#  @TimDuy Tim Duy Tim Duy posts on X about inflation, in the, fed, this is the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::368751986/interactions)  - [--] Week [-------] +437% - [--] Month [-------] +2,733% - [--] Months [-------] -79% - [--] Year [---------] +43% ### Mentions: [--] [#](/creator/twitter::368751986/posts_active)  - [--] Months [--] +30% - [--] Year [--] -36% ### Followers: [-------] [#](/creator/twitter::368751986/followers)  - [--] Week [------] +0.05% - [--] Month [------] +0.12% - [--] Months [------] +0.73% - [--] Year [------] +0.92% ### CreatorRank: [---------] [#](/creator/twitter::368751986/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [us election](/list/us-election) [social networks](/list/social-networks) [musicians](/list/musicians) [financial services](/list/financial-services) [currencies](/list/currencies) **Social topic influence** [inflation](/topic/inflation), [in the](/topic/in-the), [fed](/topic/fed), [this is](/topic/this-is), [growth](/topic/growth) #1667, [balance sheet](/topic/balance-sheet), [wrong](/topic/wrong), [balance](/topic/balance), [fomc](/topic/fomc), [china](/topic/china) **Top accounts mentioned or mentioned by** [@conorsen](/creator/undefined) [@thestalwart](/creator/undefined) [@nicktimiraos](/creator/undefined) [@jasonfurman](/creator/undefined) [@fullcarry](/creator/undefined) [@theterminal](/creator/undefined) [@gregip](/creator/undefined) [@jbarro](/creator/undefined) [@thebeltwayagent](/creator/undefined) [@mikeisaacs](/creator/undefined) [@regsprecher](/creator/undefined) [@dallasfed](/creator/undefined) [@cbsnews](/creator/undefined) [@anfuller](/creator/undefined) [@sensiblemoderat](/creator/undefined) [@zg44_analytics](/creator/undefined) [@sonos](/creator/undefined) [@bchappatta](/creator/undefined) [@kevg1412](/creator/undefined) [@markets](/creator/undefined) **Top assets mentioned** [Bank of America (BAC)](/topic/bank-of-america) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "Lol completely misses the biggest rate hike cycle in decades and still declares victory. Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i" [X Link](https://x.com/anyuser/status/1679142228969803776) 2023-07-12T14:54Z 35.7K followers, 91K engagements "I dont know if the criteria is as stringent as enjoying working alongside but I think a dont hire an a**hole rule is important. Just one or two of those people can quickly suck the energy out of a department. This is also an ugly and uncomfortable truth about academic hiring: once youre at the campus interview stage a lot of it can come down to whether or not people on the hiring committee can imagine enjoying working alongside you for the next 30-40 years until one of you dies. This is also an ugly and uncomfortable truth about academic hiring: once youre at the campus interview stage a lot" [X Link](https://x.com/TimDuy/status/1757832266053804499) 2024-02-14T18:20Z 35.6K followers, [----] engagements "@greg_ip While I dont disagree on the recent data I recall that his zillion PhDs said to ignore inflation a few years ago" [X Link](https://x.com/TimDuy/status/1770526206984909140) 2024-03-20T19:01Z 35.6K followers, [----] engagements "@jbarro @Sonos Used to be a great product" [X Link](https://x.com/TimDuy/status/1892394302430388626) 2025-02-20T02:02Z 35.1K followers, [---] engagements "When I complained to a city planner in Oregon that red states could build housing but blue states can't he told me flat out that's fine people can move to red states. Blue states should be asking themselves what policies they can change to be on this list in the future. https://t.co/avDmRqJYu1 Blue states should be asking themselves what policies they can change to be on this list in the future. https://t.co/avDmRqJYu1" [X Link](https://x.com/TimDuy/status/1894058297705029777) 2025-02-24T16:14Z 35.1K followers, 10.1K engagements "The Fed isnt willing to bear the costs of bringing down inflation more quickly to target. The public either doesnt understand those costs or finds them acceptable. Midterms are cooked no matter how much you pump stocks Im long Dem sweep as an experiment on the view that inflation is the only issue I really think well see landslides each way until inflation reverses. I dont get how this isnt obvious now particularly to the Fed https://t.co/QPLgVzkr8y Midterms are cooked no matter how much you pump stocks Im long Dem sweep as an experiment on the view that inflation is the only issue I really" [X Link](https://x.com/TimDuy/status/1986062600837484655) 2025-11-05T13:26Z 35.7K followers, 43.1K engagements "Hear me out.maybe just maybe the UMich numbers are complete garbage and not worth talking about anymore Worst economic times: April + May [----] (Volcker shock) June + July [----] (peak post-Covid inflation) April + May [----] (Liberation Day) and today https://t.co/KG55ltoEst Worst economic times: April + May [----] (Volcker shock) June + July [----] (peak post-Covid inflation) April + May [----] (Liberation Day) and today https://t.co/KG55ltoEst" [X Link](https://x.com/TimDuy/status/1986844378758033542) 2025-11-07T17:13Z 35.7K followers, 34.1K engagements "Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. Strange so many Fed presidents are pushing back against December cut. The bias in September was [--] cuts and since then we have had limited official data with the shutdown itself a modest economic headwind. Strange so many Fed presidents are pushing back against December cut. The bias in September was [--] cuts and since then we have had limited official data with the shutdown itself a modest economic headwind" [X Link](https://x.com/TimDuy/status/1989128241517588949) 2025-11-14T00:28Z 35.7K followers, 43.8K engagements "I think ok fine it slipped through but now it should take extra attention in the context of the current debate but thats not happening. Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. https://t.co/oP3s9uu1ll Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. https://t.co/oP3s9uu1ll" [X Link](https://x.com/TimDuy/status/1989130320516661646) 2025-11-14T00:36Z 35.7K followers, [----] engagements "😂 seriously Good luck with that. Baier: Would a $2000 dividend check be inflationary Bessent: Maybe we can persuade Americans to save that. https://t.co/DwPI1nHvqg Baier: Would a $2000 dividend check be inflationary Bessent: Maybe we can persuade Americans to save that. https://t.co/DwPI1nHvqg" [X Link](https://x.com/TimDuy/status/1991278649224622450) 2025-11-19T22:53Z 35.7K followers, [----] engagements "Its been the problem since the June SEP the data never delivered a clear consensus outcome. Without compelling data its actually hard to get people who have pre-existing perspectives to all come to consensus said Richmond Fed President Tom Barkin. Because theres been no new data to forge consensus you could argue it out and maybe thats what well do. Without compelling data its actually hard to get people who have pre-existing perspectives to all come to consensus said Richmond Fed President Tom Barkin. Because theres been no new data to forge consensus you could argue it out and maybe thats" [X Link](https://x.com/TimDuy/status/1991330814379032692) 2025-11-20T02:20Z 35.7K followers, 12.7K engagements "@NickTimiraos @conorsen You cropped out the rate projections too. It's interesting that the Fed thought rates would be roughly 50bps above neutral and it looks like the [----] will end with rates 50bps above a higher neutral" [X Link](https://x.com/TimDuy/status/1993728927349825758) 2025-11-26T17:09Z 35.7K followers, [----] engagements "Dresser in progress walnut and maple drawers come next. Greatly improved my skills making double tenons still working on clean mortises" [X Link](https://x.com/TimDuy/status/2009686937498726825) 2026-01-09T18:01Z 35.6K followers, [----] engagements "@NickTimiraos @conorsen Plus Fed independence only becomes an issue when an actual policy error occurs and we dont have that yet" [X Link](https://x.com/TimDuy/status/2010763219275825161) 2026-01-12T17:18Z 35.6K followers, [----] engagements "FWIW this idea will die hard if he were to take the top spot at the Fed. Extraordinary quote for a guy who may be the next Fed Chair Its ambiguous to me today at best whether a higher interest rate helps bring down inflation versus actually contributes to it. Rick Rieder #MMT Extraordinary quote for a guy who may be the next Fed Chair Its ambiguous to me today at best whether a higher interest rate helps bring down inflation versus actually contributes to it. Rick Rieder #MMT" [X Link](https://x.com/TimDuy/status/2015821055005536590) 2026-01-26T16:16Z 35.6K followers, 17.8K engagements "I am going to go out on a limb here and say people are just making up numbers. The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM" [X Link](https://x.com/TimDuy/status/2022413360508342649) 2026-02-13T20:51Z 35.7K followers, 87.7K engagements "I am not going to fight faster growth but I really don't think people understand the implications of a 20% GDP growth rate. I am going to go out on a limb here and say people are just making up numbers. I am going to go out on a limb here and say people are just making up numbers" [X Link](https://x.com/TimDuy/status/2022416887007821961) 2026-02-13T21:05Z 35.7K followers, 40.7K engagements "This from @BChappatta is important for understanding Fed communications this year. The Fed will talk a lot about inequality as if they could do something about it but its powers are limited to keeping rates low until the job market is hot. https://www.bloomberg.com/opinion/articles/2020-12-31/the-fed-is-powerful-except-in-fighting-wealth-inequality/ https://www.bloomberg.com/opinion/articles/2020-12-31/the-fed-is-powerful-except-in-fighting-wealth-inequality/" [X Link](https://x.com/TimDuy/status/1345038092474826753) 2021-01-01T16:04Z 35.7K followers, [--] engagements "OK Powell is giving a little more its going to be November than I expected" [X Link](https://x.com/TimDuy/status/1440748052910800900) 2021-09-22T18:41Z 35.6K followers, [--] engagements "I dont know what a flying elevator is but I am pretty sure I want one. Neom must read story. MBS forcibly removed a local tribe to build his dream city w/flying elevators pool-canals for kids to swim to school horizontal skyscrapers a desert ski resort-via tons of designers forced to debate the perfect cyber punk aesthetic https://t.co/67Ti7wnpVt Neom must read story. MBS forcibly removed a local tribe to build his dream city w/flying elevators pool-canals for kids to swim to school horizontal skyscrapers a desert ski resort-via tons of designers forced to debate the perfect cyber punk" [X Link](https://x.com/TimDuy/status/1548834117210370048) 2022-07-18T00:56Z 35.6K followers, [--] engagements "The fact that yields aren't down more should be disconcerting. Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie" [X Link](https://x.com/anyuser/status/1909033084319912255) 2025-04-06T23:58Z 35.7K followers, 582.4K engagements "Reality: They didn't have enough to retire. See it all the time people try to retire at [--] with no cushion. The new media are just intent on portraying retirement as full of financial woes. /1 https://t.co/mMmPFcfwZJ The new media are just intent on portraying retirement as full of financial woes. /1 https://t.co/mMmPFcfwZJ" [X Link](https://x.com/TimDuy/status/2019812514272567595) 2026-02-06T16:36Z 35.6K followers, 10.7K engagements "Warsh cant tell the presidents to stop speaking. He can try but good luck I guess. And he cant just unilaterally drop the entire communications framework. Suspect people taking this balance sheet shrinkage thing too literally. Warsh will try to reduce it a bit over time but mostly virtue signalling. Will be part of virtue signalling package incl. fewer press conferences scrapping dotplots anti "woke" drive less speeches etc Suspect people taking this balance sheet shrinkage thing too literally. Warsh will try to reduce it a bit over time but mostly virtue signalling. Will be part of virtue" [X Link](https://x.com/TimDuy/status/2020186501351628984) 2026-02-07T17:22Z 35.6K followers, [----] engagements "This idea of a trade off between Wall Street and Main Street just wont die. The Fed meeting its employment mandate and growing W2 income will be good for financial markets. New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412 https://t.co/L2T28oJ1bh New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412 https://t.co/L2T28oJ1bh" [X Link](https://x.com/TimDuy/status/2019617956171509919) 2026-02-06T03:43Z 35.7K followers, [----] engagements "@thebeltwayagent @conorsen As Bessent has said and is the right way to read this - a relatively small number can still have big implications" [X Link](https://x.com/TimDuy/status/2022420789367386305) 2026-02-13T21:21Z 35.7K followers, [---] engagements "As long as the Fed is committed to hiking rates the yield curve will flatten. Yield curve steepens when the Fed cuts rates (or markets anticipate Fed will cut rates). https://x.com/jennablan/status/1019315830365057024 TREASURIES-Fed's Powell upbeat view flattens U.S. yield curve https://t.co/6GxpyyTSoR https://x.com/jennablan/status/1019315830365057024 TREASURIES-Fed's Powell upbeat view flattens U.S. yield curve https://t.co/6GxpyyTSoR" [X Link](https://x.com/TimDuy/status/1019316131171987456) 2018-07-17T20:21Z 35.8K followers, [--] engagements "Yes auto loans are distinctly different from home loans. Still has implications for auto sector as it suggests they have pushed the limits on sales of expensive high margin product. Auto Loans Are Not the Next Subprime https://t.co/q0RCo3VdJJ https://t.co/zpN2EIPhQ0 Auto Loans Are Not the Next Subprime https://t.co/q0RCo3VdJJ https://t.co/zpN2EIPhQ0" [X Link](https://x.com/TimDuy/status/1097190119667163136) 2019-02-17T17:44Z 35.8K followers, [--] engagements "That rate hike was a mistake in so many ways. I believe the people on the Federal Reserve Board should be thrown out for economic malpractice Moore said Dec. [--] https://t.co/Maw3y4O3pT I believe the people on the Federal Reserve Board should be thrown out for economic malpractice Moore said Dec. [--] https://t.co/Maw3y4O3pT" [X Link](https://x.com/TimDuy/status/1109134757764321280) 2019-03-22T16:48Z 35.8K followers, [--] engagements "Consumer confidence stays strongthe fundamental problem with the 50bp story is that given the data/news flow the case for even 25bp is arguably less compelling than in June. Feds communication strategy is not capable of handling a nimble policy strategy. Remind me again why the Fed is likely to cut rates https://t.co/dfWCchHXXJ via @markets Remind me again why the Fed is likely to cut rates https://t.co/dfWCchHXXJ via @markets" [X Link](https://x.com/TimDuy/status/1152220790789533703) 2019-07-19T14:16Z 35.8K followers, [--] engagements "The exports measures from the ISM report is the most recessionary looking part" [X Link](https://x.com/TimDuy/status/1168895658474053635) 2019-09-03T14:36Z 35.8K followers, [--] engagements "According to the last SEP only four expect a rate hike this year and then only 25bp total. The rest see no change in policy. Regardless of the rotation they are all doves now. A guide to FOMC hawks and doves in [----] https://t.co/IwuBt39Gzp A guide to FOMC hawks and doves in [----] https://t.co/IwuBt39Gzp" [X Link](https://x.com/TimDuy/status/1211477333913161728) 2019-12-30T02:41Z 35.8K followers, [--] engagements "Kaplan: Growth in the balance sheet is not free. There is a cost to it. Its a derivative of QE. The cost here (I think) is the rise in asset prices. He seems in line with those who think the Feds repo actions are the primary factor propelling stocks higher. Dallas Fed president Kaplan not doing the Fed any favors in its attempts to message that the recent balance sheet expansion isn't QE. https://t.co/FOjwwCgs0Q Dallas Fed president Kaplan not doing the Fed any favors in its attempts to message that the recent balance sheet expansion isn't QE. https://t.co/FOjwwCgs0Q" [X Link](https://x.com/TimDuy/status/1217507880724598786) 2020-01-15T18:04Z 35.8K followers, [--] engagements "I cant see how the Fed can wait another week" [X Link](https://x.com/TimDuy/status/1237915106668761089) 2020-03-12T01:35Z 35.8K followers, [--] engagements "Suspect this sudden pressure to reopen the economy before we control the virus is a reaction to the realization that the economy as structured cannot survive a month and the necessary restructuring will be in the direction of everything the GOP has fought against for decades" [X Link](https://x.com/anyuser/status/1242130520802115584) 2020-03-23T16:46Z 35.7K followers, 21.4K engagements "The Fed expanded the balance sheet. How hard is this to understand 😉 Dont @ me. .@jbarro takes a good stab here IMO at why the stock market has hung in there as well as it has despite the awful economic situation https://t.co/PbTlA2Z1pn .@jbarro takes a good stab here IMO at why the stock market has hung in there as well as it has despite the awful economic situation https://t.co/PbTlA2Z1pn" [X Link](https://x.com/TimDuy/status/1263154712938901504) 2020-05-20T17:08Z 35.7K followers, [--] engagements "V-shaped recovery in Eugene housing market pending sales. Inventory down to [---] months" [X Link](https://x.com/TimDuy/status/1281592173876531200) 2020-07-10T14:12Z 35.8K followers, [--] engagements "This implies a real policy rate of -2.4% in [----]. An interesting note from @mckonomy as he parses through the Fed statement: this is the first time in a long time that any Fed members are predicting inflation above 2% with at least one participant forecasting PCE of 2.4% next year via @bloombergtv https://t.co/QXgQHD3b2R An interesting note from @mckonomy as he parses through the Fed statement: this is the first time in a long time that any Fed members are predicting inflation above 2% with at least one participant forecasting PCE of 2.4% next year via @bloombergtv https://t.co/QXgQHD3b2R" [X Link](https://x.com/TimDuy/status/1306295727216230400) 2020-09-16T18:15Z 35.6K followers, [--] engagements "Thank about this more I think you should view the world in which the Feds economic outlook is excessively pessimistic but the likely upside outcomes dont change the policy rate outlook. Need inflation to do that. Dont need inflation to change QE though. GOLDMAN: the damage has so far been much less severe than initially feared. Scarring effects on the business sector remain surprisingly limited. In addition labor demand has rebounded much more quickly than last cycle reducing the risk of widespread long-term unemployment. https://t.co/uMzasyWb58 GOLDMAN: the damage has so far been much less" [X Link](https://x.com/TimDuy/status/1313945801865883648) 2020-10-07T20:54Z 35.8K followers, [--] engagements "I think of this sort of thing when I see stories about people claiming they are ready to live off the grid. The vast vast majority of people wouldnt last [--] hours off the grid in this sort of weather. More than [---] MILLION PEOPLE are under winter alerts as #Landon brings snow ice and freezing rain to a large swath of the country this week. We're LIVE in the field and in the studio with expert analysis. https://t.co/ndJa5QvW9Y More than [---] MILLION PEOPLE are under winter alerts as #Landon brings snow ice and freezing rain to a large swath of the country this week. We're LIVE in the field and" [X Link](https://x.com/TimDuy/status/1488961018944385029) 2022-02-02T19:42Z 35.7K followers, [--] engagements "I think if the Fed continues to anchor the long end with its guidance on the neutral policy rate it is almost certain that the curve will invert. Theres a decent chance 2s10s are going to invert while 5-year breakevens are still above 3%. Going to be some good macro fights this year: https://t.co/IPzdfKNMgv Theres a decent chance 2s10s are going to invert while 5-year breakevens are still above 3%. Going to be some good macro fights this year: https://t.co/IPzdfKNMgv" [X Link](https://x.com/TimDuy/status/1504256583798165504) 2022-03-17T00:41Z 35.8K followers, [--] engagements "My first mortgage rate was 7.5%. First time home buyers are screwed https://t.co/CylauYdE7A First time home buyers are screwed https://t.co/CylauYdE7A" [X Link](https://x.com/anyuser/status/1508890384662884353) 2022-03-29T19:34Z 35.7K followers, [----] engagements "It was a real thing. Lemme point out the obvious: Tech bros were wrong about what was happening even just in their corner of the universe. Lemme point out the obvious: Tech bros were wrong about what was happening even just in their corner of the universe" [X Link](https://x.com/TimDuy/status/1678449108259074048) 2023-07-10T17:00Z 35.8K followers, 12.5K engagements "This is one reason I have been less concerned about the macro impacts from the restart of student loan payments. Many just simply arent going to be repaid" [X Link](https://x.com/TimDuy/status/1679500349877653505) 2023-07-13T14:37Z 35.7K followers, [----] engagements "The Fed isnt changing the inflation target tomorrow. Stocks / risk assets should react positively if Powell affirms reports that the Fed is considering (very slowly) adjusting its long-term average inflation target to 3% from 2% according to recent reports on a changing target for inflation. The bigger question is how the USD https://t.co/E4vytGCNue Stocks / risk assets should react positively if Powell affirms reports that the Fed is considering (very slowly) adjusting its long-term average inflation target to 3% from 2% according to recent reports on a changing target for inflation. The" [X Link](https://x.com/TimDuy/status/1694855669365817737) 2023-08-24T23:34Z 35.8K followers, 15.4K engagements "@BucketsBudgets Well there is a writers strike. Good time to revisit the classics" [X Link](https://x.com/TimDuy/status/1699241522632478814) 2023-09-06T02:02Z 35.4K followers, [--] engagements "Yet consumer loans climbing to new cycle high after a dip in July. The share of U.S. households reporting that it's harder to obtain credit than one year ago hit a new high in the New York Fed's consumer survey which is around [--] years old https://t.co/5NNJD4qrky https://t.co/1LIZfapcMQ The share of U.S. households reporting that it's harder to obtain credit than one year ago hit a new high in the New York Fed's consumer survey which is around [--] years old https://t.co/5NNJD4qrky https://t.co/1LIZfapcMQ" [X Link](https://x.com/TimDuy/status/1701282070188924954) 2023-09-11T17:10Z 35.8K followers, 20.3K engagements "@TheStalwart @Common_Ends Consequence of off-shoring manufacturing capacity after China entered the WTO. Not just entire sectors but key components to remaining sectors. Cant bring it back like flipping a light switch. Relying more on domestic production should be inflationary without higher rates" [X Link](https://x.com/TimDuy/status/1706347969329631306) 2023-09-25T16:40Z 35.2K followers, [--] engagements "Consumer resilience. Dont bet against the consumer unless employment is plunging. 🔸BANK OF AMERICA CEO BRIAN MOYNIHAN SAYS CONSUMERS SPENT 4.5% MORE IN SEPTEMBER VS LAST SEPTEMBER 🔸BANK OF AMERICA CEO BRIAN MOYNIHAN SAYS CONSUMERS SPENT 4.5% MORE IN SEPTEMBER VS LAST SEPTEMBER" [X Link](https://x.com/anyuser/status/1707067824714473476) 2023-09-27T16:20Z 35.7K followers, 73.5K engagements "@INArteCarloDoss CPI up 3.7% yoy in August PCE lower so real gains still" [X Link](https://x.com/TimDuy/status/1707073276688924710) 2023-09-27T16:42Z 35.8K followers, [----] engagements "One way to make sure you are ahead of everyone on the recession call is to always have a recession call" [X Link](https://x.com/TimDuy/status/1708642984261292260) 2023-10-02T00:40Z 35.4K followers, 22.2K engagements "@Fullcarry Hard to do that if the higher bond yields driven by strong economy" [X Link](https://x.com/TimDuy/status/1714281108291149904) 2023-10-17T14:04Z 35.2K followers, [----] engagements "The Fed isnt going to say we are done. The data has to say that for them" [X Link](https://x.com/TimDuy/status/1714991025821978857) 2023-10-19T13:04Z 35.2K followers, 152.3K engagements "@conorsen I think they are comfortable with that enough to keep financial conditions from loosening" [X Link](https://x.com/TimDuy/status/1714992650590511496) 2023-10-19T13:11Z 35.4K followers, [----] engagements "At a certain point you admit defeat and say rates are so high they have to fall and there is no point in buying now. On the other side of that activity picks up quickly when rates fall" [X Link](https://x.com/TimDuy/status/1715000119630962780) 2023-10-19T13:41Z 35.4K followers, [----] engagements "@Fullcarry All those striking workers came back" [X Link](https://x.com/TimDuy/status/1730238617295933699) 2023-11-30T14:53Z 35.2K followers, [----] engagements "The game is not about what the Fed is saying now its about what they will be saying in two months" [X Link](https://x.com/TimDuy/status/1730621897770217506) 2023-12-01T16:16Z 35.2K followers, 37.8K engagements "The market has now priced in a roughly 60% chance of a March rate cut. While that is still a long way off here is what we were saying a month ago" [X Link](https://x.com/TimDuy/status/1730676524343513098) 2023-12-01T19:53Z 35.2K followers, 14.7K engagements "I am not the target audience for this pickup generally I think its gimmicky and ugly lacking in the graceful lines I prefer in an automobile." Rivian has better lines IMO. Still I dont think the electric truck is ready for prime time if you intend to use it as a truck" [X Link](https://x.com/TimDuy/status/1731357566935146957) 2023-12-03T16:59Z 35.2K followers, [----] engagements "The Fed doesnt see it this way. Assuming [----] ends at 2% inflation (we are already there) 150bp of rate cuts leaves spot real policy rates at 1.8% compared to the long run real neutral of 0.5%. In the Feds world that is less contractionary not stimulative. But whats priced into the market now is far more than that. Its a massive easing with no expected weakening of economic conditions (remember stocks are at highs). But whats priced into the market now is far more than that. Its a massive easing with no expected weakening of economic conditions (remember stocks are at highs)" [X Link](https://x.com/anyuser/status/1735305012493070721) 2023-12-14T14:25Z 35.7K followers, 80.8K engagements "Waller Powell Williams all told us repeatedly that the Fed didnt need lower growth to cut that inflation alone would do it. People just refused to listen and still refuse to listen. When people say this Fed meeting would be judged poorly by history all they are saying is that they imposed their views as to what the Fed should do.as opposed to paying attention to what Waller said they will do When people say this Fed meeting would be judged poorly by history all they are saying is that they imposed their views as to what the Fed should do.as opposed to paying attention to what Waller said they" [X Link](https://x.com/anyuser/status/1735306065993236609) 2023-12-14T14:29Z 35.7K followers, 57K engagements "As a child of the 1980s I have such high hopes for this" [X Link](https://x.com/TimDuy/status/1735320419442561104) 2023-12-14T15:26Z 35.3K followers, [----] engagements "This. Who cares about year over year rates Ancient history" [X Link](https://x.com/TimDuy/status/1737502677431644383) 2023-12-20T15:58Z 35.4K followers, [----] engagements "Not just upper middle class but more important is out-of-state upper middle class. Thats where the tuition money really comes from (Auburn is 40% out-of-state which isnt that high Univ. of Oregon is 48%). Families expect more for their money. Im sure bureaucratic bloat is part of the story in higher ed but a bigger part is that as much as schools prioritize diverse student bodies if your school isnt attractive to upper-middle class students then youve got nothing and those families expect certain amenities. Im sure bureaucratic bloat is part of the story in higher ed but a bigger part is that" [X Link](https://x.com/anyuser/status/1740401311693295879) 2023-12-28T15:56Z [--] followers, 25.5K engagements "Just conveniently ignore that Governor Waller outlined this exactly. To sum up the relationship between vacancies and unemployment gives me reason to hope that policy tightening in current circumstances can tame inflation without causing a sharp increase in unemployment. Also not clear how a demand-side story explains how vacancies and quits could have fallen so sharply without any rise in unemployment 5/ Also not clear how a demand-side story explains how vacancies and quits could have fallen so sharply without any rise in unemployment 5/" [X Link](https://x.com/TimDuy/status/1741505108612153560) 2023-12-31T17:02Z 35.4K followers, 24.1K engagements "@NickTimiraos @EconBerger Hmmmthen those dont seem internally consistent because the largest cuts on that list is UBS with 275bp which brings the policy rate to 2.635% still above the Feds estimate of neutral. Seems like a recession would push the Fed into a below neutral position" [X Link](https://x.com/TimDuy/status/1742253624171077804) 2024-01-02T18:36Z 35.2K followers, [----] engagements "Its pretty common for these masters degrees etc. to be profit centers and thats why anyone with a heartbeat can get admitted to an MBA program somewhere for example. I strongly advise students against expensive graduate programs that dont have a clear financial return. UChicago facing budget deficit of $239 million shows the profitable parts of the college: masters degrees summer programs and exec ed classes (all areas with minimal financial aid). https://t.co/URYVAP9EUo UChicago facing budget deficit of $239 million shows the profitable parts of the college: masters degrees summer programs" [X Link](https://x.com/anyuser/status/1743721065162166675) 2024-01-06T19:47Z [--] followers, 57.5K engagements "I dont want to do optimal policy now because the optimal policy in the future might be different also appears to me an odd position. I just don't understand this perspective--policy should be flexible over the cycle especially once you are in a good range: *BOSTIC: WORST OUTCOME WOULD BE TO CUT RATES THEN HAVE TO RAISE https://t.co/aOxxh675kA I just don't understand this perspective--policy should be flexible over the cycle especially once you are in a good range: *BOSTIC: WORST OUTCOME WOULD BE TO CUT RATES THEN HAVE TO RAISE https://t.co/aOxxh675kA" [X Link](https://x.com/TimDuy/status/1748080402949153081) 2024-01-18T20:30Z 35.2K followers, 10.6K engagements "@conorsen @SamRo Bolhuis Cramer Schulz & Summers (2024). We show that the lows in US consumer sentiment that cannot be explained by unemployment and official inflation are strongly correlated with borrowing costs and consumer credit supply" [X Link](https://x.com/TimDuy/status/1769020075456315572) 2024-03-16T15:17Z 35.5K followers, 10.9K engagements "My recollection is that the decline of manufacturing was pushed as a good thing. Increased labor for services and loss of manufacturing was the cost of integrating China into the global economy. With that as established conventional wisdom supportive research had to follow. So today when we wake up and find ourselves uncompetitive in advanced manufacturing industries we should ask ourselves why were economists ignoring the warning signs all along So today when we wake up and find ourselves uncompetitive in advanced manufacturing industries we should ask ourselves why were economists ignoring" [X Link](https://x.com/TimDuy/status/1795279646487113933) 2024-05-28T02:23Z 35.4K followers, [----] engagements "I think that in its eagerness to defend against the claim of recession the policy community has lost the plot. Regardless of a recession the question is what has been the cost-benefit tradeoff of the last 0.9ppt increase in the unemployment rate.(1/x) @conorsen The Sahm Rule advocates have history on their side it must be acknowledged. I don't think it's unreasonable though to wonder if a U3 rise driven primarily by a labor force expansion might have a different implication from one driven primarily by an EPOP fall. @conorsen The Sahm Rule advocates have history on their side it must be" [X Link](https://x.com/anyuser/status/1822773617916256529) 2024-08-11T23:14Z 35.7K followers, 112.3K engagements "and what will be the cost-benefit tradeoff of the next 0.9ppt increase in the unemployment rate because that's where we are heading without an increase in the hiring rate. And please don't say that "it's not layoffs it's immigrants.(2/3)" [X Link](https://x.com/TimDuy/status/1822774154208354696) 2024-08-11T23:16Z 35.8K followers, 35.5K engagements ".because I don't think the policy community appreciates that they are saying a person who is unemployed as a new entrant or reentrant to the labor force has less value than someone unemployed because they have been laid off" [X Link](https://x.com/TimDuy/status/1822774688747319407) 2024-08-11T23:18Z 35.8K followers, 12.3K engagements "Inflation is easing now the Fed can pivot to the job market and support the economy. Fixed it. Inflation is easing. Now Harris has an even bigger problem with the economy. https://t.co/meShEgizLm Inflation is easing. Now Harris has an even bigger problem with the economy. https://t.co/meShEgizLm" [X Link](https://x.com/TimDuy/status/1823784615565517261) 2024-08-14T18:11Z 35.8K followers, [----] engagements "Bostic last week: .recent economic data has made him "more confident" the U.S. central bank can get inflation back to its 2% target but he wants to see "a little more data" before he's ready to support lowering interest rates. Bostic also said that a half-point cut could be on the table if the job market weakens further: "Unexpected labor market weakness would mean that the conversation about what the size of a move should be would be an appropriate conversation to have" he said in our interview. Bostic also said that a half-point cut could be on the table if the job market weakens further:" [X Link](https://x.com/TimDuy/status/1825925404206805342) 2024-08-20T15:58Z 35.8K followers, [----] engagements "I am wondering when the press is going to start pushing back on this casual acceptance of 5% unemployment. What's the plan to get back down to 4% Fed's Harker tells me from Jackson Hole that "for me barring any surprise in the data we'll get between now and then I think we need to start this process" adds I think a slow methodical approach down is the right way to go. https://t.co/MtPNpFOJmH Fed's Harker tells me from Jackson Hole that "for me barring any surprise in the data we'll get between now and then I think we need to start this process" adds I think a slow methodical approach down is" [X Link](https://x.com/TimDuy/status/1826633761397829815) 2024-08-22T14:53Z 35.8K followers, 68.5K engagements "Just to get in front of the "story" I worked at Dairy Queen in high school but it's not on my vitae. NEW: Kamala Harriss missing summer job at McDonalds job. Her resume and job application a year after graduating college @FreeBeacon obtained through FOIA dont mention it. Neither do either of her books or either of the biographies on her. @SaysSimonson @ChuckRossDC and https://t.co/so0fNA6rNG NEW: Kamala Harriss missing summer job at McDonalds job. Her resume and job application a year after graduating college @FreeBeacon obtained through FOIA dont mention it. Neither do either of her books or" [X Link](https://x.com/TimDuy/status/1829167463948603865) 2024-08-29T14:41Z 35.8K followers, [----] engagements "Cc: @IvanTheK "We could bear-ly believe it" wrote @CraterLakeNPS. For the first time in decades a black bear was spotted swimming in the United States' deepest lake. Story/video: https://t.co/PedsaiObpn https://t.co/ArZrmyyGgx "We could bear-ly believe it" wrote @CraterLakeNPS. For the first time in decades a black bear was spotted swimming in the United States' deepest lake. Story/video: https://t.co/PedsaiObpn https://t.co/ArZrmyyGgx" [X Link](https://x.com/TimDuy/status/1831838181559517480) 2024-09-05T23:33Z 35.8K followers, [----] engagements "There is a resistance to calling out rising unemployment as a problem just as there was resistance to acknowledging higher inflation. I think in both cases the commentariat does not want to see a perceived criticism of Bidens economic policies. (1/2) Since the start of the Reagan era when Democrats have held the White House the unemployment rate has always gone down until this year theres just no muscle memory of what to do when thats not the case: https://t.co/bg401GSka5 Since the start of the Reagan era when Democrats have held the White House the unemployment rate has always gone down" [X Link](https://x.com/TimDuy/status/1832816618323534222) 2024-09-08T16:21Z 35.8K followers, 23.6K engagements "September [--] [----] Has the Fed every cut rates with the S&P at an ATH Has the Fed every cut rates with the S&P at an ATH" [X Link](https://x.com/anyuser/status/1836154346045870391) 2024-09-17T21:24Z 35.7K followers, 481.3K engagements "Every downturn is idiosyncratic with one commonality: They all come after a period of Fed rate hikes. The summer of [----] was chaotic in the credit markets. The Fed had intermeeting calls on August [--] and 16th and released statements trying to calm the markets. The famous Jim Cramer "They have no idea" rant was on August [--]. The Fed finally cut 50bp in Sept referencing the The summer of [----] was chaotic in the credit markets. The Fed had intermeeting calls on August [--] and 16th and released statements trying to calm the markets. The famous Jim Cramer "They have no idea" rant was on August 3." [X Link](https://x.com/TimDuy/status/1836209329378332764) 2024-09-18T01:03Z 35.4K followers, 11.9K engagements "My story in recent weeks is to pick either the GDP numbers or the labor market numbers and hold on tight to one of them and I think you should hold tight to the labor market. We are in the deep end of the pool and I think if you hold onto the GDP numbers you will drown. Purely in terms of being timely business cycle indicators: (1) Real GDP growth is heavily overrated (lags gets revised) and (2) Labor market data is underrated. Rises in U3 and falls in employment rates tend to be good guides for gauging recession risk 1-3 quarters in advance Purely in terms of being timely business cycle" [X Link](https://x.com/TimDuy/status/1836446722975019344) 2024-09-18T16:46Z 35.8K followers, 10.2K engagements "I agree with the premise but I wonder if households are now conditioned to equate Fed cutting rates to Fed setting rates at zero.which means we need much more easing than is priced into markets to actually unlock this movement. Powell says lower rates will bring sellers and buyers back to the housing market. In fact more locked-in homeowners and renters are itching to move soon. If we get 100+ bps of cuts by next March spring [----] could see a big spike in both listings and sales. https://t.co/ES7vpVYsy1 Powell says lower rates will bring sellers and buyers back to the housing market. In fact" [X Link](https://x.com/TimDuy/status/1836559194906153239) 2024-09-19T00:13Z 35.8K followers, [----] engagements "@greg_ip @tdgraff Yes it's exactly it just that it's a knee jerk response rather than any real faith in a soft landing. It's the trade everyone knows will happen whether you believe the underlying premise or not" [X Link](https://x.com/TimDuy/status/1836854649451593749) 2024-09-19T19:47Z 35.8K followers, [---] engagements "I thought Powell's JH speech was obviously super dovish and must be consistent with a 50bp cut and it's still a bit of a mystery why his colleagues didn't have the same interpretation and only later found themselves on the wrong side of Powell. This is the tricky space the only pre-blackout signal that mattered was from Powell. This is the tricky space the only pre-blackout signal that mattered was from Powell" [X Link](https://x.com/TimDuy/status/1838244538026279284) 2024-09-23T15:50Z 35.8K followers, 20K engagements "To maintain this trend mortgage rates need to fall further which won't likely happen with a bear steeper (need spreads to compress in that case). Alternative housing prices could fall. Average Monthly Mortgage Payment for a New Buyer of a $500000 House is Declining: (Chart from ECANGO) *Fixed the legend labels https://t.co/sPIMZoQ4Kr Average Monthly Mortgage Payment for a New Buyer of a $500000 House is Declining: (Chart from ECANGO) *Fixed the legend labels https://t.co/sPIMZoQ4Kr" [X Link](https://x.com/TimDuy/status/1838940850266702325) 2024-09-25T13:57Z 35.8K followers, [----] engagements "@conorsen Yes I don't see the need for forced sales on the scale of 2006-09" [X Link](https://x.com/TimDuy/status/1838942129181299023) 2024-09-25T14:02Z 35.8K followers, [----] engagements ""mysteriously" BREAKING: The Russian oligarch and former vice-president of the oil giant Yukos Mikhail Rogachev mysteriously died yesterday after falling out of a window of his 11th-floor apartment in Moscow. https://t.co/njRcKVPu6D BREAKING: The Russian oligarch and former vice-president of the oil giant Yukos Mikhail Rogachev mysteriously died yesterday after falling out of a window of his 11th-floor apartment in Moscow. https://t.co/njRcKVPu6D" [X Link](https://x.com/TimDuy/status/1848140734949445773) 2024-10-20T23:14Z 35.7K followers, 31.1K engagements "Starting to feel like transitory inflation can have persistent impacts" [X Link](https://x.com/anyuser/status/1854002791548932294) 2024-11-06T03:28Z 35.7K followers, 59.8K engagements "For a timeline cleanse I finished an end table tonight. Maple cherry and walnut" [X Link](https://x.com/TimDuy/status/1854017106565906661) 2024-11-06T04:24Z 35.6K followers, [----] engagements "I dont know what will happen but the Rs should be thinking about life after Trump. The easiest path to maintain and build on their electoral gains is to at least attempt competent governance which includes not trashing the economy. the typical wall street take on the election seems to be that they're happy biden is leaving and they are looking forward to their imagined version of trump who doesn't do 60% tariffs or mass deportation is taking office the typical wall street take on the election seems to be that they're happy biden is leaving and they are looking forward to their imagined" [X Link](https://x.com/TimDuy/status/1855371446199210123) 2024-11-09T22:06Z 35.6K followers, [----] engagements "It was seen as desirable to lose the manufacturing sector to release labor for the service sector while the loss of manufacturing to China would enhance geopolitical security. This is why the US turned a blind eye to currency manipulation that accelerated the process. (2/2)" [X Link](https://x.com/TimDuy/status/1863302675133345916) 2024-12-01T19:22Z 35.4K followers, [----] engagements "The net success of NAFTA help convinced the Washington consensus that China's entry to the WTO would be similarly successful. The fact that NAFTA preceded the China shock however left the public connecting the result of the latter to the former. (1/2) I don't think it was NAFTA that made America's industrial base disappear. Here's total manufacturing employment with NAFTA and China's entry into the WTO both labeled on the chart. https://t.co/9oNoMtYFDv I don't think it was NAFTA that made America's industrial base disappear. Here's total manufacturing employment with NAFTA and China's entry" [X Link](https://x.com/anyuser/status/1863312287458902279) 2024-12-01T20:00Z 35.7K followers, 48.1K engagements "My mom one summer day: Why werent you home The street lights were on. @TimDuy Not even debatable. They called us in for lunch and dinner. Then when the street lights came on. Not revisionist history but FACT @TimDuy Not even debatable. They called us in for lunch and dinner. Then when the street lights came on. Not revisionist history but FACT" [X Link](https://x.com/TimDuy/status/1873393613226566001) 2024-12-29T15:40Z 35.3K followers, [----] engagements "This summer in Switzerland I shared a few drinks with a someone from the states I just met. The bartender said I love how you Americans will just start up a conversation like you were old friends. Apparently thats not the global norm my dad is not exactly the cuddly and warm type but when we visited Poland a few years ago he told me he could never retire there because America had changed him so much he couldnt deal with the baseline coldness of Europe https://t.co/2K6ESZbe2X my dad is not exactly the cuddly and warm type but when we visited Poland a few years ago he told me he could never" [X Link](https://x.com/TimDuy/status/1875700959663550741) 2025-01-05T00:28Z 35.3K followers, [----] engagements "I told my wife that going to the hardwood store is like going to Nordstrom Rack. You never know what will be the managers special of the day" [X Link](https://x.com/TimDuy/status/1906838848119963811) 2025-03-31T22:39Z 35.4K followers, [----] engagements "This is something that can't happen overnight. *TRUMP: NOT MAKING CHINA DEAL UNLESS SOLVE TRADE DEFICIT" [X Link](https://x.com/TimDuy/status/1909021928079450293) 2025-04-06T23:14Z 35.3K followers, 16.8K engagements "Up 13bp [--] year yields up 5bp now this morning. [--] year yields up 5bp now this morning" [X Link](https://x.com/TimDuy/status/1909274744995909898) 2025-04-07T15:59Z 35.3K followers, [----] engagements "The SP500 is down 20% before we have a tariff impacted inflation print (maybe still another couple of months out) a weak jobs report or a blockbuster earnings miss. Proceed accordingly" [X Link](https://x.com/TimDuy/status/1909331319148233103) 2025-04-07T19:43Z 35.3K followers, 11.9K engagements "This the Fed can keep the pipes open but this is fundamentally a fiscal policy problem. Even if the Fed were to act soon as a response to dysfunction in the rates market I wouldn't expect that to have much of an impact except in plumbing. Certainly wouldn't change the on-the-ground reality of the tariffs which is the main story Even if the Fed were to act soon as a response to dysfunction in the rates market I wouldn't expect that to have much of an impact except in plumbing. Certainly wouldn't change the on-the-ground reality of the tariffs which is the main story" [X Link](https://x.com/TimDuy/status/1909826429824778384) 2025-04-09T04:31Z 35.4K followers, [----] engagements "It's only a matter of time. Trump only picks loyalists. The next chair will fall in line unless the Senate does its job. If Powell is fired and courts uphold the firing it would imply any successor could also be terminated if the president disagreed with his monetary policy. In that world it matters less if the individual is "hawkish" or "dovish': POTUS effectively sets policy. If Powell is fired and courts uphold the firing it would imply any successor could also be terminated if the president disagreed with his monetary policy. In that world it matters less if the individual is "hawkish" or" [X Link](https://x.com/TimDuy/status/1912983456273043949) 2025-04-17T21:36Z 35.4K followers, 19.7K engagements "@Fullcarry I think the answer depends on why the term premium is rising. If its rising because erratic fiscal policies require a higher premium leaning against it could be counterproductive" [X Link](https://x.com/TimDuy/status/1915186230591185281) 2025-04-23T23:29Z 35.4K followers, [----] engagements "*TRUMP: NEW JOBS NUMBERS TO BE THROUGH THE ROOF FROM NEW HIRING So the Fed doesn't need to cut rates" [X Link](https://x.com/anyuser/status/1960378329032532400) 2025-08-26T16:26Z 35.7K followers, 66.1K engagements "I don't think they are targeting 2.8% per se but the Fed won't accept any risk to the labor market at long as inflation is less than 3%. This is our take on today's FOMC meeting in one chart. @TheTerminal https://t.co/r4ZcOqVvp9 https://t.co/ucrJMDmXXy This is our take on today's FOMC meeting in one chart. @TheTerminal https://t.co/r4ZcOqVvp9 https://t.co/ucrJMDmXXy" [X Link](https://x.com/anyuser/status/1968439475006271748) 2025-09-17T22:18Z 35.7K followers, 65.2K engagements "Again another indication the Fed will not sacrifice the labor market for inflation less than 3%.or maybe even a little more. For today's newsletter I wrote about Neel Kashkari tackling some of the biggest questions in monetary policy right now. https://t.co/wXwRu4r5tG For today's newsletter I wrote about Neel Kashkari tackling some of the biggest questions in monetary policy right now. https://t.co/wXwRu4r5tG" [X Link](https://x.com/anyuser/status/1969083315857527286) 2025-09-19T16:57Z 35.7K followers, 124K engagements "What's interesting is that it looks like the US is sidestepping the usual IMF involvement. Also that in theory the US can provide unlimited support for the peso because the US prints dollars - at least when Trump controls the Fed" [X Link](https://x.com/TimDuy/status/1970133747208187909) 2025-09-22T14:31Z 35.7K followers, [----] engagements "@conorsen @georgepearkes Unknown to me" [X Link](https://x.com/TimDuy/status/738052295582056448) 2016-06-01T16:59Z 35.6K followers, [--] engagements "Read @boes_ piece. Idea that pi exp. not fragile means Fed can allow overshoot of 2%. http://bloom.bg/2bdvt0H http://bloom.bg/2bdvt0H" [X Link](https://x.com/TimDuy/status/764278786602872832) 2016-08-13T01:53Z 35.8K followers, [--] engagements "Alarm Over the Fed's $4.45 Trillion Balance Sheet Is Silly http://economistsview.typepad.com/timduy/2017/01/alarm-over-the-feds-445-trillion-balance-sheet-is-silly.html http://economistsview.typepad.com/timduy/2017/01/alarm-over-the-feds-445-trillion-balance-sheet-is-silly.html" [X Link](https://x.com/TimDuy/status/826170157743497217) 2017-01-30T20:48Z 35.6K followers, [--] engagements "For Federal Reserve Governors dissenting is so-1980s. https://x.com/jeannasmialek/status/926175023844548610 Lots of economists are noting that Powell has never dissented. As a reminder neither has anyone else recently on the Board. https://t.co/hXyiHwaZrp https://x.com/jeannasmialek/status/926175023844548610 Lots of economists are noting that Powell has never dissented. As a reminder neither has anyone else recently on the Board. https://t.co/hXyiHwaZrp" [X Link](https://x.com/TimDuy/status/926176305124487169) 2017-11-02T19:56Z 35.8K followers, [--] engagements "New Fed watch to start your week https://blogs.uoregon.edu/timduyfedwatch/2017/11/26/fed-frets-about-inflation-while-preparing-another-rate-hike/ https://blogs.uoregon.edu/timduyfedwatch/2017/11/26/fed-frets-about-inflation-while-preparing-another-rate-hike/" [X Link](https://x.com/TimDuy/status/934912308152713216) 2017-11-26T22:30Z 35.8K followers, [--] engagements "I do think the Fed erred by setting an inflation target that appears unrealistically precise. https://x.com/doug310/status/935017169443807232 https://x.com/doug310/status/935017169443807232" [X Link](https://x.com/TimDuy/status/935018414598262785) 2017-11-27T05:32Z 35.8K followers, [--] engagements "Timothy Geithner on the yield curve at the December [----] FOMC meeting" [X Link](https://x.com/TimDuy/status/938851085048954880) 2017-12-07T19:21Z 35.8K followers, [--] engagements "Reading this article more closely it appears Dudley is defining the alternative to gradual is [--] hikes. So up to seven is still gradual Four Fed rate hikes this year would be 'gradual': Dudley https://reut.rs/2FchdmG https://reut.rs/2FchdmG" [X Link](https://x.com/TimDuy/status/969360096084901889) 2018-03-01T23:53Z 35.8K followers, [--] engagements "High hopes for this cutting board. Should be [----] x 21" [X Link](https://x.com/anyuser/status/1239773275439255553) 2020-03-17T04:39Z 35.7K followers, [---] engagements "Suspect this sudden pressure to reopen the economy before we control the virus is a reaction to the realization that the economy as structured cannot survive a month and the necessary restructuring will be in the direction of everything the GOP has fought against for decades" [X Link](https://x.com/anyuser/status/1242130520802115584) 2020-03-23T16:46Z 35.7K followers, 21.4K engagements "September [--] [----] Has the Fed every cut rates with the S&P at an ATH Has the Fed every cut rates with the S&P at an ATH" [X Link](https://x.com/anyuser/status/1836154346045870391) 2024-09-17T21:24Z 35.7K followers, 481.3K engagements "Has the Fed every cut rates with the S&P at an ATH" [X Link](https://x.com/anyuser/status/1836083659482255741) 2024-09-17T16:43Z 216.8K followers, 665.3K engagements "Its not a sell-off until Robinhood is offline for technical difficulties."" [X Link](https://x.com/anyuser/status/1271136288079360000) 2020-06-11T17:44Z 35.7K followers, [----] engagements "My first mortgage rate was 7.5%. First time home buyers are screwed https://t.co/CylauYdE7A First time home buyers are screwed https://t.co/CylauYdE7A" [X Link](https://x.com/anyuser/status/1508890384662884353) 2022-03-29T19:34Z 35.7K followers, [----] engagements "First time home buyers are screwed" [X Link](https://x.com/anyuser/status/1508740096488529920) 2022-03-29T09:37Z 243.5K followers, [----] engagements "BREAKING: Facebook sees the election leaning toward the Democrats. BREAKING: Facebook bans QAnon across its platforms. https://t.co/9pjTPZUFcb BREAKING: Facebook bans QAnon across its platforms. https://t.co/9pjTPZUFcb" [X Link](https://x.com/anyuser/status/1313589048695427072) 2020-10-06T21:16Z 35.7K followers, [----] engagements "BREAKING: Facebook bans QAnon across its platforms. https://nbcnews.to/2GzGvO1 https://nbcnews.to/2GzGvO1" [X Link](https://x.com/anyuser/status/1313587908587261954) 2020-10-06T21:12Z 980.2K followers, [---] engagements "At a very basic level I think the fundamental issue is that we switched from subsidizing supply via state support for higher education to subsidizing demand via easy access to student loans. In the former system the objective was to keep costs low. Not so in the latter" [X Link](https://x.com/anyuser/status/1120498364393709571) 2019-04-23T01:23Z 35.7K followers, [----] engagements "Text from my daughter" [X Link](https://x.com/anyuser/status/1587661311529603072) 2022-11-02T04:22Z 35.7K followers, [----] engagements "They just cant admit they have been conned" [X Link](https://x.com/anyuser/status/1242112779626020864) 2020-03-23T15:35Z 35.7K followers, [---] engagements "Over time I have come to believe that the most basic troubling aspect about economics as a profession is that it attracts people who seek to use the supposed amorality of markets as cover to express their own broken morality" [X Link](https://x.com/anyuser/status/1271498126717620224) 2020-06-12T17:42Z 35.7K followers, [---] engagements "I have come to agree with this" [X Link](https://x.com/anyuser/status/1292209405295882240) 2020-08-08T21:21Z 35.7K followers, [---] engagements "I dont think people appreciate the extent to which Amazon puts a wage floor in a community. Its the first thing employers think about when a new Amazon facility arrives in town. $AMZN hiring another [------] workers with an average starting wage of $18/hour https://t.co/q2ypvR5Wdf $AMZN hiring another [------] workers with an average starting wage of $18/hour https://t.co/q2ypvR5Wdf" [X Link](https://x.com/anyuser/status/1437724646598717441) 2021-09-14T10:27Z 35.7K followers, [---] engagements "$AMZN hiring another [------] workers with an average starting wage of $18/hour https://www.businesswire.com/news/home/20210914005390/en/ https://www.businesswire.com/news/home/20210914005390/en/" [X Link](https://x.com/anyuser/status/1437723458947928069) 2021-09-14T10:22Z 431.2K followers, [---] engagements "Starting to feel like transitory inflation can have persistent impacts" [X Link](https://x.com/anyuser/status/1854002791548932294) 2024-11-06T03:28Z 35.7K followers, 59.8K engagements "Maybe good economics about on some levels but bad politics. Dems need to stop letting perfect econ be the enemy of sustainable political objectives. Warnock and Ossoff campaigned on the checks and delivered a win. Reward them. Its really that simple. Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it. Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it" [X Link](https://x.com/anyuser/status/1346869859225804800) 2021-01-06T17:22Z 35.7K followers, [---] engagements "Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it" [X Link](https://x.com/anyuser/status/1346868252241178624) 2021-01-06T17:16Z 205.4K followers, [----] engagements "And there it isthis isnt your usual recession. NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED" [X Link](https://x.com/anyuser/status/1265281972424720391) 2020-05-26T14:01Z 35.7K followers, [---] engagements "NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED" [X Link](https://x.com/anyuser/status/1265281742509871106) 2020-05-26T14:00Z 1.2M followers, [---] engagements ""If only they hadnt done any stock buybacks they would have been just fine said no one with any common sense" [X Link](https://x.com/anyuser/status/1248470562386542592) 2020-04-10T04:39Z 35.7K followers, [---] engagements "Is this parody Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion https://t.co/5aHlcIi9sL Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion" [X Link](https://x.com/anyuser/status/1379123553111445506) 2021-04-05T17:27Z 35.7K followers, [---] engagements "Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion" [X Link](https://x.com/anyuser/status/1379098735796490246) 2021-04-05T15:48Z 365.3K followers, [----] engagements "PPP shaming was wrong There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://t.co/1NIpLSyCP9 There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://t.co/1NIpLSyCP9" [X Link](https://x.com/anyuser/status/1314316324898627584) 2020-10-08T21:26Z 35.7K followers, [---] engagements "There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://chicago.cbslocal.com/2020/10/06/chicagos-ruths-chris-steakhouse-location-to-close-hundreds-of-other-job-cuts-coming-at-illinois-businesses-in-near-future/ https://chicago.cbslocal.com/2020/10/06/chicagos-ruths-chris-steakhouse-location-to-close-hundreds-of-other-job-cuts-coming-at-illinois-businesses-in-near-future/" [X Link](https://x.com/anyuser/status/1314314300408893442) 2020-10-08T21:18Z 160.4K followers, [----] engagements "The fact that yields aren't down more should be disconcerting. Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie" [X Link](https://x.com/anyuser/status/1909033084319912255) 2025-04-06T23:58Z 35.7K followers, 582.4K engagements "Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman" [X Link](https://x.com/anyuser/status/1909031587540312326) 2025-04-06T23:52Z 45.5K followers, 99.1K engagements "Did Powell just skip the question on stocks being overvalued" [X Link](https://x.com/anyuser/status/1270791141634355200) 2020-06-10T18:53Z 35.7K followers, [---] engagements "Trumps apparent gains with Blacks and Hispanics suggest the Democrats are going to have to revisit their demographics are destiny narrative" [X Link](https://x.com/anyuser/status/1323811522640900096) 2020-11-04T02:17Z 35.7K followers, [---] engagements "There is no staff capacity for that kind of thing. WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY" [X Link](https://x.com/anyuser/status/1909657724545294394) 2025-04-08T17:20Z 35.7K followers, 38.1K engagements "WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY" [X Link](https://x.com/anyuser/status/1909656969092215193) 2025-04-08T17:17Z 1.2M followers, 237.4K engagements "There is light at the end of this tunnel" [X Link](https://x.com/anyuser/status/1240103164868579328) 2020-03-18T02:30Z 35.7K followers, [---] engagements "@dandolfa We dont have any of that set up yet. There are no masks there is no widespread testing. Yes if we had those things we could go back to work. But we dont and wont for weeks. Even if we did we still will reveal the weakness of our health care system with even low infections" [X Link](https://x.com/anyuser/status/1242139974520074243) 2020-03-23T17:23Z 35.7K followers, [---] engagements "The Millennial experience might be the norm not the exception. We dont appreciate how lucky the Boomers and Xers had it. My Granda was born in [----]. By the time she was [--] she lived through two World Wars and the Great Depression. Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://t.co/cOfW7D6OGo https://t.co/JOaPv5bGGH Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://t.co/cOfW7D6OGo https://t.co/JOaPv5bGGH" [X Link](https://x.com/anyuser/status/1249771668362260483) 2020-04-13T18:49Z 35.7K followers, [---] engagements "Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://www.theatlantic.com/ideas/archive/2020/04/millennials-are-new-lost-generation/609832/ https://www.theatlantic.com/ideas/archive/2020/04/millennials-are-new-lost-generation/609832/" [X Link](https://x.com/anyuser/status/1249770622940401665) 2020-04-13T18:45Z 2.3M followers, 13.5K engagements "*TRUMP: NEW JOBS NUMBERS TO BE THROUGH THE ROOF FROM NEW HIRING So the Fed doesn't need to cut rates" [X Link](https://x.com/anyuser/status/1960378329032532400) 2025-08-26T16:26Z 35.7K followers, 66.1K engagements "Ban noncompete clauses. Even janitors have noncompetes now. Nobody is safe. https://t.co/isjdqah5zQ https://t.co/e2ypi4YDF6 Even janitors have noncompetes now. Nobody is safe. https://t.co/isjdqah5zQ https://t.co/e2ypi4YDF6" [X Link](https://x.com/anyuser/status/1052942582597079040) 2018-10-18T15:20Z 35.7K followers, [---] engagements "Even janitors have noncompetes now. Nobody is safe. https://www.washingtonpost.com/business/2018/10/18/even-janitors-have-noncompetes-now-nobody-is-safe/tid=pm_business_pop&utm_term=.52ac41df4439 https://www.washingtonpost.com/business/2018/10/18/even-janitors-have-noncompetes-now-nobody-is-safe/tid=pm_business_pop&utm_term=.52ac41df4439" [X Link](https://x.com/anyuser/status/1052942308826669056) 2018-10-18T15:19Z 84.9K followers, [---] engagements "Something different. Chess set in walnut cherry and maple" [X Link](https://x.com/anyuser/status/1410668888463872006) 2021-07-01T18:37Z 35.7K followers, [---] engagements "I learned long ago that every successful business person who claimed they could run the government better didnt understand that the goal of their firm was profit maximization but the goal of government is welfare maximization. Its apples to oranges. The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially. The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially" [X Link](https://x.com/anyuser/status/1894068571111629017) 2025-02-24T16:55Z 35.7K followers, 30.1K engagements "The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially" [X Link](https://x.com/anyuser/status/1893850364803162529) 2025-02-24T02:28Z 32.4K followers, 37.9K engagements "Imagine running on the story the economy is awful and we need a socialist overhaul to fix it with 3.2% unemployment" [X Link](https://x.com/anyuser/status/1191534781835571200) 2019-11-05T01:56Z 35.7K followers, [---] engagements "Lol completely misses the biggest rate hike cycle in decades and still declares victory. Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i" [X Link](https://x.com/anyuser/status/1679142228969803776) 2023-07-12T14:54Z 35.7K followers, 91K engagements "Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/" [X Link](https://x.com/anyuser/status/1679134164782661641) 2023-07-12T14:22Z 4.2M followers, 1.1M engagements "This is true. Everyone has been so sure that the next crisis will look like the last two coming out of the financial sector to the real economy. This has been the opposite a pure exogenous shock to the real economy. Mnunchin: "This is not like the financial crisis." Mnunchin: "This is not like the financial crisis."" [X Link](https://x.com/anyuser/status/1237152731363569664) 2020-03-09T23:06Z 35.7K followers, [---] engagements "Mnunchin: "This is not like the financial crisis."" [X Link](https://x.com/anyuser/status/1237151770784206848) 2020-03-09T23:02Z [----] followers, [--] engagements "I am pretty sure the Fed will let crypto burn Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo. Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo" [X Link](https://x.com/anyuser/status/1523768955646611457) 2022-05-09T20:56Z 35.7K followers, [---] engagements "Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo" [X Link](https://x.com/anyuser/status/1523746999308152832) 2022-05-09T19:29Z 432K followers, [----] engagements "I guess the biggest risk to airlines in the long-run is that companies learn that much of the essential Tavel was not essential." Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into @MikeIsaacs newsletter https://t.co/fz6pZMmBmG Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into" [X Link](https://x.com/anyuser/status/1233459353555959808) 2020-02-28T18:30Z 35.7K followers, [---] engagements "Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into @MikeIsaacs newsletter https://www.nytimes.com/2020/02/28/technology/coronavirus-disrupts-industry.html https://www.nytimes.com/2020/02/28/technology/coronavirus-disrupts-industry.html" [X Link](https://x.com/anyuser/status/1233433377845346306) 2020-02-28T16:46Z 10.4K followers, [---] engagements "For those arguing that the Fed has lost control of the bond market this is what losing control looks like. #Turkey update. The 10-year bond yield spike by 4.5% today to over 18%. https://t.co/HBRzAHMfcx #Turkey update. The 10-year bond yield spike by 4.5% today to over 18%. https://t.co/HBRzAHMfcx" [X Link](https://x.com/anyuser/status/1374069098842222592) 2021-03-22T18:42Z 35.7K followers, [---] engagements "#Turkey update. The 10-year bond yield spike by 4.5% today to over 18%" [X Link](https://x.com/anyuser/status/1374067824205893646) 2021-03-22T18:37Z 121.3K followers, [---] engagements "This dispersion of forecasts suggests to me that no one really has any idea what they are talking about. Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24% Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24%" [X Link](https://x.com/anyuser/status/1241101765317033984) 2020-03-20T20:38Z 35.7K followers, [---] engagements "Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24%" [X Link](https://x.com/anyuser/status/1241094084447567872) 2020-03-20T20:07Z 194K followers, [---] engagements "Theory: There are three issues that if adequately addressed would improve the economic fortunes of a vast majority of people. Health care housing and education. None of those issues is beyond our capacity to deal with in even the short run. Rising health care costs are crowding out everything in state and local budgets. Rising health care costs are crowding out everything in state and local budgets" [X Link](https://x.com/anyuser/status/1084512356451811329) 2019-01-13T18:07Z 35.7K followers, [---] engagements "Rising health care costs are crowding out everything in state and local budgets" [X Link](https://x.com/anyuser/status/1084510953918459904) 2019-01-13T18:02Z 35.7K followers, [--] engagements "This might be the most important chart right now. Even if vaccines dont stop COVID entirely they are still a game changer. U.K. 5D Net Change in Cases & Deaths: https://t.co/G6jkJHenKN U.K. 5D Net Change in Cases & Deaths: https://t.co/G6jkJHenKN" [X Link](https://x.com/anyuser/status/1417184594273587217) 2021-07-19T18:08Z 35.7K followers, [---] engagements "U.K. 5D Net Change in Cases & Deaths:" [X Link](https://x.com/anyuser/status/1417183585795289092) 2021-07-19T18:04Z 49.6K followers, [---] engagements "Pro tip: Except during the very worst of recessions employers almost always believe the labor markets are too tight. Beige Book doesnt tell you labor markets are too tight; it tells you that employers think hiring takes a lot of effort. Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the nation." Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the" [X Link](https://x.com/anyuser/status/1218189779365269505) 2020-01-17T15:14Z 35.7K followers, [---] engagements "Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the nation."" [X Link](https://x.com/anyuser/status/1217522585740750848) 2020-01-15T19:02Z [----] followers, [--] engagements "Trump is bargaining with himself. *TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO *TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO" [X Link](https://x.com/anyuser/status/1914796720090955872) 2025-04-22T21:41Z 35.7K followers, 24.6K engagements "*TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO" [X Link](https://x.com/anyuser/status/1914790939706495445) 2025-04-22T21:18Z 1.2M followers, 1.5M engagements "This is a straight up bad take. If you are going to zero you wont have (traditional) ammunition left no matter how quickly you get there. Better to go early and go big and err on the side of being ahead of the curve rather than behind. When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the #coronovarius and interest rates don't repair supply chains. When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the" [X Link](https://x.com/anyuser/status/1234945835814678528) 2020-03-03T20:56Z 35.7K followers, [---] engagements "When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the #coronovarius and interest rates don't repair supply chains" [X Link](https://x.com/anyuser/status/1234939106095878145) 2020-03-03T20:30Z 372.7K followers, [---] engagements "We are on the cutting edge of the pandemic recovery a massive fiscal stimulus a demographic shift of the aging Millennial bulge and the fading of the Boomers technological change in energy and medical care and a radically different monetary framework. A fed watchers dream" [X Link](https://x.com/anyuser/status/1368296602377457665) 2021-03-06T20:25Z 35.7K followers, [---] engagements "Goodness why didnt they just taper today" [X Link](https://x.com/anyuser/status/1440748907982569480) 2021-09-22T18:44Z 35.7K followers, [---] engagements "Yes I am so making the kids drag themselves out of bed for first tracks this morning" [X Link](https://x.com/anyuser/status/1342857614946783232) 2020-12-26T15:39Z 35.7K followers, [---] engagements "Thinking that fiscal policy needs to be on the order of $3-4 trillion total over the next three months roughly split in thirds between SMEs households and state and local That seems to be the numbers consistent with various policy proposals floating around Too low" [X Link](https://x.com/anyuser/status/1241091708688818177) 2020-03-20T19:58Z 35.7K followers, [---] engagements "I feel a disturbance in the force. Its as if a million Austrian economists just screamed out in pain. "It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet "It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet" [X Link](https://x.com/anyuser/status/1262769248855748609) 2020-05-19T15:37Z 35.7K followers, [---] engagements ""It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet" [X Link](https://x.com/anyuser/status/1262768303484829697) 2020-05-19T15:33Z 28.2K followers, [---] engagements "Again completely backwards use of the bank analogy. The financial flows are from the rest of the world to the US. https://x.com/ambjohnbolton/status/1005584419304898566 Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher) https://t.co/emAVNqRqhc https://x.com/ambjohnbolton/status/1005584419304898566 Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher) https://t.co/emAVNqRqhc" [X Link](https://x.com/anyuser/status/1005910563027685376) 2018-06-10T20:32Z 35.7K followers, [---] engagements "Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher)" [X Link](https://x.com/anyuser/status/1005584419304898566) 2018-06-09T22:56Z 848.7K followers, 40.6K engagements "I understand the framing because of his job but cant systemic racism just be wrong I am really tired of having to have an economic justification for everything we do. Systemic racism slows down economic growth @DallasFed chief says https://t.co/6LVTiBOaCs Systemic racism slows down economic growth @DallasFed chief says https://t.co/6LVTiBOaCs" [X Link](https://x.com/anyuser/status/1272219789121839104) 2020-06-14T17:30Z 35.7K followers, [---] engagements "Systemic racism slows down economic growth @DallasFed chief says https://reut.rs/3fiPnTS https://reut.rs/3fiPnTS" [X Link](https://x.com/anyuser/status/1272218753581776897) 2020-06-14T17:26Z [----] followers, [--] engagements "I really like using the reverse sear technique" [X Link](https://x.com/anyuser/status/1367666210238726144) 2021-03-05T02:40Z 35.7K followers, [---] engagements "When I spoke with manufacturers last week none complained about the Federal Reserve. Many however complained about trade wars. As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate too high. They are their own worst enemies they dont have a clue. Pathetic As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate" [X Link](https://x.com/anyuser/status/1179070960814526464) 2019-10-01T16:29Z 35.7K followers, [---] engagements "As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate too high. They are their own worst enemies they dont have a clue. Pathetic" [X Link](https://x.com/anyuser/status/1179041970590748672) 2019-10-01T14:34Z 110.1M followers, 67.5K engagements "The Fed has already acted differently this time. No way would a prior Fed have sat back while unemployment fell to 4.6% and core inflation rose to 4.6% and not even begun the tightening process. Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my question is this: was that just bullshit We are gonna find out soon enough. https://t.co/AXfqdcgkih Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my" [X Link](https://x.com/anyuser/status/1459890410109616142) 2021-11-14T14:26Z 35.7K followers, [---] engagements "Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my question is this: was that just bullshit We are gonna find out soon enough. https://x.com/jonsindreu/status/1459809635364392965t=zUx0dbNbHwajYjeBXEqTow&s=19 https://x.com/jonsindreu/status/1459809635364392965t=zUx0dbNbHwajYjeBXEqTow&s=19" [X Link](https://x.com/anyuser/status/1459855966241972226) 2021-11-14T12:09Z 73.8K followers, [--] engagements "I find it frustrating that policymakers continue to move the goalposts. There won't be inflation - inflation is transitory - not that kind of transitory the longer kind - (next up) more inflation this year means less next year - (finally maybe) more inflation is good. Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews" [X Link](https://x.com/anyuser/status/1448068667061596160) 2021-10-12T23:30Z 35.7K followers, [---] engagements "Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews" [X Link](https://x.com/anyuser/status/1448067028158492674) 2021-10-12T23:24Z 31.5K followers, [--] engagements "I suspect this is underrated as a source of tightness in the labor market. Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged. Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged" [X Link](https://x.com/anyuser/status/1462121459216650244) 2021-11-20T18:11Z 35.7K followers, [---] engagements "Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged" [X Link](https://x.com/anyuser/status/1462116125941063693) 2021-11-20T17:50Z 56.4K followers, [--] engagements "This impeachment thing is going to suck up all of the oxygen that should obviously be devoted to repo markets" [X Link](https://x.com/anyuser/status/1176651012490190848) 2019-09-25T00:13Z 35.7K followers, [---] engagements "I do so enjoy when people use OLS on [--] observations and think they have discovered the secrets of the universe. Its adorable. If you think that the Fed does not boost the stock market. You are probably wrong. See below since October [--] [----] a 1% increase in the Fed's assets on the balance sheet has coincided with a 0.9% increase in the S&P [---] https://t.co/DTBcT662cA If you think that the Fed does not boost the stock market. You are probably wrong. See below since October [--] [----] a 1% increase in the Fed's assets on the balance sheet has coincided with a 0.9% increase in the S&P 500" [X Link](https://x.com/anyuser/status/1211854734610419714) 2019-12-31T03:40Z 35.7K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TimDuy Tim Duy
Tim Duy posts on X about inflation, in the, fed, this is the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +437%
- [--] Month [-------] +2,733%
- [--] Months [-------] -79%
- [--] Year [---------] +43%
Mentions: [--] #
- [--] Months [--] +30%
- [--] Year [--] -36%
Followers: [-------] #
- [--] Week [------] +0.05%
- [--] Month [------] +0.12%
- [--] Months [------] +0.73%
- [--] Year [------] +0.92%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries stocks technology brands celebrities us election social networks musicians financial services currencies
Social topic influence inflation, in the, fed, this is, growth #1667, balance sheet, wrong, balance, fomc, china
Top accounts mentioned or mentioned by @conorsen @thestalwart @nicktimiraos @jasonfurman @fullcarry @theterminal @gregip @jbarro @thebeltwayagent @mikeisaacs @regsprecher @dallasfed @cbsnews @anfuller @sensiblemoderat @zg44_analytics @sonos @bchappatta @kevg1412 @markets
Top assets mentioned Bank of America (BAC) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Lol completely misses the biggest rate hike cycle in decades and still declares victory. Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i"
X Link 2023-07-12T14:54Z 35.7K followers, 91K engagements
"I dont know if the criteria is as stringent as enjoying working alongside but I think a dont hire an a**hole rule is important. Just one or two of those people can quickly suck the energy out of a department. This is also an ugly and uncomfortable truth about academic hiring: once youre at the campus interview stage a lot of it can come down to whether or not people on the hiring committee can imagine enjoying working alongside you for the next 30-40 years until one of you dies. This is also an ugly and uncomfortable truth about academic hiring: once youre at the campus interview stage a lot"
X Link 2024-02-14T18:20Z 35.6K followers, [----] engagements
"@greg_ip While I dont disagree on the recent data I recall that his zillion PhDs said to ignore inflation a few years ago"
X Link 2024-03-20T19:01Z 35.6K followers, [----] engagements
"@jbarro @Sonos Used to be a great product"
X Link 2025-02-20T02:02Z 35.1K followers, [---] engagements
"When I complained to a city planner in Oregon that red states could build housing but blue states can't he told me flat out that's fine people can move to red states. Blue states should be asking themselves what policies they can change to be on this list in the future. https://t.co/avDmRqJYu1 Blue states should be asking themselves what policies they can change to be on this list in the future. https://t.co/avDmRqJYu1"
X Link 2025-02-24T16:14Z 35.1K followers, 10.1K engagements
"The Fed isnt willing to bear the costs of bringing down inflation more quickly to target. The public either doesnt understand those costs or finds them acceptable. Midterms are cooked no matter how much you pump stocks Im long Dem sweep as an experiment on the view that inflation is the only issue I really think well see landslides each way until inflation reverses. I dont get how this isnt obvious now particularly to the Fed https://t.co/QPLgVzkr8y Midterms are cooked no matter how much you pump stocks Im long Dem sweep as an experiment on the view that inflation is the only issue I really"
X Link 2025-11-05T13:26Z 35.7K followers, 43.1K engagements
"Hear me out.maybe just maybe the UMich numbers are complete garbage and not worth talking about anymore Worst economic times: April + May [----] (Volcker shock) June + July [----] (peak post-Covid inflation) April + May [----] (Liberation Day) and today https://t.co/KG55ltoEst Worst economic times: April + May [----] (Volcker shock) June + July [----] (peak post-Covid inflation) April + May [----] (Liberation Day) and today https://t.co/KG55ltoEst"
X Link 2025-11-07T17:13Z 35.7K followers, 34.1K engagements
"Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. Strange so many Fed presidents are pushing back against December cut. The bias in September was [--] cuts and since then we have had limited official data with the shutdown itself a modest economic headwind. Strange so many Fed presidents are pushing back against December cut. The bias in September was [--] cuts and since then we have had limited official data with the shutdown itself a modest economic headwind"
X Link 2025-11-14T00:28Z 35.7K followers, 43.8K engagements
"I think ok fine it slipped through but now it should take extra attention in the context of the current debate but thats not happening. Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. https://t.co/oP3s9uu1ll Its not just the presidents Barr was ringing the bell before the October FOMC meeting. It really just amazing that the financial press utterly ignored him. https://t.co/oP3s9uu1ll"
X Link 2025-11-14T00:36Z 35.7K followers, [----] engagements
"😂 seriously Good luck with that. Baier: Would a $2000 dividend check be inflationary Bessent: Maybe we can persuade Americans to save that. https://t.co/DwPI1nHvqg Baier: Would a $2000 dividend check be inflationary Bessent: Maybe we can persuade Americans to save that. https://t.co/DwPI1nHvqg"
X Link 2025-11-19T22:53Z 35.7K followers, [----] engagements
"Its been the problem since the June SEP the data never delivered a clear consensus outcome. Without compelling data its actually hard to get people who have pre-existing perspectives to all come to consensus said Richmond Fed President Tom Barkin. Because theres been no new data to forge consensus you could argue it out and maybe thats what well do. Without compelling data its actually hard to get people who have pre-existing perspectives to all come to consensus said Richmond Fed President Tom Barkin. Because theres been no new data to forge consensus you could argue it out and maybe thats"
X Link 2025-11-20T02:20Z 35.7K followers, 12.7K engagements
"@NickTimiraos @conorsen You cropped out the rate projections too. It's interesting that the Fed thought rates would be roughly 50bps above neutral and it looks like the [----] will end with rates 50bps above a higher neutral"
X Link 2025-11-26T17:09Z 35.7K followers, [----] engagements
"Dresser in progress walnut and maple drawers come next. Greatly improved my skills making double tenons still working on clean mortises"
X Link 2026-01-09T18:01Z 35.6K followers, [----] engagements
"@NickTimiraos @conorsen Plus Fed independence only becomes an issue when an actual policy error occurs and we dont have that yet"
X Link 2026-01-12T17:18Z 35.6K followers, [----] engagements
"FWIW this idea will die hard if he were to take the top spot at the Fed. Extraordinary quote for a guy who may be the next Fed Chair Its ambiguous to me today at best whether a higher interest rate helps bring down inflation versus actually contributes to it. Rick Rieder #MMT Extraordinary quote for a guy who may be the next Fed Chair Its ambiguous to me today at best whether a higher interest rate helps bring down inflation versus actually contributes to it. Rick Rieder #MMT"
X Link 2026-01-26T16:16Z 35.6K followers, 17.8K engagements
"I am going to go out on a limb here and say people are just making up numbers. The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM"
X Link 2026-02-13T20:51Z 35.7K followers, 87.7K engagements
"I am not going to fight faster growth but I really don't think people understand the implications of a 20% GDP growth rate. I am going to go out on a limb here and say people are just making up numbers. I am going to go out on a limb here and say people are just making up numbers"
X Link 2026-02-13T21:05Z 35.7K followers, 40.7K engagements
"This from @BChappatta is important for understanding Fed communications this year. The Fed will talk a lot about inequality as if they could do something about it but its powers are limited to keeping rates low until the job market is hot. https://www.bloomberg.com/opinion/articles/2020-12-31/the-fed-is-powerful-except-in-fighting-wealth-inequality/ https://www.bloomberg.com/opinion/articles/2020-12-31/the-fed-is-powerful-except-in-fighting-wealth-inequality/"
X Link 2021-01-01T16:04Z 35.7K followers, [--] engagements
"OK Powell is giving a little more its going to be November than I expected"
X Link 2021-09-22T18:41Z 35.6K followers, [--] engagements
"I dont know what a flying elevator is but I am pretty sure I want one. Neom must read story. MBS forcibly removed a local tribe to build his dream city w/flying elevators pool-canals for kids to swim to school horizontal skyscrapers a desert ski resort-via tons of designers forced to debate the perfect cyber punk aesthetic https://t.co/67Ti7wnpVt Neom must read story. MBS forcibly removed a local tribe to build his dream city w/flying elevators pool-canals for kids to swim to school horizontal skyscrapers a desert ski resort-via tons of designers forced to debate the perfect cyber punk"
X Link 2022-07-18T00:56Z 35.6K followers, [--] engagements
"The fact that yields aren't down more should be disconcerting. Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie"
X Link 2025-04-06T23:58Z 35.7K followers, 582.4K engagements
"Reality: They didn't have enough to retire. See it all the time people try to retire at [--] with no cushion. The new media are just intent on portraying retirement as full of financial woes. /1 https://t.co/mMmPFcfwZJ The new media are just intent on portraying retirement as full of financial woes. /1 https://t.co/mMmPFcfwZJ"
X Link 2026-02-06T16:36Z 35.6K followers, 10.7K engagements
"Warsh cant tell the presidents to stop speaking. He can try but good luck I guess. And he cant just unilaterally drop the entire communications framework. Suspect people taking this balance sheet shrinkage thing too literally. Warsh will try to reduce it a bit over time but mostly virtue signalling. Will be part of virtue signalling package incl. fewer press conferences scrapping dotplots anti "woke" drive less speeches etc Suspect people taking this balance sheet shrinkage thing too literally. Warsh will try to reduce it a bit over time but mostly virtue signalling. Will be part of virtue"
X Link 2026-02-07T17:22Z 35.6K followers, [----] engagements
"This idea of a trade off between Wall Street and Main Street just wont die. The Fed meeting its employment mandate and growing W2 income will be good for financial markets. New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412 https://t.co/L2T28oJ1bh New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412 https://t.co/L2T28oJ1bh"
X Link 2026-02-06T03:43Z 35.7K followers, [----] engagements
"@thebeltwayagent @conorsen As Bessent has said and is the right way to read this - a relatively small number can still have big implications"
X Link 2026-02-13T21:21Z 35.7K followers, [---] engagements
"As long as the Fed is committed to hiking rates the yield curve will flatten. Yield curve steepens when the Fed cuts rates (or markets anticipate Fed will cut rates). https://x.com/jennablan/status/1019315830365057024 TREASURIES-Fed's Powell upbeat view flattens U.S. yield curve https://t.co/6GxpyyTSoR https://x.com/jennablan/status/1019315830365057024 TREASURIES-Fed's Powell upbeat view flattens U.S. yield curve https://t.co/6GxpyyTSoR"
X Link 2018-07-17T20:21Z 35.8K followers, [--] engagements
"Yes auto loans are distinctly different from home loans. Still has implications for auto sector as it suggests they have pushed the limits on sales of expensive high margin product. Auto Loans Are Not the Next Subprime https://t.co/q0RCo3VdJJ https://t.co/zpN2EIPhQ0 Auto Loans Are Not the Next Subprime https://t.co/q0RCo3VdJJ https://t.co/zpN2EIPhQ0"
X Link 2019-02-17T17:44Z 35.8K followers, [--] engagements
"That rate hike was a mistake in so many ways. I believe the people on the Federal Reserve Board should be thrown out for economic malpractice Moore said Dec. [--] https://t.co/Maw3y4O3pT I believe the people on the Federal Reserve Board should be thrown out for economic malpractice Moore said Dec. [--] https://t.co/Maw3y4O3pT"
X Link 2019-03-22T16:48Z 35.8K followers, [--] engagements
"Consumer confidence stays strongthe fundamental problem with the 50bp story is that given the data/news flow the case for even 25bp is arguably less compelling than in June. Feds communication strategy is not capable of handling a nimble policy strategy. Remind me again why the Fed is likely to cut rates https://t.co/dfWCchHXXJ via @markets Remind me again why the Fed is likely to cut rates https://t.co/dfWCchHXXJ via @markets"
X Link 2019-07-19T14:16Z 35.8K followers, [--] engagements
"The exports measures from the ISM report is the most recessionary looking part"
X Link 2019-09-03T14:36Z 35.8K followers, [--] engagements
"According to the last SEP only four expect a rate hike this year and then only 25bp total. The rest see no change in policy. Regardless of the rotation they are all doves now. A guide to FOMC hawks and doves in [----] https://t.co/IwuBt39Gzp A guide to FOMC hawks and doves in [----] https://t.co/IwuBt39Gzp"
X Link 2019-12-30T02:41Z 35.8K followers, [--] engagements
"Kaplan: Growth in the balance sheet is not free. There is a cost to it. Its a derivative of QE. The cost here (I think) is the rise in asset prices. He seems in line with those who think the Feds repo actions are the primary factor propelling stocks higher. Dallas Fed president Kaplan not doing the Fed any favors in its attempts to message that the recent balance sheet expansion isn't QE. https://t.co/FOjwwCgs0Q Dallas Fed president Kaplan not doing the Fed any favors in its attempts to message that the recent balance sheet expansion isn't QE. https://t.co/FOjwwCgs0Q"
X Link 2020-01-15T18:04Z 35.8K followers, [--] engagements
"I cant see how the Fed can wait another week"
X Link 2020-03-12T01:35Z 35.8K followers, [--] engagements
"Suspect this sudden pressure to reopen the economy before we control the virus is a reaction to the realization that the economy as structured cannot survive a month and the necessary restructuring will be in the direction of everything the GOP has fought against for decades"
X Link 2020-03-23T16:46Z 35.7K followers, 21.4K engagements
"The Fed expanded the balance sheet. How hard is this to understand 😉 Dont @ me. .@jbarro takes a good stab here IMO at why the stock market has hung in there as well as it has despite the awful economic situation https://t.co/PbTlA2Z1pn .@jbarro takes a good stab here IMO at why the stock market has hung in there as well as it has despite the awful economic situation https://t.co/PbTlA2Z1pn"
X Link 2020-05-20T17:08Z 35.7K followers, [--] engagements
"V-shaped recovery in Eugene housing market pending sales. Inventory down to [---] months"
X Link 2020-07-10T14:12Z 35.8K followers, [--] engagements
"This implies a real policy rate of -2.4% in [----]. An interesting note from @mckonomy as he parses through the Fed statement: this is the first time in a long time that any Fed members are predicting inflation above 2% with at least one participant forecasting PCE of 2.4% next year via @bloombergtv https://t.co/QXgQHD3b2R An interesting note from @mckonomy as he parses through the Fed statement: this is the first time in a long time that any Fed members are predicting inflation above 2% with at least one participant forecasting PCE of 2.4% next year via @bloombergtv https://t.co/QXgQHD3b2R"
X Link 2020-09-16T18:15Z 35.6K followers, [--] engagements
"Thank about this more I think you should view the world in which the Feds economic outlook is excessively pessimistic but the likely upside outcomes dont change the policy rate outlook. Need inflation to do that. Dont need inflation to change QE though. GOLDMAN: the damage has so far been much less severe than initially feared. Scarring effects on the business sector remain surprisingly limited. In addition labor demand has rebounded much more quickly than last cycle reducing the risk of widespread long-term unemployment. https://t.co/uMzasyWb58 GOLDMAN: the damage has so far been much less"
X Link 2020-10-07T20:54Z 35.8K followers, [--] engagements
"I think of this sort of thing when I see stories about people claiming they are ready to live off the grid. The vast vast majority of people wouldnt last [--] hours off the grid in this sort of weather. More than [---] MILLION PEOPLE are under winter alerts as #Landon brings snow ice and freezing rain to a large swath of the country this week. We're LIVE in the field and in the studio with expert analysis. https://t.co/ndJa5QvW9Y More than [---] MILLION PEOPLE are under winter alerts as #Landon brings snow ice and freezing rain to a large swath of the country this week. We're LIVE in the field and"
X Link 2022-02-02T19:42Z 35.7K followers, [--] engagements
"I think if the Fed continues to anchor the long end with its guidance on the neutral policy rate it is almost certain that the curve will invert. Theres a decent chance 2s10s are going to invert while 5-year breakevens are still above 3%. Going to be some good macro fights this year: https://t.co/IPzdfKNMgv Theres a decent chance 2s10s are going to invert while 5-year breakevens are still above 3%. Going to be some good macro fights this year: https://t.co/IPzdfKNMgv"
X Link 2022-03-17T00:41Z 35.8K followers, [--] engagements
"My first mortgage rate was 7.5%. First time home buyers are screwed https://t.co/CylauYdE7A First time home buyers are screwed https://t.co/CylauYdE7A"
X Link 2022-03-29T19:34Z 35.7K followers, [----] engagements
"It was a real thing. Lemme point out the obvious: Tech bros were wrong about what was happening even just in their corner of the universe. Lemme point out the obvious: Tech bros were wrong about what was happening even just in their corner of the universe"
X Link 2023-07-10T17:00Z 35.8K followers, 12.5K engagements
"This is one reason I have been less concerned about the macro impacts from the restart of student loan payments. Many just simply arent going to be repaid"
X Link 2023-07-13T14:37Z 35.7K followers, [----] engagements
"The Fed isnt changing the inflation target tomorrow. Stocks / risk assets should react positively if Powell affirms reports that the Fed is considering (very slowly) adjusting its long-term average inflation target to 3% from 2% according to recent reports on a changing target for inflation. The bigger question is how the USD https://t.co/E4vytGCNue Stocks / risk assets should react positively if Powell affirms reports that the Fed is considering (very slowly) adjusting its long-term average inflation target to 3% from 2% according to recent reports on a changing target for inflation. The"
X Link 2023-08-24T23:34Z 35.8K followers, 15.4K engagements
"@BucketsBudgets Well there is a writers strike. Good time to revisit the classics"
X Link 2023-09-06T02:02Z 35.4K followers, [--] engagements
"Yet consumer loans climbing to new cycle high after a dip in July. The share of U.S. households reporting that it's harder to obtain credit than one year ago hit a new high in the New York Fed's consumer survey which is around [--] years old https://t.co/5NNJD4qrky https://t.co/1LIZfapcMQ The share of U.S. households reporting that it's harder to obtain credit than one year ago hit a new high in the New York Fed's consumer survey which is around [--] years old https://t.co/5NNJD4qrky https://t.co/1LIZfapcMQ"
X Link 2023-09-11T17:10Z 35.8K followers, 20.3K engagements
"@TheStalwart @Common_Ends Consequence of off-shoring manufacturing capacity after China entered the WTO. Not just entire sectors but key components to remaining sectors. Cant bring it back like flipping a light switch. Relying more on domestic production should be inflationary without higher rates"
X Link 2023-09-25T16:40Z 35.2K followers, [--] engagements
"Consumer resilience. Dont bet against the consumer unless employment is plunging. 🔸BANK OF AMERICA CEO BRIAN MOYNIHAN SAYS CONSUMERS SPENT 4.5% MORE IN SEPTEMBER VS LAST SEPTEMBER 🔸BANK OF AMERICA CEO BRIAN MOYNIHAN SAYS CONSUMERS SPENT 4.5% MORE IN SEPTEMBER VS LAST SEPTEMBER"
X Link 2023-09-27T16:20Z 35.7K followers, 73.5K engagements
"@INArteCarloDoss CPI up 3.7% yoy in August PCE lower so real gains still"
X Link 2023-09-27T16:42Z 35.8K followers, [----] engagements
"One way to make sure you are ahead of everyone on the recession call is to always have a recession call"
X Link 2023-10-02T00:40Z 35.4K followers, 22.2K engagements
"@Fullcarry Hard to do that if the higher bond yields driven by strong economy"
X Link 2023-10-17T14:04Z 35.2K followers, [----] engagements
"The Fed isnt going to say we are done. The data has to say that for them"
X Link 2023-10-19T13:04Z 35.2K followers, 152.3K engagements
"@conorsen I think they are comfortable with that enough to keep financial conditions from loosening"
X Link 2023-10-19T13:11Z 35.4K followers, [----] engagements
"At a certain point you admit defeat and say rates are so high they have to fall and there is no point in buying now. On the other side of that activity picks up quickly when rates fall"
X Link 2023-10-19T13:41Z 35.4K followers, [----] engagements
"@Fullcarry All those striking workers came back"
X Link 2023-11-30T14:53Z 35.2K followers, [----] engagements
"The game is not about what the Fed is saying now its about what they will be saying in two months"
X Link 2023-12-01T16:16Z 35.2K followers, 37.8K engagements
"The market has now priced in a roughly 60% chance of a March rate cut. While that is still a long way off here is what we were saying a month ago"
X Link 2023-12-01T19:53Z 35.2K followers, 14.7K engagements
"I am not the target audience for this pickup generally I think its gimmicky and ugly lacking in the graceful lines I prefer in an automobile." Rivian has better lines IMO. Still I dont think the electric truck is ready for prime time if you intend to use it as a truck"
X Link 2023-12-03T16:59Z 35.2K followers, [----] engagements
"The Fed doesnt see it this way. Assuming [----] ends at 2% inflation (we are already there) 150bp of rate cuts leaves spot real policy rates at 1.8% compared to the long run real neutral of 0.5%. In the Feds world that is less contractionary not stimulative. But whats priced into the market now is far more than that. Its a massive easing with no expected weakening of economic conditions (remember stocks are at highs). But whats priced into the market now is far more than that. Its a massive easing with no expected weakening of economic conditions (remember stocks are at highs)"
X Link 2023-12-14T14:25Z 35.7K followers, 80.8K engagements
"Waller Powell Williams all told us repeatedly that the Fed didnt need lower growth to cut that inflation alone would do it. People just refused to listen and still refuse to listen. When people say this Fed meeting would be judged poorly by history all they are saying is that they imposed their views as to what the Fed should do.as opposed to paying attention to what Waller said they will do When people say this Fed meeting would be judged poorly by history all they are saying is that they imposed their views as to what the Fed should do.as opposed to paying attention to what Waller said they"
X Link 2023-12-14T14:29Z 35.7K followers, 57K engagements
"As a child of the 1980s I have such high hopes for this"
X Link 2023-12-14T15:26Z 35.3K followers, [----] engagements
"This. Who cares about year over year rates Ancient history"
X Link 2023-12-20T15:58Z 35.4K followers, [----] engagements
"Not just upper middle class but more important is out-of-state upper middle class. Thats where the tuition money really comes from (Auburn is 40% out-of-state which isnt that high Univ. of Oregon is 48%). Families expect more for their money. Im sure bureaucratic bloat is part of the story in higher ed but a bigger part is that as much as schools prioritize diverse student bodies if your school isnt attractive to upper-middle class students then youve got nothing and those families expect certain amenities. Im sure bureaucratic bloat is part of the story in higher ed but a bigger part is that"
X Link 2023-12-28T15:56Z [--] followers, 25.5K engagements
"Just conveniently ignore that Governor Waller outlined this exactly. To sum up the relationship between vacancies and unemployment gives me reason to hope that policy tightening in current circumstances can tame inflation without causing a sharp increase in unemployment. Also not clear how a demand-side story explains how vacancies and quits could have fallen so sharply without any rise in unemployment 5/ Also not clear how a demand-side story explains how vacancies and quits could have fallen so sharply without any rise in unemployment 5/"
X Link 2023-12-31T17:02Z 35.4K followers, 24.1K engagements
"@NickTimiraos @EconBerger Hmmmthen those dont seem internally consistent because the largest cuts on that list is UBS with 275bp which brings the policy rate to 2.635% still above the Feds estimate of neutral. Seems like a recession would push the Fed into a below neutral position"
X Link 2024-01-02T18:36Z 35.2K followers, [----] engagements
"Its pretty common for these masters degrees etc. to be profit centers and thats why anyone with a heartbeat can get admitted to an MBA program somewhere for example. I strongly advise students against expensive graduate programs that dont have a clear financial return. UChicago facing budget deficit of $239 million shows the profitable parts of the college: masters degrees summer programs and exec ed classes (all areas with minimal financial aid). https://t.co/URYVAP9EUo UChicago facing budget deficit of $239 million shows the profitable parts of the college: masters degrees summer programs"
X Link 2024-01-06T19:47Z [--] followers, 57.5K engagements
"I dont want to do optimal policy now because the optimal policy in the future might be different also appears to me an odd position. I just don't understand this perspective--policy should be flexible over the cycle especially once you are in a good range: *BOSTIC: WORST OUTCOME WOULD BE TO CUT RATES THEN HAVE TO RAISE https://t.co/aOxxh675kA I just don't understand this perspective--policy should be flexible over the cycle especially once you are in a good range: *BOSTIC: WORST OUTCOME WOULD BE TO CUT RATES THEN HAVE TO RAISE https://t.co/aOxxh675kA"
X Link 2024-01-18T20:30Z 35.2K followers, 10.6K engagements
"@conorsen @SamRo Bolhuis Cramer Schulz & Summers (2024). We show that the lows in US consumer sentiment that cannot be explained by unemployment and official inflation are strongly correlated with borrowing costs and consumer credit supply"
X Link 2024-03-16T15:17Z 35.5K followers, 10.9K engagements
"My recollection is that the decline of manufacturing was pushed as a good thing. Increased labor for services and loss of manufacturing was the cost of integrating China into the global economy. With that as established conventional wisdom supportive research had to follow. So today when we wake up and find ourselves uncompetitive in advanced manufacturing industries we should ask ourselves why were economists ignoring the warning signs all along So today when we wake up and find ourselves uncompetitive in advanced manufacturing industries we should ask ourselves why were economists ignoring"
X Link 2024-05-28T02:23Z 35.4K followers, [----] engagements
"I think that in its eagerness to defend against the claim of recession the policy community has lost the plot. Regardless of a recession the question is what has been the cost-benefit tradeoff of the last 0.9ppt increase in the unemployment rate.(1/x) @conorsen The Sahm Rule advocates have history on their side it must be acknowledged. I don't think it's unreasonable though to wonder if a U3 rise driven primarily by a labor force expansion might have a different implication from one driven primarily by an EPOP fall. @conorsen The Sahm Rule advocates have history on their side it must be"
X Link 2024-08-11T23:14Z 35.7K followers, 112.3K engagements
"and what will be the cost-benefit tradeoff of the next 0.9ppt increase in the unemployment rate because that's where we are heading without an increase in the hiring rate. And please don't say that "it's not layoffs it's immigrants.(2/3)"
X Link 2024-08-11T23:16Z 35.8K followers, 35.5K engagements
".because I don't think the policy community appreciates that they are saying a person who is unemployed as a new entrant or reentrant to the labor force has less value than someone unemployed because they have been laid off"
X Link 2024-08-11T23:18Z 35.8K followers, 12.3K engagements
"Inflation is easing now the Fed can pivot to the job market and support the economy. Fixed it. Inflation is easing. Now Harris has an even bigger problem with the economy. https://t.co/meShEgizLm Inflation is easing. Now Harris has an even bigger problem with the economy. https://t.co/meShEgizLm"
X Link 2024-08-14T18:11Z 35.8K followers, [----] engagements
"Bostic last week: .recent economic data has made him "more confident" the U.S. central bank can get inflation back to its 2% target but he wants to see "a little more data" before he's ready to support lowering interest rates. Bostic also said that a half-point cut could be on the table if the job market weakens further: "Unexpected labor market weakness would mean that the conversation about what the size of a move should be would be an appropriate conversation to have" he said in our interview. Bostic also said that a half-point cut could be on the table if the job market weakens further:"
X Link 2024-08-20T15:58Z 35.8K followers, [----] engagements
"I am wondering when the press is going to start pushing back on this casual acceptance of 5% unemployment. What's the plan to get back down to 4% Fed's Harker tells me from Jackson Hole that "for me barring any surprise in the data we'll get between now and then I think we need to start this process" adds I think a slow methodical approach down is the right way to go. https://t.co/MtPNpFOJmH Fed's Harker tells me from Jackson Hole that "for me barring any surprise in the data we'll get between now and then I think we need to start this process" adds I think a slow methodical approach down is"
X Link 2024-08-22T14:53Z 35.8K followers, 68.5K engagements
"Just to get in front of the "story" I worked at Dairy Queen in high school but it's not on my vitae. NEW: Kamala Harriss missing summer job at McDonalds job. Her resume and job application a year after graduating college @FreeBeacon obtained through FOIA dont mention it. Neither do either of her books or either of the biographies on her. @SaysSimonson @ChuckRossDC and https://t.co/so0fNA6rNG NEW: Kamala Harriss missing summer job at McDonalds job. Her resume and job application a year after graduating college @FreeBeacon obtained through FOIA dont mention it. Neither do either of her books or"
X Link 2024-08-29T14:41Z 35.8K followers, [----] engagements
"Cc: @IvanTheK "We could bear-ly believe it" wrote @CraterLakeNPS. For the first time in decades a black bear was spotted swimming in the United States' deepest lake. Story/video: https://t.co/PedsaiObpn https://t.co/ArZrmyyGgx "We could bear-ly believe it" wrote @CraterLakeNPS. For the first time in decades a black bear was spotted swimming in the United States' deepest lake. Story/video: https://t.co/PedsaiObpn https://t.co/ArZrmyyGgx"
X Link 2024-09-05T23:33Z 35.8K followers, [----] engagements
"There is a resistance to calling out rising unemployment as a problem just as there was resistance to acknowledging higher inflation. I think in both cases the commentariat does not want to see a perceived criticism of Bidens economic policies. (1/2) Since the start of the Reagan era when Democrats have held the White House the unemployment rate has always gone down until this year theres just no muscle memory of what to do when thats not the case: https://t.co/bg401GSka5 Since the start of the Reagan era when Democrats have held the White House the unemployment rate has always gone down"
X Link 2024-09-08T16:21Z 35.8K followers, 23.6K engagements
"September [--] [----] Has the Fed every cut rates with the S&P at an ATH Has the Fed every cut rates with the S&P at an ATH"
X Link 2024-09-17T21:24Z 35.7K followers, 481.3K engagements
"Every downturn is idiosyncratic with one commonality: They all come after a period of Fed rate hikes. The summer of [----] was chaotic in the credit markets. The Fed had intermeeting calls on August [--] and 16th and released statements trying to calm the markets. The famous Jim Cramer "They have no idea" rant was on August [--]. The Fed finally cut 50bp in Sept referencing the The summer of [----] was chaotic in the credit markets. The Fed had intermeeting calls on August [--] and 16th and released statements trying to calm the markets. The famous Jim Cramer "They have no idea" rant was on August 3."
X Link 2024-09-18T01:03Z 35.4K followers, 11.9K engagements
"My story in recent weeks is to pick either the GDP numbers or the labor market numbers and hold on tight to one of them and I think you should hold tight to the labor market. We are in the deep end of the pool and I think if you hold onto the GDP numbers you will drown. Purely in terms of being timely business cycle indicators: (1) Real GDP growth is heavily overrated (lags gets revised) and (2) Labor market data is underrated. Rises in U3 and falls in employment rates tend to be good guides for gauging recession risk 1-3 quarters in advance Purely in terms of being timely business cycle"
X Link 2024-09-18T16:46Z 35.8K followers, 10.2K engagements
"I agree with the premise but I wonder if households are now conditioned to equate Fed cutting rates to Fed setting rates at zero.which means we need much more easing than is priced into markets to actually unlock this movement. Powell says lower rates will bring sellers and buyers back to the housing market. In fact more locked-in homeowners and renters are itching to move soon. If we get 100+ bps of cuts by next March spring [----] could see a big spike in both listings and sales. https://t.co/ES7vpVYsy1 Powell says lower rates will bring sellers and buyers back to the housing market. In fact"
X Link 2024-09-19T00:13Z 35.8K followers, [----] engagements
"@greg_ip @tdgraff Yes it's exactly it just that it's a knee jerk response rather than any real faith in a soft landing. It's the trade everyone knows will happen whether you believe the underlying premise or not"
X Link 2024-09-19T19:47Z 35.8K followers, [---] engagements
"I thought Powell's JH speech was obviously super dovish and must be consistent with a 50bp cut and it's still a bit of a mystery why his colleagues didn't have the same interpretation and only later found themselves on the wrong side of Powell. This is the tricky space the only pre-blackout signal that mattered was from Powell. This is the tricky space the only pre-blackout signal that mattered was from Powell"
X Link 2024-09-23T15:50Z 35.8K followers, 20K engagements
"To maintain this trend mortgage rates need to fall further which won't likely happen with a bear steeper (need spreads to compress in that case). Alternative housing prices could fall. Average Monthly Mortgage Payment for a New Buyer of a $500000 House is Declining: (Chart from ECANGO) *Fixed the legend labels https://t.co/sPIMZoQ4Kr Average Monthly Mortgage Payment for a New Buyer of a $500000 House is Declining: (Chart from ECANGO) *Fixed the legend labels https://t.co/sPIMZoQ4Kr"
X Link 2024-09-25T13:57Z 35.8K followers, [----] engagements
"@conorsen Yes I don't see the need for forced sales on the scale of 2006-09"
X Link 2024-09-25T14:02Z 35.8K followers, [----] engagements
""mysteriously" BREAKING: The Russian oligarch and former vice-president of the oil giant Yukos Mikhail Rogachev mysteriously died yesterday after falling out of a window of his 11th-floor apartment in Moscow. https://t.co/njRcKVPu6D BREAKING: The Russian oligarch and former vice-president of the oil giant Yukos Mikhail Rogachev mysteriously died yesterday after falling out of a window of his 11th-floor apartment in Moscow. https://t.co/njRcKVPu6D"
X Link 2024-10-20T23:14Z 35.7K followers, 31.1K engagements
"Starting to feel like transitory inflation can have persistent impacts"
X Link 2024-11-06T03:28Z 35.7K followers, 59.8K engagements
"For a timeline cleanse I finished an end table tonight. Maple cherry and walnut"
X Link 2024-11-06T04:24Z 35.6K followers, [----] engagements
"I dont know what will happen but the Rs should be thinking about life after Trump. The easiest path to maintain and build on their electoral gains is to at least attempt competent governance which includes not trashing the economy. the typical wall street take on the election seems to be that they're happy biden is leaving and they are looking forward to their imagined version of trump who doesn't do 60% tariffs or mass deportation is taking office the typical wall street take on the election seems to be that they're happy biden is leaving and they are looking forward to their imagined"
X Link 2024-11-09T22:06Z 35.6K followers, [----] engagements
"It was seen as desirable to lose the manufacturing sector to release labor for the service sector while the loss of manufacturing to China would enhance geopolitical security. This is why the US turned a blind eye to currency manipulation that accelerated the process. (2/2)"
X Link 2024-12-01T19:22Z 35.4K followers, [----] engagements
"The net success of NAFTA help convinced the Washington consensus that China's entry to the WTO would be similarly successful. The fact that NAFTA preceded the China shock however left the public connecting the result of the latter to the former. (1/2) I don't think it was NAFTA that made America's industrial base disappear. Here's total manufacturing employment with NAFTA and China's entry into the WTO both labeled on the chart. https://t.co/9oNoMtYFDv I don't think it was NAFTA that made America's industrial base disappear. Here's total manufacturing employment with NAFTA and China's entry"
X Link 2024-12-01T20:00Z 35.7K followers, 48.1K engagements
"My mom one summer day: Why werent you home The street lights were on. @TimDuy Not even debatable. They called us in for lunch and dinner. Then when the street lights came on. Not revisionist history but FACT @TimDuy Not even debatable. They called us in for lunch and dinner. Then when the street lights came on. Not revisionist history but FACT"
X Link 2024-12-29T15:40Z 35.3K followers, [----] engagements
"This summer in Switzerland I shared a few drinks with a someone from the states I just met. The bartender said I love how you Americans will just start up a conversation like you were old friends. Apparently thats not the global norm my dad is not exactly the cuddly and warm type but when we visited Poland a few years ago he told me he could never retire there because America had changed him so much he couldnt deal with the baseline coldness of Europe https://t.co/2K6ESZbe2X my dad is not exactly the cuddly and warm type but when we visited Poland a few years ago he told me he could never"
X Link 2025-01-05T00:28Z 35.3K followers, [----] engagements
"I told my wife that going to the hardwood store is like going to Nordstrom Rack. You never know what will be the managers special of the day"
X Link 2025-03-31T22:39Z 35.4K followers, [----] engagements
"This is something that can't happen overnight. *TRUMP: NOT MAKING CHINA DEAL UNLESS SOLVE TRADE DEFICIT"
X Link 2025-04-06T23:14Z 35.3K followers, 16.8K engagements
"Up 13bp [--] year yields up 5bp now this morning. [--] year yields up 5bp now this morning"
X Link 2025-04-07T15:59Z 35.3K followers, [----] engagements
"The SP500 is down 20% before we have a tariff impacted inflation print (maybe still another couple of months out) a weak jobs report or a blockbuster earnings miss. Proceed accordingly"
X Link 2025-04-07T19:43Z 35.3K followers, 11.9K engagements
"This the Fed can keep the pipes open but this is fundamentally a fiscal policy problem. Even if the Fed were to act soon as a response to dysfunction in the rates market I wouldn't expect that to have much of an impact except in plumbing. Certainly wouldn't change the on-the-ground reality of the tariffs which is the main story Even if the Fed were to act soon as a response to dysfunction in the rates market I wouldn't expect that to have much of an impact except in plumbing. Certainly wouldn't change the on-the-ground reality of the tariffs which is the main story"
X Link 2025-04-09T04:31Z 35.4K followers, [----] engagements
"It's only a matter of time. Trump only picks loyalists. The next chair will fall in line unless the Senate does its job. If Powell is fired and courts uphold the firing it would imply any successor could also be terminated if the president disagreed with his monetary policy. In that world it matters less if the individual is "hawkish" or "dovish': POTUS effectively sets policy. If Powell is fired and courts uphold the firing it would imply any successor could also be terminated if the president disagreed with his monetary policy. In that world it matters less if the individual is "hawkish" or"
X Link 2025-04-17T21:36Z 35.4K followers, 19.7K engagements
"@Fullcarry I think the answer depends on why the term premium is rising. If its rising because erratic fiscal policies require a higher premium leaning against it could be counterproductive"
X Link 2025-04-23T23:29Z 35.4K followers, [----] engagements
"*TRUMP: NEW JOBS NUMBERS TO BE THROUGH THE ROOF FROM NEW HIRING So the Fed doesn't need to cut rates"
X Link 2025-08-26T16:26Z 35.7K followers, 66.1K engagements
"I don't think they are targeting 2.8% per se but the Fed won't accept any risk to the labor market at long as inflation is less than 3%. This is our take on today's FOMC meeting in one chart. @TheTerminal https://t.co/r4ZcOqVvp9 https://t.co/ucrJMDmXXy This is our take on today's FOMC meeting in one chart. @TheTerminal https://t.co/r4ZcOqVvp9 https://t.co/ucrJMDmXXy"
X Link 2025-09-17T22:18Z 35.7K followers, 65.2K engagements
"Again another indication the Fed will not sacrifice the labor market for inflation less than 3%.or maybe even a little more. For today's newsletter I wrote about Neel Kashkari tackling some of the biggest questions in monetary policy right now. https://t.co/wXwRu4r5tG For today's newsletter I wrote about Neel Kashkari tackling some of the biggest questions in monetary policy right now. https://t.co/wXwRu4r5tG"
X Link 2025-09-19T16:57Z 35.7K followers, 124K engagements
"What's interesting is that it looks like the US is sidestepping the usual IMF involvement. Also that in theory the US can provide unlimited support for the peso because the US prints dollars - at least when Trump controls the Fed"
X Link 2025-09-22T14:31Z 35.7K followers, [----] engagements
"@conorsen @georgepearkes Unknown to me"
X Link 2016-06-01T16:59Z 35.6K followers, [--] engagements
"Read @boes_ piece. Idea that pi exp. not fragile means Fed can allow overshoot of 2%. http://bloom.bg/2bdvt0H http://bloom.bg/2bdvt0H"
X Link 2016-08-13T01:53Z 35.8K followers, [--] engagements
"Alarm Over the Fed's $4.45 Trillion Balance Sheet Is Silly http://economistsview.typepad.com/timduy/2017/01/alarm-over-the-feds-445-trillion-balance-sheet-is-silly.html http://economistsview.typepad.com/timduy/2017/01/alarm-over-the-feds-445-trillion-balance-sheet-is-silly.html"
X Link 2017-01-30T20:48Z 35.6K followers, [--] engagements
"For Federal Reserve Governors dissenting is so-1980s. https://x.com/jeannasmialek/status/926175023844548610 Lots of economists are noting that Powell has never dissented. As a reminder neither has anyone else recently on the Board. https://t.co/hXyiHwaZrp https://x.com/jeannasmialek/status/926175023844548610 Lots of economists are noting that Powell has never dissented. As a reminder neither has anyone else recently on the Board. https://t.co/hXyiHwaZrp"
X Link 2017-11-02T19:56Z 35.8K followers, [--] engagements
"New Fed watch to start your week https://blogs.uoregon.edu/timduyfedwatch/2017/11/26/fed-frets-about-inflation-while-preparing-another-rate-hike/ https://blogs.uoregon.edu/timduyfedwatch/2017/11/26/fed-frets-about-inflation-while-preparing-another-rate-hike/"
X Link 2017-11-26T22:30Z 35.8K followers, [--] engagements
"I do think the Fed erred by setting an inflation target that appears unrealistically precise. https://x.com/doug310/status/935017169443807232 https://x.com/doug310/status/935017169443807232"
X Link 2017-11-27T05:32Z 35.8K followers, [--] engagements
"Timothy Geithner on the yield curve at the December [----] FOMC meeting"
X Link 2017-12-07T19:21Z 35.8K followers, [--] engagements
"Reading this article more closely it appears Dudley is defining the alternative to gradual is [--] hikes. So up to seven is still gradual Four Fed rate hikes this year would be 'gradual': Dudley https://reut.rs/2FchdmG https://reut.rs/2FchdmG"
X Link 2018-03-01T23:53Z 35.8K followers, [--] engagements
"High hopes for this cutting board. Should be [----] x 21"
X Link 2020-03-17T04:39Z 35.7K followers, [---] engagements
"Suspect this sudden pressure to reopen the economy before we control the virus is a reaction to the realization that the economy as structured cannot survive a month and the necessary restructuring will be in the direction of everything the GOP has fought against for decades"
X Link 2020-03-23T16:46Z 35.7K followers, 21.4K engagements
"September [--] [----] Has the Fed every cut rates with the S&P at an ATH Has the Fed every cut rates with the S&P at an ATH"
X Link 2024-09-17T21:24Z 35.7K followers, 481.3K engagements
"Has the Fed every cut rates with the S&P at an ATH"
X Link 2024-09-17T16:43Z 216.8K followers, 665.3K engagements
"Its not a sell-off until Robinhood is offline for technical difficulties.""
X Link 2020-06-11T17:44Z 35.7K followers, [----] engagements
"My first mortgage rate was 7.5%. First time home buyers are screwed https://t.co/CylauYdE7A First time home buyers are screwed https://t.co/CylauYdE7A"
X Link 2022-03-29T19:34Z 35.7K followers, [----] engagements
"First time home buyers are screwed"
X Link 2022-03-29T09:37Z 243.5K followers, [----] engagements
"BREAKING: Facebook sees the election leaning toward the Democrats. BREAKING: Facebook bans QAnon across its platforms. https://t.co/9pjTPZUFcb BREAKING: Facebook bans QAnon across its platforms. https://t.co/9pjTPZUFcb"
X Link 2020-10-06T21:16Z 35.7K followers, [----] engagements
"BREAKING: Facebook bans QAnon across its platforms. https://nbcnews.to/2GzGvO1 https://nbcnews.to/2GzGvO1"
X Link 2020-10-06T21:12Z 980.2K followers, [---] engagements
"At a very basic level I think the fundamental issue is that we switched from subsidizing supply via state support for higher education to subsidizing demand via easy access to student loans. In the former system the objective was to keep costs low. Not so in the latter"
X Link 2019-04-23T01:23Z 35.7K followers, [----] engagements
"Text from my daughter"
X Link 2022-11-02T04:22Z 35.7K followers, [----] engagements
"They just cant admit they have been conned"
X Link 2020-03-23T15:35Z 35.7K followers, [---] engagements
"Over time I have come to believe that the most basic troubling aspect about economics as a profession is that it attracts people who seek to use the supposed amorality of markets as cover to express their own broken morality"
X Link 2020-06-12T17:42Z 35.7K followers, [---] engagements
"I have come to agree with this"
X Link 2020-08-08T21:21Z 35.7K followers, [---] engagements
"I dont think people appreciate the extent to which Amazon puts a wage floor in a community. Its the first thing employers think about when a new Amazon facility arrives in town. $AMZN hiring another [------] workers with an average starting wage of $18/hour https://t.co/q2ypvR5Wdf $AMZN hiring another [------] workers with an average starting wage of $18/hour https://t.co/q2ypvR5Wdf"
X Link 2021-09-14T10:27Z 35.7K followers, [---] engagements
"$AMZN hiring another [------] workers with an average starting wage of $18/hour https://www.businesswire.com/news/home/20210914005390/en/ https://www.businesswire.com/news/home/20210914005390/en/"
X Link 2021-09-14T10:22Z 431.2K followers, [---] engagements
"Starting to feel like transitory inflation can have persistent impacts"
X Link 2024-11-06T03:28Z 35.7K followers, 59.8K engagements
"Maybe good economics about on some levels but bad politics. Dems need to stop letting perfect econ be the enemy of sustainable political objectives. Warnock and Ossoff campaigned on the checks and delivered a win. Reward them. Its really that simple. Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it. Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it"
X Link 2021-01-06T17:22Z 35.7K followers, [---] engagements
"Democrats. Delighted by your win. But please don't go for the [----] dollars checks. Aim the money better for those who really need it"
X Link 2021-01-06T17:16Z 205.4K followers, [----] engagements
"And there it isthis isnt your usual recession. NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED"
X Link 2020-05-26T14:01Z 35.7K followers, [---] engagements
"NEW HOME SALES (APR) 623K VS 480K EXPECTED 0.6% VS -23.4% EXPECTED"
X Link 2020-05-26T14:00Z 1.2M followers, [---] engagements
""If only they hadnt done any stock buybacks they would have been just fine said no one with any common sense"
X Link 2020-04-10T04:39Z 35.7K followers, [---] engagements
"Is this parody Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion https://t.co/5aHlcIi9sL Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion"
X Link 2021-04-05T17:27Z 35.7K followers, [---] engagements
"Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion"
X Link 2021-04-05T15:48Z 365.3K followers, [----] engagements
"PPP shaming was wrong There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://t.co/1NIpLSyCP9 There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://t.co/1NIpLSyCP9"
X Link 2020-10-08T21:26Z 35.7K followers, [---] engagements
"There was tremendous media outrage over Ruth's Chris Steak House receiving PPP money. The funding was returned. Now workers at Ruth's Chris are being laid off and much of the PPP money has not been spent https://chicago.cbslocal.com/2020/10/06/chicagos-ruths-chris-steakhouse-location-to-close-hundreds-of-other-job-cuts-coming-at-illinois-businesses-in-near-future/ https://chicago.cbslocal.com/2020/10/06/chicagos-ruths-chris-steakhouse-location-to-close-hundreds-of-other-job-cuts-coming-at-illinois-businesses-in-near-future/"
X Link 2020-10-08T21:18Z 160.4K followers, [----] engagements
"The fact that yields aren't down more should be disconcerting. Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie"
X Link 2025-04-06T23:58Z 35.7K followers, 582.4K engagements
"Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman"
X Link 2025-04-06T23:52Z 45.5K followers, 99.1K engagements
"Did Powell just skip the question on stocks being overvalued"
X Link 2020-06-10T18:53Z 35.7K followers, [---] engagements
"Trumps apparent gains with Blacks and Hispanics suggest the Democrats are going to have to revisit their demographics are destiny narrative"
X Link 2020-11-04T02:17Z 35.7K followers, [---] engagements
"There is no staff capacity for that kind of thing. WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY"
X Link 2025-04-08T17:20Z 35.7K followers, 38.1K engagements
"WHITE HOUSE: DIRECTED TEAM TO HAVE TAILOR-MADE TRADE DEALS WITH EVERY COUNTRY"
X Link 2025-04-08T17:17Z 1.2M followers, 237.4K engagements
"There is light at the end of this tunnel"
X Link 2020-03-18T02:30Z 35.7K followers, [---] engagements
"@dandolfa We dont have any of that set up yet. There are no masks there is no widespread testing. Yes if we had those things we could go back to work. But we dont and wont for weeks. Even if we did we still will reveal the weakness of our health care system with even low infections"
X Link 2020-03-23T17:23Z 35.7K followers, [---] engagements
"The Millennial experience might be the norm not the exception. We dont appreciate how lucky the Boomers and Xers had it. My Granda was born in [----]. By the time she was [--] she lived through two World Wars and the Great Depression. Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://t.co/cOfW7D6OGo https://t.co/JOaPv5bGGH Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://t.co/cOfW7D6OGo https://t.co/JOaPv5bGGH"
X Link 2020-04-13T18:49Z 35.7K followers, [---] engagements
"Millennials have been historically screwed by forces beyond their control twice and the effects will last their whole lives. https://www.theatlantic.com/ideas/archive/2020/04/millennials-are-new-lost-generation/609832/ https://www.theatlantic.com/ideas/archive/2020/04/millennials-are-new-lost-generation/609832/"
X Link 2020-04-13T18:45Z 2.3M followers, 13.5K engagements
"*TRUMP: NEW JOBS NUMBERS TO BE THROUGH THE ROOF FROM NEW HIRING So the Fed doesn't need to cut rates"
X Link 2025-08-26T16:26Z 35.7K followers, 66.1K engagements
"Ban noncompete clauses. Even janitors have noncompetes now. Nobody is safe. https://t.co/isjdqah5zQ https://t.co/e2ypi4YDF6 Even janitors have noncompetes now. Nobody is safe. https://t.co/isjdqah5zQ https://t.co/e2ypi4YDF6"
X Link 2018-10-18T15:20Z 35.7K followers, [---] engagements
"Even janitors have noncompetes now. Nobody is safe. https://www.washingtonpost.com/business/2018/10/18/even-janitors-have-noncompetes-now-nobody-is-safe/tid=pm_business_pop&utm_term=.52ac41df4439 https://www.washingtonpost.com/business/2018/10/18/even-janitors-have-noncompetes-now-nobody-is-safe/tid=pm_business_pop&utm_term=.52ac41df4439"
X Link 2018-10-18T15:19Z 84.9K followers, [---] engagements
"Something different. Chess set in walnut cherry and maple"
X Link 2021-07-01T18:37Z 35.7K followers, [---] engagements
"I learned long ago that every successful business person who claimed they could run the government better didnt understand that the goal of their firm was profit maximization but the goal of government is welfare maximization. Its apples to oranges. The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially. The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially"
X Link 2025-02-24T16:55Z 35.7K followers, 30.1K engagements
"The government is neither a business nor a household and if people could actually internalize those things it would improve the discourse materially"
X Link 2025-02-24T02:28Z 32.4K followers, 37.9K engagements
"Imagine running on the story the economy is awful and we need a socialist overhaul to fix it with 3.2% unemployment"
X Link 2019-11-05T01:56Z 35.7K followers, [---] engagements
"Lol completely misses the biggest rate hike cycle in decades and still declares victory. Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/ https://t.co/ma2pQdtm2i"
X Link 2023-07-12T14:54Z 35.7K followers, 91K engagements
"Gotta say it: the original Team Transitory proposition was that inflation would subside without the need for a big rise in unemployment. Not looking so wrong now (supercore is core ex used cars and shelter 6m annualized) 1/"
X Link 2023-07-12T14:22Z 4.2M followers, 1.1M engagements
"This is true. Everyone has been so sure that the next crisis will look like the last two coming out of the financial sector to the real economy. This has been the opposite a pure exogenous shock to the real economy. Mnunchin: "This is not like the financial crisis." Mnunchin: "This is not like the financial crisis.""
X Link 2020-03-09T23:06Z 35.7K followers, [---] engagements
"Mnunchin: "This is not like the financial crisis.""
X Link 2020-03-09T23:02Z [----] followers, [--] engagements
"I am pretty sure the Fed will let crypto burn Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo. Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo"
X Link 2022-05-09T20:56Z 35.7K followers, [---] engagements
"Novogratz is on Bloomberg TV right now saying the Fed should step in. He also recently got a LUNA tattoo"
X Link 2022-05-09T19:29Z 432K followers, [----] engagements
"I guess the biggest risk to airlines in the long-run is that companies learn that much of the essential Tavel was not essential." Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into @MikeIsaacs newsletter https://t.co/fz6pZMmBmG Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into"
X Link 2020-02-28T18:30Z 35.7K followers, [---] engagements
"Yesterday Amazon told employees of its at largest org (worldwide ops) to stop all foreign and domestic travel until further notice because of coronavirus according to emails I saw. Tucked a bit of news into @MikeIsaacs newsletter https://www.nytimes.com/2020/02/28/technology/coronavirus-disrupts-industry.html https://www.nytimes.com/2020/02/28/technology/coronavirus-disrupts-industry.html"
X Link 2020-02-28T16:46Z 10.4K followers, [---] engagements
"For those arguing that the Fed has lost control of the bond market this is what losing control looks like. #Turkey update. The 10-year bond yield spike by 4.5% today to over 18%. https://t.co/HBRzAHMfcx #Turkey update. The 10-year bond yield spike by 4.5% today to over 18%. https://t.co/HBRzAHMfcx"
X Link 2021-03-22T18:42Z 35.7K followers, [---] engagements
"#Turkey update. The 10-year bond yield spike by 4.5% today to over 18%"
X Link 2021-03-22T18:37Z 121.3K followers, [---] engagements
"This dispersion of forecasts suggests to me that no one really has any idea what they are talking about. Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24% Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24%"
X Link 2020-03-20T20:38Z 35.7K followers, [---] engagements
"Some GDP forecasts I've seen recently for Q2: BofA: -12% Morgan Stanley: -14% Evercore: -20% Goldman: -24%"
X Link 2020-03-20T20:07Z 194K followers, [---] engagements
"Theory: There are three issues that if adequately addressed would improve the economic fortunes of a vast majority of people. Health care housing and education. None of those issues is beyond our capacity to deal with in even the short run. Rising health care costs are crowding out everything in state and local budgets. Rising health care costs are crowding out everything in state and local budgets"
X Link 2019-01-13T18:07Z 35.7K followers, [---] engagements
"Rising health care costs are crowding out everything in state and local budgets"
X Link 2019-01-13T18:02Z 35.7K followers, [--] engagements
"This might be the most important chart right now. Even if vaccines dont stop COVID entirely they are still a game changer. U.K. 5D Net Change in Cases & Deaths: https://t.co/G6jkJHenKN U.K. 5D Net Change in Cases & Deaths: https://t.co/G6jkJHenKN"
X Link 2021-07-19T18:08Z 35.7K followers, [---] engagements
"U.K. 5D Net Change in Cases & Deaths:"
X Link 2021-07-19T18:04Z 49.6K followers, [---] engagements
"Pro tip: Except during the very worst of recessions employers almost always believe the labor markets are too tight. Beige Book doesnt tell you labor markets are too tight; it tells you that employers think hiring takes a lot of effort. Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the nation." Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the"
X Link 2020-01-17T15:14Z 35.7K followers, [---] engagements
"Jay Powell says labor market is not tight Beige book disagrees: "Employment was steady to rising modestly in most Districts while labor markets remained tight throughout the nation.""
X Link 2020-01-15T19:02Z [----] followers, [--] engagements
"Trump is bargaining with himself. *TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO *TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO"
X Link 2025-04-22T21:41Z 35.7K followers, 24.6K engagements
"*TRUMP: TARIFF ON CHINA WILL NOT BE AS HIGH AS 145% *TRUMP: IT'LL COME DOWN SUBSTANTIALLY BUT WON'T BE ZERO"
X Link 2025-04-22T21:18Z 1.2M followers, 1.5M engagements
"This is a straight up bad take. If you are going to zero you wont have (traditional) ammunition left no matter how quickly you get there. Better to go early and go big and err on the side of being ahead of the curve rather than behind. When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the #coronovarius and interest rates don't repair supply chains. When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the"
X Link 2020-03-03T20:56Z 35.7K followers, [---] engagements
"When you have limited ammunition you have to conserve it. The Fed has limited ammunition with interest rates so low. Interest rates don't cure the #coronovarius and interest rates don't repair supply chains"
X Link 2020-03-03T20:30Z 372.7K followers, [---] engagements
"We are on the cutting edge of the pandemic recovery a massive fiscal stimulus a demographic shift of the aging Millennial bulge and the fading of the Boomers technological change in energy and medical care and a radically different monetary framework. A fed watchers dream"
X Link 2021-03-06T20:25Z 35.7K followers, [---] engagements
"Goodness why didnt they just taper today"
X Link 2021-09-22T18:44Z 35.7K followers, [---] engagements
"Yes I am so making the kids drag themselves out of bed for first tracks this morning"
X Link 2020-12-26T15:39Z 35.7K followers, [---] engagements
"Thinking that fiscal policy needs to be on the order of $3-4 trillion total over the next three months roughly split in thirds between SMEs households and state and local That seems to be the numbers consistent with various policy proposals floating around Too low"
X Link 2020-03-20T19:58Z 35.7K followers, [---] engagements
"I feel a disturbance in the force. Its as if a million Austrian economists just screamed out in pain. "It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet "It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet"
X Link 2020-05-19T15:37Z 35.7K followers, [---] engagements
""It doesn't have implications for inflation." - Powell on the size of the Fed's balance sheet"
X Link 2020-05-19T15:33Z 28.2K followers, [---] engagements
"Again completely backwards use of the bank analogy. The financial flows are from the rest of the world to the US. https://x.com/ambjohnbolton/status/1005584419304898566 Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher) https://t.co/emAVNqRqhc https://x.com/ambjohnbolton/status/1005584419304898566 Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher) https://t.co/emAVNqRqhc"
X Link 2018-06-10T20:32Z 35.7K followers, [---] engagements
"Just another #G7 where other countries expect America will always be their bank. The President made it clear today. No more. (photo by @RegSprecher)"
X Link 2018-06-09T22:56Z 848.7K followers, 40.6K engagements
"I understand the framing because of his job but cant systemic racism just be wrong I am really tired of having to have an economic justification for everything we do. Systemic racism slows down economic growth @DallasFed chief says https://t.co/6LVTiBOaCs Systemic racism slows down economic growth @DallasFed chief says https://t.co/6LVTiBOaCs"
X Link 2020-06-14T17:30Z 35.7K followers, [---] engagements
"Systemic racism slows down economic growth @DallasFed chief says https://reut.rs/3fiPnTS https://reut.rs/3fiPnTS"
X Link 2020-06-14T17:26Z [----] followers, [--] engagements
"I really like using the reverse sear technique"
X Link 2021-03-05T02:40Z 35.7K followers, [---] engagements
"When I spoke with manufacturers last week none complained about the Federal Reserve. Many however complained about trade wars. As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate too high. They are their own worst enemies they dont have a clue. Pathetic As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate"
X Link 2019-10-01T16:29Z 35.7K followers, [---] engagements
"As I predicted Jay Powell and the Federal Reserve have allowed the Dollar to get so strong especially relative to ALL other currencies that our manufacturers are being negatively affected. Fed Rate too high. They are their own worst enemies they dont have a clue. Pathetic"
X Link 2019-10-01T14:34Z 110.1M followers, 67.5K engagements
"The Fed has already acted differently this time. No way would a prior Fed have sat back while unemployment fell to 4.6% and core inflation rose to 4.6% and not even begun the tightening process. Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my question is this: was that just bullshit We are gonna find out soon enough. https://t.co/AXfqdcgkih Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my"
X Link 2021-11-14T14:26Z 35.7K followers, [---] engagements
"Good thread. The thing about this crisis is that CBs went into it absolutely desperate to convince us they would behave differently this time. So my question is this: was that just bullshit We are gonna find out soon enough. https://x.com/jonsindreu/status/1459809635364392965t=zUx0dbNbHwajYjeBXEqTow&s=19 https://x.com/jonsindreu/status/1459809635364392965t=zUx0dbNbHwajYjeBXEqTow&s=19"
X Link 2021-11-14T12:09Z 73.8K followers, [--] engagements
"I find it frustrating that policymakers continue to move the goalposts. There won't be inflation - inflation is transitory - not that kind of transitory the longer kind - (next up) more inflation this year means less next year - (finally maybe) more inflation is good. Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews"
X Link 2021-10-12T23:30Z 35.7K followers, [---] engagements
"Yellen on inflation: "I believe its transitory but I dont mean to suggest these pressures will disappear in the next month or two" She was on @CBSNews"
X Link 2021-10-12T23:24Z 31.5K followers, [--] engagements
"I suspect this is underrated as a source of tightness in the labor market. Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged. Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged"
X Link 2021-11-20T18:11Z 35.7K followers, [---] engagements
"Then there is the loss in immigration which fell precipitously 2016-2019 and the fell further w/pandemic. This is one of the major reasons labor force growth has slowed to a virtual standstill even as demand for workers surged"
X Link 2021-11-20T17:50Z 56.4K followers, [--] engagements
"This impeachment thing is going to suck up all of the oxygen that should obviously be devoted to repo markets"
X Link 2019-09-25T00:13Z 35.7K followers, [---] engagements
"I do so enjoy when people use OLS on [--] observations and think they have discovered the secrets of the universe. Its adorable. If you think that the Fed does not boost the stock market. You are probably wrong. See below since October [--] [----] a 1% increase in the Fed's assets on the balance sheet has coincided with a 0.9% increase in the S&P [---] https://t.co/DTBcT662cA If you think that the Fed does not boost the stock market. You are probably wrong. See below since October [--] [----] a 1% increase in the Fed's assets on the balance sheet has coincided with a 0.9% increase in the S&P 500"
X Link 2019-12-31T03:40Z 35.7K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing