# ![@Fullcarry Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::20209445.png) @Fullcarry Ed Bradford

Ed Bradford posts on X about inflation, balance sheet, in the, hedging the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::20209445/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20209445/c:line/m:interactions.svg)

- [--] Week [-------] -47%
- [--] Month [---------] +446%
- [--] Months [---------] +27%
- [--] Year [---------] -36%

### Mentions: [--] [#](/creator/twitter::20209445/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20209445/c:line/m:posts_active.svg)

- [--] Week [--] +12%
- [--] Month [---] +147%
- [--] Months [---] +17%
- [--] Year [---] -54%

### Followers: [------] [#](/creator/twitter::20209445/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20209445/c:line/m:followers.svg)

- [--] Week [------] +0.46%
- [--] Month [------] +1.70%
- [--] Months [------] +3.80%
- [--] Year [------] +10%

### CreatorRank: [------] [#](/creator/twitter::20209445/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20209445/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35.61% [cryptocurrencies](/list/cryptocurrencies)  2.27% [countries](/list/countries)  1.52% [currencies](/list/currencies)  1.52% [stocks](/list/stocks)  1.52% [musicians](/list/musicians)  0.76% [technology brands](/list/technology-brands)  0.76% [celebrities](/list/celebrities)  0.76%

**Social topic influence**
[inflation](/topic/inflation) #2445, [balance sheet](/topic/balance-sheet) 3.79%, [in the](/topic/in-the) 3.03%, [hedging](/topic/hedging) 3.03%, [fed](/topic/fed) 3.03%, [rates](/topic/rates) 2.27%, [strong](/topic/strong) 2.27%, [shutdown](/topic/shutdown) 2.27%, [numeraire](/topic/numeraire) 2.27%, [silver](/topic/silver) 1.52%

**Top accounts mentioned or mentioned by**
[@thestalwart](/creator/undefined) [@johnthelistener](/creator/undefined) [@interestrates](/creator/undefined) [@conorsen](/creator/undefined) [@noruserious](/creator/undefined) [@business](/creator/undefined) [@aymeric70](/creator/undefined) [@atomicgsol](/creator/undefined) [@quantsmart](/creator/undefined) [@jaredkubin](/creator/undefined) [@blacklioncta](/creator/undefined) [@benkizemchuk](/creator/undefined) [@scottskyrm](/creator/undefined) [@arishisays](/creator/undefined) [@kastorepo](/creator/undefined) [@repoinsight](/creator/undefined) [@traderbillyau](/creator/undefined) [@spectatorindex](/creator/undefined) [@ritholtz](/creator/undefined) [@bysamro](/creator/undefined)

**Top assets mentioned**
[Numeraire (NMR)](/topic/numeraire) [Goldman Sachs (GS)](/topic/goldman-sachs) [Rally (RLY)](/topic/rally) [April (APRIL)](/topic/april) [SLAP (SLAP)](/topic/slap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"In my [--] years of trading I have never seen a crazier move than what just happened to silver past few weeks"  
[X Link](https://x.com/Fullcarry/status/2019564616955900394)  2026-02-06T00:11Z 53.1K followers, 516.2K engagements


"I got the Mom call about interest rates. We are close to a bottom"  
[X Link](https://x.com/anyuser/status/1709251431369191552)  2023-10-03T16:57Z 53.1K followers, 198.7K engagements


"In a bit of a surprise the US Treasury cutting quarterly borrowing estimates from $852B to $776B"  
[X Link](https://x.com/anyuser/status/1719066955942936961)  2023-10-30T19:01Z 53.1K followers, 70K engagements


"It can be very expensive to try to convince the markets you are right. Another Ed"  
[X Link](https://x.com/anyuser/status/1841539125071204555)  2024-10-02T18:01Z 53.1K followers, 109K engagements


"House passes measure rejecting Trump's tariffs on Canada"  
[X Link](https://x.com/Fullcarry/status/2021726327272092113)  2026-02-11T23:21Z 53.1K followers, 16.8K engagements


"Crazy long reading list for the weekend. We live in interesting times"  
[X Link](https://x.com/Fullcarry/status/2022419134928294202)  2026-02-13T21:14Z 53.1K followers, [----] engagements


"Interesting Miran comment: to shrink Fed balance sheet we need regulatory reform. Sounds like they'd like to reduce arb frictions for banks intermediating UST funding so there is better overnight rate control if reserves aren't so ample"  
[X Link](https://x.com/Fullcarry/status/2017333179409908022)  2026-01-30T20:24Z 52.9K followers, [----] engagements


"High odds that a Chair Warsh will dissent at an upcoming FOMC interest rate decision. I am pretty sure that has never happened in the US"  
[X Link](https://x.com/Fullcarry/status/2017694607430029339)  2026-01-31T20:20Z 52.9K followers, 28.4K engagements


"After reflecting over the weekend market has decided curve should be steeper for a Warsh Fed. 5s30s 3-4 bps higher (futures implied)"  
[X Link](https://x.com/Fullcarry/status/2018100257859477578)  2026-02-01T23:12Z 53.1K followers, [----] engagements


"@TheStalwart No laser eyes today"  
[X Link](https://x.com/Fullcarry/status/2018753571148464498)  2026-02-03T18:28Z 52.9K followers, [----] engagements


"Super Bowl of sorts for USTs this coming week with NFP CPI and brand new bigger size 10y and 30y auctions. Not Bad Bunny exciting but should be fun and messy all the same"  
[X Link](https://x.com/Fullcarry/status/2020613278494498826)  2026-02-08T21:38Z 52.9K followers, [----] engagements


"This round of silver speculation has definitely been one for the record books. Silver/Copper is still beyond anything seen in the modern era and highest since the [----] Hunt Brothers corner (Ounce vs KG)"  
[X Link](https://x.com/Fullcarry/status/2021207775158718634)  2026-02-10T13:01Z 53K followers, [----] engagements


"Not a merry Christmas for retail sales in Dec"  
[X Link](https://x.com/Fullcarry/status/2021215465092063406)  2026-02-10T13:31Z 53K followers, [----] engagements


"Now pricing [--] bps of cuts this year after soft retail sales and ECI"  
[X Link](https://x.com/Fullcarry/status/2021217020637835480)  2026-02-10T13:37Z 53K followers, [----] engagements


"Not much hedging for a strong payroll print. Market still trading off of Hassett's earlier labor market comment"  
[X Link](https://x.com/Fullcarry/status/2021317556385063219)  2026-02-10T20:17Z 53K followers, [----] engagements


"@JohnTheListener Market expects a weak headline. the other stuff though (like a lower than exp UER) could pressure USTs esp given rally and bigly auctions coming up"  
[X Link](https://x.com/Fullcarry/status/2021322653651411097)  2026-02-10T20:37Z 52.9K followers, [---] engagements


"Day slowly morphed into risk off with USTs firm in the face of long-end supply. New 10s and 30s today and tomorrow"  
[X Link](https://x.com/Fullcarry/status/2021608546371014804)  2026-02-11T15:33Z 53K followers, [----] engagements


"Anomalous UST rally after a strong NFP with size long-end auctions on deck. 10s first at [--] pm today with WIs trading 4.16"  
[X Link](https://x.com/Fullcarry/status/2021636750452699184)  2026-02-11T17:25Z 53.1K followers, [----] engagements


"I think we have seen peak Trump"  
[X Link](https://x.com/Fullcarry/status/2021730454458486884)  2026-02-11T23:37Z 53.1K followers, [----] engagements


"Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://www.treasurydirect.gov/instit/annceresult/press/preanre/2026/A_20260204_3.pdf https://www.treasurydirect.gov/instit/annceresult/press/preanre/2026/A_20260204_3.pdf"  
[X Link](https://x.com/Fullcarry/status/2021983791544488033)  2026-02-12T16:24Z 53.1K followers, [----] engagements


""Something Big Is Happening" starting infect USTs IMO"  
[X Link](https://x.com/Fullcarry/status/2022041292008829245)  2026-02-12T20:13Z 53.1K followers, [----] engagements


"It has been a painful few weeks for the short belly crowd (moi included) as 5s has been kinging up on the curve. Warsh nomination and slow AI disruption have been the main culprits"  
[X Link](https://x.com/Fullcarry/status/2022317772231872690)  2026-02-13T14:31Z 53.1K followers, [----] engagements


"Core CPI expected to print a cycle low of 2.5% YoY tomorrow. Favorable base effect helps but still impressive in the face of trump tariffs"  
[X Link](https://x.com/Fullcarry/status/2021966902835204109)  2026-02-12T15:17Z 53.1K followers, [----] engagements


"Huge demand for 30s. Comes [--] bps thru"  
[X Link](https://x.com/Fullcarry/status/2022008492031455618)  2026-02-12T18:02Z 53.1K followers, [----] engagements


"New cycle low for UST 2s after soft CPI"  
[X Link](https://x.com/Fullcarry/status/2022303894953431415)  2026-02-13T13:36Z 53.1K followers, [----] engagements


"Another nice hedge is JPY which will probably benefit more from low US rates than any other currency"  
[X Link](https://x.com/Fullcarry/status/2022353661763162428)  2026-02-13T16:54Z 53.1K followers, [----] engagements


"BTW long weekend so cocktails hour tonight"  
[X Link](https://x.com/Fullcarry/status/2022409696133681597)  2026-02-13T20:37Z 53.1K followers, [----] engagements


""Something Big Is Happening" starting to infect USTs IMO"  
[X Link](https://x.com/Fullcarry/status/2022043376066216131)  2026-02-12T20:21Z 53.1K followers, 114.3K engagements


"A very positive setup for duration and UST term premium compression if rates are to stay low for a longer timeframe because of AI disruption. It will take time to play out but long end is well priced and a decent hedge"  
[X Link](https://x.com/Fullcarry/status/2022348552614084804)  2026-02-13T16:34Z 53.1K followers, [----] engagements


"OpenClaw has been my Baader-Meinhof this weekend"  
[X Link](https://x.com/Fullcarry/status/2023182010949493060)  2026-02-15T23:45Z 53.1K followers, [----] engagements


"Bond futures well bid again as the curve flattens aggressively with front end whites all red"  
[X Link](https://x.com/Fullcarry/status/2023421566525280424)  2026-02-16T15:37Z 53.1K followers, 31.7K engagements


"Who does Trump fire today"  
[X Link](https://x.com/Fullcarry/status/1963943602070978995)  2025-09-05T12:33Z 51.4K followers, [----] engagements


"It's a PPI before CPI month which is generally easier to trade but with labor market weakening inflation is now in the backseat and not looming as large as it used to"  
[X Link](https://x.com/Fullcarry/status/1964813539136385162)  2025-09-07T22:10Z 51.4K followers, [----] engagements


"Impressive how the [----] bps level held on the 2s5s30s 'fly"  
[X Link](https://x.com/Fullcarry/status/1965110171128185323)  2025-09-08T17:49Z 51.4K followers, [----] engagements


"PCE components of PPI"  
[X Link](https://x.com/anyuser/status/1965755458351985093)  2025-09-10T12:33Z 53.1K followers, 17.4K engagements


"With 30y auction coming up later today there was aggressive selling into the post CPI surge in Ts"  
[X Link](https://x.com/Fullcarry/status/1966122419401167266)  2025-09-11T12:51Z 51.4K followers, 10.2K engagements


"Fraudulent Texas unemployment filings caused national spike https://www.axios.com/2025/09/12/unemployment-filings-texas-fraud https://www.axios.com/2025/09/12/unemployment-filings-texas-fraud"  
[X Link](https://x.com/Fullcarry/status/1966822265233781000)  2025-09-13T11:12Z 51.4K followers, [----] engagements


"TGA rebuild and the continuing low-key Fed balance sheet runoff pushing overnight liquidity to cycle lows and pressuring overnight rates. It will be a relatively treacherous year-end but hopefully nothing like [----]. SRF and Fed awareness should help"  
[X Link](https://x.com/Fullcarry/status/1967613078520152495)  2025-09-15T15:34Z 51.5K followers, [----] engagements


"@business Tax loss harvesting alpha"  
[X Link](https://x.com/Fullcarry/status/1967618329851621754)  2025-09-15T15:55Z 51.4K followers, [---] engagements


"Retail Sales remain solid. Ex Auto and Gas +0.7%"  
[X Link](https://x.com/Fullcarry/status/1967929217540358401)  2025-09-16T12:31Z 51.5K followers, [----] engagements


"USTs well bid despite supply and solid retail sales a good sign if you're a fan"  
[X Link](https://x.com/Fullcarry/status/1967938792645595200)  2025-09-16T13:09Z 51.5K followers, [----] engagements


"@aymeric70 @Interest_Rates EDs incorporated credit risk which SR3 doesn't have and since SOFR is the actual funding rate for USTs they are a more natural hedge and are probably being used much more extensively"  
[X Link](https://x.com/Fullcarry/status/1968030682527174766)  2025-09-16T19:14Z 51.5K followers, [---] engagements


"@Atomic_GSol @Interest_Rates The highest use case would be hedging your collateral and SR3 would cover the turn and days before and days after when rate would be elevated since dealers have balance sheet constraints"  
[X Link](https://x.com/Fullcarry/status/1968041303578698009)  2025-09-16T19:56Z 51.5K followers, [--] engagements


"@quant_smart @conorsen Do you have a level when convexity hedging kicks in Already there"  
[X Link](https://x.com/Fullcarry/status/1968289872332071045)  2025-09-17T12:24Z 51.5K followers, [---] engagements


"USD new cycle low"  
[X Link](https://x.com/Fullcarry/status/1968376518176129178)  2025-09-17T18:08Z 51.5K followers, [----] engagements


"Real money (unleveraged) demand for 2s and 5s at these levels are minimal IMO. looks like they are extending out"  
[X Link](https://x.com/Fullcarry/status/1968378514425671992)  2025-09-17T18:16Z 51.5K followers, [----] engagements


"If you are playing for a stock market melt-up bubble it is handy to have a way of judging scale. Tech bubble peaked at 57% above 200DMA. Currently 14%"  
[X Link](https://x.com/anyuser/status/1968678120661070270)  2025-09-18T14:06Z 53.1K followers, 66.6K engagements


"Looking like a difficult year-end for funding UST collateral. Overnight SOFR expected to exceed Fed funds by [--] bps on average in Nov and similar pattern going forward. No reprieve either with TGA rebuilding and Fed balance sheet slowly shrinking"  
[X Link](https://x.com/Fullcarry/status/1969002863125827852)  2025-09-19T11:37Z 51.5K followers, [----] engagements


"Apparently even Canadians have a nasty side https://www.themirror.com/travel/flag-jacking-canada-america-trump-1399193 https://www.themirror.com/travel/flag-jacking-canada-america-trump-1399193"  
[X Link](https://x.com/Fullcarry/status/1969122699747131666)  2025-09-19T19:33Z 51.5K followers, [----] engagements


"Quiet supply week for USTs so I thought it might be useful to update my Fed balance sheet chart now that TGA is almost refilled and RRP drained. Bank reserves are down to 10% (ish) of NGDP and probably still have room to go lower before EFFR elevates"  
[X Link](https://x.com/Fullcarry/status/1970136525494206722)  2025-09-22T14:42Z 51.5K followers, [----] engagements


"While I am no fan of the belly 5s have cheapened significantly recently and is well set up for it's auction today. 2s5s30s 'fly"  
[X Link](https://x.com/Fullcarry/status/1970874859296260427)  2025-09-24T15:35Z 51.5K followers, [----] engagements


"She suggests triparty GC repo or SOFR could be replacements"  
[X Link](https://x.com/Fullcarry/status/1971268858670612688)  2025-09-25T17:41Z 51.5K followers, [----] engagements


"@JaredKubin @BlacklionCTA @BenKizemchuk @ScottSkyrm @aRishisays @KastoRepo @RepoInsight As you can imagine this is an important issue to the Fed: https://www.newyorkfed.org/research/reserve-demand-elasticity/#interactive https://www.newyorkfed.org/research/reserve-demand-elasticity/#interactive"  
[X Link](https://x.com/Fullcarry/status/1972630429632196731)  2025-09-29T11:51Z 51.5K followers, [---] engagements


"A jobs week quarter-end will cause some challenging flows next few days especially with a govt shutdown looming. With another rate cut in Oct priced above 80% Friday's payroll print will have an outsized impact should it actually happen. Exp are for a 51K headline"  
[X Link](https://x.com/Fullcarry/status/1972992180198506860)  2025-09-30T11:49Z 51.5K followers, [----] engagements


"@TraderBillyAU Yeah I think an inline print will lower the odds of an Oct cut"  
[X Link](https://x.com/Fullcarry/status/1973000059601228243)  2025-09-30T12:20Z 51.5K followers, [---] engagements


"Oct rate cut starting to get fully priced here"  
[X Link](https://x.com/Fullcarry/status/1973055611420962859)  2025-09-30T16:01Z 51.6K followers, 12.1K engagements


"Did the Yankees Try to Keep Red Sox Fans Out of the Bronx https://www.nytimes.com/2025/10/01/nyregion/yankees-red-sox-wild-card-bronx.htmlunlocked_article_code=1.qE8.f7w_.gYnOGiOF8e8U&smid=tw-share https://www.nytimes.com/2025/10/01/nyregion/yankees-red-sox-wild-card-bronx.htmlunlocked_article_code=1.qE8.f7w_.gYnOGiOF8e8U&smid=tw-share"  
[X Link](https://x.com/Fullcarry/status/1973483514671800636)  2025-10-01T20:21Z 51.5K followers, [----] engagements


"ECO junkies having a tough Thursday. Initial Claims is a weekly fav"  
[X Link](https://x.com/Fullcarry/status/1973722585574875313)  2025-10-02T12:11Z 51.5K followers, [----] engagements


"Bank Reserves fall below $3T"  
[X Link](https://x.com/Fullcarry/status/1973849493868364033)  2025-10-02T20:36Z 51.6K followers, 15.5K engagements


"With the continued government shutdown no NFP print but ISM Services does have an employment index to give Ts a bit of excitement. The gauge has been relatively weak recently with Aug at 46.5"  
[X Link](https://x.com/Fullcarry/status/1974076409976094969)  2025-10-03T11:37Z 51.5K followers, [----] engagements


"It's a no data supply week"  
[X Link](https://x.com/Fullcarry/status/1974957920317313137)  2025-10-05T22:00Z 51.6K followers, [----] engagements


"@spectatorindex Bill Gates index"  
[X Link](https://x.com/Fullcarry/status/1974964394909143457)  2025-10-05T22:26Z 51.5K followers, [----] engagements


"Starting to get spooky. another spin up day for pure play quantum stocks"  
[X Link](https://x.com/Fullcarry/status/1975554477697736764)  2025-10-07T13:31Z 51.6K followers, [----] engagements


"Market cap chart"  
[X Link](https://x.com/Fullcarry/status/1975558311354507619)  2025-10-07T13:46Z 51.6K followers, [----] engagements


"FWIW: "Applications for US unemployment benefits rose (to 235000) last week according to a Goldman Sachs Group Inc. analysis of state-level filings released during the federal government shutdown.""  
[X Link](https://x.com/Fullcarry/status/1976639784178360587)  2025-10-10T13:23Z 51.6K followers, [----] engagements


"Some nice gains if you sold Ts late Friday"  
[X Link](https://x.com/Fullcarry/status/1977497861215699081)  2025-10-12T22:13Z 51.6K followers, [----] engagements


"Powell not stirring things up much with his comment that QT to end in coming months"  
[X Link](https://x.com/Fullcarry/status/1978134305453768873)  2025-10-14T16:22Z 51.6K followers, [----] engagements


"As Fed cuts rates and returns on cash deteriorate economy should reflate and seeds will be planted for the next tightening cycle. Current cut cycle terminal rate back below 3%"  
[X Link](https://x.com/Fullcarry/status/1978458617801068865)  2025-10-15T13:51Z 51.6K followers, [----] engagements


"Since the 30yr auction 30s-7s spread has narrowed by 25bps. That is a huge move. Future version: Ultra vs $ZN_F. http://twitpic.com/2gg9gc"  
[X Link](https://x.com/Fullcarry/status/21659901817)  2010-08-20T12:22Z 47.4K followers, [--] engagements


"The distinctive part of the current fixed income rally is that credit has kept pace with govies"  
[X Link](https://x.com/Fullcarry/status/21995870671)  2010-08-24T12:16Z 47.4K followers, [--] engagements


"Retained earnings is a real benefit to the company and ultimately to its shareholders"  
[X Link](https://x.com/Fullcarry/status/231486882461143041)  2012-08-03T20:29Z 47.5K followers, [--] engagements


"US service sector isn't as exposed to the global economy as manufacturing"  
[X Link](https://x.com/Fullcarry/status/243716220493385729)  2012-09-06T14:24Z 47.4K followers, [--] engagements


"I see deflation when I use Gold as the numeraire. Not dollars. $$"  
[X Link](https://x.com/Fullcarry/status/24985170371)  2010-09-20T01:36Z 47.4K followers, [--] engagements


"Why buy Barron's now RT @ritholtz: Congrats to MICHAEL SANTOLI JOINING YAHOO FINANCE AS SENIOR COLUMNIST $NWS $YHOO $$"  
[X Link](https://x.com/Fullcarry/status/260758611150651392)  2012-10-23T15:04Z 47.4K followers, [--] engagements


"This is more about the Fed's balance sheet than banks willingness to lend http://t.co/2tWoDakG http://bloom.bg/XoEdyf http://bloom.bg/XoEdyf"  
[X Link](https://x.com/Fullcarry/status/304229784517476352)  2013-02-20T14:03Z 47.4K followers, [--] engagements


"Do you prefer low NGDP growth and low interest rates or high NGDP growth and higher interest rates"  
[X Link](https://x.com/Fullcarry/status/344793890265628672)  2013-06-12T12:30Z 47.4K followers, [--] engagements


"Applications to purchase a home are up 12% since last year while interest rates on 10s are [--] bps higher"  
[X Link](https://x.com/Fullcarry/status/347338463990919168)  2013-06-19T13:01Z 47.4K followers, [--] engagements


"Great chart. RT @bySamRo: Gov't contribution to GDP growth since [----] via Charles Evans http://t.co/So9jRHnGbz http://t.co/yqth80yOLL http://bit.ly/1997txt http://bit.ly/1997uS8 http://bit.ly/1997txt http://bit.ly/1997uS8"  
[X Link](https://x.com/Fullcarry/status/383661265219883008)  2013-09-27T18:35Z 47.5K followers, [--] engagements


"Nothing concentrates GOP minds like a down stock market"  
[X Link](https://x.com/Fullcarry/status/384454584732635136)  2013-09-29T23:08Z 47.4K followers, [--] engagements


"Or said another way: "obsessed" with the Fed. RT @carlquintanilla: Hatzius on @CNBC: the stock market is "obsessed" with the jobs number"  
[X Link](https://x.com/Fullcarry/status/391225318159036417)  2013-10-18T15:32Z 47.4K followers, [--] engagements


"San Francisco Fed report: no rate hike till [----] http://t.co/8QiQHtwaQG http://bit.ly/1jh4rx3 http://bit.ly/1jh4rx3"  
[X Link](https://x.com/Fullcarry/status/402523075545034752)  2013-11-18T19:45Z 47.4K followers, [--] engagements


"Its amazing that all commods are having supply demand imbalances at the same time. Maybe just maybe the numeraire is the issue"  
[X Link](https://x.com/Fullcarry/status/40425575684382720)  2011-02-23T14:59Z 47.4K followers, [--] engagements


"@govttrader why do they rebalance today"  
[X Link](https://x.com/Fullcarry/status/414102405525950464)  2013-12-20T18:38Z 47.4K followers, [--] engagements


"RT @davidmwessel: NABE survey on Fed rate hike: 33% in [----] () 40% first half [----] 13% second half [----] 15% [----] or later"  
[X Link](https://x.com/Fullcarry/status/448128908131827712)  2014-03-24T16:07Z 47.5K followers, [--] engagements


"Gold Silver ratio at recessionary levels: 65.5"  
[X Link](https://x.com/Fullcarry/status/448436240250322944)  2014-03-25T12:28Z 47.4K followers, [--] engagements


"$10 Billion per counterparty http://t.co/A6OpMCYD3R http://nyfed.org/1mQafDV http://nyfed.org/1mQafDV"  
[X Link](https://x.com/Fullcarry/status/452137712385277952)  2014-04-04T17:36Z 47.4K followers, [--] engagements


"What's for lunch at the NY economic club today"  
[X Link](https://x.com/Fullcarry/status/456467371637878784)  2014-04-16T16:21Z 47.4K followers, [--] engagements


"Today's trade balance number could be interesting. Exports (-7.6%) were the largest drag in Q1 GDP growth"  
[X Link](https://x.com/Fullcarry/status/463639775581601792)  2014-05-06T11:21Z 47.4K followers, [--] engagements


"Excess reserves are choking implied volatility in UST options. There is probably a good trade here: http://t.co/ETA8OSBtYl"  
[X Link](https://x.com/Fullcarry/status/467276433422024704)  2014-05-16T12:12Z 47.4K followers, [--] engagements


"GLNG has had the perfect Darvas breakout http://t.co/sZMq7BATuo"  
[X Link](https://x.com/Fullcarry/status/479266207670235136)  2014-06-18T14:15Z 47.4K followers, [--] engagements


"And short run inflation expectations continue to inch higher. 2-Year inflation swap http://t.co/T4KxLtkApz"  
[X Link](https://x.com/Fullcarry/status/479347938691657728)  2014-06-18T19:40Z 47.4K followers, [--] engagements


"Yellen https://www.diigo.com/item/image/4jndf/cb9tsize=o https://www.diigo.com/item/image/4jndf/cb9tsize=o"  
[X Link](https://x.com/Fullcarry/status/486514152908021760)  2014-07-08T14:16Z 50.5K followers, [--] engagements


"A bullish http://t.co/pohDbXdoVj and bearish http://t.co/XvvmIWnsnE Unemployment Rate forecast http://www.brookings.edu/blogs/jobs/posts/2014/09/jobs-comparison-nekarda-barnichon#.VAdjLw8-6RA.twitter http://idiosyncraticwhisk.blogspot.com/2014/09/august-2014-employment-preview.html http://www.brookings.edu/blogs/jobs/posts/2014/09/jobs-comparison-nekarda-barnichon#.VAdjLw8-6RA.twitter http://idiosyncraticwhisk.blogspot.com/2014/09/august-2014-employment-preview.html"  
[X Link](https://x.com/Fullcarry/status/507492567328382976)  2014-09-04T11:37Z 47.4K followers, [--] engagements


"Obviously we all know Sept-Oct not kind to stocks http://t.co/8hwvxWNffG http://www.seasonal-charts.com/future_index_sp500.html http://www.seasonal-charts.com/future_index_sp500.html"  
[X Link](https://x.com/Fullcarry/status/507903557589159936)  2014-09-05T14:50Z 47.4K followers, [--] engagements


". than Federal Open Market Committee participants." SF Fed paper"  
[X Link](https://x.com/Fullcarry/status/509024909956116480)  2014-09-08T17:06Z 47.4K followers, [--] engagements


"Fed's 5-year market based forward inflation expectation. It fluctuates. Compare to [----] & [----] cc @Market_Time http://t.co/nIReH87Jr0"  
[X Link](https://x.com/Fullcarry/status/555173470360047618)  2015-01-14T01:24Z 47.4K followers, [--] engagements


"Recessionary levels for Dallas Fed"  
[X Link](https://x.com/Fullcarry/status/603207034159419392)  2015-05-26T14:32Z 47.4K followers, [--] engagements


"MBA purchase apps (white) and interest rates (yellow: 10-Year yield inverted) http://t.co/95tlYLNV5o"  
[X Link](https://x.com/Fullcarry/status/603552489644916736)  2015-05-27T13:25Z 47.4K followers, [--] engagements


"Long end yields collapsing again as we get closer to a rate hike. Not a good sign"  
[X Link](https://x.com/Fullcarry/status/624558675747864576)  2015-07-24T12:36Z 47.4K followers, [--] engagements


"The world needs a more stable numeraire. Hard to discern relative price moves when dollar moves relentlessly lower"  
[X Link](https://x.com/Fullcarry/status/63959016468000768)  2011-04-29T13:33Z 47.4K followers, [--] engagements


"Core PCE YOY in the latter half of the 90s (Fed didn't have an inflation target back then) http://t.co/rPnfdM3YO8"  
[X Link](https://x.com/Fullcarry/status/639881386128711680)  2015-09-04T19:23Z 47.4K followers, [--] engagements


"SF Fed head Williams references the trimmed mean measure of inflation. Here is the latest chart https://x.com/Fullcarry/status/648535995374243840 Chart: 6-month and 12-month trimmed mean PCE annualized http://t.co/7REYlXm8i8 https://x.com/Fullcarry/status/648535995374243840 Chart: 6-month and 12-month trimmed mean PCE annualized http://t.co/7REYlXm8i8"  
[X Link](https://x.com/Fullcarry/status/648615652236881920)  2015-09-28T21:49Z 47.4K followers, [--] engagements


"Interesting mental exercise: imagine how horrific manufacturing data would be without auto sales. Reminiscent of late 1998"  
[X Link](https://x.com/Fullcarry/status/649575150124441600)  2015-10-01T13:22Z 47.4K followers, [--] engagements


"Japanese Yen is up 5.8% since BOJ announced negative interest rates. how about those interest rate differentials"  
[X Link](https://x.com/Fullcarry/status/697532771451842560)  2016-02-10T21:29Z 47.4K followers, [--] engagements


"Risk reward of shorting April FF is pretty compelling. No way the Fed switches to a negative interest rate policy that soon"  
[X Link](https://x.com/Fullcarry/status/698227085056331776)  2016-02-12T19:28Z 47.4K followers, [--] engagements


"Let me sell stocks with EY above 6% and dividend yield above 2% so I can grab 10s at 1.7%"  
[X Link](https://x.com/Fullcarry/status/699755034125463553)  2016-02-17T00:39Z 47.4K followers, [--] engagements


"After a [--] year absence Chicago Cubs return to Fenway park tonight. Good news for them Babe Ruth is no longer with the Sox"  
[X Link](https://x.com/Fullcarry/status/71532372084002816)  2011-05-20T11:07Z 47.4K followers, [--] engagements


"Insured unemployment rate foretells improvement in the overall unemployment rate. Things are getting better http://bit.ly/gmL91y"  
[X Link](https://x.com/Fullcarry/status/7437671370596352)  2010-11-24T14:17Z 47.4K followers, [--] engagements


"Median CPI ticks higher to cycle high of 2.6%"  
[X Link](https://x.com/Fullcarry/status/765566613571731456)  2016-08-16T15:11Z 47.5K followers, [--] engagements


"With rents perking up core inflation has probably seen its low and should exceed 2% by year end http://yfrog.com/h0howeg"  
[X Link](https://x.com/Fullcarry/status/77706352583122945)  2011-06-06T12:00Z 47.4K followers, [--] engagements


"For all the obsession about Greece - the Rhode Island of Europe - dollar index close to making all time lows 70.70"  
[X Link](https://x.com/Fullcarry/status/78077135922802688)  2011-06-07T12:33Z 47.4K followers, [--] engagements


"Mexican Peso testing Friday's lows"  
[X Link](https://x.com/Fullcarry/status/793454585658630146)  2016-11-01T14:08Z 47.4K followers, [--] engagements


"Mexican Peso SPoos divergence (intraday)"  
[X Link](https://x.com/Fullcarry/status/794217125619650562)  2016-11-03T16:38Z 47.4K followers, [--] engagements


"Mexican Peso outpacing SPoos (probably a more pure play on the election)"  
[X Link](https://x.com/Fullcarry/status/795638279001477120)  2016-11-07T14:45Z 47.4K followers, [--] engagements


"YoY core CPI softens for the fourth month"  
[X Link](https://x.com/Fullcarry/status/809390628756975617)  2016-12-15T13:32Z 47.4K followers, [--] engagements


"Wall Chart (Mexican Peso)"  
[X Link](https://x.com/Fullcarry/status/818841218037727234)  2017-01-10T15:25Z 47.4K followers, [--] engagements


"Mexican Peso up another 2%. Wall good for cement prices"  
[X Link](https://x.com/Fullcarry/status/824359394913636352)  2017-01-25T20:52Z 47.4K followers, [--] engagements


"Mexican Peso up 5.6% since Trump's inauguration"  
[X Link](https://x.com/Fullcarry/status/826064410267545601)  2017-01-30T13:47Z 47.4K followers, [--] engagements


"Mexican Peso up 7% since DJT's inaug"  
[X Link](https://x.com/Fullcarry/status/826946257746792448)  2017-02-02T00:12Z 47.4K followers, [--] engagements


"There seems to be a concerted effort to start talking balance sheet shrinkage. #costanzafed https://x.com/Fullcarry/status/829761042397831168 Evans: We could sell assets as we raise rates https://x.com/Fullcarry/status/829761042397831168 Evans: We could sell assets as we raise rates"  
[X Link](https://x.com/Fullcarry/status/829761287047372801)  2017-02-09T18:38Z 47.4K followers, [--] engagements


"Balance Sheet question"  
[X Link](https://x.com/Fullcarry/status/831525996100624388)  2017-02-14T15:30Z 47.4K followers, [--] engagements


"Meanwhile 2-Year swap spreads making new highs. Interest rate hedging making a comeback"  
[X Link](https://x.com/Fullcarry/status/834031703983263746)  2017-02-21T13:27Z 47.4K followers, [--] engagements


"Fed's Williams: Big Balance Sheet is pushing down term premium"  
[X Link](https://x.com/Fullcarry/status/845344800467488769)  2017-03-24T18:41Z 47.4K followers, [--] engagements


"Mexican Peso up a gleeful 1%"  
[X Link](https://x.com/Fullcarry/status/845364933185454082)  2017-03-24T20:01Z 47.4K followers, [--] engagements


"Consumer confidence best levels since [----]. blowing away last cycle"  
[X Link](https://x.com/Fullcarry/status/846723887266217985)  2017-03-28T14:01Z 47.4K followers, [--] engagements


"Median CPI in March 0.2% MoM much better than core (-0.1). YoY chart"  
[X Link](https://x.com/Fullcarry/status/852904949067460609)  2017-04-14T15:22Z 47.4K followers, [--] engagements


"New Fisherism slap in the face (core CPI vs the funds rate)"  
[X Link](https://x.com/Fullcarry/status/864421811852914688)  2017-05-16T10:06Z 47.4K followers, [--] engagements


"MS says stabilising US debt at current levels may require an inflation rate of 9% on average over the next [--] years http://is.gd/8vSbH"  
[X Link](https://x.com/Fullcarry/status/9192660409)  2010-02-16T17:02Z 47.4K followers, [--] engagements


"Short term capital gains rate Anyone"  
[X Link](https://x.com/Fullcarry/status/926084260892725248)  2017-11-02T13:51Z 47.4K followers, [--] engagements


"My simple yield curve model (4%-AHE vs 2s 10s) suggests curve is too flat"  
[X Link](https://x.com/Fullcarry/status/926508250899664902)  2017-11-03T17:55Z 47.4K followers, [--] engagements


"New cycle high yield in 2s (2.573) post inline retail sales"  
[X Link](https://x.com/Fullcarry/status/996369971855986689)  2018-05-15T12:41Z 47.4K followers, [--] engagements

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