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@ces921 Avatar @ces921 Craig Shapiro

Craig Shapiro is not the main subject of these tweets, which primarily discuss economic and political issues, including US monetary policy, inflation, and the impact of AI on jobs. The tweets mention Trump, Powell, and Bessent, but not Craig Shapiro. The main concern is the potential consequences of the US Treasury's pivot to issuing more short-term debt and the Federal Reserve's possible rate cuts.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance countries travel destinations currencies automotive brands stocks technology brands cryptocurrencies

Social topic influence china, beijing #561, fed #1648, he will #1021, trade war, rare earth, wall street #145, main street, inflation, bessent #180

Top assets mentioned MP Materials Corp. (MP) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"China owns X% of MP America's rare earth play. Oh the irony"
X Link @ces921 2025-10-13T16:03Z 31.4K followers, 24.9K engagements

"Folks do seem to care about that trade war but they are convinced that Trump will back down per usual. Not an irrational view given history but probably worth hedging for since there is another November 1st deadline here and it's not exactly clear how he will TACO without looking weak again"
X Link @ces921 2025-10-15T10:39Z 31.4K followers, XXX engagements

"Two motives: Stall U.S. rare-earth independence (MP Materials Lynas etc.) Max leverage ahead of APEC a licensing dial stronger than any tariff headline"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, XXX engagements

"Today was second day up for MOVE index and $jpy went out at the highs. A pickup in fixed income volatility and FX vol is a necessary condition for calling an equity correction because we need the cross asset players to begin to broaden out their risk off exposures. The VIX has been grinding higher for last few days as well finally today ending with the SPX having a down day. Next id like to see a pickup in implied correlation and a bottoming in realized volatility. Both of those conditions started today as well mildly off the lows but with much room to move higher. If this continues this is"
X Link @ces921 2025-10-07T21:12Z 31.4K followers, 30.3K engagements

"China just weaponized the rare earth supply chain. This isnt about trade its about control. Every EV missile and AI chip on earth just got slower costlier and more political"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, 4385 engagements

"Beijing spent years building this export-control system. Its the first real counterpunch to U.S. chip sanctions and its designed to bite"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, XXX engagements

"FED'S MIRAN SAYS US-CHINA SPAT MAKES RATE CUTS MORE URGENT Cmon man. Everyone knows Trump gonna TACO on this"
X Link @ces921 2025-10-16T11:19Z 31.4K followers, 2435 engagements

"Trump TACOs only get served when the bond market sells off. Today it is rallying"
X Link @ces921 2025-10-10T19:46Z 31.4K followers, 43.1K engagements

"Rare earths are becoming the hard money of the 21st century the collateral behind every supply chain. The Fed controls liquidity. Beijing controls throughput"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, XXX engagements

"Trump Invites Ballroom Donors to Glitzy White House Dinner -- WSJ Nothing says Main Street over Wall Street more than inviting this cast of characters to the White House to support the new $250m ballroom under construction. Everyone has to pay their tribute to the Don"
X Link @ces921 2025-10-15T20:38Z 31.4K followers, 6465 engagements

"They are bringing back the BLS workers to publish the CPI data in order to provide info for social security COLA payments. But if we only get inflation data that's gonna be hot and not a reason to cut. Fed needs that labor data"
X Link @ces921 2025-10-12T18:58Z 31.4K followers, 2165 engagements

"Morning Market Brief Monday October X 2025 Market Tone Summary Risk-on start with fragile undercurrent FX and rates volatility picking up after Japan AI theme likely supports tech. Overnight Moves Japan: Twist steepener led by back end JGB selloff equities rallied JPY weaker. France: 10y at XXXX percent near 2011 highs. Gold higher to fresh highs. MOVE Index at a four year low compression looks near exhaustion. U.S. Setup Tech leadership supported by OpenAI seeking a XX percent AMD stake per FT. Small caps likely lag with yields higher. Watch for equity strength to fade if FX and rates vol"
X Link @ces921 2025-10-06T12:43Z 31.4K followers, 3802 engagements

"New Trump campaign slogan to arrest falling polling data : "The USA wants to help China not hurt it" Doesn't have the same ring as "America First" but since markets like it better he will probably just stick with it. Wall Street over Main Street continues"
X Link @ces921 2025-10-12T19:47Z 31.4K followers, 14.9K engagements

"Fed chair Powell added to the speaking tour for Tuesday I guess we will learn whether having no government data this month prevents the Fed from cutting rates again in October"
X Link @ces921 2025-10-12T18:47Z 31.4K followers, 5062 engagements

"Effective Dec X any product containing more than XXX% Chinese rare earth material needs Beijings approval before re-export. Doesnt matter if its made in Vietnam Taiwan or Texas. Beijing now holds veto power over global manufacturing"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, XXX engagements

"Bessent mumbles more when he has to lie in public. Like right now"
X Link @ces921 2025-10-15T12:33Z 31.4K followers, 9073 engagements

"@DsrPrivate TRUMP: XI JUST HAD BAD MOMENT I doubt Xi feels this way"
X Link @ces921 2025-10-12T16:52Z 31.4K followers, XXX engagements

"Summer 2025: When the Narrative Snapped China isnt catching up. Its surpassing the U.S. BYD outsold Tesla. DeepSeek overtook ChatGPT. Alibaba cracked Nvidias moat. Beijing weaponized rare earths. 🧵"
X Link @ces921 2025-09-02T13:37Z 31.4K followers, 40.9K engagements

"Weekend TACOs"
X Link @ces921 2025-10-12T16:49Z 31.4K followers, 9532 engagements

"When I have a senior moment I forget where I left my car keys When Xi has a senior moment he re-accelerates the global trade war I'm skeptical Hearing alot it Trump tapping on social media per usual trying to act tough and then backing down because the market was weak. And nothing from Xi per usual. I'm not a master negotiator but it seems pretty clear who is winning this battle to me"
X Link @ces921 2025-10-12T17:41Z 31.4K followers, 8105 engagements

"Outcome: Inflation stays sticky. Hard assets outperform. Long duration breaks. Gold miners BTC energy infrastructure win"
X Link @ces921 2025-10-13T18:38Z 31.4K followers, XXX engagements