[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @elerianm Mohamed A. El-Erian Mohamed A. El-Erian posts on X about inflation, federal reserve, business, bank the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::332617373/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +70% - X Year XXXXXXXXXXX +41% ### Mentions: XX [#](/creator/twitter::332617373/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +4.80% - X Year XXXXX +4.30% ### Followers: XXXXXXX [#](/creator/twitter::332617373/followers)  - X Week XXXXXXX +0.14% - X Month XXXXXXX +0.76% - X Months XXXXXXX +5.50% - X Year XXXXXXX +11% ### CreatorRank: XXXXXXX [#](/creator/twitter::332617373/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #3386 [countries](/list/countries) XXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [inflation](/topic/inflation) #264, [federal reserve](/topic/federal-reserve) #36, [business](/topic/business) 6.56%, [bank](/topic/bank) #1876, [book of](/topic/book-of) #494, [ai](/topic/ai) 4.92%, [books](/topic/books) 3.28%, [schroders](/topic/schroders) #6, [london](/topic/london) 3.28%, [sentiment](/topic/sentiment) #93 **Top accounts mentioned or mentioned by** [@ft](/creator/undefined) [@cnbc](/creator/undefined) [@william_r2rclub](/creator/undefined) [@schroders](/creator/undefined) [@ericwhickman](/creator/undefined) [@grok](/creator/undefined) [@nytimes](/creator/undefined) [@nvidia](/creator/undefined) [@andrewtghill](/creator/undefined) [@ecb](/creator/undefined) [@wsj](/creator/undefined) [@google](/creator/undefined) [@prosyn](/creator/undefined) [@squawkcnbc](/creator/undefined) [@philsustainable](/creator/undefined) [@lilpanicbot](/creator/undefined) [@devmuradahmed](/creator/undefined) [@cryptodaaddy](/creator/undefined) [@xemu270341](/creator/undefined) [@jonlira_](/creator/undefined) **Top assets mentioned** [Accenture (ACN)](/topic/accenture) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "The contrast in US consumer-related data continues this morning. On the one hand corporate earningshighlighted by Dollar General this morningsignal impressively robust consumer spending. On the other hand the labor market data sends a more uncertain signal: The latest Challenger Report shows 71321 layoffs in November a decline from the October spike but still up XXXX% year-on-year. The main takeaway: Spending is holding up but job (and therefore income) security may come under pressure. The question: Which will prevail in 2026 #economy #LaborMarket #ChallengerReport #DollarGeneral #Retail" [X Link](https://x.com/elerianm/status/1996562604655812827) 2025-12-04T12:49Z 785.8K followers, 43.1K engagements "About a decade ago I sat in a presentation on driverless cars skeptical. That changed the moment the presenter said something that shifted my perspective: "When a driverless car makes a mistake all other driverless cars will learn how to avoid it. Thats not the case for traditional cars." Theres quite a difference between learning individually and learning collectively. I was reminded of all this while reading a NY Times column by neurosurgeon Jonathan Slotkin in which he writes: When compared with human drivers on the same roads Waymos self-driving cars were involved in XX percent fewer" [X Link](https://x.com/elerianm/status/1997836960539332903) 2025-12-08T01:13Z 785.8K followers, 147.1K engagements "Per @CNBC Chinas exports massively beat market expectations in November as manufacturers rushed to ship out inventory on the back of a trade deal with Washington. #economy #china #trade #markets" [X Link](https://x.com/elerianm/status/1997871967718777314) 2025-12-08T03:32Z 785.8K followers, 37K engagements "The forward policy guidance of Australia's central bank (RBA) is an extended pause or a potential rate hike. This hawkish tilt is prompted by the strength of the economy and inflation risks that are "tilted to the upside." It is another example of the change in global central banking -- from highly correlated policy stances to more diversified and divergent ones. #economy #centralbanks #RBA #Australia #growth #inflation #markets" [X Link](https://x.com/elerianm/status/1998256194377458002) 2025-12-09T04:59Z 785.8K followers, 23.1K engagements "And the winner of the Business Book of the Year is. The Thinking Machine Huge congratulations to the author Stephen Witt for this engaging and compelling book on Nvidia and its leader Jensen Huang. Congratulations also to all the authors featured in what constituted a truly great shortlist of six books. Finally my deep thanks to Roula Khalaf (Chair) and my fellow jury members for the open engaging and constructive deliberations and to Andrew Hill the architect of this wonderful process. For more on this year's competition please see below. 👇 @FT @Schroders @nvidia #FTBBY #BusinessBooks" [X Link](https://x.com/elerianm/status/1996355392066974183) 2025-12-03T23:06Z 785.8K followers, 28.7K engagements "Today's two notable data releases: INDIA: GDP quarterly growth surged to an unexpected XXX% beating forecasts and reinforcing the country's status as the world's fastest-growing major economy. Manufacturing and domestic consumption are booming. GERMANY: Inflation hit a 9-month high driven by services -- a development that will not comfort the ECB. #economy #markets #inflation #India #germany #growth @ecb" [X Link](https://x.com/elerianm/status/1994509855185416436) 2025-11-28T20:53Z 785.8K followers, 167.3K engagements "On US macroeconomic data: ADP payrolls miss expectations The ADP report for November shows the largest monthly job losses (32000) since early 2023 undershooting the consensus forecast. In terms of sectors the job losses were evenly distributed between the goods and services sectors. Not so for the corporate distribution as small companies took the brunt of the payroll reduction. #economy #jobs #markets #employment" [X Link](https://x.com/elerianm/status/1996209806718206066) 2025-12-03T13:28Z 785.8K followers, 41.6K engagements "The announcement is scheduled for later today. Your views on which book should be named the 2025 Business Book of the Year #bbya #bbya2025 #bbya25 @ft @Schroders" [X Link](https://x.com/elerianm/status/1996224965268357183) 2025-12-03T14:28Z 785.8K followers, 34.3K engagements "From @johnauthers daily note: Remarkably and counter to decades of prior experience the average inflation rate in emerging economies is now slightly lower than in the developed world where price rises have started to accelerate again. #economy #markets #em #EmergingMarkets #inflation" [X Link](https://x.com/elerianm/status/1996540783147516105) 2025-12-04T11:23Z 785.8K followers, 23.8K engagements "While on US data: Weekly jobless claims just came in significantly below expectations: 191000 versus the consensus forecast of 220000 the lowest since 2022. While this weekly series is inherently volatile especially around holiday weeks like Thanksgiving this drop will still attract attention to see whether this is a durable trend or just seasonal noise masking a cooling labor market. #economy #LaborMarket #JoblessClaims #jobs #markets" [X Link](https://x.com/elerianm/status/1996576843843920057) 2025-12-04T13:46Z 785.8K followers, 31.9K engagements "Two notable data points from the US today: Consumer Confidence: Sentiment rose for the first time in nearly six months jumping from XX to XXXX (beating the consensus forecast of 52). This was fueled entirely by the forward-looking component which rose to XX. Inflation Expectations: Consumers see inflation at XXX% (1-year) and XXX% (5-10 years). September Core PCE: The Feds preferred inflation measure edged lower to XXX% from XXX% somewhat cooler than consensus forecasts. The headline measure rose from XXX% to XXX% in line with the consensus forecast. #economy #federalreserve #markets" [X Link](https://x.com/elerianm/status/1996962886892089475) 2025-12-05T15:20Z 785.8K followers, 44.7K engagements "Per the @FT: An Atlanta Federal Reserve analysis of Bureau of Labor Statistics data shows that after years of above-trend growth pay for Americas lowest earners has slowed more sharply than for the highest. And this as the US labor market risks weakening further. #economy #jona #wages #inequality" [X Link](https://x.com/elerianm/status/1997827326940225938) 2025-12-08T00:35Z 785.8K followers, 52.8K engagements "The corporate AI arms race isnt just about tech; its also about durable structural advantages including sustainable financing. As this WSJ article highlights some firms are already having to consider hard pivots. This is part of the dispersion phenomenon I discussed in my recent NYT article. As momentum builds furtherwhich it willthe winners wont just be the smartest. They will be the ones that combine technical prowess with structural advantages including substantial diversified internal revenue generation. #economy #AI @WSJ @nytimes #markets" [X Link](https://x.com/elerianm/status/1998251329324536028) 2025-12-09T04:40Z 785.8K followers, 32.4K engagements "The Federal Reserve's 2-day policy meeting kicks off today. Strong Market Expectation (90%): XX bps rate cut. The Catch: Likely a hawkish packaging. Other things to watch for: Officials characterization of economic developments and prospects balance sheet plans and perhaps financial stability talk. (While on the Fed please see next post on the significance of the next Chair.) #economy #markets #federalreserve #monetarypolicy #growth #jobs #inflation (Image generated by Google's Gemini AI.)" [X Link](https://x.com/elerianm/status/1998362123362021745) 2025-12-09T12:00Z 785.8K followers, 32.4K engagements "The latest speech by Pan Gongsheng Governor of China's central bank is an important read. He goes quite far in describing a future multi-polar global order where "a few sovereign currencies co-exist" as reserve currencies "competing with each other and checking and balancing each other." He also suggests the dollar has been "instrumentalized and weaponized" and that the Chinese currency is gaining a larger international role. #economy #markets #china" [X Link](https://x.com/elerianm/status/1935379187248124277) 2025-06-18T16:48Z 785.6K followers, 92.6K engagements "The just-released Chicago PMI measure has fallen to XXXX missing the consensus forecast of XXXX and deepening what is now a two-year contraction in Midwest business activity. It starkly illustrates the continued dominance of services growth over a struggling manufacturing sector and it points to the growing importance of AI-related spending in driving economic activity. #economy #ChicagoPMI #manufacturing #AI #markets" [X Link](https://x.com/elerianm/status/1993696320972857623) 2025-11-26T15:00Z 785.6K followers, 59.5K engagements "Thank you @BeckyQuick and @JoeSquawk for the interesting conversation this morning on @SquawkCNBC. #economy #markets #ai @Accenture @Google #federalreserve @CNBC" [X Link](https://x.com/elerianm/status/1995526064802591127) 2025-12-01T16:11Z 785.8K followers, 18.7K engagements "The link to this morning's CNBC conversation with Becky Quick and Joe Kernen -- on AI the economy Google Accenture and the Federal Reserve. #economy #markets #AI #federalreserve #google #accenture #cnbc @CNBC @SquawkCNBC" [X Link](https://x.com/elerianm/status/1995545206738047097) 2025-12-01T17:27Z 785.8K followers, 36.3K engagements "Eurozone November inflation data delivered somewhat of an upside surprise reinforcing an ECB on hold: Headline Inflation edged up to XXX% above the consensus forecast while core Inflation held steady at 2.4%. This inflation outcome which remains driven primarily by the services sector will keep the ECB on hold. #economy #markets #inflation #ecb @ecb" [X Link](https://x.com/elerianm/status/1995813887212470389) 2025-12-02T11:14Z 785.7K followers, 28.3K engagements "Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC" [X Link](https://x.com/elerianm/status/1973755997173989595) 2025-10-02T14:24Z 785.8K followers, 2.7M engagements "What if stock market gains were measured in gold instead of dollars As John Authers notes Denominate U.S. stocks in gold rather than dollars and theyve been in decline since the dot-com bubble burst XX years ago. Stocks elsewhere have done even worse. #stocks #gold #markets #investors #investing" [X Link](https://x.com/elerianm/status/1976237139185574170) 2025-10-09T10:43Z 785.8K followers, 937.3K engagements "A must-visit the newly opened Grand Egyptian Museum (GEM) #gem #grandegyptianmuseum #egypt" [X Link](https://x.com/elerianm/status/1984701851040616717) 2025-11-01T19:19Z 785.8K followers, 339.5K engagements "A sobering chart from Martin Wolf (below). The gap between UK borrowing costs and other advanced economies isn't just persistingits widening: A stark reminder of the "UK premium" currently baked into markets. This isn't just about debt service costs eating into the budget at a faster pace than elsewhere. Its also about vulnerability. The more this "UK premium" embeds itself in the public finances the higher the risk of a self-feeding vicious cycle. #economy #markets #debt #uk #UKeconomy #gilts @FT @martinwolf_" [X Link](https://x.com/elerianm/status/1994091003792244781) 2025-11-27T17:08Z 785.8K followers, 157.7K engagements "Per Axios President Trump said Sunday he's decided who he'll nominate to be the next Federal Reserve chair. Both this issue and the December rate decision currently dominate Fed-related conversations. The third issue as discussed here is how will the new leadership handle the overdue reform of the world's most important central bank: #economy #markets #federalreserve @axios" [X Link](https://x.com/elerianm/status/1995449550203470030) 2025-12-01T11:07Z 785.8K followers, 37.1K engagements "The jury met today to discuss the shortlist for this year's Business Book of the Year. Roula Khalaf the editor of the Financial Times will announce the winner in London this Wednesday evening. My deep thanks to the organizers for the privilege of serving on the jury. @ft #bbya #bbya2025 #bbya25 @Schroders @andrewtghill @khalafroula #books" [X Link](https://x.com/elerianm/status/1995530391315226645) 2025-12-01T16:28Z 785.8K followers, 53.7K engagements "While the implied market probability of a December Federal Reserve rate cut has climbed to XX% essentially a "done deal" in the opinion of investors confidence in follow-up reductions is far lower. Per the Bloomberg charts below markets currently assign a less than XX% probability to a subsequent cut in Januarya view that extends to the following two meetings as well. #economy #markets #federalreserve" [X Link](https://x.com/elerianm/status/1995841315066503404) 2025-12-02T13:03Z 785.8K followers, 45.5K engagements "The US consumer remains an engine of the American and global economies. Despite cautious outlooks from some executives and ongoing concerns about labor markets and household balance sheets (particularly of low-income households) the message from this mornings corporate earnings is clear: IMPRESSIVE CONSUMER RESILIENCE. Quarterly numbers from American Eagle Dollar Tree and Macys point to better-than-expected sales . aligning with strong Black Friday indicators and challenging the narrative that prices debt and income insecurity would hit spendingat least for now. #economy #retailsales #markets" [X Link](https://x.com/elerianm/status/1996200741300564431) 2025-12-03T12:51Z 785.8K followers, 37.5K engagements "Per Torsten Slok a record-high share of total wealth in the household sector is owned by people that are more than XX years old. This challenges the idea that the tech-driven boom of the past decade would have made such a diatributuon skew younger. #economy #markets #wealth #inequality" [X Link](https://x.com/elerianm/status/1997639394761511352) 2025-12-07T12:08Z 785.8K followers, 57.4K engagements "The latest NY Fed survey results just dropped. Most of the data reinforces signals from other indicators including inflation expectations anchored around 3%. But here is the good surprise in the survey: Household sentiment on the labor market improved. Counter to other indicators the expected probability of job loss fell while that of finding a job rose. Please see the full results below. 👇 #economy #Inflation #jobs #employment #markets" [X Link](https://x.com/elerianm/status/1998069331029106953) 2025-12-08T16:37Z 785.8K followers, 37.1K engagements "The latest JOLTS report for October offers a mixed picture of the U.S. labor market. Layoffs rose to XXXX million the highest since early 2023 while hiring slowed. Yet job openings climbed to XXXX million the most in nearly half a year and well above expectations (7.12 million). In addition to the lack of overall clarity these numbers will keep the analytical debate alive over whether supply or demand is driving current labor market dynamics. #economy #jobs #employment #markets" [X Link](https://x.com/elerianm/status/1998422842531324317) 2025-12-09T16:01Z 785.8K followers, 22K engagements "Short-term market technicals have shifted from negative to neutral with the combination of Bitcoins bouncing and stabilizing Japanese yields providing a sounder footing for risk assets. Longer-term. Bitcoins need to continue to cultivate a deeper base of stable institutional investors and Japan needs to reconcile inflation control currency stability and political pressure for lower rates. #economy #markets #investors #investing #bitcoin #japan" [X Link](https://x.com/elerianm/status/1995915041862824340) 2025-12-02T17:56Z 785.8K followers, 108K engagements "Despite a solid bond auction Japanese government bond yields have continued to climb reaching highs not seen in nearly XX years. While this rise has added some upward pressure on global yields the spillover effects remain fairly well contained for now. #economy #markets #japan #jgb" [X Link](https://x.com/elerianm/status/1996637057578397728) 2025-12-04T17:45Z 785.8K followers, 86.8K engagements "Quite a few in economics politics and international relations warn of unusual uncertainty and disruptive structural change. Yet market measures of volatility aren't reflecting this in any noticeable manner. Specifically and as noted by Bloomberg The VIX Wall Streets fear gauge is hovering near year-to-date lows. The MOVE Index which tracks expected bond volatility just touched its quietest level since early 2021. Tail-risk hedges have been unwound. More to follow on the why and the so what. #economy #markets #volatility" [X Link](https://x.com/elerianm/status/1997281982275895749) 2025-12-06T12:28Z 785.8K followers, 44.7K engagements "Posted earlier today: Via the Financial Times: My thoughts on why the significance of the next Federal Reserve Chair goes far beyond future rate adjustments. Crucially the new Chair will set the tone for much-needed reforms to strengthen the Fed's effectiveness. This is key to maintaining its political autonomy and maximizing its contributions to long-term economic well-being. #economy #federalreserve #growth #inflation @ft" [X Link](https://x.com/elerianm/status/1998521853904925075) 2025-12-09T22:35Z 785.8K followers, 20K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@elerianm Mohamed A. El-ErianMohamed A. El-Erian posts on X about inflation, federal reserve, business, bank the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #3386 countries XXX% stocks XXXX% technology brands XXXX% travel destinations XXXX% cryptocurrencies XXXX% fashion brands XXXX%
Social topic influence inflation #264, federal reserve #36, business 6.56%, bank #1876, book of #494, ai 4.92%, books 3.28%, schroders #6, london 3.28%, sentiment #93
Top accounts mentioned or mentioned by @ft @cnbc @william_r2rclub @schroders @ericwhickman @grok @nytimes @nvidia @andrewtghill @ecb @wsj @google @prosyn @squawkcnbc @philsustainable @lilpanicbot @devmuradahmed @cryptodaaddy @xemu270341 @jonlira_
Top assets mentioned Accenture (ACN) Alphabet Inc Class A (GOOGL) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"The contrast in US consumer-related data continues this morning. On the one hand corporate earningshighlighted by Dollar General this morningsignal impressively robust consumer spending. On the other hand the labor market data sends a more uncertain signal: The latest Challenger Report shows 71321 layoffs in November a decline from the October spike but still up XXXX% year-on-year. The main takeaway: Spending is holding up but job (and therefore income) security may come under pressure. The question: Which will prevail in 2026 #economy #LaborMarket #ChallengerReport #DollarGeneral #Retail"
X Link 2025-12-04T12:49Z 785.8K followers, 43.1K engagements
"About a decade ago I sat in a presentation on driverless cars skeptical. That changed the moment the presenter said something that shifted my perspective: "When a driverless car makes a mistake all other driverless cars will learn how to avoid it. Thats not the case for traditional cars." Theres quite a difference between learning individually and learning collectively. I was reminded of all this while reading a NY Times column by neurosurgeon Jonathan Slotkin in which he writes: When compared with human drivers on the same roads Waymos self-driving cars were involved in XX percent fewer"
X Link 2025-12-08T01:13Z 785.8K followers, 147.1K engagements
"Per @CNBC Chinas exports massively beat market expectations in November as manufacturers rushed to ship out inventory on the back of a trade deal with Washington. #economy #china #trade #markets"
X Link 2025-12-08T03:32Z 785.8K followers, 37K engagements
"The forward policy guidance of Australia's central bank (RBA) is an extended pause or a potential rate hike. This hawkish tilt is prompted by the strength of the economy and inflation risks that are "tilted to the upside." It is another example of the change in global central banking -- from highly correlated policy stances to more diversified and divergent ones. #economy #centralbanks #RBA #Australia #growth #inflation #markets"
X Link 2025-12-09T04:59Z 785.8K followers, 23.1K engagements
"And the winner of the Business Book of the Year is. The Thinking Machine Huge congratulations to the author Stephen Witt for this engaging and compelling book on Nvidia and its leader Jensen Huang. Congratulations also to all the authors featured in what constituted a truly great shortlist of six books. Finally my deep thanks to Roula Khalaf (Chair) and my fellow jury members for the open engaging and constructive deliberations and to Andrew Hill the architect of this wonderful process. For more on this year's competition please see below. 👇 @FT @Schroders @nvidia #FTBBY #BusinessBooks"
X Link 2025-12-03T23:06Z 785.8K followers, 28.7K engagements
"Today's two notable data releases: INDIA: GDP quarterly growth surged to an unexpected XXX% beating forecasts and reinforcing the country's status as the world's fastest-growing major economy. Manufacturing and domestic consumption are booming. GERMANY: Inflation hit a 9-month high driven by services -- a development that will not comfort the ECB. #economy #markets #inflation #India #germany #growth @ecb"
X Link 2025-11-28T20:53Z 785.8K followers, 167.3K engagements
"On US macroeconomic data: ADP payrolls miss expectations The ADP report for November shows the largest monthly job losses (32000) since early 2023 undershooting the consensus forecast. In terms of sectors the job losses were evenly distributed between the goods and services sectors. Not so for the corporate distribution as small companies took the brunt of the payroll reduction. #economy #jobs #markets #employment"
X Link 2025-12-03T13:28Z 785.8K followers, 41.6K engagements
"The announcement is scheduled for later today. Your views on which book should be named the 2025 Business Book of the Year #bbya #bbya2025 #bbya25 @ft @Schroders"
X Link 2025-12-03T14:28Z 785.8K followers, 34.3K engagements
"From @johnauthers daily note: Remarkably and counter to decades of prior experience the average inflation rate in emerging economies is now slightly lower than in the developed world where price rises have started to accelerate again. #economy #markets #em #EmergingMarkets #inflation"
X Link 2025-12-04T11:23Z 785.8K followers, 23.8K engagements
"While on US data: Weekly jobless claims just came in significantly below expectations: 191000 versus the consensus forecast of 220000 the lowest since 2022. While this weekly series is inherently volatile especially around holiday weeks like Thanksgiving this drop will still attract attention to see whether this is a durable trend or just seasonal noise masking a cooling labor market. #economy #LaborMarket #JoblessClaims #jobs #markets"
X Link 2025-12-04T13:46Z 785.8K followers, 31.9K engagements
"Two notable data points from the US today: Consumer Confidence: Sentiment rose for the first time in nearly six months jumping from XX to XXXX (beating the consensus forecast of 52). This was fueled entirely by the forward-looking component which rose to XX. Inflation Expectations: Consumers see inflation at XXX% (1-year) and XXX% (5-10 years). September Core PCE: The Feds preferred inflation measure edged lower to XXX% from XXX% somewhat cooler than consensus forecasts. The headline measure rose from XXX% to XXX% in line with the consensus forecast. #economy #federalreserve #markets"
X Link 2025-12-05T15:20Z 785.8K followers, 44.7K engagements
"Per the @FT: An Atlanta Federal Reserve analysis of Bureau of Labor Statistics data shows that after years of above-trend growth pay for Americas lowest earners has slowed more sharply than for the highest. And this as the US labor market risks weakening further. #economy #jona #wages #inequality"
X Link 2025-12-08T00:35Z 785.8K followers, 52.8K engagements
"The corporate AI arms race isnt just about tech; its also about durable structural advantages including sustainable financing. As this WSJ article highlights some firms are already having to consider hard pivots. This is part of the dispersion phenomenon I discussed in my recent NYT article. As momentum builds furtherwhich it willthe winners wont just be the smartest. They will be the ones that combine technical prowess with structural advantages including substantial diversified internal revenue generation. #economy #AI @WSJ @nytimes #markets"
X Link 2025-12-09T04:40Z 785.8K followers, 32.4K engagements
"The Federal Reserve's 2-day policy meeting kicks off today. Strong Market Expectation (90%): XX bps rate cut. The Catch: Likely a hawkish packaging. Other things to watch for: Officials characterization of economic developments and prospects balance sheet plans and perhaps financial stability talk. (While on the Fed please see next post on the significance of the next Chair.) #economy #markets #federalreserve #monetarypolicy #growth #jobs #inflation (Image generated by Google's Gemini AI.)"
X Link 2025-12-09T12:00Z 785.8K followers, 32.4K engagements
"The latest speech by Pan Gongsheng Governor of China's central bank is an important read. He goes quite far in describing a future multi-polar global order where "a few sovereign currencies co-exist" as reserve currencies "competing with each other and checking and balancing each other." He also suggests the dollar has been "instrumentalized and weaponized" and that the Chinese currency is gaining a larger international role. #economy #markets #china"
X Link 2025-06-18T16:48Z 785.6K followers, 92.6K engagements
"The just-released Chicago PMI measure has fallen to XXXX missing the consensus forecast of XXXX and deepening what is now a two-year contraction in Midwest business activity. It starkly illustrates the continued dominance of services growth over a struggling manufacturing sector and it points to the growing importance of AI-related spending in driving economic activity. #economy #ChicagoPMI #manufacturing #AI #markets"
X Link 2025-11-26T15:00Z 785.6K followers, 59.5K engagements
"Thank you @BeckyQuick and @JoeSquawk for the interesting conversation this morning on @SquawkCNBC. #economy #markets #ai @Accenture @Google #federalreserve @CNBC"
X Link 2025-12-01T16:11Z 785.8K followers, 18.7K engagements
"The link to this morning's CNBC conversation with Becky Quick and Joe Kernen -- on AI the economy Google Accenture and the Federal Reserve. #economy #markets #AI #federalreserve #google #accenture #cnbc @CNBC @SquawkCNBC"
X Link 2025-12-01T17:27Z 785.8K followers, 36.3K engagements
"Eurozone November inflation data delivered somewhat of an upside surprise reinforcing an ECB on hold: Headline Inflation edged up to XXX% above the consensus forecast while core Inflation held steady at 2.4%. This inflation outcome which remains driven primarily by the services sector will keep the ECB on hold. #economy #markets #inflation #ecb @ecb"
X Link 2025-12-02T11:14Z 785.7K followers, 28.3K engagements
"Per this CNBC reporting the strategy favoring gold and Bitcoin now has a name: JP Morgan analysts are calling it "the debasement trade." #economy #gold #bitcoin @jpmorgan @CNBC"
X Link 2025-10-02T14:24Z 785.8K followers, 2.7M engagements
"What if stock market gains were measured in gold instead of dollars As John Authers notes Denominate U.S. stocks in gold rather than dollars and theyve been in decline since the dot-com bubble burst XX years ago. Stocks elsewhere have done even worse. #stocks #gold #markets #investors #investing"
X Link 2025-10-09T10:43Z 785.8K followers, 937.3K engagements
"A must-visit the newly opened Grand Egyptian Museum (GEM) #gem #grandegyptianmuseum #egypt"
X Link 2025-11-01T19:19Z 785.8K followers, 339.5K engagements
"A sobering chart from Martin Wolf (below). The gap between UK borrowing costs and other advanced economies isn't just persistingits widening: A stark reminder of the "UK premium" currently baked into markets. This isn't just about debt service costs eating into the budget at a faster pace than elsewhere. Its also about vulnerability. The more this "UK premium" embeds itself in the public finances the higher the risk of a self-feeding vicious cycle. #economy #markets #debt #uk #UKeconomy #gilts @FT @martinwolf_"
X Link 2025-11-27T17:08Z 785.8K followers, 157.7K engagements
"Per Axios President Trump said Sunday he's decided who he'll nominate to be the next Federal Reserve chair. Both this issue and the December rate decision currently dominate Fed-related conversations. The third issue as discussed here is how will the new leadership handle the overdue reform of the world's most important central bank: #economy #markets #federalreserve @axios"
X Link 2025-12-01T11:07Z 785.8K followers, 37.1K engagements
"The jury met today to discuss the shortlist for this year's Business Book of the Year. Roula Khalaf the editor of the Financial Times will announce the winner in London this Wednesday evening. My deep thanks to the organizers for the privilege of serving on the jury. @ft #bbya #bbya2025 #bbya25 @Schroders @andrewtghill @khalafroula #books"
X Link 2025-12-01T16:28Z 785.8K followers, 53.7K engagements
"While the implied market probability of a December Federal Reserve rate cut has climbed to XX% essentially a "done deal" in the opinion of investors confidence in follow-up reductions is far lower. Per the Bloomberg charts below markets currently assign a less than XX% probability to a subsequent cut in Januarya view that extends to the following two meetings as well. #economy #markets #federalreserve"
X Link 2025-12-02T13:03Z 785.8K followers, 45.5K engagements
"The US consumer remains an engine of the American and global economies. Despite cautious outlooks from some executives and ongoing concerns about labor markets and household balance sheets (particularly of low-income households) the message from this mornings corporate earnings is clear: IMPRESSIVE CONSUMER RESILIENCE. Quarterly numbers from American Eagle Dollar Tree and Macys point to better-than-expected sales . aligning with strong Black Friday indicators and challenging the narrative that prices debt and income insecurity would hit spendingat least for now. #economy #retailsales #markets"
X Link 2025-12-03T12:51Z 785.8K followers, 37.5K engagements
"Per Torsten Slok a record-high share of total wealth in the household sector is owned by people that are more than XX years old. This challenges the idea that the tech-driven boom of the past decade would have made such a diatributuon skew younger. #economy #markets #wealth #inequality"
X Link 2025-12-07T12:08Z 785.8K followers, 57.4K engagements
"The latest NY Fed survey results just dropped. Most of the data reinforces signals from other indicators including inflation expectations anchored around 3%. But here is the good surprise in the survey: Household sentiment on the labor market improved. Counter to other indicators the expected probability of job loss fell while that of finding a job rose. Please see the full results below. 👇 #economy #Inflation #jobs #employment #markets"
X Link 2025-12-08T16:37Z 785.8K followers, 37.1K engagements
"The latest JOLTS report for October offers a mixed picture of the U.S. labor market. Layoffs rose to XXXX million the highest since early 2023 while hiring slowed. Yet job openings climbed to XXXX million the most in nearly half a year and well above expectations (7.12 million). In addition to the lack of overall clarity these numbers will keep the analytical debate alive over whether supply or demand is driving current labor market dynamics. #economy #jobs #employment #markets"
X Link 2025-12-09T16:01Z 785.8K followers, 22K engagements
"Short-term market technicals have shifted from negative to neutral with the combination of Bitcoins bouncing and stabilizing Japanese yields providing a sounder footing for risk assets. Longer-term. Bitcoins need to continue to cultivate a deeper base of stable institutional investors and Japan needs to reconcile inflation control currency stability and political pressure for lower rates. #economy #markets #investors #investing #bitcoin #japan"
X Link 2025-12-02T17:56Z 785.8K followers, 108K engagements
"Despite a solid bond auction Japanese government bond yields have continued to climb reaching highs not seen in nearly XX years. While this rise has added some upward pressure on global yields the spillover effects remain fairly well contained for now. #economy #markets #japan #jgb"
X Link 2025-12-04T17:45Z 785.8K followers, 86.8K engagements
"Quite a few in economics politics and international relations warn of unusual uncertainty and disruptive structural change. Yet market measures of volatility aren't reflecting this in any noticeable manner. Specifically and as noted by Bloomberg The VIX Wall Streets fear gauge is hovering near year-to-date lows. The MOVE Index which tracks expected bond volatility just touched its quietest level since early 2021. Tail-risk hedges have been unwound. More to follow on the why and the so what. #economy #markets #volatility"
X Link 2025-12-06T12:28Z 785.8K followers, 44.7K engagements
"Posted earlier today: Via the Financial Times: My thoughts on why the significance of the next Federal Reserve Chair goes far beyond future rate adjustments. Crucially the new Chair will set the tone for much-needed reforms to strengthen the Fed's effectiveness. This is key to maintaining its political autonomy and maximizing its contributions to long-term economic well-being. #economy #federalreserve #growth #inflation @ft"
X Link 2025-12-09T22:35Z 785.8K followers, 20K engagements
/creator/twitter::elerianm