#  @AnnaEconomist Anna Wong Anna Wong posts on X about inflation, core, fomc, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1524434400401924097/interactions)  - [--] Week [---------] +507% - [--] Month [---------] +513% - [--] Months [---------] -34% - [--] Year [----------] +151% ### Mentions: [--] [#](/creator/twitter::1524434400401924097/posts_active)  - [--] Month [--] +100% - [--] Months [---] -22% - [--] Year [---] +59% ### Followers: [------] [#](/creator/twitter::1524434400401924097/followers)  - [--] Week [------] +3.50% - [--] Month [------] +7.70% - [--] Months [------] +20% - [--] Year [------] +83% ### CreatorRank: [-------] [#](/creator/twitter::1524434400401924097/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 41% [technology brands](/list/technology-brands) 4% [countries](/list/countries) 4% [cryptocurrencies](/list/cryptocurrencies) 3% [exchanges](/list/exchanges) 1% [stocks](/list/stocks) 1% [social networks](/list/social-networks) 1% **Social topic influence** [inflation](/topic/inflation) #239, [core](/topic/core) #2155, [fomc](/topic/fomc) 8%, [ai](/topic/ai) 8%, [in the](/topic/in-the) 6%, [fed](/topic/fed) 6%, [strong](/topic/strong) 5%, [market](/topic/market) 4%, [level](/topic/level) 4%, [fed chair](/topic/fed-chair) 4% **Top accounts mentioned or mentioned by** [@theterminal](/creator/undefined) [@grok](/creator/undefined) [@tdurie95](/creator/undefined) [@arationalist](/creator/undefined) [@jugulator__95](/creator/undefined) [@renmacllc](/creator/undefined) [@atanzi](/creator/undefined) [@supercatmy](/creator/undefined) [@stevehou](/creator/undefined) [@casrow1](/creator/undefined) [@spinelliandy](/creator/undefined) [@howardaulsbrook](/creator/undefined) [@tonitrades_](/creator/undefined) [@pippopotamus](/creator/undefined) [@brandon7921588](/creator/undefined) [@nicolaythom](/creator/undefined) [@js_ronin](/creator/undefined) [@keithglenwild](/creator/undefined) [@deaconbasketall](/creator/undefined) [@tsnorton67](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "Strong beat on NFP and indeed [--] million downward total downward revisions (as of December 2025). The revisions suggest that the worst of the hiring was around late summer [----] (excluding the one-off drop from deferred resignation in federal government). Big picture: Things appear to be gradually improving since then. While there's definite genuine improvement in the labor market in this report the new birth and death model appeared to have contributed to some to the beat. The modified version of the BD model takes in current month CES data as input. So a stronger month would amplify the BD" [X Link](https://x.com/AnnaEconomist/status/2021621123264188714) 2026-02-11T16:23Z 77.3K followers, 21.1K engagements "On jobs -- We are expecting about 666k downward revisions to March [----] payrolls level as part of the annual benchmarking. After all that's done (including birth and death model update in the post benchmark period) we expect Dec [----] to see a downward revision near [--] million. @theterminal: https://blinks.bloomberg.com/news/stories/TA8W8QT9NJLT https://blinks.bloomberg.com/news/stories/TA8W8QT9NJLT" [X Link](https://x.com/AnnaEconomist/status/2021298742658584990) 2026-02-10T19:02Z 77.3K followers, 1.6M engagements "Reminiscing when teenagers would talk like this. This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM" [X Link](https://x.com/AnnaEconomist/status/2021798411444404495) 2026-02-12T04:07Z 77.3K followers, 15.6K engagements "On prescription drugs CPI perhaps some help on disinflation coming. As part of our experimental CPI project Bloomberg Economics (@tdurie95) built two version of prescription drugs CPI -- one that mimics BLS and one that use more real-time weights (because weight loss drugs' popularity and prices are moving in inverse direction FAST). @TheTerminal https://blinks.bloomberg.com/news/stories/TACZ64T96OSG https://blinks.bloomberg.com/news/stories/TACZ64T96OSG" [X Link](https://x.com/AnnaEconomist/status/2022027752560263357) 2026-02-12T19:19Z 77.3K followers, 16.1K engagements "Actual headline CPI is 0.17% vs our 0.20%. Actual core is 0.30% vs. our predicted 0.31%. Actual prescription drugs prices vs. BE (@tdurie95) predicted " [X Link](https://x.com/AnnaEconomist/status/2022341681581088885) 2026-02-13T16:06Z 77.3K followers, 11.8K engagements "Is this the reaction that Trump is trying to get with the Fed chair pick As @RenMacLLC feel the market" [X Link](https://x.com/AnnaEconomist/status/2017050683988484362) 2026-01-30T01:42Z 74.7K followers, 61.3K engagements "@RenMacLLC I read the fomc transcripts during the GFC. His quotes scared me" [X Link](https://x.com/AnnaEconomist/status/2017079712942542920) 2026-01-30T03:37Z 74.7K followers, 27.4K engagements "Market rection to Warsh news (10 year gold stock futures dollar bitcoin). The 10-year is following the Polymarket odd in lock steps. Good night" [X Link](https://x.com/AnnaEconomist/status/2017130496015183948) 2026-01-30T06:59Z 74.7K followers, 28.8K engagements "I dont always agree with Paul Krugman (maybe that is an understatement though his early books and writings were what got me into economics during my formative years) but a few points in his substack post points that few are talking about in spite of all the take on the Warsh is spot on. He is able to say the quiet parts aloud because he has a Nobel prize and doesnt care. Also he is a phenomenal writer so he can detect bs that is concealed by sophisticated sounding rhetoric. https://twitter.com/i/web/status/2017850566466994576 https://twitter.com/i/web/status/2017850566466994576" [X Link](https://x.com/AnnaEconomist/status/2017850566466994576) 2026-02-01T06:40Z 76.9K followers, 44.3K engagements "@EconstratPB But he is also much better at politics more well connected and more ruthless than every one at the table. By that metric i think the rest of the fomc is hopelessly outmatched" [X Link](https://x.com/AnnaEconomist/status/2017874948132421767) 2026-02-01T08:17Z 76.6K followers, [----] engagements "A good deep look into why the [----] episode is so concerning /revealing about our next Fed chair. I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed. My new piece uses the November [----] FOMC meeting as a lens into him as a potential Fed Chair. (link below.) https://t.co/y36tiypHEV I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed. My new piece uses the November [----] FOMC meeting as a lens into him as a potential Fed Chair. (link below.) https://t.co/y36tiypHEV" [X Link](https://x.com/AnnaEconomist/status/2018160510017974617) 2026-02-02T03:12Z 76.7K followers, 48.7K engagements "Even Stephen Moore is saying Warsh is an inflation hawk. Kevin Warsh as Fed Chair could be a game-changer: He is an inflation hawk aiming for sound money. If inflation comes under control gold and silver demand as hedges will ease. https://t.co/Mzo2A4ZjCc Kevin Warsh as Fed Chair could be a game-changer: He is an inflation hawk aiming for sound money. If inflation comes under control gold and silver demand as hedges will ease. https://t.co/Mzo2A4ZjCc" [X Link](https://x.com/AnnaEconomist/status/2018472621466386920) 2026-02-02T23:52Z 76.9K followers, 43.8K engagements "@DonMiami3 Taco on what" [X Link](https://x.com/AnnaEconomist/status/2019597905741464018) 2026-02-06T02:23Z 74.8K followers, 17.9K engagements "https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024 https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024" [X Link](https://x.com/AnnaEconomist/status/2019602621212807463) 2026-02-06T02:42Z 76.9K followers, 12.7K engagements "@NickTimiraos Good one" [X Link](https://x.com/AnnaEconomist/status/2019978008267014555) 2026-02-07T03:34Z 76.7K followers, [----] engagements "White collar jobs opening to unemployed fell sharply. And despite the high layoff announcements in January so far they are largely contained in a 3-4 sectors. h/t @atanzi and Eliza Winger" [X Link](https://x.com/AnnaEconomist/status/2019635779060867534) 2026-02-06T04:54Z 77.2K followers, 35.4K engagements "The timing of this is telling. BLOOMBERG REPORTS Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say BLOOMBERG REPORTS Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say" [X Link](https://x.com/AnnaEconomist/status/2020755716928102821) 2026-02-09T07:04Z 77.2K followers, 192.2K engagements "May need this mentality if payrolls are not good tomorrow The promise of spring is written in every winter. -Margaret Atwood The promise of spring is written in every winter. -Margaret Atwood" [X Link](https://x.com/AnnaEconomist/status/2021403137664483446) 2026-02-11T01:57Z 77.2K followers, 45.6K engagements "If Trump wants someone easy on inflation he got the wrong guy in Kevin Warsh. Here we chart his inflation assessment during the FOMC meeting from 2006-2011 (along the unemployment rate with core PCE inflation in the background). One standout one: April [----] - [--] months after Lehman core PCE inflation at 0.8% unemployment at 9% he said: "I continue to be more worried about upside risks to inflation than downside risks." More on what a Warsh Fed Chairmanship could look like @TheTerminal : https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI" [X Link](https://x.com/AnnaEconomist/status/2014469343246172654) 2026-01-22T22:44Z 77.2K followers, 366K engagements "New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412" [X Link](https://x.com/AnnaEconomist/status/2019602288936141002) 2026-02-06T02:41Z 77.3K followers, 161.4K engagements "The promise of spring is written in every winter. -Margaret Atwood" [X Link](https://x.com/AnnaEconomist/status/2021074456618160287) 2026-02-10T04:11Z 77.3K followers, 59.7K engagements "Rip Dawson. If youre around my age this song was a staple on the radio and Dawsons creek was on every possible TV station. RIP James Van Der Beek https://t.co/CxfgNbhvbc If youre around my age this song was a staple on the radio and Dawsons creek was on every possible TV station. RIP James Van Der Beek https://t.co/CxfgNbhvbc" [X Link](https://x.com/AnnaEconomist/status/2021784248290517194) 2026-02-12T03:11Z 77.3K followers, 11.4K engagements "So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent endorsed the former Wall Street pays a lot of attention to the latter. What is going on We (Bloomberg Economics) also developed our own CPI-style tracker with online prices and various other corporate/big data. Our verdict: both measures capturing a slice of the reality. We see falling grocery prices as Truflation. We see surging electronics prices as Adobe. (Which we trace to due to AI" [X Link](https://x.com/AnnaEconomist/status/2021791896809411058) 2026-02-12T03:42Z 77.3K followers, 80.8K engagements "The Bloomberg Economics price tracker vs actual updated to reflect January [----]. @tdurie95 @JDanial18" [X Link](https://x.com/AnnaEconomist/status/2022342874520838231) 2026-02-13T16:11Z 77.3K followers, 12.2K engagements "Chris Waller the clairvoyant forecaster struck again. In his dissent statement. I have heard in multiple outreach meetings of planned layoffs in [----]. This indicates to me that there is considerable doubt about future employment growth and suggests that a substantial deterioration in the labor market is a significant risk. On revisions: And last year's data will be revised downward soon to likely show that there was virtually no growth in payroll employment in [----]. Zero. Zip. Nada. https://www.federalreserve.gov/newsevents/speech/waller20260130a.htm" [X Link](https://x.com/AnnaEconomist/status/2019612447414403095) 2026-02-06T03:21Z 77.3K followers, 124.7K engagements "We are expecting [--] jobs added in January on a SA m/m basis. Preview @TheTerminal : https://blinks.bloomberg.com/news/stories/TA98RFT9NJLS https://blinks.bloomberg.com/news/stories/TA98RFT9NJLS" [X Link](https://x.com/AnnaEconomist/status/2021322038942499165) 2026-02-10T20:35Z 77.3K followers, 302.9K engagements "https://blinks.bloomberg.com/news/stories/TABC2BT9NJLU https://blinks.bloomberg.com/news/stories/TABC2BT9NJLU" [X Link](https://x.com/AnnaEconomist/status/2021792251236823098) 2026-02-12T03:43Z 77.3K followers, [----] engagements "Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://blinks.bloomberg.com/news/stories/TAEII5T9NJLU https://blinks.bloomberg.com/news/stories/TAEII5T9NJLU" [X Link](https://x.com/AnnaEconomist/status/2022377412110000542) 2026-02-13T18:28Z 77.3K followers, 98.1K engagements "At this FOMC meeting inflation expectations is also at 3%" [X Link](https://x.com/AnnaEconomist/status/1990192500854722661) 2025-11-16T22:57Z 68.2K followers, 16K engagements "I will be doing a fireside chat with NEC Director Kevin Hassett this Wednesday 11/19 10am at the Bloomberg Insights and Innovation in Washington DC. Registration for this event can be found here: The event can also be viewed LIVE (go) @TheTerminal https://bloom.bg/4nWQ1th https://bloom.bg/4nWQ1th" [X Link](https://x.com/AnnaEconomist/status/1990640728888807893) 2025-11-18T04:38Z 68.2K followers, 24.7K engagements "To naysayer of AI boosting productivity.it starts at the micro level. Exhibit A Walmart's (who's moving from New York Stock Exchange to Nasdaq) earnings today. Walmart provides a strong signal (even a sufficient signal) of what's going to happen to US labor market in the next few years" [X Link](https://x.com/AnnaEconomist/status/1991623631781392547) 2025-11-20T21:44Z 68.4K followers, 72K engagements "How Lowes is using AI for inventory and supply chain management (saw the company being mentioned in Nvidias earnings call yesterday)a summary of how it is using AI to increase efficiency: Lowe's leverages Artificial Intelligence (AI) extensively within its supply chain to drive efficiency optimize inventory and improve resilience against disruptions. Key aspects of their AI integration include: Digital Twins: Lowe's is an industry pioneer in creating a complete digital twin (virtual replica) of its entire global supply chain network powered by a collaboration with NVIDIA and Palantir. This" [X Link](https://x.com/AnnaEconomist/status/1991638081955381656) 2025-11-20T22:41Z 68.4K followers, 46.8K engagements "Nvidias call talked about the conversion rate increase with Meta. Here is Lowes on conversion rate: Let me now discuss the importance of generative AI to improve how we sell how we shop and how we work. This is what we refer to as our AI framework. And as we continue to make strategic investments in our AI capabilities we're already seeing tangible results. Our virtual assistants MyLowe and MyLowe Companion which are built on an open AI platform are answering nearly [--] million questions per month about everything from product specs to project know-how to the status of a customer order. In fact" [X Link](https://x.com/AnnaEconomist/status/1991655206841459177) 2025-11-20T23:49Z 68.4K followers, 13K engagements "@biancoresearch From Kevin Hassett interview with meif AI does boost productivity/growth (necessary condition) and you got a Fed can accommodate the labor market weakness we have a chance at stabilizing fiscal. AI our best hope" [X Link](https://x.com/AnnaEconomist/status/1993151770789335230) 2025-11-25T02:56Z 68.3K followers, 23.1K engagements "@EPBResearch Popular vote appears to be wrong here" [X Link](https://x.com/AnnaEconomist/status/1993156659750092919) 2025-11-25T03:15Z 68.4K followers, 12.2K engagements "It was great to do this Trumpanomics podcast with the one and only (and former boss) @Brad_Setser In which we ask: Why arent the Trump tariffs showing up more https://open.spotify.com/episode/5s9l0C0mcbRWKkhCFHQIGtsi=kAzBXRfyR5mGuDt4AQuBVA https://open.spotify.com/episode/5s9l0C0mcbRWKkhCFHQIGtsi=kAzBXRfyR5mGuDt4AQuBVA" [X Link](https://x.com/AnnaEconomist/status/1993169293530615889) 2025-11-25T04:06Z 68.5K followers, 29.5K engagements "Cost of thanksgiving dinner basket just 1.2% higher than last year according to our calculation. Tariffs did not really affect Thanksgiving meal. @TheTerminal by Troy Durie and Nicole Gorton Caratelli https://blinks.bloomberg.com/news/stories/T6AYQLKJH6V5 https://blinks.bloomberg.com/news/stories/T6AYQLKJH6V5" [X Link](https://x.com/AnnaEconomist/status/1993447895862018552) 2025-11-25T22:33Z 69K followers, 34K engagements "Beige book sealed the deal for December cut. From Eliza Winger from my team: The most important message from the Federal Reserves latest Beige Book covering the period from early October through Nov. [--] was that employment declined slightly with nearly half of districts noting weaker demand for workers. Thats a significant downgrade since the previous report when employment levels were seen as largely stable. @TheTerminal https://blinks.bloomberg.com/news/stories/T6CMVGT9NJLT https://blinks.bloomberg.com/news/stories/T6CMVGT9NJLT" [X Link](https://x.com/AnnaEconomist/status/1993772472727163050) 2025-11-26T20:02Z 69.4K followers, 112.8K engagements "Here is a full clip of my [--] min interview with NEC Director Kevin Hassett current leading candidate for Fed chair. http://www.youtube.com/watchv=HzyyOmEICnM http://www.youtube.com/watchv=HzyyOmEICnM" [X Link](https://x.com/AnnaEconomist/status/1994158203022491673) 2025-11-27T21:35Z 68.4K followers, 47K engagements "On the @TheTerminal right now my take on what a Kevin Hassett Fed will look like. Drawing heavily from my interview with him. Also from a source that likely capture Hassetts true view of Fed independence written when he was not under political pressure or not the leading Fed chairman candidate. https://blinks.bloomberg.com/news/stories/T6M40BKK3NY9 https://blinks.bloomberg.com/news/stories/T6M40BKK3NY9" [X Link](https://x.com/AnnaEconomist/status/1995634091723530686) 2025-12-01T23:20Z 69.5K followers, 45.3K engagements "Something felt amiss this fall when it comes to nonfarm payrolls. And I just realized what. It is the absence of any major hurricane that cause forecasters to scratch their head to adjust for weather effects for nfp. I am hard pressed to remember a fall when I didnt need to do this" [X Link](https://x.com/AnnaEconomist/status/1996061970986840373) 2025-12-03T03:40Z 69.5K followers, 28.6K engagements "Channeling Munger here with inversion thinking: So whats so bad about losing this China-US AI race So not first placebut getting second place What if it is a race with highly disruptive social costs In that case wouldnt you want the winner to win first so you can see what exactly winning means Is this a naive question FT Exclusive: Jensen Huang has warned that China will beat the US in the artificial intelligence race thanks to lower energy costs and looser regulations. Read more from his interview with the Financial Times: https://t.co/xrjtiTvbJt https://t.co/bIj47urKAA FT Exclusive: Jensen" [X Link](https://x.com/AnnaEconomist/status/1996072833433092395) 2025-12-03T04:23Z 69.5K followers, 57.6K engagements "Do we really need to race to get to this AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH" [X Link](https://x.com/AnnaEconomist/status/1996346225768255730) 2025-12-03T22:30Z 69.5K followers, 28.5K engagements "Does losing AI race to China means outsourcing white collar jobs to cheaper AI models in China Does winning it also mean the same US importing services to rise by outsourcing white collar jobs (those that benefited from globalization) to cheaper AI models abroad AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH" [X Link](https://x.com/AnnaEconomist/status/1996347767082664173) 2025-12-03T22:36Z 69.5K followers, 25K engagements "My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well. But that is the data speaking. The Fed can cut next year. And if this is true markets pricing in too little rate cuts in 2026" [X Link](https://x.com/AnnaEconomist/status/1998786643919036564) 2025-12-10T16:07Z 70.7K followers, 190.8K engagements "Grok is wrong (yes in recession though). My team is the few who correctly predicted inflation was not transitory in [----] and got the Cpi and core pce surge right (also got the fed call right in the 22-24 cycle) and we are also the few who kept core pce inflation at 3.0% on liberation day and there are whiles others are revised it up and then converge to our forecast from the get go" [X Link](https://x.com/AnnaEconomist/status/1998792821457780781) 2025-12-10T16:31Z 70.1K followers, [----] engagements "The FOMC sharply upped gdp growth in [--] and [--] while the whole distribution of core pce inflation shifted lower in [--] [--]. And dot plot the same. That means they are baking in productivity. Not a hawkish cut" [X Link](https://x.com/AnnaEconomist/status/1998849845197684954) 2025-12-10T20:18Z 70.2K followers, 122.5K engagements "See my other tweet today. Fed's Powell: If no new tariff announcements inflation from goods should peak in Q1. Fed's Powell: If no new tariff announcements inflation from goods should peak in Q1" [X Link](https://x.com/AnnaEconomist/status/1998888389492486518) 2025-12-10T22:51Z 70K followers, 33.3K engagements "Piece is up @TheTerminal https://blinks.bloomberg.com/news/stories/T74OTAKJH6V5 My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well. But that is the data speaking. The Fed can cut next year. And if this is true https://blinks.bloomberg.com/news/stories/T74OTAKJH6V5 My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well." [X Link](https://x.com/AnnaEconomist/status/1999260332964163957) 2025-12-11T23:29Z 70.2K followers, 226.6K engagements "Not sure why. Here is an internal link: NSN T74OTAKJH6V5GO" [X Link](https://x.com/AnnaEconomist/status/1999261395268100169) 2025-12-11T23:33Z 70K followers, [----] engagements "@supercatmy @TheTerminal [-----] earning calls greenlight big fed cuts. It is currently in the right hand side in TOP (go)" [X Link](https://x.com/AnnaEconomist/status/1999268260295197100) 2025-12-12T00:01Z 69.7K followers, [----] engagements "This fracture wont lastwhen both inflation and jobs data point south. Fog should lift in 1H. Possibly in February. This chartfrom Nick Timiraoss article Feds fractured vote signals trouble ahead for future rate cutsillustrates the multi-year evolution leading to yesterdays outcome. Notably roughly a third of the policymakers who attend Fed meetings did not support the decision. As https://t.co/yerCKm21tt This chartfrom Nick Timiraoss article Feds fractured vote signals trouble ahead for future rate cutsillustrates the multi-year evolution leading to yesterdays outcome. Notably roughly a third" [X Link](https://x.com/AnnaEconomist/status/1999302616472518844) 2025-12-12T02:17Z 70K followers, 43.6K engagements "Piece is up @TheTerminal https://t.co/7Cmgst99aV Piece is up @TheTerminal https://t.co/7Cmgst99aV" [X Link](https://x.com/AnnaEconomist/status/1999323428076290141) 2025-12-12T03:40Z 70.7K followers, 315.6K engagements "Fed personnel drama is red herring. Real thing is forward looking data. We especially love it when drama/narrative is diverting attention from the the real thing. Because that means opportunity (whatever that means to whoever)" [X Link](https://x.com/AnnaEconomist/status/1999325693357007206) 2025-12-12T03:49Z 70.1K followers, 22.4K engagements "Our approach in extracting the macro trends from earning transcripts is underpinned by a verification infrastructure to pull supporting quotes from companies earning calls (thanks to wiz data scientists from BI/BE). Here are some quotes on inflation from 3q across the industries: We certainly expect to see inflation and pricing moderate back to a more normal range. I think as we talked about on the previous call if our long term growth model calls for 4% to 6% on the top line and we look for balance which kind of implies 2% to 3% on volume and 2% to 3% on price.Pricing from intense" [X Link](https://x.com/AnnaEconomist/status/2000306477953876118) 2025-12-14T20:46Z 72.4K followers, 69.2K engagements "My take on the Kevin vs Kevin theatrics on Fed chair: There is a Wall Street push to try to get someone closer to them to the seat. Who will push for Hassett For one maybe Trumps son in law. Kevin Hassett regains lead over Kevin Warsh on prediction markets in neck-and-neck Fed chairman race https://t.co/rmpQW8PVrV https://t.co/wlcievUn5x Kevin Hassett regains lead over Kevin Warsh on prediction markets in neck-and-neck Fed chairman race https://t.co/rmpQW8PVrV https://t.co/wlcievUn5x" [X Link](https://x.com/AnnaEconomist/status/2001086079135342955) 2025-12-17T00:24Z 70.2K followers, 32.1K engagements "From General Mills: "In an effort to boost sales in the face of shaky consumer sentiment General Mills has lowered prices across roughly two-thirds of its North American retail business the company said."" [X Link](https://x.com/AnnaEconomist/status/2001312191312437619) 2025-12-17T15:23Z 71.5K followers, 122.3K engagements "Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://blinks.bloomberg.com/news/stories/T7FBQCKK3NYE https://blinks.bloomberg.com/news/stories/T7FBQCKK3NYE" [X Link](https://x.com/AnnaEconomist/status/2001345618284027953) 2025-12-17T17:35Z 71.5K followers, 79.6K engagements "The most shocking data today is the trade data which has the bombshell implication that labor productivity in 4q in a quarter when output growth was supposed to slow sharply due to the government shutdown is going to be extremely strong May even be stronger than the 5% in 3q. https://twitter.com/i/web/status/2009389922835124448 https://twitter.com/i/web/status/2009389922835124448" [X Link](https://x.com/AnnaEconomist/status/2009389922835124448) 2026-01-08T22:21Z 71.9K followers, 47.4K engagements "Powell has had It Trump has awakened the dragon Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH" [X Link](https://x.com/AnnaEconomist/status/2010531493190545419) 2026-01-12T01:57Z 72.1K followers, 136.8K engagements "Chris Waller should be ascendant given that he is among the candidates most likely to muster enough confirmation votes. Powell has had It Trump has awakened the dragon Powell has had It Trump has awakened the dragon" [X Link](https://x.com/AnnaEconomist/status/2010851211000369470) 2026-01-12T23:07Z 72.1K followers, 49.1K engagements "Powell probe plot thickens" [X Link](https://x.com/AnnaEconomist/status/2010904399951065598) 2026-01-13T02:39Z 71.8K followers, 72.2K engagements "There are some extreme moves in cpi items in December. Not all the extreme moves are downwards. Many are extreme upwards including a 19% m/m change in subscription and rental of video. Here are some (1/2)" [X Link](https://x.com/AnnaEconomist/status/2011966850511347783) 2026-01-16T01:00Z 72.5K followers, 23.2K engagements "We agree with this interpretation of the market moves. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. [--]. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. 2" [X Link](https://x.com/AnnaEconomist/status/2012641549902102966) 2026-01-17T21:41Z 72.4K followers, 54.5K engagements "I mostly agree with Griffin on this and to extend his pointtheres this assertion out there that inflation in the contractual of a Harris admin will have been lower and growth higherthat the Fed was on the way of bringing inflation lower. No the counterfactual is not that. Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost the U.S. economy dearly." https://t.co/5u9dS44th3 Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost" [X Link](https://x.com/AnnaEconomist/status/2014157858682589564) 2026-01-22T02:07Z 72.2K followers, [----] engagements "Ken Griffin saying it as it is in this interview at WEF. Wall Street is meritocratic. https://youtu.be/824p3Wt9bMQsi=hweD4FjfQJt73KHM https://youtu.be/824p3Wt9bMQsi=hweD4FjfQJt73KHM" [X Link](https://x.com/AnnaEconomist/status/2014160021274198527) 2026-01-22T02:15Z 72.5K followers, 33.7K engagements "I prefer to consume Trumps speech today this way. We Need It for Strategic National Security. Trump Makes the Case for Greenland at WEF https://t.co/g9fg4H3rxq We Need It for Strategic National Security. Trump Makes the Case for Greenland at WEF https://t.co/g9fg4H3rxq" [X Link](https://x.com/AnnaEconomist/status/2014184038328569875) 2026-01-22T03:51Z 72.5K followers, 25.3K engagements "What level of inflation is low enough In August [----] July core PCE data were showing inflation sinking to 0.6%. Unemployment was soaring toward 10%. Here's Warsh: Inflation measures do appear quite satisfactory for now. The situation certainly bears watching" [X Link](https://x.com/AnnaEconomist/status/2014470832932692379) 2026-01-22T22:50Z 72.4K followers, [----] engagements "Trump probably will get lower long rates under Warsh.but for the wrong reasons" [X Link](https://x.com/AnnaEconomist/status/2014471498304573798) 2026-01-22T22:53Z 72.4K followers, [----] engagements "One chart to sum up what AI is and will do to labor market productivity unemployment rate. The spike in business applications concentrated in "internet sales." In the new year US Census will EXCLUDE these "internet sales" related business applications from the current classification of "high propensity" to produce payrolls category. AI is bringing about lots of start-ups but those no longer boost payrolls as they used to. https://twitter.com/i/web/status/2005748400474489095 https://twitter.com/i/web/status/2005748400474489095" [X Link](https://x.com/AnnaEconomist/status/2005748400474489095) 2025-12-29T21:10Z 73.1K followers, 77K engagements "I got one who can eat [--] platters of raw salmon or tuna. And he is only [--]. Gen Alpha has acquired a taste for shrimp tempura and salmon nigiriand parents are paying a heavy price. 🍣 https://t.co/EuilQ5Fh8G https://t.co/PHruCkzrVD Gen Alpha has acquired a taste for shrimp tempura and salmon nigiriand parents are paying a heavy price. 🍣 https://t.co/EuilQ5Fh8G https://t.co/PHruCkzrVD" [X Link](https://x.com/AnnaEconomist/status/2012632457720557607) 2026-01-17T21:05Z 72.5K followers, 27.3K engagements "I mostly agree with Griffin on this and to extend his pointtheres this assertion out there that inflation in the counterfactual of a Harris admin will have been lower and growth higherthat the Fed was on the way of bringing inflation lower. No the counterfactual is not that. Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost the U.S. economy dearly." https://t.co/5u9dS44th3 Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it" [X Link](https://x.com/AnnaEconomist/status/2014168220245102836) 2026-01-22T02:48Z 73.3K followers, 41.2K engagements "More @TheTerminal https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI" [X Link](https://x.com/AnnaEconomist/status/2014573184037630181) 2026-01-23T05:37Z 73.4K followers, 10.3K engagements "So it's unique to US institutions that: -Only the Fed should talk publicly about monetary policy -Only the Treasury should talk publicly about the dollar We have a president who want to talk about both" [X Link](https://x.com/AnnaEconomist/status/2016612418412003789) 2026-01-28T20:40Z 73.4K followers, 12.8K engagements "@eliant_capital @rev_cap Then Bessent can feel the wrath like Manuchin did" [X Link](https://x.com/AnnaEconomist/status/2017076190993956990) 2026-01-30T03:23Z 73.2K followers, [----] engagements "Market rection to Warsh news (10 year gold stock futures dollar bitcoin). The 10-year is following the Polymarket odd in lock steps" [X Link](https://x.com/AnnaEconomist/status/2017130439329083422) 2026-01-30T06:59Z 73.2K followers, [---] engagements "@TheStalwart It is also a question about his judgement and values" [X Link](https://x.com/AnnaEconomist/status/2017438920225526010) 2026-01-31T03:24Z 73.3K followers, [----] engagements "Its like after the bail out as soon as financial markets look ok but even as unemployment is soaring to a crazy high level you feel like you should lean on your theoretical instincts rather than prioritize /giving weight to the Main Street conditions that anyone can see is happening all around. https://twitter.com/i/web/status/2017440985102311933 https://twitter.com/i/web/status/2017440985102311933" [X Link](https://x.com/AnnaEconomist/status/2017440985102311933) 2026-01-31T03:33Z 73.3K followers, [----] engagements "@TimDuy Yes" [X Link](https://x.com/AnnaEconomist/status/2017833468097347903) 2026-02-01T05:32Z 73.4K followers, [----] engagements "The part of the Bessent quote below basically rules out Bowman and Waller who may be too much of an insider. And we're going to find a leader who is going to revamp the entire institution in terms of process and inner workings." Bessent tells Maria Bartiromo that the Fed's caution on further rate cuts isn't warranted because inflation isn't going to be a problem: "The decision to cut rates by [--] basis points I applaud. But the language that went with it tells me that this Fed is stuck in the past. Bessent tells Maria Bartiromo that the Fed's caution on further rate cuts isn't warranted" [X Link](https://x.com/AnnaEconomist/status/1984070233301127428) 2025-10-31T01:29Z 73.5K followers, 44.8K engagements "Another stand-out one In September [----] (core PCE inflation at 2.2% Federal Housing Administration took over Fannie Mae and Freddie Mac eve of Lehman Brothers bankruptcy): Im still not ready to relinquish my concerns on the inflation front" [X Link](https://x.com/AnnaEconomist/status/2014470516342468800) 2026-01-22T22:49Z 73.5K followers, 16.2K engagements "AI-linked communication equipment drives durable goods gains in November.momentum looks strong (even in a month of government shutdown). h/t Eliza Winger @TheTerminal https://blinks.bloomberg.com/news/stories/T9H9UNKK3NYB https://blinks.bloomberg.com/news/stories/T9H9UNKK3NYB" [X Link](https://x.com/AnnaEconomist/status/2015822432259436903) 2026-01-26T16:21Z 73.5K followers, 14.4K engagements "Everyone should know that Trump is not a strong dollar guyhe has stated his position for years" [X Link](https://x.com/AnnaEconomist/status/2016284519523918023) 2026-01-27T22:57Z 73.5K followers, 22K engagements "For this FOMC preview we focus on Waller. This one poses a litmus test for him: Is he a Fed institutionist or MAGA Whether he dissents will decide whether his run for Fed chair is effectively over or if he will claim his place among the frontrunners if luck timing political circumstances suddenly align for him. (To be sure his economic views alone would argue for a dissent) @TheTerminal https://blinks.bloomberg.com/news/stories/T9JPZXT96OSR https://blinks.bloomberg.com/news/stories/T9JPZXT96OSR" [X Link](https://x.com/AnnaEconomist/status/2016329205689287055) 2026-01-28T01:55Z 73.8K followers, 16.6K engagements "We called the peak of tariff pass-through at last October. Powell seems to agree with us. Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://t.co/wUvk9s7cva https://t.co/S9kB3CWx8y Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://t.co/wUvk9s7cva https://t.co/S9kB3CWx8y" [X Link](https://x.com/AnnaEconomist/status/2016599355147354317) 2026-01-28T19:48Z 73.5K followers, 33.6K engagements "Waller now going from 8.8% chance pre-FOMC to 17.1% now on polymarket" [X Link](https://x.com/AnnaEconomist/status/2016645659227517371) 2026-01-28T22:52Z 73.5K followers, 27.1K engagements "If this happens again tomorrow. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. [--]. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. 2" [X Link](https://x.com/AnnaEconomist/status/2017057737885040837) 2026-01-30T02:10Z 73.5K followers, 90.1K engagements "Maybe Warsh will go down in history eventually as like Volcker. In the nearer term Bessent can feel Trumps wrath as Manuchin did" [X Link](https://x.com/AnnaEconomist/status/2017076730276524386) 2026-01-30T03:25Z 73.8K followers, 50K engagements "Trump is for Fed independence Want to keep it nice and pure. 🚨 TRUMP: INAPPROPRIATE TO ASK WARSH ABOUT RATE CUTS 🚨 TRUMP: INAPPROPRIATE TO ASK WARSH ABOUT RATE CUTS" [X Link](https://x.com/AnnaEconomist/status/2017320230976905339) 2026-01-30T19:33Z 73.9K followers, 64.1K engagements "@stevehou But not Bernanke who is the key and had a close up look" [X Link](https://x.com/AnnaEconomist/status/2017831959246819414) 2026-02-01T05:26Z 73.5K followers, [----] engagements "@Jesse_Livermore A lot of self sabotage this year that is pointless and has no strategic value. I see risks to our bullish outlook to this year rising quickly" [X Link](https://x.com/AnnaEconomist/status/2017837236838924420) 2026-02-01T05:47Z 74.5K followers, 39.4K engagements "Bessent got his wish" [X Link](https://x.com/anyuser/status/1907596068885340386) 2025-04-03T00:48Z 77.1K followers, 5.4M engagements "So a non-human read (chatgpt Grok our nlp fedspeak model) of Jay Powell speech all conclude it carries hawkish tone" [X Link](https://x.com/AnnaEconomist/status/1959007223633367090) 2025-08-22T21:38Z 77K followers, 347.3K engagements "So the median Fomc participant raised the growth forecast for [--] implying gdp at potential growth pace or perhaps even higher given slowdown in immigration in H2. It also lowered the UR projection for [--] and [--]. And it is talking about downside risks to employment having increased. I have not seen a meeting with so much contradictions" [X Link](https://x.com/AnnaEconomist/status/1968388793284837449) 2025-09-17T18:57Z 77.1K followers, 401.8K engagements "My analogy for the current discourse over the federal budget: Supposed there is a pile of cash under your grandmas mattress but you dont include it when calculating your household net worth (though she lives under your roof) because you are observing your sense of duty. As such you have negative net worth. Should your creditor force you to declare bankruptcy Thats how I feel about the $2.8 trillion tariff revenues that is not being scored in the federal budget" [X Link](https://x.com/anyuser/status/1923534220514742421) 2025-05-17T00:21Z 77.2K followers, 81.1K engagements "Difference here is likely that a bunch of academic studies popped up paving the intellectual case for (and in favor of) China's state capitalism.but such studies will be elusive for the US. The US wants to beat China by becoming more like China. The US wants to beat China by becoming more like China" [X Link](https://x.com/AnnaEconomist/status/1954985795997372684) 2025-08-11T19:18Z 77.2K followers, 41.1K engagements "On ADP data the most crucial explanation of the decline: ""The most recent release of the QCEW contained a higher-than-normal number of missing or redacted values for establishment size by NAICS sector and geography subgroups. This required the benchmark to be calculated at a coarser granularity than in previous years." ADP payrolls for September: -32k Largest decline since March [----] https://t.co/TdoIFUfJ67 ADP payrolls for September: -32k Largest decline since March [----] https://t.co/TdoIFUfJ67" [X Link](https://x.com/AnnaEconomist/status/1973369842473279899) 2025-10-01T12:50Z 77.2K followers, 112.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AnnaEconomist Anna WongAnna Wong posts on X about inflation, core, fomc, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 41% technology brands 4% countries 4% cryptocurrencies 3% exchanges 1% stocks 1% social networks 1%
Social topic influence inflation #239, core #2155, fomc 8%, ai 8%, in the 6%, fed 6%, strong 5%, market 4%, level 4%, fed chair 4%
Top accounts mentioned or mentioned by @theterminal @grok @tdurie95 @arationalist @jugulator__95 @renmacllc @atanzi @supercatmy @stevehou @casrow1 @spinelliandy @howardaulsbrook @tonitrades_ @pippopotamus @brandon7921588 @nicolaythom @js_ronin @keithglenwild @deaconbasketall @tsnorton67
Top assets mentioned Bitcoin (BTC)
Top posts by engagements in the last [--] hours
"Strong beat on NFP and indeed [--] million downward total downward revisions (as of December 2025). The revisions suggest that the worst of the hiring was around late summer [----] (excluding the one-off drop from deferred resignation in federal government). Big picture: Things appear to be gradually improving since then. While there's definite genuine improvement in the labor market in this report the new birth and death model appeared to have contributed to some to the beat. The modified version of the BD model takes in current month CES data as input. So a stronger month would amplify the BD"
X Link 2026-02-11T16:23Z 77.3K followers, 21.1K engagements
"On jobs -- We are expecting about 666k downward revisions to March [----] payrolls level as part of the annual benchmarking. After all that's done (including birth and death model update in the post benchmark period) we expect Dec [----] to see a downward revision near [--] million. @theterminal: https://blinks.bloomberg.com/news/stories/TA8W8QT9NJLT https://blinks.bloomberg.com/news/stories/TA8W8QT9NJLT"
X Link 2026-02-10T19:02Z 77.3K followers, 1.6M engagements
"Reminiscing when teenagers would talk like this. This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM This scene from the "Dawson's Creek" series finale hits even harder after James Van Der Beek's passing. 😢🪽 https://t.co/lfA4eCGnJM"
X Link 2026-02-12T04:07Z 77.3K followers, 15.6K engagements
"On prescription drugs CPI perhaps some help on disinflation coming. As part of our experimental CPI project Bloomberg Economics (@tdurie95) built two version of prescription drugs CPI -- one that mimics BLS and one that use more real-time weights (because weight loss drugs' popularity and prices are moving in inverse direction FAST). @TheTerminal https://blinks.bloomberg.com/news/stories/TACZ64T96OSG https://blinks.bloomberg.com/news/stories/TACZ64T96OSG"
X Link 2026-02-12T19:19Z 77.3K followers, 16.1K engagements
"Actual headline CPI is 0.17% vs our 0.20%. Actual core is 0.30% vs. our predicted 0.31%. Actual prescription drugs prices vs. BE (@tdurie95) predicted "
X Link 2026-02-13T16:06Z 77.3K followers, 11.8K engagements
"Is this the reaction that Trump is trying to get with the Fed chair pick As @RenMacLLC feel the market"
X Link 2026-01-30T01:42Z 74.7K followers, 61.3K engagements
"@RenMacLLC I read the fomc transcripts during the GFC. His quotes scared me"
X Link 2026-01-30T03:37Z 74.7K followers, 27.4K engagements
"Market rection to Warsh news (10 year gold stock futures dollar bitcoin). The 10-year is following the Polymarket odd in lock steps. Good night"
X Link 2026-01-30T06:59Z 74.7K followers, 28.8K engagements
"I dont always agree with Paul Krugman (maybe that is an understatement though his early books and writings were what got me into economics during my formative years) but a few points in his substack post points that few are talking about in spite of all the take on the Warsh is spot on. He is able to say the quiet parts aloud because he has a Nobel prize and doesnt care. Also he is a phenomenal writer so he can detect bs that is concealed by sophisticated sounding rhetoric. https://twitter.com/i/web/status/2017850566466994576 https://twitter.com/i/web/status/2017850566466994576"
X Link 2026-02-01T06:40Z 76.9K followers, 44.3K engagements
"@EconstratPB But he is also much better at politics more well connected and more ruthless than every one at the table. By that metric i think the rest of the fomc is hopelessly outmatched"
X Link 2026-02-01T08:17Z 76.6K followers, [----] engagements
"A good deep look into why the [----] episode is so concerning /revealing about our next Fed chair. I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed. My new piece uses the November [----] FOMC meeting as a lens into him as a potential Fed Chair. (link below.) https://t.co/y36tiypHEV I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed. My new piece uses the November [----] FOMC meeting as a lens into him as a potential Fed Chair. (link below.) https://t.co/y36tiypHEV"
X Link 2026-02-02T03:12Z 76.7K followers, 48.7K engagements
"Even Stephen Moore is saying Warsh is an inflation hawk. Kevin Warsh as Fed Chair could be a game-changer: He is an inflation hawk aiming for sound money. If inflation comes under control gold and silver demand as hedges will ease. https://t.co/Mzo2A4ZjCc Kevin Warsh as Fed Chair could be a game-changer: He is an inflation hawk aiming for sound money. If inflation comes under control gold and silver demand as hedges will ease. https://t.co/Mzo2A4ZjCc"
X Link 2026-02-02T23:52Z 76.9K followers, 43.8K engagements
"@DonMiami3 Taco on what"
X Link 2026-02-06T02:23Z 74.8K followers, 17.9K engagements
"https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024 https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024"
X Link 2026-02-06T02:42Z 76.9K followers, 12.7K engagements
"@NickTimiraos Good one"
X Link 2026-02-07T03:34Z 76.7K followers, [----] engagements
"White collar jobs opening to unemployed fell sharply. And despite the high layoff announcements in January so far they are largely contained in a 3-4 sectors. h/t @atanzi and Eliza Winger"
X Link 2026-02-06T04:54Z 77.2K followers, 35.4K engagements
"The timing of this is telling. BLOOMBERG REPORTS Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say BLOOMBERG REPORTS Chinese officials have urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions sources say"
X Link 2026-02-09T07:04Z 77.2K followers, 192.2K engagements
"May need this mentality if payrolls are not good tomorrow The promise of spring is written in every winter. -Margaret Atwood The promise of spring is written in every winter. -Margaret Atwood"
X Link 2026-02-11T01:57Z 77.2K followers, 45.6K engagements
"If Trump wants someone easy on inflation he got the wrong guy in Kevin Warsh. Here we chart his inflation assessment during the FOMC meeting from 2006-2011 (along the unemployment rate with core PCE inflation in the background). One standout one: April [----] - [--] months after Lehman core PCE inflation at 0.8% unemployment at 9% he said: "I continue to be more worried about upside risks to inflation than downside risks." More on what a Warsh Fed Chairmanship could look like @TheTerminal : https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI"
X Link 2026-01-22T22:44Z 77.2K followers, 366K engagements
"New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman and on stock market. H/T @kevg1412"
X Link 2026-02-06T02:41Z 77.3K followers, 161.4K engagements
"The promise of spring is written in every winter. -Margaret Atwood"
X Link 2026-02-10T04:11Z 77.3K followers, 59.7K engagements
"Rip Dawson. If youre around my age this song was a staple on the radio and Dawsons creek was on every possible TV station. RIP James Van Der Beek https://t.co/CxfgNbhvbc If youre around my age this song was a staple on the radio and Dawsons creek was on every possible TV station. RIP James Van Der Beek https://t.co/CxfgNbhvbc"
X Link 2026-02-12T03:11Z 77.3K followers, 11.4K engagements
"So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent endorsed the former Wall Street pays a lot of attention to the latter. What is going on We (Bloomberg Economics) also developed our own CPI-style tracker with online prices and various other corporate/big data. Our verdict: both measures capturing a slice of the reality. We see falling grocery prices as Truflation. We see surging electronics prices as Adobe. (Which we trace to due to AI"
X Link 2026-02-12T03:42Z 77.3K followers, 80.8K engagements
"The Bloomberg Economics price tracker vs actual updated to reflect January [----]. @tdurie95 @JDanial18"
X Link 2026-02-13T16:11Z 77.3K followers, 12.2K engagements
"Chris Waller the clairvoyant forecaster struck again. In his dissent statement. I have heard in multiple outreach meetings of planned layoffs in [----]. This indicates to me that there is considerable doubt about future employment growth and suggests that a substantial deterioration in the labor market is a significant risk. On revisions: And last year's data will be revised downward soon to likely show that there was virtually no growth in payroll employment in [----]. Zero. Zip. Nada. https://www.federalreserve.gov/newsevents/speech/waller20260130a.htm"
X Link 2026-02-06T03:21Z 77.3K followers, 124.7K engagements
"We are expecting [--] jobs added in January on a SA m/m basis. Preview @TheTerminal : https://blinks.bloomberg.com/news/stories/TA98RFT9NJLS https://blinks.bloomberg.com/news/stories/TA98RFT9NJLS"
X Link 2026-02-10T20:35Z 77.3K followers, 302.9K engagements
"https://blinks.bloomberg.com/news/stories/TABC2BT9NJLU https://blinks.bloomberg.com/news/stories/TABC2BT9NJLU"
X Link 2026-02-12T03:43Z 77.3K followers, [----] engagements
"Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://blinks.bloomberg.com/news/stories/TAEII5T9NJLU https://blinks.bloomberg.com/news/stories/TAEII5T9NJLU"
X Link 2026-02-13T18:28Z 77.3K followers, 98.1K engagements
"At this FOMC meeting inflation expectations is also at 3%"
X Link 2025-11-16T22:57Z 68.2K followers, 16K engagements
"I will be doing a fireside chat with NEC Director Kevin Hassett this Wednesday 11/19 10am at the Bloomberg Insights and Innovation in Washington DC. Registration for this event can be found here: The event can also be viewed LIVE (go) @TheTerminal https://bloom.bg/4nWQ1th https://bloom.bg/4nWQ1th"
X Link 2025-11-18T04:38Z 68.2K followers, 24.7K engagements
"To naysayer of AI boosting productivity.it starts at the micro level. Exhibit A Walmart's (who's moving from New York Stock Exchange to Nasdaq) earnings today. Walmart provides a strong signal (even a sufficient signal) of what's going to happen to US labor market in the next few years"
X Link 2025-11-20T21:44Z 68.4K followers, 72K engagements
"How Lowes is using AI for inventory and supply chain management (saw the company being mentioned in Nvidias earnings call yesterday)a summary of how it is using AI to increase efficiency: Lowe's leverages Artificial Intelligence (AI) extensively within its supply chain to drive efficiency optimize inventory and improve resilience against disruptions. Key aspects of their AI integration include: Digital Twins: Lowe's is an industry pioneer in creating a complete digital twin (virtual replica) of its entire global supply chain network powered by a collaboration with NVIDIA and Palantir. This"
X Link 2025-11-20T22:41Z 68.4K followers, 46.8K engagements
"Nvidias call talked about the conversion rate increase with Meta. Here is Lowes on conversion rate: Let me now discuss the importance of generative AI to improve how we sell how we shop and how we work. This is what we refer to as our AI framework. And as we continue to make strategic investments in our AI capabilities we're already seeing tangible results. Our virtual assistants MyLowe and MyLowe Companion which are built on an open AI platform are answering nearly [--] million questions per month about everything from product specs to project know-how to the status of a customer order. In fact"
X Link 2025-11-20T23:49Z 68.4K followers, 13K engagements
"@biancoresearch From Kevin Hassett interview with meif AI does boost productivity/growth (necessary condition) and you got a Fed can accommodate the labor market weakness we have a chance at stabilizing fiscal. AI our best hope"
X Link 2025-11-25T02:56Z 68.3K followers, 23.1K engagements
"@EPBResearch Popular vote appears to be wrong here"
X Link 2025-11-25T03:15Z 68.4K followers, 12.2K engagements
"It was great to do this Trumpanomics podcast with the one and only (and former boss) @Brad_Setser In which we ask: Why arent the Trump tariffs showing up more https://open.spotify.com/episode/5s9l0C0mcbRWKkhCFHQIGtsi=kAzBXRfyR5mGuDt4AQuBVA https://open.spotify.com/episode/5s9l0C0mcbRWKkhCFHQIGtsi=kAzBXRfyR5mGuDt4AQuBVA"
X Link 2025-11-25T04:06Z 68.5K followers, 29.5K engagements
"Cost of thanksgiving dinner basket just 1.2% higher than last year according to our calculation. Tariffs did not really affect Thanksgiving meal. @TheTerminal by Troy Durie and Nicole Gorton Caratelli https://blinks.bloomberg.com/news/stories/T6AYQLKJH6V5 https://blinks.bloomberg.com/news/stories/T6AYQLKJH6V5"
X Link 2025-11-25T22:33Z 69K followers, 34K engagements
"Beige book sealed the deal for December cut. From Eliza Winger from my team: The most important message from the Federal Reserves latest Beige Book covering the period from early October through Nov. [--] was that employment declined slightly with nearly half of districts noting weaker demand for workers. Thats a significant downgrade since the previous report when employment levels were seen as largely stable. @TheTerminal https://blinks.bloomberg.com/news/stories/T6CMVGT9NJLT https://blinks.bloomberg.com/news/stories/T6CMVGT9NJLT"
X Link 2025-11-26T20:02Z 69.4K followers, 112.8K engagements
"Here is a full clip of my [--] min interview with NEC Director Kevin Hassett current leading candidate for Fed chair. http://www.youtube.com/watchv=HzyyOmEICnM http://www.youtube.com/watchv=HzyyOmEICnM"
X Link 2025-11-27T21:35Z 68.4K followers, 47K engagements
"On the @TheTerminal right now my take on what a Kevin Hassett Fed will look like. Drawing heavily from my interview with him. Also from a source that likely capture Hassetts true view of Fed independence written when he was not under political pressure or not the leading Fed chairman candidate. https://blinks.bloomberg.com/news/stories/T6M40BKK3NY9 https://blinks.bloomberg.com/news/stories/T6M40BKK3NY9"
X Link 2025-12-01T23:20Z 69.5K followers, 45.3K engagements
"Something felt amiss this fall when it comes to nonfarm payrolls. And I just realized what. It is the absence of any major hurricane that cause forecasters to scratch their head to adjust for weather effects for nfp. I am hard pressed to remember a fall when I didnt need to do this"
X Link 2025-12-03T03:40Z 69.5K followers, 28.6K engagements
"Channeling Munger here with inversion thinking: So whats so bad about losing this China-US AI race So not first placebut getting second place What if it is a race with highly disruptive social costs In that case wouldnt you want the winner to win first so you can see what exactly winning means Is this a naive question FT Exclusive: Jensen Huang has warned that China will beat the US in the artificial intelligence race thanks to lower energy costs and looser regulations. Read more from his interview with the Financial Times: https://t.co/xrjtiTvbJt https://t.co/bIj47urKAA FT Exclusive: Jensen"
X Link 2025-12-03T04:23Z 69.5K followers, 57.6K engagements
"Do we really need to race to get to this AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH"
X Link 2025-12-03T22:30Z 69.5K followers, 28.5K engagements
"Does losing AI race to China means outsourcing white collar jobs to cheaper AI models in China Does winning it also mean the same US importing services to rise by outsourcing white collar jobs (those that benefited from globalization) to cheaper AI models abroad AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH AI systems will be capable of doing most white-collar work in two to three years: Anthropics chief scientist https://t.co/CciDRlxTDH"
X Link 2025-12-03T22:36Z 69.5K followers, 25K engagements
"My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well. But that is the data speaking. The Fed can cut next year. And if this is true markets pricing in too little rate cuts in 2026"
X Link 2025-12-10T16:07Z 70.7K followers, 190.8K engagements
"Grok is wrong (yes in recession though). My team is the few who correctly predicted inflation was not transitory in [----] and got the Cpi and core pce surge right (also got the fed call right in the 22-24 cycle) and we are also the few who kept core pce inflation at 3.0% on liberation day and there are whiles others are revised it up and then converge to our forecast from the get go"
X Link 2025-12-10T16:31Z 70.1K followers, [----] engagements
"The FOMC sharply upped gdp growth in [--] and [--] while the whole distribution of core pce inflation shifted lower in [--] [--]. And dot plot the same. That means they are baking in productivity. Not a hawkish cut"
X Link 2025-12-10T20:18Z 70.2K followers, 122.5K engagements
"See my other tweet today. Fed's Powell: If no new tariff announcements inflation from goods should peak in Q1. Fed's Powell: If no new tariff announcements inflation from goods should peak in Q1"
X Link 2025-12-10T22:51Z 70K followers, 33.3K engagements
"Piece is up @TheTerminal https://blinks.bloomberg.com/news/stories/T74OTAKJH6V5 My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well. But that is the data speaking. The Fed can cut next year. And if this is true https://blinks.bloomberg.com/news/stories/T74OTAKJH6V5 My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next [--] months with core cpi goods trending back down by mid-2026. Yeah I am surprised as well."
X Link 2025-12-11T23:29Z 70.2K followers, 226.6K engagements
"Not sure why. Here is an internal link: NSN T74OTAKJH6V5GO"
X Link 2025-12-11T23:33Z 70K followers, [----] engagements
"@supercatmy @TheTerminal [-----] earning calls greenlight big fed cuts. It is currently in the right hand side in TOP (go)"
X Link 2025-12-12T00:01Z 69.7K followers, [----] engagements
"This fracture wont lastwhen both inflation and jobs data point south. Fog should lift in 1H. Possibly in February. This chartfrom Nick Timiraoss article Feds fractured vote signals trouble ahead for future rate cutsillustrates the multi-year evolution leading to yesterdays outcome. Notably roughly a third of the policymakers who attend Fed meetings did not support the decision. As https://t.co/yerCKm21tt This chartfrom Nick Timiraoss article Feds fractured vote signals trouble ahead for future rate cutsillustrates the multi-year evolution leading to yesterdays outcome. Notably roughly a third"
X Link 2025-12-12T02:17Z 70K followers, 43.6K engagements
"Piece is up @TheTerminal https://t.co/7Cmgst99aV Piece is up @TheTerminal https://t.co/7Cmgst99aV"
X Link 2025-12-12T03:40Z 70.7K followers, 315.6K engagements
"Fed personnel drama is red herring. Real thing is forward looking data. We especially love it when drama/narrative is diverting attention from the the real thing. Because that means opportunity (whatever that means to whoever)"
X Link 2025-12-12T03:49Z 70.1K followers, 22.4K engagements
"Our approach in extracting the macro trends from earning transcripts is underpinned by a verification infrastructure to pull supporting quotes from companies earning calls (thanks to wiz data scientists from BI/BE). Here are some quotes on inflation from 3q across the industries: We certainly expect to see inflation and pricing moderate back to a more normal range. I think as we talked about on the previous call if our long term growth model calls for 4% to 6% on the top line and we look for balance which kind of implies 2% to 3% on volume and 2% to 3% on price.Pricing from intense"
X Link 2025-12-14T20:46Z 72.4K followers, 69.2K engagements
"My take on the Kevin vs Kevin theatrics on Fed chair: There is a Wall Street push to try to get someone closer to them to the seat. Who will push for Hassett For one maybe Trumps son in law. Kevin Hassett regains lead over Kevin Warsh on prediction markets in neck-and-neck Fed chairman race https://t.co/rmpQW8PVrV https://t.co/wlcievUn5x Kevin Hassett regains lead over Kevin Warsh on prediction markets in neck-and-neck Fed chairman race https://t.co/rmpQW8PVrV https://t.co/wlcievUn5x"
X Link 2025-12-17T00:24Z 70.2K followers, 32.1K engagements
"From General Mills: "In an effort to boost sales in the face of shaky consumer sentiment General Mills has lowered prices across roughly two-thirds of its North American retail business the company said.""
X Link 2025-12-17T15:23Z 71.5K followers, 122.3K engagements
"Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://blinks.bloomberg.com/news/stories/T7FBQCKK3NYE https://blinks.bloomberg.com/news/stories/T7FBQCKK3NYE"
X Link 2025-12-17T17:35Z 71.5K followers, 79.6K engagements
"The most shocking data today is the trade data which has the bombshell implication that labor productivity in 4q in a quarter when output growth was supposed to slow sharply due to the government shutdown is going to be extremely strong May even be stronger than the 5% in 3q. https://twitter.com/i/web/status/2009389922835124448 https://twitter.com/i/web/status/2009389922835124448"
X Link 2026-01-08T22:21Z 71.9K followers, 47.4K engagements
"Powell has had It Trump has awakened the dragon Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T01:57Z 72.1K followers, 136.8K engagements
"Chris Waller should be ascendant given that he is among the candidates most likely to muster enough confirmation votes. Powell has had It Trump has awakened the dragon Powell has had It Trump has awakened the dragon"
X Link 2026-01-12T23:07Z 72.1K followers, 49.1K engagements
"Powell probe plot thickens"
X Link 2026-01-13T02:39Z 71.8K followers, 72.2K engagements
"There are some extreme moves in cpi items in December. Not all the extreme moves are downwards. Many are extreme upwards including a 19% m/m change in subscription and rental of video. Here are some (1/2)"
X Link 2026-01-16T01:00Z 72.5K followers, 23.2K engagements
"We agree with this interpretation of the market moves. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. [--]. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. 2"
X Link 2026-01-17T21:41Z 72.4K followers, 54.5K engagements
"I mostly agree with Griffin on this and to extend his pointtheres this assertion out there that inflation in the contractual of a Harris admin will have been lower and growth higherthat the Fed was on the way of bringing inflation lower. No the counterfactual is not that. Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost the U.S. economy dearly." https://t.co/5u9dS44th3 Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost"
X Link 2026-01-22T02:07Z 72.2K followers, [----] engagements
"Ken Griffin saying it as it is in this interview at WEF. Wall Street is meritocratic. https://youtu.be/824p3Wt9bMQsi=hweD4FjfQJt73KHM https://youtu.be/824p3Wt9bMQsi=hweD4FjfQJt73KHM"
X Link 2026-01-22T02:15Z 72.5K followers, 33.7K engagements
"I prefer to consume Trumps speech today this way. We Need It for Strategic National Security. Trump Makes the Case for Greenland at WEF https://t.co/g9fg4H3rxq We Need It for Strategic National Security. Trump Makes the Case for Greenland at WEF https://t.co/g9fg4H3rxq"
X Link 2026-01-22T03:51Z 72.5K followers, 25.3K engagements
"What level of inflation is low enough In August [----] July core PCE data were showing inflation sinking to 0.6%. Unemployment was soaring toward 10%. Here's Warsh: Inflation measures do appear quite satisfactory for now. The situation certainly bears watching"
X Link 2026-01-22T22:50Z 72.4K followers, [----] engagements
"Trump probably will get lower long rates under Warsh.but for the wrong reasons"
X Link 2026-01-22T22:53Z 72.4K followers, [----] engagements
"One chart to sum up what AI is and will do to labor market productivity unemployment rate. The spike in business applications concentrated in "internet sales." In the new year US Census will EXCLUDE these "internet sales" related business applications from the current classification of "high propensity" to produce payrolls category. AI is bringing about lots of start-ups but those no longer boost payrolls as they used to. https://twitter.com/i/web/status/2005748400474489095 https://twitter.com/i/web/status/2005748400474489095"
X Link 2025-12-29T21:10Z 73.1K followers, 77K engagements
"I got one who can eat [--] platters of raw salmon or tuna. And he is only [--]. Gen Alpha has acquired a taste for shrimp tempura and salmon nigiriand parents are paying a heavy price. 🍣 https://t.co/EuilQ5Fh8G https://t.co/PHruCkzrVD Gen Alpha has acquired a taste for shrimp tempura and salmon nigiriand parents are paying a heavy price. 🍣 https://t.co/EuilQ5Fh8G https://t.co/PHruCkzrVD"
X Link 2026-01-17T21:05Z 72.5K followers, 27.3K engagements
"I mostly agree with Griffin on this and to extend his pointtheres this assertion out there that inflation in the counterfactual of a Harris admin will have been lower and growth higherthat the Fed was on the way of bringing inflation lower. No the counterfactual is not that. Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it cost the U.S. economy dearly." https://t.co/5u9dS44th3 Citadel's CEO says decisions made under the Biden administration "were so so poorly thought out in terms of economic consequences it"
X Link 2026-01-22T02:48Z 73.3K followers, 41.2K engagements
"More @TheTerminal https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI https://blinks.bloomberg.com/news/stories/T9AEDIT96OSI"
X Link 2026-01-23T05:37Z 73.4K followers, 10.3K engagements
"So it's unique to US institutions that: -Only the Fed should talk publicly about monetary policy -Only the Treasury should talk publicly about the dollar We have a president who want to talk about both"
X Link 2026-01-28T20:40Z 73.4K followers, 12.8K engagements
"@eliant_capital @rev_cap Then Bessent can feel the wrath like Manuchin did"
X Link 2026-01-30T03:23Z 73.2K followers, [----] engagements
"Market rection to Warsh news (10 year gold stock futures dollar bitcoin). The 10-year is following the Polymarket odd in lock steps"
X Link 2026-01-30T06:59Z 73.2K followers, [---] engagements
"@TheStalwart It is also a question about his judgement and values"
X Link 2026-01-31T03:24Z 73.3K followers, [----] engagements
"Its like after the bail out as soon as financial markets look ok but even as unemployment is soaring to a crazy high level you feel like you should lean on your theoretical instincts rather than prioritize /giving weight to the Main Street conditions that anyone can see is happening all around. https://twitter.com/i/web/status/2017440985102311933 https://twitter.com/i/web/status/2017440985102311933"
X Link 2026-01-31T03:33Z 73.3K followers, [----] engagements
"@TimDuy Yes"
X Link 2026-02-01T05:32Z 73.4K followers, [----] engagements
"The part of the Bessent quote below basically rules out Bowman and Waller who may be too much of an insider. And we're going to find a leader who is going to revamp the entire institution in terms of process and inner workings." Bessent tells Maria Bartiromo that the Fed's caution on further rate cuts isn't warranted because inflation isn't going to be a problem: "The decision to cut rates by [--] basis points I applaud. But the language that went with it tells me that this Fed is stuck in the past. Bessent tells Maria Bartiromo that the Fed's caution on further rate cuts isn't warranted"
X Link 2025-10-31T01:29Z 73.5K followers, 44.8K engagements
"Another stand-out one In September [----] (core PCE inflation at 2.2% Federal Housing Administration took over Fannie Mae and Freddie Mac eve of Lehman Brothers bankruptcy): Im still not ready to relinquish my concerns on the inflation front"
X Link 2026-01-22T22:49Z 73.5K followers, 16.2K engagements
"AI-linked communication equipment drives durable goods gains in November.momentum looks strong (even in a month of government shutdown). h/t Eliza Winger @TheTerminal https://blinks.bloomberg.com/news/stories/T9H9UNKK3NYB https://blinks.bloomberg.com/news/stories/T9H9UNKK3NYB"
X Link 2026-01-26T16:21Z 73.5K followers, 14.4K engagements
"Everyone should know that Trump is not a strong dollar guyhe has stated his position for years"
X Link 2026-01-27T22:57Z 73.5K followers, 22K engagements
"For this FOMC preview we focus on Waller. This one poses a litmus test for him: Is he a Fed institutionist or MAGA Whether he dissents will decide whether his run for Fed chair is effectively over or if he will claim his place among the frontrunners if luck timing political circumstances suddenly align for him. (To be sure his economic views alone would argue for a dissent) @TheTerminal https://blinks.bloomberg.com/news/stories/T9JPZXT96OSR https://blinks.bloomberg.com/news/stories/T9JPZXT96OSR"
X Link 2026-01-28T01:55Z 73.8K followers, 16.6K engagements
"We called the peak of tariff pass-through at last October. Powell seems to agree with us. Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://t.co/wUvk9s7cva https://t.co/S9kB3CWx8y Our own million prices cpi tracker see many goods inflation rolling over in November. Our CPI preview on @TheTerminal right now. https://t.co/wUvk9s7cva https://t.co/S9kB3CWx8y"
X Link 2026-01-28T19:48Z 73.5K followers, 33.6K engagements
"Waller now going from 8.8% chance pre-FOMC to 17.1% now on polymarket"
X Link 2026-01-28T22:52Z 73.5K followers, 27.1K engagements
"If this happens again tomorrow. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. [--]. The 10-year Treasury yield rose after Trump suggested he might not choose Hassett as Fed chairwith betting markets swiftly anticipating Warsh. Yields posted their largest monthly gain since Dec. [--] and to the highest close since Sept. 2"
X Link 2026-01-30T02:10Z 73.5K followers, 90.1K engagements
"Maybe Warsh will go down in history eventually as like Volcker. In the nearer term Bessent can feel Trumps wrath as Manuchin did"
X Link 2026-01-30T03:25Z 73.8K followers, 50K engagements
"Trump is for Fed independence Want to keep it nice and pure. 🚨 TRUMP: INAPPROPRIATE TO ASK WARSH ABOUT RATE CUTS 🚨 TRUMP: INAPPROPRIATE TO ASK WARSH ABOUT RATE CUTS"
X Link 2026-01-30T19:33Z 73.9K followers, 64.1K engagements
"@stevehou But not Bernanke who is the key and had a close up look"
X Link 2026-02-01T05:26Z 73.5K followers, [----] engagements
"@Jesse_Livermore A lot of self sabotage this year that is pointless and has no strategic value. I see risks to our bullish outlook to this year rising quickly"
X Link 2026-02-01T05:47Z 74.5K followers, 39.4K engagements
"Bessent got his wish"
X Link 2025-04-03T00:48Z 77.1K followers, 5.4M engagements
"So a non-human read (chatgpt Grok our nlp fedspeak model) of Jay Powell speech all conclude it carries hawkish tone"
X Link 2025-08-22T21:38Z 77K followers, 347.3K engagements
"So the median Fomc participant raised the growth forecast for [--] implying gdp at potential growth pace or perhaps even higher given slowdown in immigration in H2. It also lowered the UR projection for [--] and [--]. And it is talking about downside risks to employment having increased. I have not seen a meeting with so much contradictions"
X Link 2025-09-17T18:57Z 77.1K followers, 401.8K engagements
"My analogy for the current discourse over the federal budget: Supposed there is a pile of cash under your grandmas mattress but you dont include it when calculating your household net worth (though she lives under your roof) because you are observing your sense of duty. As such you have negative net worth. Should your creditor force you to declare bankruptcy Thats how I feel about the $2.8 trillion tariff revenues that is not being scored in the federal budget"
X Link 2025-05-17T00:21Z 77.2K followers, 81.1K engagements
"Difference here is likely that a bunch of academic studies popped up paving the intellectual case for (and in favor of) China's state capitalism.but such studies will be elusive for the US. The US wants to beat China by becoming more like China. The US wants to beat China by becoming more like China"
X Link 2025-08-11T19:18Z 77.2K followers, 41.1K engagements
"On ADP data the most crucial explanation of the decline: ""The most recent release of the QCEW contained a higher-than-normal number of missing or redacted values for establishment size by NAICS sector and geography subgroups. This required the benchmark to be calculated at a coarser granularity than in previous years." ADP payrolls for September: -32k Largest decline since March [----] https://t.co/TdoIFUfJ67 ADP payrolls for September: -32k Largest decline since March [----] https://t.co/TdoIFUfJ67"
X Link 2025-10-01T12:50Z 77.2K followers, 112.7K engagements
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/creator/x::AnnaEconomist