[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.] #  @MoHossain Mo Hossain Mo Hossain posts on X about rates, tariffs, fed, trade war the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::22736189/interactions)  - X Week XXXXXX +81% - X Month XXXXXX +235% - X Months XXXXXXX +108% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::22736189/posts_active)  - X Week XX -XXXX% - X Month XXX +142% - X Months XXX +103% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::22736189/followers)  - X Week XXXXX +0.10% - X Month XXXXX +0.08% - X Months XXXXX +0.38% - X Year XXXXX +0.03% ### CreatorRank: XXXXXXX [#](/creator/twitter::22736189/influencer_rank)  ### Social Influence [#](/creator/twitter::22736189/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXX% [technology brands](/list/technology-brands) XXX% [vc firms](/list/vc-firms) XXX% **Social topic influence** [rates](/topic/rates) 6.59%, [tariffs](/topic/tariffs) 6.59%, [fed](/topic/fed) 6.59%, [trade war](/topic/trade-war) 5.49%, [china](/topic/china) 4.4%, [canada](/topic/canada) 4.4%, [productivity](/topic/productivity) 3.3%, [private equity](/topic/private-equity) 3.3%, [wall street](/topic/wall-street) 3.3%, [wsj](/topic/wsj) XXX% **Top accounts mentioned or mentioned by** [@ft](/creator/undefined) [@ennovance](/creator/undefined) [@wsj](/creator/undefined) [@cnbc](/creator/undefined) [@ap](/creator/undefined) [@eucouncil](/creator/undefined) [@arkemagroup](/creator/undefined) [@factset](/creator/undefined) [@atlantafed](/creator/undefined) [@blackstone](/creator/undefined) [@wealth](/creator/undefined) [@chiefinvofficer](/creator/undefined) [@fitchratings](/creator/undefined) [@ilpaorg](/creator/undefined) [@pensiondialog](/creator/undefined) [@pensionsnews](/creator/undefined) [@yusmkhan](/creator/undefined) [@capitalone](/creator/undefined) [@usfoods](/creator/undefined) [@penninnovation](/creator/undefined) **Top assets mentioned** [Carlyle Group, Inc. (CG)](/topic/$cg) [MP Materials Corp. (MP)](/topic/$mp) [Avantor, Inc. (AVTR)](/topic/$avtr) [ConocoPhillips (COP)](/topic/conocophillips) [Microsoft Corp. (MSFT)](/topic/microsoft) [New York Times Co. (NYT)](/topic/$nyt) [CVS Health Corp (CVS)](/topic/$cvs) [Sanofi (SNY)](/topic/sanofi) ### Top Social Posts [#](/creator/twitter::22736189/posts) --- Top posts by engagements in the last XX hours "CRE: The Financial Stability Board has warned of hidden vulnerabilities in the $XX trillion global commercial property market driven by high debt liquidity mismatches and insufficient data on banks exposures. It highlighted rising non-performing loans in office real estate by US and Australian banks and noted distress in CMBS with office and retail tranches showing the highest delinquency rates. The FSB called on regulators to close data gaps and strengthen oversight of property funds to prevent potential contagion into the broader banking system. Regulators warn of hidden vulnerabilities in"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1935920914018787331) 2025-06-20 04:41:28 UTC 6308 followers, 1736 engagements "#Tradewar / Policy : Export sectors may experience the most pronounced effects of trade disruptions. The variability in state-level economic resilience is a function of both industry diversification and the ability to pivot toward domestic markets #Chemicals #export #pennsylvania #oott #energy #shalegas #investor $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947395337288667336) 2025-07-21 20:36:43 UTC 6309 followers, XXX engagements "🛢Long-run inflation expectations correlated with energy prices 🛢US oil production higher than in Saudi Arabia 🛢US retail gas prices is at $XXXX 🛢The Strait of Hormuz is important China buys XX% of Iran's oil exports #oott #shaleoil #energysecurity #opec #Crudeoil #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1942615841138254042) 2025-07-08 16:04:43 UTC 6308 followers, XXX engagements "The latest Census Bureau survey suggests firms in the US are adopting AI at a steady pace. Today X% of companies said they had used machine learning virtual agents etc. in their work up from less than X% about two years -baml #ArtificialIntelligence #AI #Productivity"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946950924200518036) 2025-07-20 15:10:47 UTC 6309 followers, XXX engagements "🤝If RIAs can leverage the new executive order to tuck private equity into 401(k)s ramp up marketing blitzes on @CNBC Fox and PR allies pocket richer fees break the fundraising blues and ignite a fund-recycling boom amid exit droughtswhy keep peddling vanilla stock-and-bond nap-time 📰 set to open US retirement market to #crypto investments @FT #news 🗞 #Exclusive Open Up 401(k)s to Private Markets - @WSJ #l @ilpaorg @pensionsnews @ACGGlobal @CampdenFB #investor #bitcoin M&A #VentureCapital #ipo #valuation"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946038065333416325) 2025-07-18 02:43:25 UTC 6309 followers, 1899 engagements "Investment banking at the five largest US banks is on track to supply less than a quarter of their Wall Street revenues for the fourteenth consecutive quarterthe longest skid since at least 2014amid subdued dealmaking and quiet equity capital markets. rising interest rates geopolitical tensions and political uncertainty have dampened mergers acquisitions and equity issuances since 2022 🔻 Investment banking set to extend worst run in over a decade"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944753799064649875) 2025-07-14 13:40:12 UTC 6308 followers, XXX engagements "$CG view on commodities As Uncle Sam pulls back Europe is refocusing on defense and even eyeing revenue from American techDSTs and other regulatory levies. Security has now dethroned Europes old stigma as noninventive pencil-pushers making defense tech the growth engine du jourcommodities from metals to munitions are revving up for a multi-decade bull run #rareearth #china #russia #iran #war #commodity #investments $ #tradewar #tariffs #energy #oott #opec #shaleoil"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1939148731569283578) 2025-06-29 02:27:39 UTC 6302 followers, XXX engagements "Dig into MP Materials ownership lineage and youll find Americas private equity and hedge funds resurrected like financial Lazarusesrising from the ashes of Chinas price-fixing and commodity-dumping assault on our #nationalsecurity. 📰 @yusmkhan Americas War Machine Runs on Rare-Earth Magnets. China Owns That Market. with XX% of the global market share.- WSJ 📰 @marthamuir25 Pentagon strikes investment deal with US critical minerals producer #Tradewar #Tariffs #DOD #Chemicals #Investor $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944145574770446799) 2025-07-12 21:23:20 UTC 6308 followers, XXX engagements "Inside the private equity-insurance nexus When the worlds dullest industry gets very exciting #privateequity #privatecredit #clo #fund #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1938571827569127853) 2025-06-27 12:15:15 UTC 6308 followers, XXX engagements "The EU is scrambling to avert looming US tariffs set to exceed XX% on almost all its exports with few exemptions for aviation medical devices and a handful of key goods. Fearing deep harm to European industries and consumers Brussels is drawing up retaliatory duties covering up to XX billion of US products but any countermeasures require unanimous political sign-off from all XX member states amid divided national interests. With limited leverage a tight deadline and the real risk of a self-inflicted recession from tit-for-tat duties the blocs very weak hand threatens to inflict significant"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947139355279249888) 2025-07-21 03:39:33 UTC 6308 followers, XXX engagements "When a publiccompany CEO lands in the local paper as a power player the only thing about to rise is the ding of the exit elevator $AVTR has appointed new President and CEO effective August XX replacing an underperforming CEO who stepped down #privateequity #news #Philadelphia #philly"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947354581064728773) 2025-07-21 17:54:46 UTC 6308 followers, XXX engagements "📊 Triple Momentum is hotunless youre Value Yield or breathing in Asia Pac. Because in June XX% of Active Funds outperformed by underperforming. Value funds piled into @CapitalOne and @USFoods for topquintile momentum dumped ConocoPhillips and Lazardand in June only XX% actually beat the benchmark. Momentum investing More like moment-you-lose. #equity #stock #investor #hedgefunds $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1940770640463532250) 2025-07-03 13:52:33 UTC 6308 followers, XXX engagements "💊 Life insurers are getting duped by "mirage" wellnessthanks to GLP-1s. Retention is the new underwriting. Whoever cracks it first will own the future of mortality risk. #Insurtech #GLP1 🔻 How GLP-1s Are Breaking Life Insurance Patients look healthy on paper. Two years later they're high-risk again. @ennovance @PennInnovation @VentureBeat #vc #insurtec @StartupGrind @ijournal"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946744289586995391) 2025-07-20 01:29:42 UTC 6308 followers, XXX engagements "Beijings new Stock Exchange has shed its pet-project status to become an IPO hub where unprofitable tech firms thrive on sizzle rather than steak. Its moonlighting as venture capital in the secondary market giving loss-making innovators a Nasdaq-style sequel and a runway even if their balance sheets are still under construction. Copying American flair the BSE serves up bottomless potential and unprofitable promise in equal measure. USA The proportion of unprofitable IPOs has reached late 90s tech bubble levels. show 2021-style moves but broader measuressentiment indicators put-call skew and"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946243093667459567) 2025-07-18 16:18:07 UTC 6308 followers, XXX engagements "When it comes to AI capex Microsoft and Nvidia are buying rocket fuelApples still kicking tires at the dealership. 🔻 The Magnificent Seven Are Drifting Apart as AI Race Creates Stock Performance Gap - WSJ"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946959529075204527) 2025-07-20 15:44:59 UTC 6307 followers, XXX engagements "US bank mergers stalled at just XX deals this year are set to pick up as regulators shift to a more consolidation-friendly stance and clarify approval timelines. Banks such as BNY Mellon are already in early talks with targets like Northern Trust while Capital Ones $XXXX billion Discover acquisition broke a five-year deal drought. Heightened competition from giants (JPMorgan BofA) and the need for scale to fund hefty technology investments are further driving consolidation in a sector of nearly 4500 banks. With Fed vice-chair Michelle Bowman promising clearer merger guidance and eased ratings"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1937962972183466365) 2025-06-25 19:55:52 UTC 6308 followers, XXX engagements "Chinas stimulus toolkit is like a vending machinebaby subsidies and RRR chips only no big ratecut bills accepted. 🏘 Property speculation on ice consumer vibes on a slow boil and involutions out as policy finds its groove. China's economy slows as consumers tighten belts US tariff risks mount Reuters Chinas Hardball Tactics Set Tone for Difficult Summit with Europe - The New York Times @EUCouncil 📍U.S. citizen who works for Commerce Dept. ensnared in Chinese exit ban - The Washington Post #tradewar #Tariffs #China #realestate #eb5 #goldenvisa #wto #NationalSecurity"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947403330525008320) 2025-07-21 21:08:29 UTC 6308 followers, XXX engagements "Chinese real estate The EB-5 Golden Visa feels costlier than evernot just in dollars but in contrast. While the U.S. threshold climbs north of $800000 Chinas property market is quietly deflating. In July primary home sales in XX cities plunged XX% month-to-date accelerating from a mere X% dip in 1H25. Secondary sales reversed from a XX% gain to a XX% drop across XX cities. Ground checks in major hubs like Beijing and Shenzhen show flat momentum. The twist Capital flight used to be fueled by rising domestic equitynow its about escaping the weight of stagnation. #eb5 #realtor #GoldenVisa"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944490087406080007) 2025-07-13 20:12:18 UTC 6307 followers, XXX engagements "🥞 The Harvard Leading Indicator of Remodeling Activity (LIRA) served up a sunny-side-up surpriseraising its 2H25 remodeling forecast thanks to Q2s robust beat even as the 2026 menu looks a little lean. 📉 Permit fatigue and stubborn mortgage rate spreads could undercook repaint demand but industry heavyweights are plating a smarter combo: cost control strategic share grabs and perhaps a dash of midterm stimulus for extra flavor. #home #realtor #realestate #housing #MortgageRates #Fed #QE #MBS #Chemicals #paints #CMBS $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946401420128686149) 2025-07-19 02:47:15 UTC 6310 followers, XXX engagements "Wall Street Wants to Make Private Markets a Little More Public As value grows in private markets fund managers brokerage houses and savvy start-ups are building products that aim to expand access to them. - The New York Times #lbo #privatedebt #privatecredit #mergers #acquisition #deals #fees #LP"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946641219909562486) 2025-07-19 18:40:08 UTC 6309 followers, 1526 engagements "Manufacturing isnt faltering from withinits being outpaced by a global playing field tilted by subsidies labor gaps and uneven standards. Can domestic industries hold the line without a rules resetor will OBBBA and the latest EOs finally shift the balance 🔻 Manufacturing activity in the region expanded @philadelphiafed #TradeWar #Tariffs #Espionage #EB5 #Cybersecurity #China #manufacturing"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947718870338572500) 2025-07-22 18:02:20 UTC 6309 followers, XXX engagements "Wow @mattbai $CVS tried to stop the thieves at the door and ended up pickpocketing its own brand with thrift-core DEI and a healthcare hustle in plain sight. Both @Target and @CVSHealth are stuck in a Lock & SpinTargets comps are free-falling as it chases its core while"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947088280421552631) 2025-07-21 00:16:35 UTC 6308 followers, XXX engagements "Is Wall Street flying blindhigh on history short on memory Markets are fixated on recent trends with bond yields seen as high and stock buying at record levels accepted as smart strategydespite mounting fiscal concerns. This short memory risks misjudging structural shifts like a potential return to 1960s-style #inflation. #Investors may be clinging to post-2009 narratives that no longer fit todays reality. #RiskArb #HedgeFund #Tailrisk #investor ht Apollo/FT"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947038418288218448) 2025-07-20 20:58:27 UTC 6307 followers, XXX engagements "🎓 XXX colleges in the tri-state Philadelphia region Thats not a higher-ed ecosystemits a collegiate constellation. But even stars can dim. Moodys: Enrollment trends vary nationally but in many East Coast states declines will add to challenges for public education providers. Projected percentage change in enrollment trends through 2031 🧠 With enrollment shrinking and competition rising how will these XXX institutions adaptconsolidate specialize or reinvent themselves to stay relevant #education #collage #Studentloan @phillychamber #education #college #studentloan #AI #AGI @AICUP"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946755359718191465) 2025-07-20 02:13:41 UTC 6308 followers, 1071 engagements "🏡 Rate Check Roulette: A Housing Market Snapshot (with Attitude) With a 267bps spread between new and existing mortgage rates refinancing today feels less like financial hygiene and more like elective surgery no anesthesia no guarantee youll wake up richer. Goldman expects rates to slide to XXX% by years end. Thats not a forecast thats a slow crawlreal estates version of a Sunday drive in neutral. Housing affordability ticked up year-over-year but slipped month-over-month. Its the kind of improvement that makes economists nod solemnly and buyers still cry at open houses. Existing home sales"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946412675153416543) 2025-07-19 03:31:59 UTC 6303 followers, XXX engagements "Wow With Chinese mules smuggling Beijings hush-money and a PR pioneer live-streaming Rohingya heartache US donors are now buying hope in pixels instead of rice. 🔻 Bangladeshs post-revolution transition remains fragile nearly a year after the ousting of long-time leader Sheikh Hasina. Under the caretaker government of Muhammad Yunus theres been progress toward economic stabilization and a tentative election timeline but democratic restoration faces steep challenges. Political tensions are rising international relationsespecially with India and Americaare strained due to shifts toward China"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947135253556216191) 2025-07-21 03:23:15 UTC 6307 followers, XXX engagements "Canada 🍁: Canadian companies face higher costs to purchase goods and services but are limited in raising consumer prices due to competitive pressures and weaker demand according to quarterly surveys published Monday by the Bank of Canada. - WSJ 📍Canadian inflation looks sticky (farther rate cuts) Foreign investor flight: billions of dollars have left Canadas economy Canadian GDP Contraction #tradewar #Tariffs #Canada #job #wage #inflation #"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947397052759216166) 2025-07-21 20:43:32 UTC 6308 followers, XXX engagements "Pending home sales are in freefall even as financial conditions loosenseems everyones camped out waiting on Fed free money. If easy credit cant light a fire what finally moves the needle: a decisive rate cut (R3) a confidence jolt (C3) or good old price deflation #MMT #M2 #RealEstate #MBS"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944914811621433579) 2025-07-15 00:20:00 UTC 6303 followers, 5242 engagements "Could Japanification be an option Builders mortgage-rate buydowns which temporarily masked weak home sales have become cost-prohibitive and are being phased out. This shift is triggering declines in new-home activity and flat-to-falling prices under X% mortgage rates even as inventories rise. As homeowners eventually decide to relocateparticularly in less-mobile economically stagnant lower-income citieshousing may become a pronounced drag on the economy. Will the downturn be confined to pandemic rush-belt markets or will it evolve into a broad-based slump And might the slide deepen further"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944932503980270008) 2025-07-15 01:30:18 UTC 6310 followers, XXX engagements "An unprecedented run of US outperformance #equity #pe #lp #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946956915201757556) 2025-07-20 15:34:35 UTC 6309 followers, XXX engagements "The S&P XXX climbed to fresh all-time highs as stronger-than-expected earnings reports amid tariff concerns bolstered investor sentiment while Treasury yields and the dollar both retreated $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947407727677870479) 2025-07-21 21:25:58 UTC 6309 followers, XXX engagements "🗞Feds Waller Makes Case for Rate Cut - 📰US retail sales growth steady job market bolster Fed's rate-cut delay 🗞Daly Says Fed Should Be Wary of Waiting Too Long to Cut Rates - Bloomberg #"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946243277969039700) 2025-07-18 16:18:51 UTC 6308 followers, XXX engagements "EU equity declined the most last week #Fx #TradeWar #Investments"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947395436173820217) 2025-07-21 20:37:07 UTC 6307 followers, XXX engagements "Private Credit: Despite warnings that unregulated private-credit growth echoes the subprime mortgage bubble a leading bank is deploying $XX billion to rebuild its direct-lending arm. By making higher-yield flexible loans on its own balance sheet and selectively co-lending with funds it aims to profit from both rapid market expansion and potential credit dislocations as illustrated by its financing of the specialty-pharmacy unit in the Walgreens buyout. - WSJ #Privateequity #mergers #loan #credit #equity #fund #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945119549386326497) 2025-07-15 13:53:33 UTC 6308 followers, XXX engagements "Venture capital firms are placing parallel bets on both the expansion of sports betting and the treatment of gambling addiction funding platforms like Sleeper alongside telehealth providers such as Kindbridge and Birches Health. This dual-investment strategy embraced by firms including Alumni Ventures and Bettor Capital hinges on the expectation that as gambling growsbolstered by more than $X billion in U.S. VC funding since 2018so too will demand for treatment services. Critics label it a stark conflict of interest in an unregulated market driven solely by returns while supporters argue"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944567601465602065) 2025-07-14 01:20:19 UTC 6310 followers, XXX engagements "Forget TACO. Trump Is Winning His Trade War. - WSJ The president wants tariffs the higher the better. Whether that is achieved unilaterally or via deals is secondary. 📰Fed Beige Book Shows Slight Increase in US Economic Activity - Bloomberg"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945599131923214753) 2025-07-16 21:39:15 UTC 6308 followers, XXX engagements "In a market challenged by high interest rates and policy uncertainty two major deals are reinvigorating biotech M&A. Sanofi will acquire Blueprint Medicines for $XXX billion (up to $XXX billion with milestones) while Bristol-Myers Squibb is set to pay BioNTech $XXX billion for a XX% stake in an immunotherapy candidatepotentially rising to $XXXX billion. These transactions which offer significant valuation premiums and target innovative treatments in immuno-oncology demonstrate that even in tough times strategic capital flows can unlock substantial value. Biotech M&A shows signs of life"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1930084774389186905) 2025-06-04 02:10:44 UTC 6309 followers, XXX engagements "Health insurers warn that rising medical costsfrom increased mental-health treatment and expensive new therapies such as GLP-1 weight-loss drugs to emerging gene and biologic productsare squeezing industry-wide profits. Molina Healthcare recently cut its earnings outlook and Centene withdrew its 2025 guidance. Investors face prolonged uncertainty as insurers contend with accelerated cost trends across Medicaid Medicare and health-exchange plans while recently enacted legislation is expected to reduce coverage by millions and tighten enrollment requirements. Molina now forecasts adjusted EPS"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1942718912233193874) 2025-07-08 22:54:17 UTC 6309 followers, 1269 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.]
@MoHossain Mo Hossain
Mo Hossain posts on X about rates, tariffs, fed, trade war the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +81%
- X Month XXXXXX +235%
- X Months XXXXXXX +108%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +142%
- X Months XXX +103%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.10%
- X Month XXXXX +0.08%
- X Months XXXXX +0.38%
- X Year XXXXX +0.03%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% travel destinations XXX% technology brands XXX% vc firms XXX%
Social topic influence rates 6.59%, tariffs 6.59%, fed 6.59%, trade war 5.49%, china 4.4%, canada 4.4%, productivity 3.3%, private equity 3.3%, wall street 3.3%, wsj XXX%
Top accounts mentioned or mentioned by @ft @ennovance @wsj @cnbc @ap @eucouncil @arkemagroup @factset @atlantafed @blackstone @wealth @chiefinvofficer @fitchratings @ilpaorg @pensiondialog @pensionsnews @yusmkhan @capitalone @usfoods @penninnovation
Top assets mentioned Carlyle Group, Inc. (CG) MP Materials Corp. (MP) Avantor, Inc. (AVTR) ConocoPhillips (COP) Microsoft Corp. (MSFT) New York Times Co. (NYT) CVS Health Corp (CVS) Sanofi (SNY)
Top Social Posts #
Top posts by engagements in the last XX hours
"CRE: The Financial Stability Board has warned of hidden vulnerabilities in the $XX trillion global commercial property market driven by high debt liquidity mismatches and insufficient data on banks exposures. It highlighted rising non-performing loans in office real estate by US and Australian banks and noted distress in CMBS with office and retail tranches showing the highest delinquency rates. The FSB called on regulators to close data gaps and strengthen oversight of property funds to prevent potential contagion into the broader banking system. Regulators warn of hidden vulnerabilities in"
@MoHossain on X 2025-06-20 04:41:28 UTC 6308 followers, 1736 engagements
"#Tradewar / Policy : Export sectors may experience the most pronounced effects of trade disruptions. The variability in state-level economic resilience is a function of both industry diversification and the ability to pivot toward domestic markets #Chemicals #export #pennsylvania #oott #energy #shalegas #investor $" @MoHossain on X 2025-07-21 20:36:43 UTC 6309 followers, XXX engagements
"🛢Long-run inflation expectations correlated with energy prices 🛢US oil production higher than in Saudi Arabia 🛢US retail gas prices is at $XXXX 🛢The Strait of Hormuz is important China buys XX% of Iran's oil exports #oott #shaleoil #energysecurity #opec #Crudeoil #investor" @MoHossain on X 2025-07-08 16:04:43 UTC 6308 followers, XXX engagements
"The latest Census Bureau survey suggests firms in the US are adopting AI at a steady pace. Today X% of companies said they had used machine learning virtual agents etc. in their work up from less than X% about two years -baml #ArtificialIntelligence #AI #Productivity" @MoHossain on X 2025-07-20 15:10:47 UTC 6309 followers, XXX engagements
"🤝If RIAs can leverage the new executive order to tuck private equity into 401(k)s ramp up marketing blitzes on @CNBC Fox and PR allies pocket richer fees break the fundraising blues and ignite a fund-recycling boom amid exit droughtswhy keep peddling vanilla stock-and-bond nap-time 📰 set to open US retirement market to #crypto investments @FT #news 🗞 #Exclusive Open Up 401(k)s to Private Markets - @WSJ #l @ilpaorg @pensionsnews @ACGGlobal @CampdenFB #investor #bitcoin M&A #VentureCapital #ipo #valuation" @MoHossain on X 2025-07-18 02:43:25 UTC 6309 followers, 1899 engagements
"Investment banking at the five largest US banks is on track to supply less than a quarter of their Wall Street revenues for the fourteenth consecutive quarterthe longest skid since at least 2014amid subdued dealmaking and quiet equity capital markets. rising interest rates geopolitical tensions and political uncertainty have dampened mergers acquisitions and equity issuances since 2022 🔻 Investment banking set to extend worst run in over a decade" @MoHossain on X 2025-07-14 13:40:12 UTC 6308 followers, XXX engagements
"$CG view on commodities As Uncle Sam pulls back Europe is refocusing on defense and even eyeing revenue from American techDSTs and other regulatory levies. Security has now dethroned Europes old stigma as noninventive pencil-pushers making defense tech the growth engine du jourcommodities from metals to munitions are revving up for a multi-decade bull run #rareearth #china #russia #iran #war #commodity #investments $ #tradewar #tariffs #energy #oott #opec #shaleoil" @MoHossain on X 2025-06-29 02:27:39 UTC 6302 followers, XXX engagements
"Dig into MP Materials ownership lineage and youll find Americas private equity and hedge funds resurrected like financial Lazarusesrising from the ashes of Chinas price-fixing and commodity-dumping assault on our #nationalsecurity. 📰 @yusmkhan Americas War Machine Runs on Rare-Earth Magnets. China Owns That Market. with XX% of the global market share.- WSJ 📰 @marthamuir25 Pentagon strikes investment deal with US critical minerals producer #Tradewar #Tariffs #DOD #Chemicals #Investor $" @MoHossain on X 2025-07-12 21:23:20 UTC 6308 followers, XXX engagements
"Inside the private equity-insurance nexus When the worlds dullest industry gets very exciting #privateequity #privatecredit #clo #fund #investor" @MoHossain on X 2025-06-27 12:15:15 UTC 6308 followers, XXX engagements
"The EU is scrambling to avert looming US tariffs set to exceed XX% on almost all its exports with few exemptions for aviation medical devices and a handful of key goods. Fearing deep harm to European industries and consumers Brussels is drawing up retaliatory duties covering up to XX billion of US products but any countermeasures require unanimous political sign-off from all XX member states amid divided national interests. With limited leverage a tight deadline and the real risk of a self-inflicted recession from tit-for-tat duties the blocs very weak hand threatens to inflict significant" @MoHossain on X 2025-07-21 03:39:33 UTC 6308 followers, XXX engagements
"When a publiccompany CEO lands in the local paper as a power player the only thing about to rise is the ding of the exit elevator $AVTR has appointed new President and CEO effective August XX replacing an underperforming CEO who stepped down #privateequity #news #Philadelphia #philly" @MoHossain on X 2025-07-21 17:54:46 UTC 6308 followers, XXX engagements
"📊 Triple Momentum is hotunless youre Value Yield or breathing in Asia Pac. Because in June XX% of Active Funds outperformed by underperforming. Value funds piled into @CapitalOne and @USFoods for topquintile momentum dumped ConocoPhillips and Lazardand in June only XX% actually beat the benchmark. Momentum investing More like moment-you-lose. #equity #stock #investor #hedgefunds $" @MoHossain on X 2025-07-03 13:52:33 UTC 6308 followers, XXX engagements
"💊 Life insurers are getting duped by "mirage" wellnessthanks to GLP-1s. Retention is the new underwriting. Whoever cracks it first will own the future of mortality risk. #Insurtech #GLP1 🔻 How GLP-1s Are Breaking Life Insurance Patients look healthy on paper. Two years later they're high-risk again. @ennovance @PennInnovation @VentureBeat #vc #insurtec @StartupGrind @ijournal" @MoHossain on X 2025-07-20 01:29:42 UTC 6308 followers, XXX engagements
"Beijings new Stock Exchange has shed its pet-project status to become an IPO hub where unprofitable tech firms thrive on sizzle rather than steak. Its moonlighting as venture capital in the secondary market giving loss-making innovators a Nasdaq-style sequel and a runway even if their balance sheets are still under construction. Copying American flair the BSE serves up bottomless potential and unprofitable promise in equal measure. USA The proportion of unprofitable IPOs has reached late 90s tech bubble levels. show 2021-style moves but broader measuressentiment indicators put-call skew and" @MoHossain on X 2025-07-18 16:18:07 UTC 6308 followers, XXX engagements
"When it comes to AI capex Microsoft and Nvidia are buying rocket fuelApples still kicking tires at the dealership. 🔻 The Magnificent Seven Are Drifting Apart as AI Race Creates Stock Performance Gap - WSJ" @MoHossain on X 2025-07-20 15:44:59 UTC 6307 followers, XXX engagements
"US bank mergers stalled at just XX deals this year are set to pick up as regulators shift to a more consolidation-friendly stance and clarify approval timelines. Banks such as BNY Mellon are already in early talks with targets like Northern Trust while Capital Ones $XXXX billion Discover acquisition broke a five-year deal drought. Heightened competition from giants (JPMorgan BofA) and the need for scale to fund hefty technology investments are further driving consolidation in a sector of nearly 4500 banks. With Fed vice-chair Michelle Bowman promising clearer merger guidance and eased ratings" @MoHossain on X 2025-06-25 19:55:52 UTC 6308 followers, XXX engagements
"Chinas stimulus toolkit is like a vending machinebaby subsidies and RRR chips only no big ratecut bills accepted. 🏘 Property speculation on ice consumer vibes on a slow boil and involutions out as policy finds its groove. China's economy slows as consumers tighten belts US tariff risks mount Reuters Chinas Hardball Tactics Set Tone for Difficult Summit with Europe - The New York Times @EUCouncil 📍U.S. citizen who works for Commerce Dept. ensnared in Chinese exit ban - The Washington Post #tradewar #Tariffs #China #realestate #eb5 #goldenvisa #wto #NationalSecurity" @MoHossain on X 2025-07-21 21:08:29 UTC 6308 followers, XXX engagements
"Chinese real estate The EB-5 Golden Visa feels costlier than evernot just in dollars but in contrast. While the U.S. threshold climbs north of $800000 Chinas property market is quietly deflating. In July primary home sales in XX cities plunged XX% month-to-date accelerating from a mere X% dip in 1H25. Secondary sales reversed from a XX% gain to a XX% drop across XX cities. Ground checks in major hubs like Beijing and Shenzhen show flat momentum. The twist Capital flight used to be fueled by rising domestic equitynow its about escaping the weight of stagnation. #eb5 #realtor #GoldenVisa" @MoHossain on X 2025-07-13 20:12:18 UTC 6307 followers, XXX engagements
"🥞 The Harvard Leading Indicator of Remodeling Activity (LIRA) served up a sunny-side-up surpriseraising its 2H25 remodeling forecast thanks to Q2s robust beat even as the 2026 menu looks a little lean. 📉 Permit fatigue and stubborn mortgage rate spreads could undercook repaint demand but industry heavyweights are plating a smarter combo: cost control strategic share grabs and perhaps a dash of midterm stimulus for extra flavor. #home #realtor #realestate #housing #MortgageRates #Fed #QE #MBS #Chemicals #paints #CMBS $" @MoHossain on X 2025-07-19 02:47:15 UTC 6310 followers, XXX engagements
"Wall Street Wants to Make Private Markets a Little More Public As value grows in private markets fund managers brokerage houses and savvy start-ups are building products that aim to expand access to them. - The New York Times #lbo #privatedebt #privatecredit #mergers #acquisition #deals #fees #LP" @MoHossain on X 2025-07-19 18:40:08 UTC 6309 followers, 1526 engagements
"Manufacturing isnt faltering from withinits being outpaced by a global playing field tilted by subsidies labor gaps and uneven standards. Can domestic industries hold the line without a rules resetor will OBBBA and the latest EOs finally shift the balance 🔻 Manufacturing activity in the region expanded @philadelphiafed #TradeWar #Tariffs #Espionage #EB5 #Cybersecurity #China #manufacturing" @MoHossain on X 2025-07-22 18:02:20 UTC 6309 followers, XXX engagements
"Wow @mattbai $CVS tried to stop the thieves at the door and ended up pickpocketing its own brand with thrift-core DEI and a healthcare hustle in plain sight. Both @Target and @CVSHealth are stuck in a Lock & SpinTargets comps are free-falling as it chases its core while" @MoHossain on X 2025-07-21 00:16:35 UTC 6308 followers, XXX engagements
"Is Wall Street flying blindhigh on history short on memory Markets are fixated on recent trends with bond yields seen as high and stock buying at record levels accepted as smart strategydespite mounting fiscal concerns. This short memory risks misjudging structural shifts like a potential return to 1960s-style #inflation. #Investors may be clinging to post-2009 narratives that no longer fit todays reality. #RiskArb #HedgeFund #Tailrisk #investor ht Apollo/FT" @MoHossain on X 2025-07-20 20:58:27 UTC 6307 followers, XXX engagements
"🎓 XXX colleges in the tri-state Philadelphia region Thats not a higher-ed ecosystemits a collegiate constellation. But even stars can dim. Moodys: Enrollment trends vary nationally but in many East Coast states declines will add to challenges for public education providers. Projected percentage change in enrollment trends through 2031 🧠 With enrollment shrinking and competition rising how will these XXX institutions adaptconsolidate specialize or reinvent themselves to stay relevant #education #collage #Studentloan @phillychamber #education #college #studentloan #AI #AGI @AICUP" @MoHossain on X 2025-07-20 02:13:41 UTC 6308 followers, 1071 engagements
"🏡 Rate Check Roulette: A Housing Market Snapshot (with Attitude) With a 267bps spread between new and existing mortgage rates refinancing today feels less like financial hygiene and more like elective surgery no anesthesia no guarantee youll wake up richer. Goldman expects rates to slide to XXX% by years end. Thats not a forecast thats a slow crawlreal estates version of a Sunday drive in neutral. Housing affordability ticked up year-over-year but slipped month-over-month. Its the kind of improvement that makes economists nod solemnly and buyers still cry at open houses. Existing home sales" @MoHossain on X 2025-07-19 03:31:59 UTC 6303 followers, XXX engagements
"Wow With Chinese mules smuggling Beijings hush-money and a PR pioneer live-streaming Rohingya heartache US donors are now buying hope in pixels instead of rice. 🔻 Bangladeshs post-revolution transition remains fragile nearly a year after the ousting of long-time leader Sheikh Hasina. Under the caretaker government of Muhammad Yunus theres been progress toward economic stabilization and a tentative election timeline but democratic restoration faces steep challenges. Political tensions are rising international relationsespecially with India and Americaare strained due to shifts toward China" @MoHossain on X 2025-07-21 03:23:15 UTC 6307 followers, XXX engagements
"Canada 🍁: Canadian companies face higher costs to purchase goods and services but are limited in raising consumer prices due to competitive pressures and weaker demand according to quarterly surveys published Monday by the Bank of Canada. - WSJ 📍Canadian inflation looks sticky (farther rate cuts) Foreign investor flight: billions of dollars have left Canadas economy Canadian GDP Contraction #tradewar #Tariffs #Canada #job #wage #inflation #" @MoHossain on X 2025-07-21 20:43:32 UTC 6308 followers, XXX engagements
"Pending home sales are in freefall even as financial conditions loosenseems everyones camped out waiting on Fed free money. If easy credit cant light a fire what finally moves the needle: a decisive rate cut (R3) a confidence jolt (C3) or good old price deflation #MMT #M2 #RealEstate #MBS" @MoHossain on X 2025-07-15 00:20:00 UTC 6303 followers, 5242 engagements
"Could Japanification be an option Builders mortgage-rate buydowns which temporarily masked weak home sales have become cost-prohibitive and are being phased out. This shift is triggering declines in new-home activity and flat-to-falling prices under X% mortgage rates even as inventories rise. As homeowners eventually decide to relocateparticularly in less-mobile economically stagnant lower-income citieshousing may become a pronounced drag on the economy. Will the downturn be confined to pandemic rush-belt markets or will it evolve into a broad-based slump And might the slide deepen further" @MoHossain on X 2025-07-15 01:30:18 UTC 6310 followers, XXX engagements
"An unprecedented run of US outperformance #equity #pe #lp #investor" @MoHossain on X 2025-07-20 15:34:35 UTC 6309 followers, XXX engagements
"The S&P XXX climbed to fresh all-time highs as stronger-than-expected earnings reports amid tariff concerns bolstered investor sentiment while Treasury yields and the dollar both retreated $" @MoHossain on X 2025-07-21 21:25:58 UTC 6309 followers, XXX engagements
"🗞Feds Waller Makes Case for Rate Cut - 📰US retail sales growth steady job market bolster Fed's rate-cut delay 🗞Daly Says Fed Should Be Wary of Waiting Too Long to Cut Rates - Bloomberg #" @MoHossain on X 2025-07-18 16:18:51 UTC 6308 followers, XXX engagements
"EU equity declined the most last week #Fx #TradeWar #Investments" @MoHossain on X 2025-07-21 20:37:07 UTC 6307 followers, XXX engagements
"Private Credit: Despite warnings that unregulated private-credit growth echoes the subprime mortgage bubble a leading bank is deploying $XX billion to rebuild its direct-lending arm. By making higher-yield flexible loans on its own balance sheet and selectively co-lending with funds it aims to profit from both rapid market expansion and potential credit dislocations as illustrated by its financing of the specialty-pharmacy unit in the Walgreens buyout. - WSJ #Privateequity #mergers #loan #credit #equity #fund #investor" @MoHossain on X 2025-07-15 13:53:33 UTC 6308 followers, XXX engagements
"Venture capital firms are placing parallel bets on both the expansion of sports betting and the treatment of gambling addiction funding platforms like Sleeper alongside telehealth providers such as Kindbridge and Birches Health. This dual-investment strategy embraced by firms including Alumni Ventures and Bettor Capital hinges on the expectation that as gambling growsbolstered by more than $X billion in U.S. VC funding since 2018so too will demand for treatment services. Critics label it a stark conflict of interest in an unregulated market driven solely by returns while supporters argue" @MoHossain on X 2025-07-14 01:20:19 UTC 6310 followers, XXX engagements
"Forget TACO. Trump Is Winning His Trade War. - WSJ The president wants tariffs the higher the better. Whether that is achieved unilaterally or via deals is secondary. 📰Fed Beige Book Shows Slight Increase in US Economic Activity - Bloomberg" @MoHossain on X 2025-07-16 21:39:15 UTC 6308 followers, XXX engagements
"In a market challenged by high interest rates and policy uncertainty two major deals are reinvigorating biotech M&A. Sanofi will acquire Blueprint Medicines for $XXX billion (up to $XXX billion with milestones) while Bristol-Myers Squibb is set to pay BioNTech $XXX billion for a XX% stake in an immunotherapy candidatepotentially rising to $XXXX billion. These transactions which offer significant valuation premiums and target innovative treatments in immuno-oncology demonstrate that even in tough times strategic capital flows can unlock substantial value. Biotech M&A shows signs of life" @MoHossain on X 2025-06-04 02:10:44 UTC 6309 followers, XXX engagements
"Health insurers warn that rising medical costsfrom increased mental-health treatment and expensive new therapies such as GLP-1 weight-loss drugs to emerging gene and biologic productsare squeezing industry-wide profits. Molina Healthcare recently cut its earnings outlook and Centene withdrew its 2025 guidance. Investors face prolonged uncertainty as insurers contend with accelerated cost trends across Medicaid Medicare and health-exchange plans while recently enacted legislation is expected to reduce coverage by millions and tighten enrollment requirements. Molina now forecasts adjusted EPS" @MoHossain on X 2025-07-08 22:54:17 UTC 6309 followers, 1269 engagements