Peter O'Connell, CFA @peteroconnellEY
@RutgersU grad l Structured Finance l CFA Charterholder l @EY_US l All views are my own linkedin.com/in/peter-o-con… Manhattan, NY Joined September 2016-
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Odds of two cuts down to 63% from 82% just a week ago
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Peter O'Connell, CFA retweeted
BREAKING: Recession fears rise on better than expected economic growth
ICYMI 👇 this chart has been floating around for years but the trend is up 📈 few do it better than @Micro2Macr0
🚨 "Help with mortgage" searches just hit all-time highs, not seen since 2008! 📈 Google Trends shows the squeeze as rates and prices bite. Yesterday’s FOMC cut (25bps, fed funds 4.00-4.25%) helps, but how does today compare to the crisis? Delinquencies: 3.2% vs. 10%+ in…
Peter O'Connell, CFA retweeted
@Micro2Macr0 💯 this is mostly low coupon fixed rate MBS / Treasuries which will accrete towards par over time and even quicker as the Fed starts cutting
Peter O'Connell, CFA retweeted
@Micro2Macr0 @Futurenvesting ~70% of mortgage UPB is sub-4% Lower rates ➡️ unlocked supply ➡️ lower home prices 🏠
Peter O'Connell, CFA retweeted
S&P 500: All-time high NASDAQ: All-time high GOLD: All-time high BITCOIN: All-time high HOME PRICES: All-time high Time for the Fed to cut rates.
Thank you 🙏🏻
Tighter lending standards and a Fed on the verge of cutting should help this
Tighter lending standards and a Fed on the verge of cutting should help this
Let’s pick the exact date Jeremy sold and compare it to one of his darlings $ADBE 🧐 had us in the first half as they say…let’s check back in 2030
Let’s pick the exact date Jeremy sold and compare it to one of his darlings $ADBE 🧐 had us in the first half as they say…let’s check back in 2030 https://t.co/GXelvnNKSY
Trump’s pushing for 6-month corporate reporting over quarterly! I see us pivoting to deeper audits & advisory work. Will this spark innovation or risk transparency?
Trump’s pushing for 6-month corporate reporting over quarterly! I see us pivoting to deeper audits & advisory work. Will this spark innovation or risk transparency?
Over 50% of Biden’s last-year job reports? Pure fiction. They never existed.
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