Macro Investor. Salomon Brothers bond trading roots. Opinions are my own. Not investment advice. Avid soccer player/fan. New York, NY 🇺🇸🇬🇧🇳🇱Joined January 2013
Over 70% probability of 75bps of cuts being priced into December FOMC meeting now. September 25bps cut is baked in with 10% probability of 50bps.
The August employment report underscored mounting weakness in the U.S. labor market, with declines in jobs, flat hours worked, and…
Jobs report show deceleration... weakest print since the pandemic recovery phase. It also shouldn't come as a surprise that Non Farm Payrolls might disappoint this month, given other anecdotal evidence (Challenger, ISM, ADP etc). Still, 22k (+1.466m YoY) is weak and unsupportive…
US Nonfarm Productivity and Unit Labor Costs
A good mix of revisions.....
A narrative that efficiency gains are outpacing wage pressures, supporting both corporate margins and the case for potential policy easing
Evidence of improving economic efficiency and moderating inflation…
Atlanta Fed's latest GDPNow Q3 SAAR nowcast comes in at 3.0% or unchanged from Tuesday. After recent releases from the BEA, the Census Bureau, and ISM, increases in the nowcasts of real personal consumption expenditures growth and real gross private domestic investment growth…
WEAK. The 3rd employment related release today, the Challenger Job Cuts report, at 85,979 (3k less than estimates) was an increase in job cuts of 23,904 (39%) compared to July and up 13% from 76k a year ago. This is the highest Aug since 2020 and, excluding 2020, the highest…
ISM Services came in 1pt better than expected and up 1.9pts to 52.0 and marking the third consecutive month of expansion. The expansion was primarily driven by significant improvements in New Orders (56.0%, +5.7) and Business Activity (55.0%, +2.4). However, persistent employment…
The 2nd of 3 employment related releases today, the weekly jobless claims, was somewhat mixed. US jobless claims rose 8k on the week and 7k more than expected to 237k (most in over 2 months) while the 4-week average rose 2.5k to 231k. However, the Continuing Claims dropped 4k…
ADP employment by company size:
Shows how important the small businesses are in the US. The largest group: 50-249 employees; 2nd largest group: 1-19 employees. 73% of total employees work at firms with less than or equal to 249 employees. But where has the growth been since…
ADP Employment Report: Private Sector Employment Increased by 54k Jobs (42k were service-providing with balance goods producing) in August; Annual Pay was Up 4.4%. Interesting mention on AI.
Bottom line: hiring slowed but stayed positive, gains were concentrated in services…
U.S. August Total Vehicle Sales decreased -1.8% MoM as total sales volume reached approx 1.457m units or 16.1m SAAR (right on consensus) compared to 16.40m in July with rising EV contributions and a slight contraction in dealer inventory,
The daily selling rate for August 2025…
25K Followers 908 FollowingJanney Chief Fixed Income Strategist & PM. I reject follows from default profile pics and brand new accounts; open to all others.
44K Followers 1K FollowingMacro 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.
33K Followers 567 Following#GlobalMacro PM-20+ years on the buyside. Trade liquid products in both DM & EM. Tweets & Re-Tweets are not financial advice or endorsements.
141K Followers 1K FollowingCompounding. Economy & politics, investing, charts and irony. No investment advice. Watch out impersonators. I’m not on Threads, Telegram, Bluesky, Facebook etc
132K Followers 4K FollowingHead of Research, Founder: @topdowncharts
Global Macro & Asset Allocation Research
(tweets = not advice)
NOTE: I will never DM you -- beware of scammers.
473 Followers 531 FollowingWe built a system that transforms financial data into opportunities and enables customers to take action. We analyse 80,000+ Assets each week. DAAS
468 Followers 6K FollowingI’m dave the winner of the powerball lottery win amount of $298.3 million . I’m giving out $30,000 to my first 2k followers https://t.co/a80Xd7eaec
194K Followers 762 FollowingCIO at @UnlimitedFnds | PM of $HFGM & $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
174K Followers 359 Followinghttps://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
125K Followers 7K FollowingGo To @PiQNewswire For 24/7 Breaking News • Check Out https://t.co/VmD0voJnlH • Partnered With @PepperstoneFX - A Better Way To Trade → https://t.co/tZJHixSi2F
491K Followers 1K FollowingMacro 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
670K Followers 150 FollowingChief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
51K Followers 438 FollowingUS government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
357K Followers 362 FollowingHolger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
25K Followers 908 FollowingJanney Chief Fixed Income Strategist & PM. I reject follows from default profile pics and brand new accounts; open to all others.
44K Followers 1K FollowingMacro 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.
326K Followers 1K FollowingEnergy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
228K Followers 1K FollowingReal time breaking news in the global financial markets. Stocks, Commodities, Forex, Indices, Economy, Technology and more. Official account: @investingcom
63K Followers 685 FollowingTech & Finance Guy, MegaHoot CEO 🦉🦉, FGA Partners MP, Radio Show Host, blockchain & AI = The Future, connect with me on https://t.co/ZOexPuNZt4
56K Followers 51 FollowingUnlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.
48K Followers 183 FollowingFormer Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
195 Followers 13 FollowingGraham Capital Management, L.P. is an alternative investment firm focused on innovative quantitative and discretionary investment solutions.
14K Followers 666 FollowingHi...My name is Niels Kaastrup-Larsen. I've been part of the hedge fund industry for more than 30 years & since 2014 have helped democratise it. Join me!
106K Followers 2K Followingmarkets & macro @business, anchor of The Close (3-5pm daily) and ETF IQ (12pm Mondays) @bloombergtv. money stuff podcast co-host. ktkaos on Insta.
64K Followers 105 FollowingTopdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions.
346K Followers 2 FollowingThe operational hub for all @premierleague matches. This account provides information directly from Match Centre, the VAR Hub and PGMO experts.
2K Followers 323 FollowingEconomist studying markets that work best when no one notices: repo, Treasuries, safe assets. Alum @MichiganRoss, @SimonSchool, @Reed_College_. Views my own.
1.2M Followers 426 FollowingProfessor, Evolutionary Behavioral Scientist, Author. Opinions are mine alone. Retweets do not necessarily imply an endorsement.
203K Followers 1K FollowingDir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
412K Followers 28K FollowingAtheist, freethinker; exposing Islam layer by layer, to let infidels know more about Islam than Muslims allow them to. "Am Yisrael Chai"
No recent Favorites. New Favorites will appear here.