Tobias Crabtree | Markets & Credit @toby2bc

#Credit, #Macro & #Markets opinions | #fintech https://t.co/DRuj7jGqKw @novo_hq | #Defi @Archblock_ @TrueFiDAO | #debtmarkets @Lazard @SPGlobalRatings |@Columbia_Biz linkedin.com/in/tobiascrabt… Miami Beach, FL Joined January 2021

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Tobias Crabtree | Markets & Credit @toby2bc

2 weeks ago

"a curious kind of balance"🤔#FederalReserve $BTC $QQQ

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Tobias Crabtree | Markets & Credit @toby2bc

2 weeks ago

#USOpen mens draw is out🎾 long live the one-handed backhand 1st round Musetti v Mpetshi Perricard 🎾 2014 winner 🥇Cilic v Bublik 🎾🇺🇸's top seed Fritz must go through Djoko and Alcaraz 😰 #tennis

José Morgado @josemorgado

2 weeks ago

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Tobias Crabtree | Markets & Credit @toby2bc

3 weeks ago

Since 🇺🇸Election Day 11/5/24: 10 year US Treasury yield mostly flat. Risk assets up double digits: $SPY +13%, $QQQ +21%, $BTC +36%. 💲US Dollar weaker -5%. 🪙Gold +7%. 🛢️Oil -12%. 📈#markets

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Tobias Crabtree | Markets & Credit @toby2bc

3 weeks ago

🚨30 day FedWatch: 83% chance of 25bp rate cut to 4.00-4.25% on Sep 17. Key events: Powell at Jackson Hole (Aug 22), CPI (Sep 10), PPI (Sep 11), jobs (Sep 5), Beige Book (Sep 3). Also watch: JOLTS (Sep 3), ADP jobs (Sep 4), Retail Sales (Sep 15). #FedDecision 💰

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Miles Deutscher @milesdeutscher

3 weeks ago

You'll need this during the next stage in the market. Risk management 101 cheat sheet. Bookmark so you don't get rekt.

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Tobias Crabtree | Markets & Credit @toby2bc

3 weeks ago

Cut rates they say. Meanwhile animal spirits are alive and well $crcl and now $blsh ipo 🚀 $btc $eth chasing aths. #crypto

Sergio @pepemoonboy

3 weeks ago

Cut rates they say. Meanwhile animal spirits are alive and well $crcl and now $blsh ipo 🚀 $btc $eth chasing aths. #crypto

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Nick Timiraos @NickTimiraos

3 weeks ago

Headline prices in the CPI rose 0.20% in July, holding the 12-month change at 2.7% The 3-month annualized rate was 2.3% The 6-month annualized rate was 1.9%

Nick Timiraos @NickTimiraos

3 weeks ago

Headline prices in the CPI rose 0.20% in July, holding the 12-month change at 2.7% The 3-month annualized rate was 2.3% The 6-month annualized rate was 1.9% https://t.co/dP2AeIlqJS

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Mohamed A. El-Erian @elerianm

a month ago

The views of some FOMC members appear to be shifting to align with the position taken by the two dissenters, Governors Bowman and Waller, at last week's policy meeting. The massive revisions to the jobs data are, of course, the catalyst for this change. However, there's another…

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Mohamed A. El-Erian @elerianm

a month ago

The latest data for the Federal Reserve's preferred inflation measure, core PCE, shows inflation at 2.8%. Most reporting will note that inflation remains stubbornly above the Fed's 2% target, more than four years after its initial surge which peaked at 7% (9.1% for headline…

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Tobias Crabtree | Markets & Credit @toby2bc

a month ago

what rate cut? market now favoring no September Fed rate cut post today's meeting despite an unusual 2 dissents today #FederalReserve #macro

Nick Timiraos @NickTimiraos

a month ago

what rate cut? market now favoring no September Fed rate cut post today's meeting despite an unusual 2 dissents today #FederalReserve #macro https://t.co/8sU4QjxFtE

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Diane Swonk @DianeSwonk

a month ago

Wow. GDP whipsawed by tariff front running. Real GDP rebounded at 3% annualized rate in the second quarter after dropping 0.3% in the second quarter. That puts that average for the first half at 1.3%, less than half the 2.8% we saw in second half 2024.

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Lyn Alden @LynAldenContact

a month ago

Meanwhile, credit card delinquencies are also normal. People have a recency bias in general, so if they were unusually low and they're back to normal, that seems high until you zoom out.

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Tobias Crabtree | Markets & Credit @toby2bc

a month ago

Figma's IPO S-1 filing highlights #Bitcoin strategy. Board approves $30M $BTC investment, signaling confidence in digital assets. #CryptoMarket #CryptoTreasury #Markets #IPOAlert

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Tobias Crabtree | Markets & Credit @toby2bc

2 months ago

September Fed Meeting rate cut is still on the table post today's CPI print #macro #FederalReserve

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Mohamed A. El-Erian @elerianm

2 months ago

Both stock and bond markets have reacted favorably to the June U.S. CPI data, which largely aligned with, or came in slightly softer than, consensus forecasts. Specifically: Monthly headline inflation was 0.3%, bringing the annual measure to 2.6%. Core inflation, both monthly and…

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Tobias Crabtree | Markets & Credit @toby2bc

2 months ago

Tennis is a brutally tough game of small margins and winning the big points! #Alcaraz wins 122 total points to Fritz's 112 (52% of total points) and 3 of 7 break points...#Fritz rooting for you in #USOpen2025! #Wimbledon #Tennis

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Nick Timiraos @NickTimiraos

2 months ago

Year-ahead inflation expectations ticked down in the New York Fed's survey for June. Shorter- and longer-term inflation expectations in this survey are back to where they were before the tariff "bump" in the spring.

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Mohamed A. El-Erian @elerianm

3 months ago

Among the interesting outcomes of today's Federal Reserve policy meeting, which left interest rates unchanged, was a discernible stagflationary flavor in the 2025 projections: Growth was downgraded by 0.3 percentage points to 1.4%, while core inflation was raised by the same…

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Kathy Jones @KathyJones

3 months ago

Interesting breakdown on retail sales. Autos down after pre-tariff bump. Notable drop in building materials, restaurants and bars. Looks like consumers pulling back on discretionary spending, but still shopping online.

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DoubleLine Capital @DLineCap

3 months ago

Gundlach: Dollar vs. 10-year Treasury yield also are diverging from past behavior. Yields and the dollar are moving in opposite directions -- contrary to their historical positive correlation.