP targeting is baked in. The 4Fs is playing out as described. Bullard + DiCecios latest:"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-22 20:18:03 UTC 6289 followers, 1293 engagements

"Updating my prior idea on credit growth in Loans and Leases offsetting tariffs money contraction 👇"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-23 13:23:11 UTC 6289 followers, XXX engagements

"Tariffs function as a tax withdrawing money from the private sector and reducing net financial assets. With the change in government spending held constant this represents a net fiscal drag on the economy. However recent data shows that the private sector is compensating for this tariff withdrawal through a significant expansion in bank credit. The 13-week moving average of the monthly change in bank credit has surged to $XXX billion compared to a 20232024 average of just $XX billion. This increase reflects a sharp rise in private money creation via commercial bank lending since Jan 2025. For"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-17 14:14:19 UTC 6281 followers, 5607 engagements

"1) I wasn't making a case that bank lending was federal policy -- only making a counterpoint to your case for a negative growth shock. Although given this admin's insistence on lowering policy rate and banking reform (via SLR) that argument is available if only tangential to my point here. 2) Even after subtracting NDFI from Loans and Leases the total amount of credit creation still dwarfs tariffs collection. As of July X $72billion in loans and leases - NDFI vs $28b monthly run rate of tariffs. That's a net +$44b per month o economy. Can you please explain how a negative growth shock should"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-23 13:18:32 UTC 6289 followers, 1451 engagements

"1) Electricity prices are growing last two years above inflation because supply has not kept up with demand. Data centers going from X% to XX% of total demand within X years will do that. Pre 2023 prices were generally in line with inflation. 2) Again XX% of the US grid was powered by renewables for two consecutive months. Doesn't support your point about reliability"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-22 11:23:13 UTC 6282 followers, XX engagements

"I agree it's not rocket science which is why I'm confused by your perspective. Of the +$66b of new loans and leases created over the last month $20b was from "other". So the growth of "other" represents less than half of total growth. Given the trajectory over the last few months I expect the share of "other" should continue to shrink. So can you please take another shot at explaining what you mean by "credit growth is mostly within the financial system""
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-23 15:24:40 UTC 6289 followers, XX engagements

"🏦Bank of Canada Business Outlook Survey sees improvement in sentiment from trade-headline lows"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-21 14:39:08 UTC 6288 followers, XXX engagements

"Just so you're not surprised tomorrow when retail sales misses here's actual credit/debit spending"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-16 13:59:10 UTC 6285 followers, 3229 engagements

"@alphaporgs @enochhowl A wealth overhang is created by fiscal money creation supporting demand meeting a contracting supply of goods. Money that needs a home. If the tariffs are unlawful about $240Billion is injected into corps in one shot via tax refund"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-11 10:31:00 UTC 6289 followers, XX engagements

"$qqq is right on target for the equal weight though I should note at this point there's a rather large divergence between 2009 path and the 2018 + 2020 paths. Should further note that Aug XX 2025 was an arbitrary end-date"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-15 21:14:29 UTC 6289 followers, 4916 engagements

"Innovation happens within the government sandbox I get into this idea in my next podcast appearance. 4Fs"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-23 00:11:53 UTC 6288 followers, 1355 engagements

"M2 includes retail money market funds. The interest income earned on those MMFs doesn't separately count toward M2 but it contributes to the growth of MMF balances which are part of M2. You are correct treasuries are not included in m2. Retail mmf growing by XX% y/y suggests most/all interest income getting reinvested to MMF"
@BenKizemchuk Avatar @BenKizemchuk on X 2025-07-22 18:38:20 UTC 6288 followers, XXX engagements