Vikas Patel @_vikasbp
@employamerica RTs/likes ≠ endorsement, all views here are mine, etc NYC Joined February 2010-
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Vikas Patel retweeted
Indeed wage growth tracker drops sharply in July -- +2.9%yoy to +2.4%
Vikas Patel retweeted
Job growth usually only weakens like this when we're headed for a recession There may be reasons why this time is different (immigration, partial trade shock reversal), but the data is poor Accounting for all the revisions, Reported 1-Quarter job growth is now just +37k/month
Vikas Patel retweeted
Miran arguing that you can't criticize his revolving door movement b.t. White House and Fed b/c his fed proposals are a package proposal, can't view that in isolation Not a view he held when he made similar criticisms of brainard and goolsbee long before his fed reform paper
Vikas Patel retweeted
Miran now claims that Fed independence is of paramount importance. Last year he proposed for the President to be able to remove every FOMC member at-will. No real add'l checks from Congress Hard to square w/ a credible view of independence @SenatorTimScott @SenatorRounds
Miran now claims that Fed independence is of paramount importance. Last year he proposed for the President to be able to remove every FOMC member at-will. No real add'l checks from Congress Hard to square w/ a credible view of independence @SenatorTimScott @SenatorRounds https://t.co/WErv56qKlQ
Vikas Patel retweeted
Nice to see @SenatorRounds & @SenatorTimScott reaffirm the importance of Fed independence. I would urge both of them to scrutinize how these espoused views (expressed earlier last year) from the current nominee relate to the goals of Fed independence.
Vikas Patel retweeted
Fed's Waller: We don't need to go in lock-sequence of rate cuts.
Vikas Patel retweeted
Fed's Waller: i've been clear i think we should cut at the next meeting.
Vikas Patel retweeted
US data center construction inched up to a new record high in official data released today. Spending is now running at a pace of roughly $41B per year, up more than 200% since the launch of ChatGPT.
Vikas Patel retweeted
Construction spending has fallen in 10 out of the past 11 months
Vikas Patel retweeted
Plenty of ways for the Fed to take democratic input without resorting to the concentration of power and control in a single person. What Vance is suggesting is MAKA: Make America Kirchner’s Argentina Lets try not to follow the lead of LatAm basketcase regimes
Plenty of ways for the Fed to take democratic input without resorting to the concentration of power and control in a single person. What Vance is suggesting is MAKA: Make America Kirchner’s Argentina Lets try not to follow the lead of LatAm basketcase regimes
Vikas Patel retweeted
Thanks to tariffs (esp re: Canada), US aluminium prices are now roughly 50% higher than in Europe & Japan, thus putting US manufacturers at a competitive disadvantage. Heckuva industrial strategy.
Vikas Patel retweeted
Build a Bear Workshop has outperformed pretty much every stock in the last 5 years, including Palantir and Nvidia
Vikas Patel retweeted
Chargé d’Affaires Jeremy Berndt: “Yesterday in #Tripoli, I enjoyed the opportunity to meet with Central Bank Governor Naji Issa to discuss Libya’s financial stability. Protecting the Central Bank’s independence and technocratic integrity is key to fostering economic growth and…
Vikas Patel retweeted
Ymmv but I don't think this is a great talking point to be repeating. (from Barron's interview with Stephen Miran, out today)
Vikas Patel retweeted
New Fed statement, from a spokesperson, says Lisa Cook will seek a temporary restraining order. If she gets one, she will remain on the Fed. "The Federal Reserve System was established by Congress to carry out its statutory mandates—including promoting maximum employment,…
Vikas Patel retweeted
*News: Lisa Cook is suing the Trump administration over her firing from the Fed, per new statement from her lawyer Abbe David Lowell. He says it "lacks any factual or legal basis." “We will be filing a lawsuit challenging this illegal action.”
Vikas Patel retweeted
Vikas Patel retweeted
In a nutshell: - Trump has moved to fire Fed Goovernor Lisa Cook for 'cause' over alleged mortgage fraud - Cook has just issued a statement disputing Trump's authority to fire her and that she won't quit Her term was meant to end in 2038 $ has dipped, 2s30s steepest since…
Vikas Patel retweeted
The 10yr yield moved higher even as the 2yr yield moved lower. The dollar sold off In English: the attacks on the Fed raise the 30yr fixed mortgage rate while weakening your purchasing power
The 10yr yield moved higher even as the 2yr yield moved lower. The dollar sold off In English: the attacks on the Fed raise the 30yr fixed mortgage rate while weakening your purchasing power
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