Global_Macro @Marcomadness2
Macro Strategist, Senior Portfolio Manager, Author and Contributor. Head of Fixed Income at NewEdge Wealth, Opinions are my own amazon.com/End-Risk-Free-… New York Joined April 2020-
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Fed stays alert on upside inflation risks (Bowman speech): " The recent pickup seems to be evident across many goods and services categories, suggesting that inflation was temporarily lower in the latter half of last year.
After the recent two interventions, the Yen remains the most undervalued and the most shorted currency @lisaabramowicz1 @bsurveillance
The deficit could become a persistent problem as the rollover risk is high with T-bills as a percentage of debt above the threshold
Going into the Treasury refunding, more than $3 trillion of the maturity wall must be rolled over by end of the June
PMI Input prices are (re)-accelerating in Europe. This makes the case for an ECB rate cut by June less likely
The 2Y yield is discounting the probability of a hike later this year if inflation goes in the wrong direction @bsurveillance @lisaabramowicz1 @annmarie @FerroTV
Jim Bianco @biancoresearch
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This is absolutely insane… This is Jared Bernstein. Chair of the Council of Economic Advisers. He advises Biden on economic policy.
This year at the Berkshire Hathaway annual meeting, @BeckyQuick unveils the Charlie Munger and Warren Buffett Squishmallows!
PANTHEON MACRO: “.. the slowing in job gains .. is consistent with the sustained rollover in NFIB hiring intentions, which points to private sector job growth slowing steadily to about minus 50K per month by July, implying zero headline prints, at best.” 👀 @PantheonMacro #NFP
The Fed marked to market its policy statement to acknowledge recent inflation setbacks, but didn't change the guidance section In June, the Treasury redemption cap will fall to $25 billion from $60 billion
Grab your dancing shoes 👞 👠, tonight is the FIRST Dance Party of the season 🎉! Join us on the Fountain Terrace starting at 6pm for a night of Salsa Soul Sizzle. Tap for more info 💚. bryantpark.org/calendar/event…
Life at home these days, summarized in a text message: “I just made 4 pounds of salmon (two ways, one for you), 2 pounds of green beans, & hard boiled eggs so hopefully that should last us through dinner.” See you back on air next Tuesday 🥴
Good morning from Pablo and his spring garden.
@Marcomadness2 Meanwhile.... BI minutes version shows Fed sentiment neutral/on hold...
Howard Stern thanks @POTUS for making a difference.
Colin, you did a hell of a job hosting this year's White House Correspondents Dinner. I still think Scarlett has you beat for funniest in the family, but last night I'll bet you made her proud.
Happiest of birthdays, @MorganLBrennan 🎂🎉🎈#familyforever 🦾 @jonfortt #HAPPYBIRTHDAY 📺
What will the Fed likely do between now and the end of the year? @Marcomadness2 weighs in with @NPetallides:
A weedy, potential explanation about the hotter than expect ed core PCE inflation implied by the gdp print today: pce deflator weights uses a Fisher Ideal index formula, vs cpi uses Laspeyres weighting. Why does that matter? So the PCE inflation uses moving weights, so if the…
Catch up on Thursday's show, where Enzio von Pfeil and Ben Emons discuss Blinken in China with James Ross. Greg Van of Endowus talks on explaining money to kids, plus Barry Wood dives into whether we'll really see TikTok being sold off in the US. rthk.hk/radio/radio3/p…
Two of world’s best inventions are on this photo: The Bloomberg Terminal and Sun King Yuen pork chop curry.
Any thoughts on this @CliffordAsness ? 🙏