Five Minute Macro @5_min_macro
Macro Trader; tweeting on rates, FX, equities, commods, life's rich pageant...in roughly that order. Not looking to set the world to rights in 140 characters Joined May 2010-
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O tempor*a, o mor*es!
MBS paid $475m for a fake da Vinci painting (back when that was real money as well...). He's not going to lose any sleep because he's not getting a ROI on his latest tchotchkes.
MBS paid $475m for a fake da Vinci painting (back when that was real money as well...). He's not going to lose any sleep because he's not getting a ROI on his latest tchotchkes.
O tempora, o mores!
It's so, so over.
https://t.co/ziKc1M3sdE
It's distinctly odd to me how little this has featured in the discourse to date. I know we're all to greater or lesser degrees embracing Cheney's 'deficits don't matter' now, but this would still seem to require more consideration than it's been receiving. washingtonpost.com/business/2023/…
I'm still outraged that Bloomberg even deigns to track this stuff.
I'm still outraged that Bloomberg even deigns to track this stuff.
The real pro tip is understanding that Chinese financial markets never signal anything about the economy. ft.com/content/1ac68c…
Say what you like about Prigozhin, but he was certainly in the arena.
This is why I just laugh at all these earnest 'Arkansas is richer than The Vatican, it's true, look it up!' tweets.
This is why I just laugh at all these earnest 'Arkansas is richer than The Vatican, it's true, look it up!' tweets.
I really dislike the common refrain that consumer confidence or whatever metrics are subdued because consumers are misperceiving the strength and beauty of this economic moment - real patronising 'false consciousness of the proletariat' vibes.
There will never be a 'Lehman moment' in China for the simple reason that the resolution will not be televised.
There will never be a 'Lehman moment' in China for the simple reason that the resolution will not be televised.
Remember how circa 2009 we were all poring over data on Chinese developers and ghost cities and fretting about the denouement, and then we got bored and moved onto the next bugbear, and now it's all come to pass as everyone feared and nary a ripple. A story as old as time.
On the one hand, Javier Milei would probably be a disaster for Argentina, but on the other hand, I'm here for a candidate who looks like @M_PaulMcNamara playing a 1970's PSNI detective in a gritty ITV series.
Finance people really hate Michael Lewis cos he's everything we wanted to be when we started out in the biz - get in, get out, reinvent ourselves, do something fun etc. We also get paid well to spout a lot of plausible-sounding crap, so that criticism doesn't quite land either 🙂
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Brad Setser @Brad_Setser
98K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Ed Bradford @Fullcarry
46K Followers 426 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Jon Turek @jturek18
20K Followers 395 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Polemic Paine @PolemicTMM
19K Followers 2K Following Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
Katie Martin @katie_martin_fx
99K Followers 2K Following FT markets ed. I don't post on this toxic thing any more. katie0martin on Bl*e Sk*. °°°join us°°°
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Rishi Mishra @aRishisays
18K Followers 459 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Matthew C. Klein @M_C_Klein
55K Followers 718 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Hana Mi @Zoe_Rozu7
264 Followers 568 Following 🔥Fitness freak: I burn calories by jumping to conclusions.🔥
…just a Dad @Eagle008670136
2K Followers 4K Following aka greMAN, Eagle1007, nuTEMPLR’s,GOD,family,JesusChrist, USA,Trump2024,1st2nd, Nascar, SCUBA.
Thomas Maddox @maddoxthomas22
462 Followers 1K Following
Rob Perez @WorldWideWob
1.2M Followers 1.3M Following Late Night with Wob - NBA Postgame Show, exclusively on @SiriusXMNBA ||||| @SorareNBA ||||| @SkyWobAlerts
Aiden Asher @AidenAsher66
422 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Tom Adshead @ThomasAdshead
992 Followers 1K Following Director of Research at Macro-Advisory Ltd @MacroAdvisory
Jackson Hoynacki @ja54560
57 Followers 99 Following
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4 Followers 442 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join TG: https://t.co/1v8LJvJVCF
ditamus @DitamusFund
69 Followers 411 Following
Harver Capital @harvercapital
78 Followers 452 Following Evidence Over Emotion. Investment Management based on data not narrative.
Kabiesi Ade @emmanadey
530 Followers 4K Following Father | Director of Gafat Consults Limited Nigeria and Ghana | IT Consultant | Fintech Activist | Travel and Tourism Agent | Precious Minerals Lover
macrothots @macrothotty
45 Followers 127 Following
Jian Hao @JianOptions
139 Followers 1K Following $XSP $SPX $NDX $MES $ES $NQ • Macro • Equity Index Options/Futures Swing Trader 📈 • Butterfly Trader 🦋 • Options Seller • Investor • Risk Manager •
KaneMatsuKun @RandoStory
24 Followers 221 Following
Stephen Willerton @stevewilles73
23 Followers 587 Following
Denise Prime @deniseprime
4 Followers 123 Following
DayTradingNomad @DayTraderNomad1
356 Followers 2K Following Day trader. I like luxury travel, champagne, scotch and steak
Mr Fizz @luchilla
107 Followers 2K Following Le idee dominanti di un dato tempo non sono se non le idee della classe dominante
Tom Wirth @TomWirth11
7 Followers 44 Following
Fixed Interest Rates .. @altsofr
78 Followers 166 Following Follow for, top news on US interest rates, SOFR, EFFR, Fed Commentary and Global Macro Cues. Derivative Trading and more. Be in the game! Kachingg!
Max Kitson @kitson_max
58 Followers 67 Following
Gregory Matthew Klimc.. @GregoryKlimczak
19 Followers 57 Following "...with passion, freedom, and a revolt"
Arnis A @ArnisAncverins
200 Followers 557 Following
Chaston Kara @ChastonK79694
57 Followers 2K Following #CBViridoxin #tweak48 - Love the feel of trends? Time to get your hands on the #NFTs in the exciting new @CBViridoxin exclusive collection and flip 'em like a
Coalpostter @Ligniteminer
249 Followers 299 Following Your most misogynist reply guy. Amerikanerphile. Love otters 🦦
Arnavbansal @Arnavbansal6
19 Followers 183 Following
Amelia Bourdeau 🇺�.. @AmeliaBourdeau
3K Followers 3K Following Wall Street: 18yrs Global Macro/FX on trading desk. ex FRB. Marathoner. @columbiajourn Views = own. @USNavy @USNATO spouse. Book call: https://t.co/wbiMTkQfW6
Grangol @grangol3
40 Followers 128 Following
GP @par_geo
657 Followers 4K Following Electrical and Computer engineer, husband, passionate about physics, maths, sensors, coding, travelling, sports, clean energy, education, aviation, arduino.
@bc1qa @4E93C4B107FEA2
2K Followers 4K Following https://t.co/hdPYZRABzu | https://t.co/QdxTFFrln6 |
Eric Wallerstein @ericwallerstein
5K Followers 1K Following Markets Reporter @WSJ. formerly @NewYorkFed. reach out: [email protected]
James SHERMAN @JamesSHERM17585
49 Followers 136 Following
Marsden St Capital @MarsdenCapital
4 Followers 258 Following
Kurt Hebert @kur987654331
29 Followers 49 Following
Vincent Weevers @VincentWeevers
26 Followers 95 Following
Pableaux Wilson @PableauxW
21 Followers 379 Following Old guy. Not an authority on anything. Indignant about everything. Vancouver, British Columbia.
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Andy Constan @dampedspring
134K Followers 331 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Brad Setser @Brad_Setser
98K Followers 954 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Ed Bradford @Fullcarry
46K Followers 426 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Jon Turek @jturek18
20K Followers 395 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Polemic Paine @PolemicTMM
19K Followers 2K Following Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
Rishi Mishra @aRishisays
18K Followers 459 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Matthew C. Klein @M_C_Klein
55K Followers 718 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
©️redit From Ⓜ�.. @Credit_Junk
11K Followers 955 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6
OneBagger @onebeggar
2K Followers 430 Following Long-term investor. Keep those wonderful 10 and 100 baggers, I'll take the garbage one-baggers instead.
Oh Come On! @BluthCapital
8K Followers 1K Following "There's always money in the banana stand." - George Bluth Sr, 2003 Tweets ≠ Advice. DoYourOwnDueDiligence
Giuseppe Paleologo (a.. @__paleologo
7K Followers 241 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
JamesSmithRF @JamesSmithRF
3K Followers 2K Following Research Director at the Resolution Foundation. Previous lives at the Bank of England and in the civil service. Focussed mainly on macroeconomics (mainly).
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Isabel Schnabel 🇪�.. @Isabel_Schnabel
37K Followers 2K Following Executive Board of the European Central Bank, University of Bonn (on leave), #NieWiederIstJetzt
Eric Wallerstein @ericwallerstein
5K Followers 1K Following Markets Reporter @WSJ. formerly @NewYorkFed. reach out: [email protected]
ArtButMakeItSports @ArtButSports
455K Followers 230 Following I turn Art into Sports (and vice versa) | NO AI USED | “Everything I didn't know I needed" - follower testimonial | See inspiration? DM/tag us
Macro84 @macro84
3K Followers 599 Following Macro Investor. Salomon Brothers bond trading roots. Opinions are my own. Not investment advice. Avid soccer player/fan.
Aslak Berg @BergAslak
5K Followers 2K Following Research fellow at @CER_EU, formerly with @EFTASecretariat and the Norwegian Civil Service
Ian Bezek @irbezek
15K Followers 1K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Krishna Memani @KrishnaMemani
35K Followers 451 Following Investor The views expressed here are entirely personal.
murphyp @murphyp
837 Followers 1K Following Don't follow me. I don't tweet. Murphy/FT Investigations/ FT Alphaville PGP: EFCB EA33 D81E DF14 1BF8 D808 03C0 3EDB 9E7F A039
JapanDeepValue @JapanDeepValue1
3K Followers 272 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
Kantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Jamie Halse🇳🇿�.. @JamieHalse
3K Followers 650 Following Former Japan equities fund manager and global consumer fund manager. Tweets are not recommendations.
Shanghai Macro Strate.. @ShanghaiMacro
42K Followers 224 Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Jim Pickard 🐋 @PickardJE
240K Followers 5K Following Deputy Political Editor, Financial Times: Political Journalism team award 2019 (Corbyn’s Labour) & 2021 (Greensill Capital)
Peter Berezin @PeterBerezinBCA
13K Followers 339 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
Skylar Daithi Montgom.. @skylardaithi
448 Followers 152 Following Director, Macro Strategy @TS_Lombard 🇨🇦
Beowullf's Treasury @BeowulfTreasury
2K Followers 656 Following If you like our commentary and analysis, please subscribe for free at https://t.co/64DKxFPNMv. Not Financial Advice.
Lars Kreckel @lars_kreckel
114 Followers 506 Following 20 years in macro markets, sell-side & buy-side, still trying to make sense of it all. #MacroEquity
Xavier D'Arcy @xadarcy
355 Followers 429 Following 🇪🇺🇫🇷🇬🇧 / currently @ecb / "Wannabe central banking influencer" - @InsideParade / alumnus @coenatolin / views my own
Meyrick Chapman @meyrickc
873 Followers 1K Following PM with long experience in major global hedge fund. Main interest: interaction of liquidity and markets. Brentford FC. Comments are not recommendations.
Daniel Kral @DanielKral1
9K Followers 4K Following Europe macro at @OxfordEconomics. Opinions my own.
Global Value Hunter @stockjock84
7K Followers 662 Following Personal account. Focused on global value + catalysts
Carsten Valgreen @CarstenVal
2K Followers 252 Following Chief Investment Officer, Economist, Strategist, Pontificator ... follow me on twitter for interesting charts about the economy and markets.
PDS @TopadoDuran
7K Followers 1K Following Modern Global Macro Investor. Former Head of Macro at Soros. ex - Element. QFR. GS. DB. Macroeconomics. Markets. Bayesian. Data. Opinions are my own.
Max Rockatansky @Cycle_Watcher
6K Followers 332 Following PM. Macro, long/short equity & credit. Not advice.
Felix Geiger @Flx_Geiger
1K Followers 659 Following @bundesbank | views are my own | private | monetary policy, financial markets, finance, economics | retweets, likes and following do not imply endorsement
The Spread Thread @SpreadThread1
18K Followers 333 Following Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge
European Central Bank.. @ECB_Research
11K Followers 55 Following Insights, analysis and other news from @ecb researchers. Authors' views are their own, and not necessarily those of the European Central Bank.
Xavier MacDuff @xvrmdf
4K Followers 1K Following Business, finance, economics, politics. Credit & equities. Bottom-up beats top down. Optimist.
Andy West @HedgeQuartersHQ
5K Followers 373 Following Investor. Founder HEDGEQUARTERS & Longlead Capital Partners. Former Deputy Head at Regal Funds. PhD Economics (Finance). Personal views. Not financial advice.
Jim Reid @JimReid35
3K Followers 1K Following golf, cycling, cricket, skiing, liverpool fc, music, banking.... what a mix
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Maxime Botteron @maximebotteron
435 Followers 419 Following Posts are in a personal capacity only. Senior Economist. 🇨🇭 monetary policy & money market.
Alex @Econosave
175 Followers 115 Following A fan of Mountains & Booze (photo is me on the summit of the Eiger). All views are not my employer's. Typos are all mine.
Dan Mikulskis @danmikulskis
6K Followers 408 Following Chief Investment Officer @Pplspartnership | Views my own | @SpartanRace |🔥| For real talk about investments n stuff follow my newsletter | 📰 ⬇️
This sentence does not mean anything. One reason to read lots of transcripts is you find 95% of CEOs talk like this. They use jargon because they have not thought deeply about anything; they don’t know how to create value. People who cannot explain a complex subject simply…
“The thing we didn’t do enough of is really attack the occasional customer with delivering and communicating value to them in a more aggressive manner,” said Starbucks CEO Laxman Narasimhan, speaking on the chain’s declining market share in the U.S. cnb.cx/3y2u9Zm
If you bought $10,000 of $SBUX stock five years ago, you now have $10,100 (including dividends). Good luck to the $CMG, $WING and $CAVA bulls but I don't understand paying massive valuations for restaurants.
@FrauForelle When it comes to home renovations, the sky's the limit.
It’s been 13 years since I came up with this photo caption to celebrate a big wedding in London. Good times.
is that not literally the whole point
In the middle of nowhere… defib’s
People used to just die. We used to be a proper country 🇬🇧
New normal 🤨 defib’s everywhere you go … I wonder why 🤔
This has to be the greatest Bee Keeping moment of all time. This is what you dream about when you get your PHD in Insects
Cocoa prices are melting down 🍫 This chart shows the largest one-day percentage drop in New York and London cocoa futures going back nearly 65 years. 🎥 @JavierBlas explains trib.al/IFDPXf5
My views on the yen, on Bloomberg 1/2 bloomberg.com/news/articles/…
It's all such BS. Biden never promised anyone that there wouldn't be any college protests during his Presidency. He's not a dictator. He tried to get things back to normal by not being a f*cking maniac every day, getting people vaccines, and lessening financial hardship. He's…
Axios: "For President Biden, the barricades and broken glass on college campuses are a brutal reminder that America has not snapped back to the normalcy he promised in his 2020 campaign." axios.com/2024/04/30/isr…
Uh-oh.
Investigators have released a computer generated image of a man they would like to identify in connection with a burglary in Tunbridge Wells. kent.police.uk/news/kent/late…
Oh I missed that Bitcoin Jesus got arrested theverge.com/2024/4/30/2414…
The Angel of Death, by Edvard Munch, 1893
I have lived in Italy, Germany, UK and France. And a *constant* in each of these former colonial powers is the common conviction that "our colonialism was not as bad as the others'"
Sat up in my chair this week when I heard German -- public! -- radio dismiss G's colonial era as "nichts im Vergleich zu Frankreich oder Großbritannien" @JuergenZimmerer on why he agrees with Claudia Roth on expanding memory culture spiegel.de/geschichte/eri… via @derspiegel
$AMZN is cutting costs motherfuckers
An absolute beauty of a game played yesterday by David Navara vs. Vaclav Finek in the Czech Championship. chess.com/events/2024-cz…
Trends for United States
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