@elerianm Avatar @elerianm Mohamed A. El-Erian

Mohamed A. El-Erian posts on X about inflation, federal reserve, bloomberg, fed 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 #3143 countries cryptocurrencies stocks currencies technology brands nfl exchanges travel destinations mlb

Social topic influence inflation #55, federal reserve, bloomberg #306, fed, stocks, china #4115, tariffs, japan, debt, rates

Top assets mentioned Bitcoin (BTC) Reserve (RSV) April (APRIL)

Top Social Posts

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

"Last year the market was fueled by the limitless potential of AI. This year Conventional wisdom has retreated into anti-AI' which is not strong enough to dampen volatility such as todays. For more details please see this from last Saturday: #economy #markets #stocks https://finance.yahoo.com/news/op-ed-rotation-isnt-the-answer-to-the-tech-uncertainty-160019288.htm/ https://finance.yahoo.com/news/op-ed-rotation-isnt-the-answer-to-the-tech-uncertainty-160019288.htm/"
X Link 2026-02-12T21:24Z 812.8K followers, 22K engagements

"It will be interesting to see how the market for Japanese government bonds reacts to this on Monday. #economy #markets #Japan #bonds"
X Link 2026-02-08T15:24Z 812.6K followers, 127.4K engagements

"Good morning. Please find below the links to the weekly look at the global economy and markets. #economy #markets https://open.substack.com/pub/mohamedelerian/p/the-weekly-look-at-the-global-economy-ee3utm_campaign=post-expanded-share&utm_medium=web https://www.linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-3jtne https://open.substack.com/pub/mohamedelerian/p/the-weekly-look-at-the-global-economy-ee3utm_campaign=post-expanded-share&utm_medium=web https://www.linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-3jtne"
X Link 2026-02-15T14:03Z 812.8K followers, 20K engagements

"Chinas latest inflation numbers are out: CPI inflation came in lower than the consensus forecast while PPI continued its negative trend. Its a reminder that China faces the opposite problem of the US. While Fridays data release in the States is expected to signal the start of a sixth straight year of inflation above the Federal Reserves target China is struggling with the reverse. There low inflation is both a symptom and a driver of the weak domestic demand currently weighing down economic growth. #economy #inflation #china https://twitter.com/i/web/status/2021537787816604080"
X Link 2026-02-11T10:52Z 812.8K followers, 33.4K engagements

"An interesting factoid from Apollo's Torsten Slok: "China now invests more abroad than it receives in foreign investment." #economy #markets #China #fdi"
X Link 2026-02-13T14:50Z 812.8K followers, 38.9K engagements

"An interesting chart from the Financial Times on some differences between the classroom and the workplace: Among the interesting results of the latest survey from the @FT and @ZHAW: (i)Human-centric competencies remain critical; and (ii) While traditional Finance and Operations stay relatively flat AI/Data Analytics and Digital Transformation have seen some of the biggest surges in "real-world" importance. Both are reminders that in a rapidly shifting economy the most valuable thing you can learn is how to manage/communicate/influence/lead change and leverage new tech. #economy"
X Link 2026-02-16T19:19Z 812.8K followers, 19.9K engagements

"Liverpool and Manchester City just delivered a masterclass in late-game insanity. A breathless bizarre finale that defied every script. Youve got to love the Premier League. Now for the Super Bowl. Go Seahawks @LFC @ManCity @NFLSESeahawks @Patriots"
X Link 2026-02-08T18:40Z 812.6K followers, 57.5K engagements

"The #Archegos drama involves a classic mix of massive leverage concentrated positions derivative overlays forced deleveraging and distressed sales Pain has been felt so far only in a handful of stocks. What happens next depends on remaining sales and related contagion channels"
X Link 2021-03-29T01:14Z 812.4K followers, [---] engagements

"The wild moves in the yield on the 10-year US government bond during the Chair Powell event at the Economic Club of New York: The yield initially dipped below 4.90% only to jump to 4.99% and then partially reverse course. This type of volatility is similar to what has been experienced at several Fed press conferences in recent years and is consistent with communication-driven factors that according to the CEPR study on the issue is considerably higher than the historical experience. #economy #fed #federalreserve"
X Link 2023-10-19T17:25Z 812.8K followers, 285.6K engagements

"Just outside Istanbuls Grand Bazaar. #bitcoin #crypto #istanbul"
X Link 2025-08-12T10:17Z 812.3K followers, 68.4K engagements

"Cockroaches vs. Termites -- A Credit Analogy JPMorgan Chase CEO Jamie Dimons mention of cockroaches regarding this weeks credit issues was appropriate: We're likely to see more isolated cases of excessive lending and inadequate due diligence pop up the quasi-inevitable result of a massive stretch for yield by some investors/creditors. But cockroaches aren't termites: While ugly these isolated problems don't eat away at the foundation and as such they are unlikely to pose a systemic risk to overall economic well-being. #economy #markets #credit @jpmorgan #debt #bonds"
X Link 2025-10-17T18:49Z 812.3K followers, 77.4K engagements

"Forgive me for sounding like a broken record but todays market action is so illustrative of something I've been trying to convey for a while now. The notable thing about gold today isnt just that its price hit yet another record high but how it has done so: Gold is surging on the same day that US stock indices have over 1%. This simultaneous climb in both a classic safe haven and risk assets is a powerful illustration that the drivers of the current gold rally are different from historical patterns. (For a deeper dive into this please see my conversation on CNBC from early this"
X Link 2025-10-20T17:49Z 812.7K followers, 699.9K engagements

"From the @FT: US companies earnings are growing at the fastest pace in four years Median earnings growth year-on-year across the Russell [----] index a benchmark for the entire US stock market hit [--] per cent in the third quarter up from [--] per cent in the previous three months according to Morgan Stanley. That is the fastest growth rate since the third quarter of [----]. #StockMarket #stocks"
X Link 2025-11-08T22:59Z 812.6K followers, 1.1M engagements

"Short-term market technicals have shifted from negative to neutral with the combination of Bitcoins bouncing and stabilizing Japanese yields providing a sounder footing for risk assets. Longer-term. Bitcoins need to continue to cultivate a deeper base of stable institutional investors and Japan needs to reconcile inflation control currency stability and political pressure for lower rates. #economy #markets #investors #investing #bitcoin #japan"
X Link 2025-12-02T17:56Z 812.4K followers, 108.4K engagements

"The Federal Reserve minutes are out (link below) and they point to a deeper and broader range of disagreements than indicated at the December 9-10 FOMC meeting. In addition to different sensitivities to the risk of higher inflation on the one hand and a weaker labor market on the other these include: Some of those who voted for the cut signaling that they would have also been comfortable not cutting; Lack of clarity on the timing of future cuts and in the event of a (no-cut) pause how extended this should be; and Disagreement on the extent of the price pass-through of tariffs as well as how"
X Link 2025-12-30T19:15Z 812.5K followers, 44.8K engagements

"This mornings data releases for Novemberdelayed by the government shutdownreinforce two existing hypotheses: Consumer demand remained resilient in Q4 and A data-dependent Fed will find support for the view that it is well-positioned to wait before cutting rates. Specifically Retail Sales: Rose 0.6% in November (beating expectations) with the "control group" expanding by 0.4%. PPI Inflation: November annual headline PPI stood at 3% while core PPI reached 3.5%. #economy #markets #inflation #retailsales https://twitter.com/i/web/status/2011434208485363732"
X Link 2026-01-14T13:44Z 812.5K followers, 28.8K engagements

"And there you have it: Gold is officially trading above $5000. About a year ago I stated that I felt wed hit this milestone by the end of 2025so we are a month behind where I thought we would be Next stop We are likely to see $6000 in [----] though I expect the climb to be a lot more volatile from here for the reasons cited in earlier posts. #gold #economy #markets #investing #investors https://twitter.com/i/web/status/2015626896462205258 https://twitter.com/i/web/status/2015626896462205258"
X Link 2026-01-26T03:24Z 812.5K followers, 480.9K engagements

"Gold silver copper. the extraordinary rally rolls on in Asian trading.while the dollar softens and key currency pairs test some technical levels. #markets #economy #gold #silver #fx #dollar"
X Link 2026-01-29T07:34Z 812.4K followers, 59.6K engagements

"This chart from the Financial Times illustrates the significant ongoing volatility in precious metals as speculators have effectively sidelined institutional investors for the time being. Gold is currently trading down 5% while silver has slumped 10%. The pressing question is how long this speculative shakeout will lastand just how much damage we should expect. All we know for sure is that the extraordinary rise in the prices of both while driven by fundamental factors attracted lots of speculators. Meanwhile oil prices have also fallen with Brent down 5% following a slight cooling in the"
X Link 2026-02-02T04:19Z 812.3K followers, 118.7K engagements

"Quick market update: As forced liquidations continue and new margin calls are issued Bitcoin prices have now plummeted 25% this week alone. The scale and disorderly nature of the sell-off are spilling to crypto-adjacent assets and also beyond. #markets #crypto #bitcoin"
X Link 2026-02-05T21:01Z 812.6K followers, 203.1K engagements

"Heres an interesting thought exercise: Given the scale and nature of this weeks market volatility would you have expected the US Dollar Index (DXY) to experience a stronger (flight-to-quality) bounce from its recent low #economy #markets #dollar"
X Link 2026-02-06T14:39Z 812.3K followers, 33.6K engagements

"What a crazy week for the US stock market: The long-standing buy-the-dip conditioning fueled a massive rally today including a [-----] Dow that erased much if not all of the weeks losses (depending on the index). #markets #stocks #investing #investors"
X Link 2026-02-06T21:39Z 812.4K followers, 35.6K engagements

"The UK economy received a welcome boost with January data from the British Retail Consortium showing a 2.7% surge in consumer spendingdouble the December growth rate. This higher-than-expected jump was driven by a 3.8% increase in food sales and 1.7% in non-food. These encouraging UK numbers come at a time of political uncertainty which is unlikely to be resolved soon. #economy #markets #UK #retailsales https://twitter.com/i/web/status/2021204634618978312 https://twitter.com/i/web/status/2021204634618978312"
X Link 2026-02-10T12:48Z 812.6K followers, 29.5K engagements

"Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC"
X Link 2025-10-02T14:24Z 812.8K followers, 2.7M engagements

"This Bloomberg headline raises the question of whether US Treasury bonds will experience a notable erosion of its investor base including non-commercial buyers. It comes amid a growing debate over the Federal Reserve's balance sheet policy. As the ultimate non-commercial buyer during the protracted QE era the Feds retreatcombined with hints that other large foreign holders may reduce their US overweightseems to be part of a structural shift. Interestingly the impact on yields today is muted even with Japanese yields trending higher. This is consistent with the view among several market"
X Link 2026-02-09T13:39Z 812.8K followers, 35.2K engagements

"Posted earlier: My thoughts on why US "jobless growth" may have entered uncharted territory. The decoupling of US growth from employment looks more persistentand consequentialthan the three previous episodes we've seen over the last [--] years: #economy #jobs #employment #unemployment #growth #markets @FT https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94 https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94"
X Link 2026-02-16T23:08Z 812.8K followers, 23K engagements

"China released data today showing that its central bank has increased its gold holdings for the tenth consecutive month. This is also occurring elsewhere as part of a broader risk diversification strategy which helps explain why goldtraditionally seen as a risk-off assethas reached record highs at the same time that U.S. stocks considered risk-on assets have also hit record levels. #economy #markets #gold"
X Link 2025-09-07T15:26Z 812.7K followers, 345.4K engagements

"What if stock market gains were measured in gold instead of dollars As John Authers notes Denominate U.S. stocks in gold rather than dollars and theyve been in decline since the dot-com bubble burst [--] years ago. Stocks elsewhere have done even worse. #stocks #gold #markets #investors #investing"
X Link 2025-10-09T10:43Z 812.6K followers, 939.4K engagements

""Oracle Corp.s new investment-grade notes are now trading more like junk bonds." Bloomberg. The surge in this indicator of default risk reflects more than just concerns about Oracle itself. The bonds are also being used as a hedge against adverse sector-wide developments. #economy #ai #oracle #markets https://twitter.com/i/web/status/1999898555247439923 https://twitter.com/i/web/status/1999898555247439923"
X Link 2025-12-13T17:45Z 812.8K followers, 89.5K engagements

"Bitcoin vs. Gold Following recent market shifts Gold is now outperforming Bitcoin over a five-year horizon (please see chart below from John Authers). This outperformance is playing out this year.and also today as gold bounces while Bitcoin continues to languish (CNBC charts). #markets #gold #bitcoin @johnauthers @CNBC https://twitter.com/i/web/status/2018747428061810955 https://twitter.com/i/web/status/2018747428061810955"
X Link 2026-02-03T18:04Z 812.8K followers, 75.4K engagements

"Sobering data from Challenger on the US labor market: Announced job cuts in January more than doubled year-over-year hitting their highest level since the [----] Great Recession. Most notably these layoffs are occurring while GDP continues to grow at approximately 4% accelerating the decoupling of employment from economic growtha phenomenon that if it persists has profound economic political and social implications. #economy #markets #jobs #employment #unempoyment https://twitter.com/i/web/status/2019394519804809237 https://twitter.com/i/web/status/2019394519804809237"
X Link 2026-02-05T12:55Z 812.7K followers, 317.7K engagements

"Good morning Starting my day with a quick question pleasewhats your take on this WSJ headline including possible implications Thanks you. #exonomy #markets #crypto #bitcoin @WSJ"
X Link 2026-02-07T12:37Z 812.6K followers, 83.8K engagements

"Good morning and welcome to Jobs Report Day in the US. The consensus forecasts are for a monthly employment gain of [-----] an unemployment rate of 4.4% and a 3.7% annual increase in average hourly earnings. As we head into this release there are two additional factors to note: The Large Forecast Gap: Were seeing an unusually wide range of surveyed estimates spanning from a job loss of [-----] to a gain of nearly [------] jobs. The Debate Over "Why": There is an equally broad spectrum of opinions regarding the composition of this slowdownspecifically the balance between supply-side constraints and"
X Link 2026-02-11T09:45Z 812.8K followers, 38.7K engagements

"UK GDP numbers out today point to a continued sluggish growth performance that falls short of consensus forecasts and lags behind both the Eurozone and the US: With monthly GDP growth of 0.1% in Decemberdown from a revised 0.2% in NovemberBritain's Q4 GDP expanded by only 0.1% as services flatlined for the third consecutive quarter. Year-on-year growth now stands at only 1.0% again missing the consensus forecast. This only serves to emphasize what I have said time and again: The UK must finalize the design and accelerate the implementation of a comprehensive growth and productivity strategy."
X Link 2026-02-12T13:42Z 812.8K followers, 19.3K engagements

"US core CPI inflation landed right in line with consensus forecasts while headline was somewhat softer. Thats good news. Less good is as other inflation data will show the US economy is now in its sixth consecutive year of inflation running above the Federal Reserve's target. Specifically Januarys monthly core inflation held steady at 0.3% matching expectations while the headline figure came in at a cooler 0.2% slightly softer than the 0.3% consensus. The annual measures edged lower to 2.5% and 2.4% respectively. The bond market reacted swiftly to the data initially driving the 10-year"
X Link 2026-02-13T13:42Z 812.8K followers, 64.3K engagements

"@Brad_Setser Thanks Brad. Important reminder. See also cayman island line please"
X Link 2026-02-15T19:36Z 812.8K followers, [----] engagements

"The Puzzle of US Yields After dipping to 4.01% earlier this morning the yield on the 10-year US government bond is currently hovering around 4.03%a level that seems disconnected from both fundamentals and valuations. From a fundamental perspective last weeks softer-than-expected headline inflation (which supports lower yields) is offset by considerations calling for higher yields (including robust GDP growth Januarys jobs beat large deficits higher oil prices and less resilient foreign demand). Standard valuation models also struggle to justify a 4% yield. This leaves technical considerations"
X Link 2026-02-17T12:46Z 812.8K followers, 88.2K engagements

"From the Bloomberg article on the sense of panic that gripped Chinese investors on Friday. This financial volatility amplifies the economic challenges facing China including efforts both (i) to pivot to a higher quality growth policy stance and (ii) to manage and deflate excess debt bubbles. #economy #china #growth #debt @markets"
X Link 2024-02-02T09:42Z 812.8K followers, 57.6K engagements

"From Bloomberg. #gold #Economy #markets"
X Link 2025-10-19T12:40Z 812.6K followers, 698.4K engagements

"From @TheEconomist: "Americas surging stockmarket has been driven most of all by old investors. Americans aged [--] and above now own 39% of all stocks and mutual funds (which mostly invest in equities) almost twice as much as was common from [----] to [----]. The trend reflects a shift in outlook. Elderly Americans risk tolerance has shot up." #economy #markets #investors #investing"
X Link 2025-11-12T22:18Z 812.6K followers, 461.4K engagements

"This weeks cover of The Economist captures a topic that the authors describe as a fuzzy term that can mean whatever feels true. Expect this topic -- "affordability" -- to feature prominently in [----] with profound economic political and social implications. (For my perspective on this please see the Financial Times column I wrote a couple of months ago: #economy #markets #affordability @TheEconomist https://www.ft.com/content/88b0f1d4-60c6-47ca-81cc-c46122e2c668 https://www.ft.com/content/88b0f1d4-60c6-47ca-81cc-c46122e2c668"
X Link 2025-12-31T19:06Z 812.8K followers, 25.2K engagements

"😀😀😀😀😀😀😀 @nyjets @NFL @nflcommish #jets Yes the Jets finally drafted a Super Bowl winning QB 👏 https://t.co/H3alwcbsIZ Yes the Jets finally drafted a Super Bowl winning QB 👏 https://t.co/H3alwcbsIZ"
X Link 2026-02-09T14:42Z 812.6K followers, 32.3K engagements

"So much for last weeks dollar bounce as modest as it was. The DXY index has surrendered all its gains weakening back below the [--] level. #economy #markets #dollar #fx"
X Link 2026-02-09T20:36Z 812.6K followers, 54.7K engagements

"Good morning. A landmark moment for Big Tech and the international credit markets in three ways: Alphabets $20 billion bond offering saw An eye-popping $100 billion+ in demand and The issuance includes a rare 100-year tranche. #economy #tech #markets #bonds @Google"
X Link 2026-02-10T11:33Z 812.6K followers, 62.4K engagements

"From the @WSJ on the US to the ROW stock rotation: "After years making outsize bets on the largest U.S. companies investors are moving more money into international markets. For years money managers say the U.S. stock market was viewed as the only game in town. Now that perception is starting to shift. Their optimism has been boosted by a number of developments abroad from fiscal stimulus in Japan to a boom in European military spending. Some traders are simply hunting for better deals than the richly priced shares offered at home. Others are hoping to diversify out of major domestic indexes"
X Link 2026-02-10T12:58Z 812.8K followers, 22.7K engagements

"Regarding this Axios chart: Part of the story is demographics part is wealth and income distribution and a smaller part is life-cycle dynamics. Together they raise interesting economic and sociopolitical issues. @axios #economy"
X Link 2026-02-16T16:11Z 812.8K followers, 24.6K engagements

"From the Bloomberg article on how Oracle Corp. the once stodgy database giant thats borrowed tens of billions and tethered its fortunes to the artificial intelligence boom is quickly emerging as the credit markets barometer for AI risk and how its CDS (chart below) has become the markets preferred way to hedge and bet against the AI boom. #economy #ai #markets @Oracle https://twitter.com/i/web/status/1991639493053763695 https://twitter.com/i/web/status/1991639493053763695"
X Link 2025-11-20T22:47Z 812.7K followers, 149.3K engagements

"On economic data: An across-the-board miss for US retail sales as headline monthly growth stalls in December falling short of the 0.4% consensus forecast. The weakness is visible also in the components with monthly retail sales growth (ex-autos and gas) also at 0.0% missing the 0.4% forecast and the Control Group contracting by -0.1% (versus the expected 0.4% gain). This December cooling of retail sales underscores the importance of AI-related industrial and service sectors as drivers of growth. #economy #retailsales #markets #growth https://twitter.com/i/web/status/2021219062542414279"
X Link 2026-02-10T13:45Z 812.8K followers, 29K engagements

"Analytically the January U.S. jobs report supports competing views. The market reaction however was clear: traders have sharply dialed back expectations for a June rate cut. The big beat on January job creation paired with a dip in the unemployment rate to 4.3% supports those who believe the U.S. labor market remains solid. Yet significant downward revisions to the historical data tell a different story reinforcing the idea of a "decoupling" of robust GDP growth from a more subdued labor market. Meanwhile traders wasted no time picking a side. They reduced the probability of a Fed cut in June"
X Link 2026-02-11T15:07Z 812.8K followers, 27.3K engagements

"Ahead of tomorrow's release of US CPI inflation expectations point toward a moderation in Januarys monthly headline inflation but a pickup in core inflation (WSJ table below). What is virtually guaranteed is that these first [----] inflation numbers will be part of a bigger set of data confirming that the US is in its sixth consecutive year of inflation running above the Federal Reserves target. Thats the bad news. The silver lining so far This persistent "inflation slippage" has not unanchored long-term inflation expectations. #economy #markets #inflation @wsj"
X Link 2026-02-12T16:57Z 812.8K followers, 35.2K engagements

"As illustrated in these MacroMicro charts Chinas holdings of US Treasuries have continued to fall. Given the steady issuance of new securities by the US government Chinas share of total UST holdings has dropped even more -- to 7% a quarter of the 28% peak reached [--] years ago. #economy #markets @MacroMicroMe @china #UST @USTreasury"
X Link 2026-02-15T18:58Z 812.8K followers, 80.2K engagements

"An interesting data week kicked off with a significant miss for Japans Q4 GDP which grew at an annualized rate of just 0.2%. Forecasters had anticipated a sharp rebound following the tariff-driven contraction in Q3; instead muted consumption and sluggish exports resulted in a meager 0.1% quarter-on-quarter expansion. This will likely encourage the Japanese government fresh off last weeks snap election supermajority to push for aggressive stimulusa move that would increase the challenges facing the central bank (BoJ) in balancing inflation control with political pressure. #economy #growth"
X Link 2026-02-16T12:09Z 812.8K followers, 23.6K engagements

"And while we're discussing this here is the FT's global ranking of the top [--] MBA programs. #businessschools #mba @FT"
X Link 2026-02-16T19:39Z 812.8K followers, 62.8K engagements

"Disappointing UK Jobs Data: According to data released earlier today Britains unemployment rate climbed to 5.2% above the 5.1% consensus forecast. The increase to 14% in the unemployment rate for 18-to-24-year-olds is of particular concern. This mornings data will increase pressure on a government that is already under pressure. As for the Bank of England the numbers provide encouragement to cut rates especially as they were accompanied by a fall to 3.4% in the growth of private-sector wages. #economy #uk #jobs #employment #unemployment #wages @bankofengland"
X Link 2026-02-17T13:42Z 812.8K followers, 19.6K engagements

". and the perfect Sunday morning shirt after yesterdays Champions league final in #Madrid. @ChampionsLeague @UEFA @MoSalah @lfc #egypt"
X Link 2019-06-02T15:33Z 811.7K followers, [----] engagements

"Risk of dovish #CentralBanks' policies driving excessive risk-taking is getting more attention by market observers and some policymakers If better fundamentals don't eventually validate liquidity-elevated asset prices #investors will be caught offside in the midst of illiquidity"
X Link 2019-06-25T06:09Z 804.4K followers, [--] engagements

"If you have a few minutes may I please ask you to read this (link below) This is only the second time since I've been tweeting that I make such an ask.and do so becauseby being informed about what's ahead we stand a better chance of responding better https://www.bloomberg.com/opinion/articles/2020-03-14/coronavirus-big-economic-shock-can-be-contained-and-reversedsrnd=premium https://www.bloomberg.com/opinion/articles/2020-03-14/coronavirus-big-economic-shock-can-be-contained-and-reversedsrnd=premium"
X Link 2020-03-15T00:22Z 811.7K followers, [----] engagements

"May I please ask you a favor May we all make a point of thanking those who continue to show up to work and allow various services and production processes to continue From our stores and banks to factories and the like they are taking higher personal health risks for our sake"
X Link 2020-03-18T16:27Z 811K followers, [----] engagements

"Best evening home office ever"
X Link 2020-03-19T02:31Z 810.2K followers, [----] engagements

"Can you tell I was taken totally out of my comfort zone I tried and with no technical support. The family ate it all. Talk about being polite and supportive"
X Link 2020-04-05T03:32Z 811.7K followers, [----] engagements

"What if it's not just the risk of "zombie companies" eroding the productivity and dynamism of the economy.but also zombie #markets mis-pricing risk/mis-allocating capital due to heavy official intervention There are better ways to help people and minimize future hits to growth"
X Link 2020-04-15T00:52Z 811.7K followers, [----] engagements

".@WarrenBuffet on Why he's not buying stocks in size: sensitivity to tail events and the '08 reminder "we don't see all the problems the first day." On whether others should buy now: Only if you expect to hold for a long time and are financially and psychologically ready to do so"
X Link 2020-05-02T23:03Z 811.7K followers, [----] engagements

"Judging from the images on the news of large crowds in public spaces the next few weeks infection/hospitalization numbers out of some US states will shed light on the following: either we are re-opening with insufficient health safeguards or the lockdown was a big overreaction"
X Link 2020-05-25T01:17Z 811.7K followers, [----] engagements

"From a friend in #NewYork"
X Link 2020-06-02T20:22Z 811.7K followers, [----] engagements

"Congratulations to Mohamed Salah for his 100th and 101st goals in England. @MoSalah @LFC"
X Link 2020-10-04T21:53Z 811.7K followers, [----] engagements

"Flying under the radar screen (and especially so when compared to the last big move up) #Bitcoins are up again this morning trading at $14429. #markets #investing #investors"
X Link 2020-11-05T08:52Z 803.8K followers, [---] engagements

"With @JoeBiden now leading in #Georgia and expected to get the majority of the remaining votes it's just a matter of time until the media declares him president-elect What follows will be an important and widely-watched test of America's democracy legal system and social fabric"
X Link 2020-11-06T09:41Z 811.7K followers, [----] engagements

"Just came across this . from 1969"
X Link 2020-11-27T21:31Z 811.7K followers, [----] engagements

"I remember my amazing dad on this #FathersDay Kind caring and dedicated he taught us the importance of education respecting others hard work and giving back. He passed [--] years ago yet his inspiration and guidance are with us every day A huge thanks to a very special father"
X Link 2021-06-20T09:34Z 811.7K followers, [----] engagements

".@markets on currencies in #EmergingMarkets including the balance between absolute financial conditions and relative ones in determining prospects. More to follow on how to think about the impact on #EM of the #Fed policy outlook. #markets #economy #fx https://www.bloomberg.com/news/articles/2021-06-20/emerging-market-bulls-pin-currency-hopes-on-hawks-outpacing-fedutm_medium=social&cmpid=socialflow-twitter-business&utm_source=twitter&utm_campaign=socialflow-organic&utm_content=business&sref=FaOy0k4N"
X Link 2021-06-20T12:56Z 804.4K followers, [--] engagements

"I agree with @johnauthers. If this continues which is likely for now its only a matter of time until surveys of inflationary expectations flash yellow. The risk is not just undermining the economic recovery. There are also consequential socio-political dimensions. #inflation Producer Price Inflation is above 10% for the first time since [----] on a finished goods basis (the main measure used until 2011). On a final demand basis it's 8.3% highest since inception in [----]. Either way it's worryingly high. https://t.co/vIYCRAjd79 Producer Price Inflation is above 10% for the first time since 1981"
X Link 2021-09-11T11:24Z 811.9K followers, [---] engagements

"Looking at Adam Smith who many regard as the father of economics"
X Link 2021-10-09T09:33Z 810.6K followers, [----] engagements

"Good morning. @economics re #Fed. In just one meeting inflation has gone from transitory to according to this article enemy No. [--]. This abrupt change is appropriate. While long overdue late is a lot better than neverespecially if accompanied by timely policy responses"
X Link 2021-12-16T07:28Z 803.8K followers, [---] engagements

"Remembering my amazing mom"
X Link 2022-01-02T18:55Z 811.7K followers, [----] engagements

".#Fed's balance sheet continues to increase now very close to $9 trillion. It's very hard if not impossible to justify the #Fed pumping yet more #liquidity into the system via asset purchases. Officials should announce tomorrow an immediate end to #QE. https://www.ft.com/content/6bed7dff-f5e2-4105-a948-449f2d80ad32#comments-anchor https://www.ft.com/content/6bed7dff-f5e2-4105-a948-449f2d80ad32#comments-anchor"
X Link 2022-01-25T19:43Z 811.7K followers, [----] engagements

"Having lost control of the narrative on inequality and inflation the #Fed faces further damage to its reputation due to their interaction: The most vulnerable segments of our society are being hit hard by #inflation and also face the risk of an income shock due to a policy error"
X Link 2022-02-10T23:09Z 811.7K followers, [----] engagements

"How late is the #Fed Very: Having misunderstood the inflation dynamic it eroded its credibility Having missed a wide-open window last year to adjust policies when economic growth was on an upswing it no longer has good policy options It has lost control of its policy narrative"
X Link 2022-04-02T13:51Z 811.7K followers, [----] engagements

"The cover of The Economist. #economy #markets #centralbanks #fed #federalreserve @TheEconomist #EconTwitter"
X Link 2022-04-21T19:25Z 811.7K followers, [----] engagements

"A most concerning chart if not the most concerning economically and socially. #economy #food #inequality #inflation"
X Link 2022-04-27T15:28Z 811.8K followers, [----] engagements

"Given how massively under-exposed stocks I was going into this selloff I dipped a toe in this afternoon via a small handful of high-beta names Do I think the selling is over I suspect not though of course I don't know any more than others I do sense some trading opportunities"
X Link 2022-05-12T20:05Z 811.7K followers, [----] engagements

"From #Bloomberg. #markets #tech"
X Link 2022-05-13T18:43Z 811.7K followers, 11.9K engagements

"A year ago the #Fed was confident about #inflation asserting that it would be back around 2% by the end of [----]. Today inflation is 3-4 times that level and likely to remain high into [----]. Today's Fed it is confident about a "softish landing." Let's hope so. A lot at stake"
X Link 2022-05-15T13:13Z 811.7K followers, [----] engagements

"Another upside #inflation surprise: #Eurozone consumer prices rose by 8.1% in May a record. This is above the consensus forecast of around 7.8% and compares to 7.4% in April. Puts even greater pressure on an @ECB that has been (still-reluctantly) recognizing the need to act"
X Link 2022-05-31T09:34Z 812.1K followers, [---] engagements

"Extremely sad and tragic news out of Japan. The assassination of Shinzo Abe Japan's former and longest-serving Prime Minister robs the country and globe of a world-class leader. He leaves a legacy of bold policies courage and dedication to the welfare of his people May he RIP"
X Link 2022-07-08T10:38Z 811.7K followers, [----] engagements

"Awful US inflation data Headline at 9.1% well above the median forecast of 8.8% and highest since [----] Core also higher-than-expected. Details appear equally worrisome Bottom line: Further blow to economic and social well-being. Highlights Feds worst policy mistakes in decades"
X Link 2022-07-13T12:38Z 811.7K followers, [----] engagements

"Message is clear from the negative US GDP print (-0.9%) and unfavorable miss on jobless claims: The US #economy is slowing at a significant rate. Add to that the 8.7% price change in today's data and the bottom line is clear: Deepening stagflation and flashing red #recession risk"
X Link 2022-07-28T12:54Z 811.7K followers, [----] engagements

"An independent #FederalReserve is critical to the well-being of the US #economy. Having said that it is getting harder to justify such independence when four big operational errors (of analysis forecasts actions and communication) are accompanied by a lack of accountability"
X Link 2022-10-17T19:42Z 811K followers, [----] engagements

"The Bank of Japan intervenes again selling dollars to counter Yen weakness. #japan #fx #currency #economy #markets #yen"
X Link 2022-10-21T17:20Z 811.7K followers, [----] engagements

"From @markets on "the most aggressive year for interest rate hikes in four decades with the fight against inflation still not over even as economies slow." This ahead of a busy week of central bank meetings with hikes that include a widely expected [--] bps by the Fed and ECB"
X Link 2022-12-11T17:26Z 811.9K followers, [---] engagements

"Its the season: Virtually non-stop football on television for days college and NFL #holiday #holidays #football @nfl"
X Link 2022-12-30T01:46Z 811.7K followers, 222.4K engagements

".#Stocks just took a leg up on #FederalReserve Chair Jay #Powell characterizing financial conditions as having tightened quite a bit in the last year. (Not sure which index he is using. The most widely cited ones show overall financial conditions as loose as they were a year ago)"
X Link 2023-02-01T19:43Z 811.7K followers, 663.8K engagements

"A stunning US jobs report highlighting the strength of the labor market and its complexities. Job rose by [------] for Jan compared to the consensus forecast of 189000; the unemployment rate fell to a 53-year low of 3.4% (3.8%). The puzzle: Wage growth came in as expected (0.3%)"
X Link 2023-02-03T13:39Z 811.7K followers, 704.3K engagements

"Having gone through the data again this weekend I feel even more strongly that [--] bps would have been better last week (reasons detailed in my Jan 26th @opinion post). I hope dearly the Fed hasn't for the 3rd time in this hiking cycle missed a window for timely policy actions"
X Link 2023-02-05T15:48Z 811.7K followers, 428.6K engagements

"Very best way to work. Thank you Bosa #dogs #dogsoftwitter"
X Link 2023-02-05T16:45Z 811.7K followers, 229.7K engagements

"Further to earlier tweets: Virtually everyone at this high-level Swiss press conference--government officials regulator central bank governor and executives of the two banks--blamed the US banking sector turmoil for being the catalyst for the financial turmoil in #Switzerland"
X Link 2023-03-19T19:10Z 811.7K followers, 1.5M engagements

"Today it is [---] years since my dad was born. While he passed suddenly [--] years ago his inspiration and influence are as strong today as they were then. I am eternally grateful to him for his love his encouragement his kindness his support and the example he set for us all"
X Link 2023-03-21T07:07Z 811.7K followers, 226.1K engagements

"The excerpts below are from the @WSJ column by Kevin Warsh former #Fed Governor entitled: "The U.S. Needs Economic Regime Change: The cost of stopping #inflation would have been lower if the Fed had faced the problem earlier." #economy #federalreserve #econtwitter #markets T"
X Link 2023-03-22T00:55Z 805.6K followers, 136K engagements

"This chart from Bloomberg is among those atttacting quite a bit of attention in markets this morning and there is quite a bit of discussion on the why and so what. #markets @markets @economics @opinion"
X Link 2023-04-24T11:15Z 804.4K followers, 233.2K engagements

"This from @BBCNews about food prices in the #UK is an important reminder that #inflation is not about abstract numbers. It is a persistent real-world phenomenon that consistently erodes households' purchasing power and hits particularly hard the most vulnerable segments of society. #economy #econtwitter"
X Link 2023-05-26T06:13Z 811.7K followers, 434.4K engagements

"Note this 6% plus depreciation in #Turkeys currency. Among the various explanations being put forward there is one simple fact: With dwindling Internatinal reserves there was always going to be a limit to how many things the authorities could stabilize using this single tool. The question was when this limit would be reached and who/what would be imposing it For background: #economy #markets @opinion https://www.bloomberg.com/opinion/articles/2023-06-05/turkey-s-finance-minister-needs-time-and-support"
X Link 2023-06-07T10:05Z 812K followers, 232.6K engagements

"My daughter just sent me this from [--] years ago Looks like a late-night or early-morning joint session. Somehow and despite the specialized keyboard I doubt we were analyzing Bloomberg data I suspect we were either looking at family photos or reading a picture book online"
X Link 2023-06-27T15:33Z 811.7K followers, 137.2K engagements

"In a strange move #Fitch just downgraded the US sovereign #ratings from AAA to AA+ with a stable outlook. The #rating agency's justification is set out in this statement (link below). I am very puzzled by many aspects of this announcement as well as by the timing. I suspect I won't be the only one. The vast majority of economists and market analysts looking at this are likely to be equally perplexed by the reasons cited and the timing. Overall this announcement is much more likely to be dismissed than have a lasting disruptive impact on the US #economy and #markets. #econtwitter"
X Link 2023-08-01T22:24Z 811.7K followers, 901.6K engagements

"Brent oil prices getting closer to $90"
X Link 2023-09-04T15:39Z 811.7K followers, 579K engagements

"Keep an eye on this one the US 10-year yield. #economy #markets #EconTwitter #investing #investors"
X Link 2023-09-19T19:37Z 811.7K followers, 1.8M engagements

"The yield on the 10-year US government bond is currently trading above 4.70%. Simply put: Last year was about #markets adjusting to higher rates. This year is about markets adjusting to rates staying high for longer. The process of market adjustment is ongoing while that of the #economy is at a significantly earlier stage. More to follow on this. #EconTwitter"
X Link 2023-10-03T09:55Z 811.7K followers, 473.3K engagements

""In terms of total returns this is the biggest bond market rout in [---] years. Last year was in fact US bond investors worst year since [----] with a total return of minus 15.7% even worse than the annus horribilis of [----]. For [----] the year-to-date return has been almost minus 10%; annualized thats minus 17.3% even worse than [----]. We are looking at bond investors two worst years in a century and a half." @nfergus in @opinion #economy #markets #econtwitter"
X Link 2023-10-14T19:47Z 811.7K followers, 594.2K engagements

"This sort of yield volatility is not normal for a security the US [--] year government bond that serves as an important benchmark for the financial system domestically and beyond. It is also not desirable as it undermines constructive financial intermediation harms the global financial standing of the US and risks breaking something. #economy #markets #econtwitter"
X Link 2023-11-02T19:23Z 811.7K followers, 592.2K engagements

"Moodys on why it just changed the outlook on the Aaa credit rating of the US from stable to negative. @MoodysInvSvc #economy #markets #EconTwitter"
X Link 2023-11-10T21:59Z 811.7K followers, 403K engagements

"There will be lots of market interest in #Fed Chair #Powells remarks in Atlanta today. They come at the end of a week in which most other senior #Fed officials didnt make much of an effort to push against the #markets pricing of notable rate cuts next year. Indeed some opened the door wider helping to fuel this week's rally in government yields. #economy #federalreserve #econtwitter"
X Link 2023-12-01T08:25Z 811.7K followers, 85.8K engagements

"Stunning chart from the @WSJ"
X Link 2023-12-05T12:13Z 810.2K followers, 337.6K engagements

"On this day December 12th we lost our dad to a heart attack. It was [--] years ago and yet it still feels like yesterday. I have been remain and will always be profoundly thankful to him for All that he sacrificed to support our education The value system he cherished and demonstrated in his decision-making and treatment of people His incredible kindness and generosity The examples he set for us and many others and The enduring impact he has had on our lives and beyond. #bestdad #bestfather"
X Link 2023-12-12T18:10Z 811.7K followers, 134.8K engagements

"Well that didnt take long. Once again Fed officials seem forced to walk back public comments that moved markets in a major way. It remains to be seen whether this will succeed given the extent to which Wednesdays Powell Pivot has unleashed several market technicals. #economy #markets #FederalReserve #EconTwitter"
X Link 2023-12-15T13:49Z 811.7K followers, 517.2K engagements

"Hard to believe but the yield on the 10-year US government bond a global benchmark is back at the same level that it started [----] This at a time when the consensus expectations for US #growth is very different than a year ago; and there is greater sensitivity to bond issuance dynamic. Yet another illustration of the power of market expectations for #FederalReserve policy. #economy #markets #econtwitter"
X Link 2023-12-23T15:47Z 811.7K followers, 385.1K engagements

"Advocates are right in calling this a game changer for #crypto as a financial asset/investment though not as a potential global currency. This #SEC decision will do more than deepen and broaden participation in #Bitcoin #investing. It will also help in countering legitimacy concerns fueled by the well-publicized scandals of the last few years and it will provide comforting cover to some other regulators. As notable as all these factors are for anchoring crypto in the #investment world they do not significantly propel its role as a potential global #currency. The outlook here remains more"
X Link 2024-01-11T08:03Z 809.5K followers, 118.9K engagements

"This just popped up on my phone: A daughter-father dance from many many years ago. What parents will do for their kids 😀"
X Link 2024-03-24T15:06Z 810.2K followers, 78.6K engagements

"I am stunned by how quickly the market narrative has changed about what the Federal Reserve should do. The widespread comfort of just a few days ago about the Fed having time to wait until September to cut rates by [--] bps is being replaced by more analysts and economists calling for [--] bps. I've even heard someone mention a cut between meetings Notwithstanding both my view of a faster and broader US economic slowing than many expected and the aggressive market reaction it is unlikely that this already mistake-prone Fed will start its cutting cycle with [--] bps. [--] bps is more likely and I say"
X Link 2024-08-02T13:45Z 811.7K followers, 539.2K engagements

"As the dust settles the economy and markets are left with the reality of a [---] basis points move in the Fed-sensitive yield on the 2-year US government bond over the last four weeks. To be clear this is in no way normal especially given that there hasnt been some massive demand-destroying exogenous shock. It is even more unusual for the superpower that is meant to anchor the core of the international system with its mature institutions credible forward guidance and transparent policy making. Indeed it is the sort of volatility that undermines Americas global standing and its ability to inform"
X Link 2024-08-02T18:04Z 811.7K followers, 320.9K engagements

"The impressive stock market rally is no longer about a handful of tech stocks. Per Bloomberg the S&Ps equal-weighted version one that gives Target Corp. as much clout as Microsoft Corp. hit a record high. #economy #markets #investing #investors @markets"
X Link 2024-09-16T20:13Z 809.4K followers, 38.7K engagements

"Taken at face value this is a "blowout" US jobs report -- impressive job creation (254000 a lower unemployment rate (4.1%) and buoyant monthly wage growth (0.4%). All are notably better than the consensus forecasts. On a standalone basis this implies Not just a solid but a strong labor market Continued US economic exceptionalism A good reason for the Fed to push back more against the markets forcing it into the "single mandate" (maximum employment) policy box and Less aggressive market pricing of 2024-25 Fed rate cuts. #economy #markets #jobs #employment #federalreserve #econtwitter"
X Link 2024-10-04T13:02Z 811.8K followers, 323.1K engagements

"And just like that the yield on the 10-year US government bond a global benchmark is back at 4%. #economy #markets #investing #investors"
X Link 2024-10-07T10:15Z 811.7K followers, 1.1M engagements

"With todays move up the yield on 10-year US government bonds has now risen by over [--] basis points since the #FederalReserve cut rates by [--] bps on September [--]. (For background this from earlier this week: ) #economy #markets #econtwitter https://www.bloomberg.com/opinion/articles/2024-10-29/bond-market-responds-oddly-to-the-fed-s-movesrnd=undefined https://www.bloomberg.com/opinion/articles/2024-10-29/bond-market-responds-oddly-to-the-fed-s-movesrnd=undefined"
X Link 2024-11-01T20:18Z 811.7K followers, 768.7K engagements

"Bitcoin ends today just over $99000. Given the short-term technicals it would not surprise me if Bitcoin prices were to break above $100000 by the time the US stock market reopens on Monday. #markets #bitcoin #crypto"
X Link 2024-11-22T21:53Z 811.7K followers, 368.5K engagements

"From the New York Times: Just two decades ago China had little capacity to make cars and owning one was considered novel. Today China produces and exports more cars than any other country in the world. #economy #china #econtwitter @nytimes"
X Link 2024-11-29T11:49Z 811.7K followers, 311.2K engagements

"It is so sad to hear of #ArtCashin's passing. A legend on Wall Street Art was the wisest of the wise on the New York Stock Exchange floor. From what I experienced and observed on several occasions he always treated people with kindness and respect. May he rest in peace"
X Link 2024-12-02T21:01Z 811.7K followers, 329.7K engagements

"The yield on China's 10-year bond is now trading below 2%. It has gotten there in a manner that should worry the Chinese government and it has led some analysts to refer to the "Japanification" of China. #economy #markets #China #bonds #econtwitter"
X Link 2024-12-03T12:07Z 811.7K followers, 921.8K engagements

"Im getting lots of questions this morning about why Bitcoin is trading above $100000 up sharply from its mid-October price level of $66000. Here is one way to think about this: As I have noted before one of the big changes taking place in the US post-election is the emergence of a new ("counter") elite that is much more comfortable with innovations and disruption is pro-liberalization and de-regulation and is generally less risk-averse. It is a change that relative to what has been in place until now significantly enhances prospects for wider institutional and retail adoption of crypto assets"
X Link 2024-12-05T09:36Z 811.7K followers, 351.2K engagements

"Brazilian local markets are experiencing one of those old-fashion EM overshoots where a fundamental trigger combines with bad technicals to cause a self-reinforcing selloff. The race now is between circuit breakers on the one hand and bad technicals contaminating fundamentals on the other. #economy #brazil #markets #em #emergingmarkets #econtwitter"
X Link 2024-12-18T13:13Z 811.7K followers, 405.7K engagements

"Yesterday was far from a normal Fed Day: Wednesday saw the largest surge in 10-year yields on a Fed Day since [----] and the biggest drop in the S&P index for over [--] years. It has led to heated discussions among analysts as to the why and the so what. I am currently working on an FT column on this. Given all the questions I taped this quick preview should you have interest. #economy #markets #FederalReserve #centralbanks #econtwitter"
X Link 2024-12-19T18:04Z 811.7K followers, 297.5K engagements

"The yield on the [--] year US government bond is flirting again with the 4.60% level. It would not surprise me if this yield traded in the 4.75-5.00% range for a good part of [----]. #markets #investing #investors"
X Link 2024-12-23T22:04Z 811.7K followers, 304K engagements

"From the @FT editorial The great wealth transfer: A 20-year US study found that [--] per cent of wealthy families lost their wealth by the second generation and [--] per cent by the third"
X Link 2024-12-29T18:46Z 811.7K followers, 817.2K engagements

"One of Adam Grants posts from this year. Thank you Adam for all your wisdom and guidance. #thank #thankful @AdamMGrant"
X Link 2024-12-31T22:43Z 811.7K followers, 126.4K engagements

"While on China do you recall the post from a few weeks ago about the implosion of the yield on Chinese government (domestic) bonds and how this fuels what could become self-fulfilling worries about the Japanification of the economy Well the phenomenon has intensified with the yield currently trading at 1.62% (Bloomberg chart below). The 30-year yield is following the same path now trading at 1.84%. #economy #markets #china #bonds #econtwitter"
X Link 2025-01-02T17:16Z 811.9K followers, 416.6K engagements

"Look what popped up In May [----] after my 10-year-old daughter meticulously listed [--] things I had missed during that school yearfrom her first day of classes to her inaugural soccer matchshe got her yearbook pointed to a specific photo and simply said Even when you are here you are not here. This moment became a turning point in my life making me realize how absent I had been. I am deeply grateful to my daughter for that powerful wake-up call and for all the wonderful things that have followed"
X Link 2025-01-05T18:52Z 811.7K followers, 107.4K engagements

"While on price moves oil is up another 3% today with the impact also adding to the forces of economic dispersion for the three most systemically important economiesnotably this is more problematic for Europe and China than it is for the US. #economy #oil"
X Link 2025-01-10T18:29Z 811.7K followers, 133.3K engagements

"The move up in oil prices continues this morning with Brent trading above $80. #economy #oil #markets"
X Link 2025-01-13T11:44Z 811.7K followers, 393.3K engagements

"Per the @WSJ Americans are spending more on credit cards and carrying bigger balances month to month. #economy"
X Link 2025-01-25T12:51Z 811.7K followers, 89.5K engagements

"What insights does Game Theory offer on the U.S. tariff policy approach I can think of at least two: [--]. Given the relative strength of the U.S. and the relative weakness of many other countriesboth cyclically and structurallythe approach promises gains for America in the short-term. The key question is whether these gains materialize immediately or only after other countries attempt to resist and fail. [--]. The longer-term outlook would become less favorable for the US if tariffs become a repeated game. The more it appeals to tariffs the stronger the incentive for other countries to reduce"
X Link 2025-02-01T15:37Z 811.8K followers, 539.2K engagements

"Im repeatedly being asked how inflationary will tariffs be Unlike others who have proclaimed either very or not at all I am quick to say we dont know for sure. This is not because I dont want to commit. Its because there are several factors in play that translate not just into genuine analytical uncertainty but also consequential sector- and good- specific differences. They include demand and supply elasticities the speed of price pass throughs the extent to which inflationary expectations have been impacted by the experience of 2021-22 and of course statecraft on all sides. #economy #tariffs"
X Link 2025-02-02T12:45Z 811.7K followers, 252.5K engagements

"And just like that the yield on the 10-year US government bond is trading below 4.30% down [--] bps in just over a month. #economy #markets"
X Link 2025-02-25T20:21Z 811.7K followers, 613K engagements

"Some are wondering why we haven't had more of a bounce in US equities after the partial rollback of tariffs on Canada and Mexico. I suspect part of the answer lies in the extent to which companies and households value the predictability and clarity of policies. As one CEO put it to me "I just need a predictable operating environment to run my business effectively." #economy #markets"
X Link 2025-03-07T13:01Z 811.7K followers, 139.4K engagements

"It is still very early to draw conclusions for what's ahead in markets from activity in futures. Having said that the initial partial indicators are unsettling: US stock futures are down another 3-4% 10-year yields are [--] bps lower and oil is down another 3%. In other words markets are continuing to price a significant US growth slowdown. #economy #markets"
X Link 2025-04-06T22:31Z 811.8K followers, 238.1K engagements

"Up to an hour ago there was a debate on what would convince the US Administration to opt for some type of pause on tariffs. Would it be Congress the President's advisors business leaders the legal system markets or something else We got the answer today: It's the government bond market--particularly how close it gets to the line that separates wild price volatility from market malfunctioning. #economy #markets"
X Link 2025-04-09T18:28Z 811.7K followers, 339K engagements

"From the @FT article on outflows from certain investment funds: Investors yanked $9.6bn from US high-yield bond funds and $6.5bn from leveraged loan funds in the week to Wednesday according to data provider LSEG Lipper. Both figures represent record outflows according to JPMorgan data. #economy #markets"
X Link 2025-04-11T00:46Z 811.7K followers, 488.1K engagements

"From the @FT: Wall Streets biggest banks reaped almost $37bn in trading revenues in the first quarter of the year their best performance in more than a decade. This is a reminder that as the intermediaries with the ability to widen bid-offer spreads these banks often benefit from financial volatility provided markets dont malfunction (as they did in 2008). #economy #banks #markets"
X Link 2025-04-15T13:42Z 804.9K followers, 271.8K engagements

"From the @FT: Wall Street banks have slashed their targets for the main US share gauge over the past fortnight. #markets #stocks #Investing #investors"
X Link 2025-04-19T00:08Z 811.4K followers, 94.2K engagements

"Back to economics and finance: Judging from recent price moves the US stock market is heavily inclined for now to price in peace in the trade war (S&P chart below from Bloomberg). The bond market is more nuanced signaling that even/when this process happens there would have been costs to the economy (especially in terms of growth). #economy #markets"
X Link 2025-05-02T10:39Z 811.5K followers, 52.5K engagements

"This weekend the happiest of my life I was fully in parent mode as we celebrated my daughters graduation from the University of Pennsylvania. What a wonderful opportunity to congratulate her-and all the graduates-on their incredible accomplishments dedication and hard work. Truly a special and unforgettable moment"
X Link 2025-05-19T14:40Z 811.7K followers, 70.9K engagements

"The latest speech by Pan Gongsheng Governor of China's central bank is an important read. He goes quite far in describing a future multi-polar global order where "a few sovereign currencies co-exist" as reserve currencies "competing with each other and checking and balancing each other." He also suggests the dollar has been "instrumentalized and weaponized" and that the Chinese currency is gaining a larger international role. #economy #markets #china https://twitter.com/i/web/status/1935379187248124277 https://twitter.com/i/web/status/1935379187248124277"
X Link 2025-06-18T16:48Z 811.7K followers, 92.6K engagements

"A lot can happen in the next [--] hours just as in the last [--]. If markets were open now we would likely see a jump in oil prices lower equities and higher gold. The outlook for US government bond yields is less cleara notable shift for longtime market watchers. #Markets"
X Link 2025-06-22T09:26Z 811.7K followers, 173.3K engagements

"Earlier today we said goodbye to our amazing and much-loved Bosa the best dog our family could have ever wished for. There is no way to adequately describe the joy and love that Bosa brought into our lives. For the past [--] years she was always there for usfull of happiness fun and affection. She made countless friends and helped us through so many transitions always by our side always cheerful and endlessly supportive. We love you so much Bosa and we already miss you more than words can ever capture. Thank you for all that you did and are. May you rest in peace"
X Link 2025-06-22T19:47Z 811.7K followers, 151.4K engagements

"For some time now it has been clear that politics rather than economic logic and experience is driving the decisions in most areas of economic policymaking. What is now becoming more evident is that politics is increasingly muscling its way into and even dictating at times what used to be technocratic economic analysis. #economy #markets #economics"
X Link 2025-07-07T13:03Z 811.3K followers, 79.8K engagements

"This morning US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to safeguard the Fed's operational autonomy (which I deem vital) then he should resign. I recognize this isn't the consensus view which favors him staying until the end of his tenure in May. Nor is it a first best which is simply not attainable. Yet it's better than what is playing out now growing and broadening threats to"
X Link 2025-07-22T10:59Z 811.8K followers, 1.3M engagements

"The humanitarian crisis in Gaza is unimaginably acute and devastatingly heartbreaking. Children and families are starving and the entire population faces severe deprivation and unimaginable suffering. The evidence is overwhelming with multiple aid agencies and countries repeatedly urging critical and urgent action. The international community must do more to ensure immediate unimpeded aid reaches all in need. Every moment counts to prevent further loss of life. #GazaCrisis #HumanitarianAid"
X Link 2025-07-26T13:23Z 811.7K followers, 188.2K engagements

"Most market participants are hoping that Jerome Powell will use his [--] am Jackson Hole speechhis final one as Chair of the Federal Reserveto address one or more of three key topics: Clarity on Interest Rate Policy: Providing a clearer signal on the likely path of interest rates over the coming months. Labor Market Insights: Sharing a strategic perspective on the structural functioning of the labor market which is the official theme of the gathering. Monetary Policy Framework: Unveiling in a concise yet comprehensive manner the results of the periodic five-year review of the Monetary Policy"
X Link 2025-08-22T10:16Z 810.5K followers, 52.2K engagements

"The markets sharp reaction to Federal Reserve Chair Powells Jackson Hole pivot is evident in surging stock prices falling yields and a weaker dollar. #economy #markets #stocks #bonbs #dollar #FederReserve"
X Link 2025-08-22T15:22Z 811.7K followers, 546.7K engagements

"This chart illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years is attracting significant attention. #gold #centralbanks #markets #bonds"
X Link 2025-08-31T22:06Z 811.7K followers, 719.5K engagements

"From the @WSJ: The US middle classgenerally considered to include households making roughly $53000 to $161000 a yearis playing an outsize role in that waning optimism. After months of tracking high-income earners increasing confidence about the economy households making between $50000 and $100000 made an abrupt about-face in June. They now more closely resemble low-income earners gloomier views according to surveys done by Morning Consult a data-intelligence firm. #economy #inequality"
X Link 2025-08-31T22:20Z 811.7K followers, 1.1M engagements

"India must be thinking and we get hit with US secondary sanctions for buying oil from Russia #economy #india #russia #sanctions @ft"
X Link 2025-09-07T21:51Z 811.7K followers, 1M engagements

"Gold's record rally continues this morning alongside new highs for stocks and well-behaved bond yields. In other words investors are being rewarded on both their traditional 'risk-on' and 'risk-off' assets. #markets #gold #investing #investors #economy"
X Link 2025-09-16T11:54Z 811.7K followers, 844.7K engagements

"From the Financial Times: When Forbes magazine released its first global billionaires list in [----] just [---] names appeared on it. The [----] version featured more than [----] people worth a collective $16tn. @FT"
X Link 2025-09-17T16:31Z 811.9K followers, 37.4K engagements

"Another day another gold record. #gold #markets #economy #markets #investing #investors"
X Link 2025-09-22T11:31Z 811.7K followers, 1.2M engagements

"The price of gold is back above $3800 approaching yet another record high. (And for those wondering why I keep posting about gold: the succession of record levels reflects important economic financial and geopolitical forces that are increasingly secular in nature.) #economy #markets #gold"
X Link 2025-09-26T15:51Z 811.7K followers, 308.1K engagements

"Important Gold's parabolic move toward $4000 is sending a warning signal to the traditional financial system: developed-market nations are losing clout as being good stewards of capital. https://t.co/JNExqj2jYN Gold's parabolic move toward $4000 is sending a warning signal to the traditional financial system: developed-market nations are losing clout as being good stewards of capital. https://t.co/JNExqj2jYN"
X Link 2025-10-07T00:59Z 811.7K followers, 289.8K engagements

"Via the Financial Times fresh evidence of the extent to which risk spreads are narrowing across global assets as investors stretch for returns. #economy #markets #investors #investing #emergingmarkets #em @FT"
X Link 2025-10-07T05:27Z 804.9K followers, 92K engagements

"No stopping the price of gold for now: Up more than 50% so far this year it has more than doubled over the past two years. Consistent buying by some foreign central baks is being reinforced by growing institutional and retail allocations and a more volatile speculative overlay. #gold #markets #investing #investors"
X Link 2025-10-08T04:38Z 811.8K followers, 268.3K engagements

"From Bloomberg: Beijing has been accumulating gold reserves for a decade and is now seeking to woo other nations to store gold in China's bonded warehouses and trade the metal on the Shanghai Gold Exchange. #economy #china #gold #markets"
X Link 2025-10-09T11:12Z 811.8K followers, 1.4M engagements

"Want to spark a heated debate among market participants Ask them whether this valuation premium is justified (I believe it is) whether it will persist (I think it will) andmost contentious of allat what overall level for the respective indices. (The chart below is from Bloomberg.) #economy #markets #stocks"
X Link 2025-10-11T17:29Z 811.9K followers, 57.5K engagements

"A great read This well-written and entertaining book takes the reader on an engaging journey through the [----] crash and its aftermath. It explores how the ambition greed hubris and resilience of the main actors forever changed the course of finance and the economy. @andrewrsorkin #markets #economy"
X Link 2025-10-14T11:14Z 811.7K followers, 144.8K engagements

"The cover of this weeks edition of The Economist magazine and it concerns advanced rather than developing countries. #economy #debt @TheEconomist"
X Link 2025-10-18T02:32Z 811.7K followers, 827.6K engagements

"Apollos Torsten Slok observes that something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings (chart). This can be seen as part of a broader phenomenon in which some investors are reaching further and further for returns pushed there by the widespread compression in risk premiums. #economy #markets #risk #apollo"
X Link 2025-10-20T12:59Z 811.7K followers, 331.8K engagements

"Took an Uber yesterday and was having a perfectly normal chat with the driver about his football team the Washington Commanders. All was going well until he asked so who's your team" The Jets I responded meekly. What followed was not a chuckle. He began a three-minute continuous belly-aching laugh. I thought he might have to pull over. I just. sat there. This is the life of us long-suffering Jets fans. 😭 #NYJets #jets @nyjets"
X Link 2025-10-30T22:18Z 811.7K followers, 159.3K engagements

"A must-visit the newly opened Grand Egyptian Museum (GEM) #gem #grandegyptianmuseum #egypt"
X Link 2025-11-01T19:19Z 811.9K followers, 345.2K engagements

"From the @FT article on "Chinas secretive gold purchases help fuel record rally:" "Central banks have been buying up huge quantities of bullion in recent years. Yet fewer and fewer of these purchases are being reported to the IMF which collects data voluntarily. In the most recent quarter only about one-third of official buying was publicly reported down from around [--] per cent four years ago according to WGC estimates based on Metals Focus data." #economy #markets #gold #investing #investors"
X Link 2025-11-14T13:08Z 811.9K followers, 814.5K engagements

"Nvidias quarterly earnings results are stronger than expected including a revenue beat. Its outlook is also strong noting favorable shifts in both the level and composition of demand. Collectively this reinforces the AI optimism that extends to the broader promise of productivity and growth. #economy #ai #markets #tech @nvidia A chart from John Authers ahead of Nvidias quarterly earningsa release that has arguably evolved from a corporate update to a full-blown macro event illustrating how rapidly AI is becoming systemically important for markets companies and the economy. #economy #ai"
X Link 2025-11-19T21:37Z 811.8K followers, 326.7K engagements

"Economics: Its not alway the dismal science Thank you Richard Quest for the fun conversation. #economy @CNN @richardquest @questCNN"
X Link 2025-11-21T23:52Z 803.8K followers, 29.4K engagements

"Thanks so much Richard Quest for having me on your show. #economy #ai #markets @questCNN @richardquest @CNBC "It is remarkable what AI will enable as long as we make sure it is diffused properly.as long as the mindset of companies is not just on labor displacement but on labor enhancing." Economist @elerianm on the inevitability of why the AI bubble is rational and inevitable https://t.co/CVRhccMyKI "It is remarkable what AI will enable as long as we make sure it is diffused properly.as long as the mindset of companies is not just on labor displacement but on labor enhancing." Economist"
X Link 2025-11-25T16:13Z 804.9K followers, 32.7K engagements

"The announcement is scheduled for later today. Your views on which book should be named the [----] Business Book of the Year #bbya #bbya2025 #bbya25 @ft @Schroders The jury met today to discuss the shortlist for this year's Business Book of the Year. Roula Khalaf the editor of the Financial Times will announce the winner in London this Wednesday evening. My deep thanks to the organizers for the privilege of serving on the jury. @ft #bbya https://t.co/xqATrVyV2b The jury met today to discuss the shortlist for this year's Business Book of the Year. Roula Khalaf the editor of the Financial Times"
X Link 2025-12-03T14:28Z 811.8K followers, 34.5K engagements

"The latest JOLTS report for October offers a mixed picture of the U.S. labor market. Layoffs rose to [----] million the highest since early [----] while hiring slowed. Yet job openings climbed to [----] million the most in nearly half a year and well above expectations (7.12 million). In addition to the lack of overall clarity these numbers will keep the analytical debate alive over whether supply or demand is driving current labor market dynamics. #economy #jobs #employment #markets"
X Link 2025-12-09T16:01Z 811.5K followers, 24.9K engagements

"Huge thanks to Dan Ives for an interesting conversation today. His insights are sharp and his style Unmatched There's no doubt who has the more modern style here My old-school boring look clearly couldn't keep up with his vibrant energy. Time for a Mohamed wardrobe upgrade Thanks for the great chat Dan @DivesTech"
X Link 2025-12-17T00:39Z 811.5K followers, 43.3K engagements

"From the @nytimes article Shoppers Spent Big This Holiday Season Despite Economic Pressures. #economy"
X Link 2025-12-23T16:41Z 810.6K followers, 23.4K engagements

"The private credit explosion continues: According to the Financial Times private credit firms snapped up nearly [--] times as much consumer debt this year as in [----] piling into riskier areas such as credit cards and buy now pay later debt. This shift raises interesting questions including two opposing views that interestingly are not mutually exclusive The Optimistic View: These firms who invest overwhelmingly in advanced countries are increasingly substituting for traditional banks. By moving this debt off bank balance sheets they could potentially lower overall systemic riskacting as a"
X Link 2025-12-23T18:52Z 804.9K followers, 37.6K engagements

"Gold has been trading above $4500 for the first time. #economy #markets #gold #investing #investors"
X Link 2025-12-24T02:40Z 808.6K followers, 345.2K engagements

"Bitcoin and Gold this year. #markets #investing #investors #bitcoin #gold @FT"
X Link 2025-12-26T01:25Z 810.3K followers, 594K engagements

"According to Bloomberg around $1 trillion was pulled from active equity mutual funds over the year marking an 11th year of net outflows while passive equity exchange-traded funds got more than $600 billion. Two factors disappointing performance and high fees not only drove this migration but also created additional challenges for actively-managed funds all this as on the other side passive funds remained structurally bound to the index unable to overweight the handful of mega-cap stocks that drove market gains. #economy #markets #investing #investors"
X Link 2025-12-27T12:37Z 811.2K followers, 214.6K engagements

"Deep capital markets remain one of Americas most significant economic/financial comparative advantages -- a superpower. As this Financial Times discusses these markets are currently in "hyper-active" mode funding everything from standard corporate operations and AI innovation to major M&A activity and government deficits. In terms of certain numbers corporate borrowers raised more than $95bn from [--] investment-grade bond deals in the first full week of January the highest weekly volume since May [----] and the busiest start to a year on record. #economy #markets @FT"
X Link 2026-01-11T13:32Z 812.1K followers, 56.4K engagements

"As regards the reporting below from the NYT: For those of us who value the operational autonomy of central banks the risk is that this situation could expose deeper issuesfurther undermining the credibility of a Fed whose public standing is already fragile. This is the scenario I feared months ago when I suggested the Chair step down to protect the institutions independence. What is required now is that the person nominated to replace the Chair be committed to implementing the reforms necessary to restore the effectiveness of the worlds most powerful central bank. (For a discussion of such"
X Link 2026-01-12T00:55Z 805.4K followers, 575.5K engagements

"Gold just hit a new record high of nearly $4600 per ounce. #economy #markets #gold #investing #investors"
X Link 2026-01-12T01:19Z 804K followers, 118.6K engagements

"Good morning. It's another day of Japanese Yen weakness coupled with rising yields. This combination has persisted for some time now is worrisome and historically unusual for a G-7 economy: The Japanese currency has depreciated again this morning nearing [---] per US dollar even as 10-year yields have risen [--] basis points (please see below). #economy #markets #Japan https://twitter.com/i/web/status/2011040085504897130 https://twitter.com/i/web/status/2011040085504897130"
X Link 2026-01-13T11:38Z 806.2K followers, 101.7K engagements

"Chinas trade numbers are in for [----]. The countrys trade surplus hit an eye-popping record of $1.2 trillion as the fall in exports to the U.S. was more than offset by higher shipments to other countries (please see FT charts below)some of which will push back harder this year. #wconomy #markets #trade #China https://twitter.com/i/web/status/2011386567869219302 https://twitter.com/i/web/status/2011386567869219302"
X Link 2026-01-14T10:35Z 808.7K followers, 267.9K engagements

"Germanys [----] growth numbers are in and theres good news: For the first time since [----] the economy expanded. Yet the 0.2% growth rate is still low in both absolute and relative terms. It illustrates the need for Germany (the broader EU) to progress further in implementing pro-productivity/growth reforms. #economy #markets #growth #germany #europe #eu https://twitter.com/i/web/status/2011787866783846522 https://twitter.com/i/web/status/2011787866783846522"
X Link 2026-01-15T13:09Z 805.8K followers, 31K engagements

"On Global Trade and Investment: The debate this morning is on who is being pushed into whose arms. On one hand some view the announcement of a new Canada-China strategic partnership as a symptom of what the Financial Times calls Trump is making the world fall in love with China. On the other hand and partly driven by China-related issues the US and Taiwan have announced an agreement to bolster investments in America while capping American tariffs on Taiwanese goods at 15% (and 0% for select products). #economy #trade #investment #markets https://twitter.com/i/web/status/2012153479020580889"
X Link 2026-01-16T13:22Z 804.3K followers, 30.4K engagements

"Chinas latest growth numbers are in. While the 5% target for [----] was officially met the data release reveals two less reassuring developments. Slowing Momentum: Quarterly growth cooled to 4.5%the lowest since [----]. Consumption Laga: Once again household spending failed to lead as a primary driver of growth. #economy #china #markets #growth https://twitter.com/i/web/status/2013125253908807743 https://twitter.com/i/web/status/2013125253908807743"
X Link 2026-01-19T05:43Z 805K followers, 54.2K engagements

"Four things to note from this mornings UK labor market data: Steady Unemployment: In line with consensus forecast the unemployment rate remained unchanged at 5.1% (a four-year high). Cooling Job Growth: Hiring remains sluggish with monthly payroll employment falling by [-----] in December. Easing Wage Pressures Overall: Annual wage growth edged lower to 4.5% (down from 4.6%) for the three months ending in November. Notable Wage Dispersion: The gap between public and private sector growth remains wide at 7.8% and 3.6% respectively. As this data covers the lead-up to and immediate aftermath of"
X Link 2026-01-20T07:56Z 804K followers, 23.2K engagements

"On a day when geo-economics is again very much in evidenceincluding the possibility of an EUUS trade war over Greenland (with the UK seemingly caught in a messy middle)gold has once more traded at a record high exceeding $4700 an ounce. Also of note for the reasons discussed in earlier posts regarding direct and spillover effects Japanese yields continue to rise in what risks becoming a rather disorderly dynamic (e.g Bloomberg headline below). #economy #markets #japan #gold #jgb #geoeconomics https://twitter.com/i/web/status/2013542252090437703"
X Link 2026-01-20T09:20Z 804.2K followers, 33.6K engagements

"Is it spillover from Japan (see a previous post from earlier this morning) a "sell US" sentiment triggered by recent US-Europe tensions or something else This historically unusual combination of a weaker dollar and higher yields is raising several questions including: What is the primary cause(s) for this widespread selloff this morning how long will it last and is the underlying dynamic one of repeated reset or an accumulation over time to a tipping point (And re the opening question above: It's all three.) #economy #markets https://twitter.com/i/web/status/2013576744960221636"
X Link 2026-01-20T11:38Z 804.4K followers, 62.7K engagements

"This Bloomberg headline is further to my earlier posts regarding actual and potential spillovers from an increasingly fragile Japanese bond market. More generally and on an issue that may still be flying under too many radars: The resumed steepening of global yield curves including this morning's [--] bps move in the US 2s-30s. #economy #markets #bonds #Japan #jgb https://twitter.com/i/web/status/2013625383170535676 https://twitter.com/i/web/status/2013625383170535676"
X Link 2026-01-20T14:51Z 804.7K followers, 28.1K engagements

"Quite a day for gold Today's 3%-plus price surge comes hot on the heels of yesterdays impressive move (chart). Its not just the metals eitherenergy is heating up as well with both Brent and WTI crude now trading firmly above $60 per barrel. #economy #markets #gold #oil"
X Link 2026-01-20T21:04Z 804.6K followers, 43.1K engagements

"Good morning. Market moves of interest in Asian morning trading: Reprieve for global fixed income: Yields on 10-year Japanese bonds are down [--] basis points providing some needed stability to this market segment. Continued precious metal surge: Gold prices are continuing their ascent currently trading at $4875 per ounce. #economy #markets #gold #jgb #japan https://twitter.com/i/web/status/2013855998973301112 https://twitter.com/i/web/status/2013855998973301112"
X Link 2026-01-21T06:07Z 804.4K followers, 33.8K engagements

"Economic data: UK CPI Release The UK inflation print drops in less than an hour. The consensus forecast expects a slight acceleration with the headline and core rates at 3.3% (and services the main driver holding around at 4.6%). The Caveat: December inflation numbers have a historical reputation for high volatility. #economy #markets #UK #inflation https://twitter.com/i/web/status/2013858749367124028 https://twitter.com/i/web/status/2013858749367124028"
X Link 2026-01-21T06:18Z 804.8K followers, 52.5K engagements

"Next Fed Chair: The Latest from the Prediction Markets For those tracking "prediction markets" the latest Polymarkets data for the next Federal Reserve Chair shows a significant shift amidst high volatility (chart below). Kevin Warsh currently leads with a 50% probability followed by Rick Rieder who has surged to 28%. The probability of Kevin Hassettthe former frontrunnerhas plummeted to just 4% following President Trumps recent public comments praising Hassetts performance as NEC Chair and expressing a desire to keep him in that role. #economy #markets #federalreserve @Polymarket"
X Link 2026-01-21T23:44Z 804.3K followers, 24K engagements

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