[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MichaelKantro Kantro Kantro posts on X about inflation, stocks, fed, ai the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2324608013/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +0.40% - X Months XXXXXXXXX +4.90% - X Year XXXXXXXXX +41% ### Mentions: X [#](/creator/twitter::2324608013/posts_active)  - X Week XX -XX% - X Month XX -XXXX% - X Months XXX no change - X Year XXX +7.20% ### Followers: XXXXXXX [#](/creator/twitter::2324608013/followers)  - X Week XXXXXXX +0.21% - X Month XXXXXXX +1% - X Months XXXXXXX +5.80% - X Year XXXXXXX +16% ### CreatorRank: XXXXXXX [#](/creator/twitter::2324608013/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #4178 [technology brands](/list/technology-brands) **Social topic influence** [inflation](/topic/inflation) #49, [stocks](/topic/stocks) #692, [fed](/topic/fed) #93, [ai](/topic/ai), [spx](/topic/spx), [the first](/topic/the-first), [level](/topic/level), [matter](/topic/matter), [rates](/topic/rates), [at least](/topic/at-least) **Top accounts mentioned or mentioned by** [@cnbc](/creator/undefined) [@dannydayan5](/creator/undefined) [@kellycnbc](/creator/undefined) [@profplum99](/creator/undefined) [@michaelmottcm](/creator/undefined) [@wabuffo](/creator/undefined) [@pipersandler](/creator/undefined) [@foxbusiness](/creator/undefined) [@dampedspring](/creator/undefined) [@dannykirsch](/creator/undefined) [@cvpayne](/creator/undefined) [@ohare888](/creator/undefined) [@tallnfat](/creator/undefined) [@soberlook](/creator/undefined) [@bobeunlimited](/creator/undefined) [@carlquintanilla](/creator/undefined) [@andreassteno](/creator/undefined) [@wsj](/creator/undefined) [@stevehouf](/creator/undefined) [@neelytamminga](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "Stocks have a pretty good backdrop for 2026 says Piper Sandler's Michael Kantrowitz" [X Link](https://x.com/MichaelKantro/status/1996005696567996726) 2025-12-02T23:56Z 105.9K followers, 20.7K engagements "All the posts and comments on the chart of SPX vs JOLTs talk about ChatGPT but what about small caps and the rest of the stock market AI earnings dont explain that gap. What continues to be overlooked by everyone is the inflation shock and aftermath where equities and interest rates became negatively correlated. This breakdown isnt just about AI and its not even a breakdown. Equity multiples moved higher recouping their 2022 losses because inflation and the job market softened" [X Link](https://x.com/MichaelKantro/status/1994758509221540310) 2025-11-29T13:21Z 105.9K followers, 27.2K engagements "This has been going on for two years now. Its not the first time stocks moved higher alongside unemployment. Its not irrational speculation its about higher interest rate and inflation anxiety" [X Link](https://x.com/MichaelKantro/status/1996408425748795637) 2025-12-04T02:37Z 105.9K followers, 23.8K engagements "Profit margin is one of the most important fundamental variables that explains the level and direction of P/E travel. Other macro factors that also matter more for direction are credit spreads real oil prices inflation and rates" [X Link](https://x.com/MichaelKantro/status/1982104217608245724) 2025-10-25T15:17Z 105.8K followers, 33.2K engagements "You shouldnt worry too much about weak data points coming from the lower leg of the K. Manufacturing has been weak for three years. This is more of the same. Recognizing this since 2022 has meant avoiding certain cyclical areas of the market (eg transportation) not the entire market. Moreover variables that lead manufacturing data point to a cyclical rebound in 2026-27" [X Link](https://x.com/MichaelKantro/status/1993832086369608138) 2025-11-26T23:59Z 105.9K followers, 36.1K engagements "The correlation isnt broken its changed as a result of todays affordability issues and inflation anxiety following the 2022 inflation shock. Correlations will likely remain negative for many years IMO at least until inflation angst goes away" [X Link](https://x.com/MichaelKantro/status/1997757211930747383) 2025-12-07T19:56Z 105.9K followers, 18.5K engagements "Joining @CNBC around 11am to discuss macro and markets especially where employment and inflation data are heading as that's what's driving long short and Fed policy rates" [X Link](https://x.com/MichaelKantro/status/1998420775435669982) 2025-12-09T15:53Z 105.9K followers, 24.8K engagements "Honored and humbled that our Portfolio Strategy team at @PiperSandler was recognized for a second consecutive year as #1 in Portfolio Strategy in the 2025 Extel (fka Institutional Investor) All-America Research survey. Grateful to our clients colleagues and everyone who supports our work to help investors navigate whats next for markets. #WhatsNextForMarkets" [X Link](https://x.com/MichaelKantro/status/1983293596745728212) 2025-10-28T22:03Z 105.9K followers, 27.7K engagements "Transports' outperformance reflects positive macro surprises . our cyclical models (leading by 91218 & XX months) point to expansionary ISM MFG trends in '26 after three years of weakness. The key for equities will be the labor market and whether softness persists and can keep a lid on interest rates. @carlquintanilla @SaraEisen" [X Link](https://x.com/MichaelKantro/status/1998431281911099555) 2025-12-09T16:35Z 105.9K followers, 19.9K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MichaelKantro Kantro
Kantro posts on X about inflation, stocks, fed, ai the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +0.40%
- X Months XXXXXXXXX +4.90%
- X Year XXXXXXXXX +41%
Mentions: X #
- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX no change
- X Year XXX +7.20%
Followers: XXXXXXX #
- X Week XXXXXXX +0.21%
- X Month XXXXXXX +1%
- X Months XXXXXXX +5.80%
- X Year XXXXXXX +16%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #4178 technology brands
Social topic influence inflation #49, stocks #692, fed #93, ai, spx, the first, level, matter, rates, at least
Top accounts mentioned or mentioned by @cnbc @dannydayan5 @kellycnbc @profplum99 @michaelmottcm @wabuffo @pipersandler @foxbusiness @dampedspring @dannykirsch @cvpayne @ohare888 @tallnfat @soberlook @bobeunlimited @carlquintanilla @andreassteno @wsj @stevehouf @neelytamminga
Top Social Posts
Top posts by engagements in the last XX hours
"Stocks have a pretty good backdrop for 2026 says Piper Sandler's Michael Kantrowitz"
X Link 2025-12-02T23:56Z 105.9K followers, 20.7K engagements
"All the posts and comments on the chart of SPX vs JOLTs talk about ChatGPT but what about small caps and the rest of the stock market AI earnings dont explain that gap. What continues to be overlooked by everyone is the inflation shock and aftermath where equities and interest rates became negatively correlated. This breakdown isnt just about AI and its not even a breakdown. Equity multiples moved higher recouping their 2022 losses because inflation and the job market softened"
X Link 2025-11-29T13:21Z 105.9K followers, 27.2K engagements
"This has been going on for two years now. Its not the first time stocks moved higher alongside unemployment. Its not irrational speculation its about higher interest rate and inflation anxiety"
X Link 2025-12-04T02:37Z 105.9K followers, 23.8K engagements
"Profit margin is one of the most important fundamental variables that explains the level and direction of P/E travel. Other macro factors that also matter more for direction are credit spreads real oil prices inflation and rates"
X Link 2025-10-25T15:17Z 105.8K followers, 33.2K engagements
"You shouldnt worry too much about weak data points coming from the lower leg of the K. Manufacturing has been weak for three years. This is more of the same. Recognizing this since 2022 has meant avoiding certain cyclical areas of the market (eg transportation) not the entire market. Moreover variables that lead manufacturing data point to a cyclical rebound in 2026-27"
X Link 2025-11-26T23:59Z 105.9K followers, 36.1K engagements
"The correlation isnt broken its changed as a result of todays affordability issues and inflation anxiety following the 2022 inflation shock. Correlations will likely remain negative for many years IMO at least until inflation angst goes away"
X Link 2025-12-07T19:56Z 105.9K followers, 18.5K engagements
"Joining @CNBC around 11am to discuss macro and markets especially where employment and inflation data are heading as that's what's driving long short and Fed policy rates"
X Link 2025-12-09T15:53Z 105.9K followers, 24.8K engagements
"Honored and humbled that our Portfolio Strategy team at @PiperSandler was recognized for a second consecutive year as #1 in Portfolio Strategy in the 2025 Extel (fka Institutional Investor) All-America Research survey. Grateful to our clients colleagues and everyone who supports our work to help investors navigate whats next for markets. #WhatsNextForMarkets"
X Link 2025-10-28T22:03Z 105.9K followers, 27.7K engagements
"Transports' outperformance reflects positive macro surprises . our cyclical models (leading by 91218 & XX months) point to expansionary ISM MFG trends in '26 after three years of weakness. The key for equities will be the labor market and whether softness persists and can keep a lid on interest rates. @carlquintanilla @SaraEisen"
X Link 2025-12-09T16:35Z 105.9K followers, 19.9K engagements