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B. Lehman 🇺🇸 Ω
HOOISJG
There is not one #economics #professor in any #American university that would have given an A to a student who argued that #GDP could decline 51%, an #UnemploymentRate of 23%
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Kevin Bambrough
BambroughKevin
Here’s a thread on why I’ve gotten very long $HCC, $CSO.V and a little $CAD.V.#cokingcoal #steel #infrastructure #moneyprinting #trillionsfromnowhere #fiatcurrency #centralbank #fomc #investing #10baggers First off everyone needs to und
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Kevin Muir
kevinmuir
QT/QE lesson from Druck and what's really important with tomorrow's FOMC statementToday's thread is about QE/QT and the non-intuitive market response to the Fed buying/selling bonds.I have long argued that
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B. Lehman 🇺🇸 Ω
HOOISJG
1/ Once again we have the most inexplicable disconnect in #JoblessClaims. This morning's Initial (yes, INITIAL) Jobless Claims came in at 840k (a 9k drop from last week) while Continuing
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Steve Matthews
SteveMatthews12
There was a ton of Fedspeak this week, most of which I listened to, some I missed. Of course, the Humphrey Hawkins testimony by Chairman Powell was the most important,
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David Andolfatto
dandolfa
Great question, Erik. Here are my own thoughts (not to be attributed to FRB St. Louis or the Federal Reserve System).https://twitter.com/ErikVoorhees/status/1387469641933545474 The Federal Reserve is obliged to do the best
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Rick Rieder
RickRieder
Extraordinary fiscal and #monetary policies have led to a booming #economy in many areas, which is likely to improve even further as the Covid vaccination effort continues apace and as
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Michael Brown
MrMBrown
Buckle up, because this week is going to be one of the busiest, and most important, weeks of the year so farHere's what I'm going to be keeping an eye
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Adam Posen
AdamPosen
Fed Thread - What matters from what @federalreserve Chair Powell did and did not say today @KansasCityFed 1) The process of doing the review was as important as the results
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Ben Lester
benjamminlester
(1/N) *Updated*: Corporate Bond Market Liquidity During the COVID-19 Crisis with co-authors @poweill, @mahyar_k, David Lindsay, Shuo Liu, and Diego Zuniga.http://www.econ.ucla.edu/cbml/corporate-bond-liquidity.html 2/N Investors rushed to s
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Carolyn Sissoko
csissoko
Have revised my paper on collateral supply and central banking to incorporate March 2020.March events raise significant questions abt viability of 'dealer of last resort', CCP for Treasuries, & standing
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Varad Markets
VaradMarkets
US Swaption/Rates Vol off highs but still elevatedReasons: Economic data ahead; CPI tom; Fed data dependent UST supply, 3y 10y 30y auctions this wk US ylds, off highs, still close
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Spencer Dinwiddie
SDinwiddie_25
If you’re wondering what I’m gonna put on the back of my jersey it’ll be “Trillion”. A lot of issues at the moment. I think the fact that the country
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beyondoverton
an10nev
The 1940s original YCC: threadThe initial proposal to peg the US Treasury yield curve was first presented at the June 1941 FOMC meeting by Emanuel Goldenweiser, director of the Division
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Tyler Neville
Tyler_Neville_
.@Nexon_America is a Japanese gaming co that disclosed today they purchased $100 million in bitcoin.Journos failed to articulate the magnitude of this news similar to when Norwegian billionaire Kjell Rokke
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Matt Willes
SkolCapital
It’s time to #GiveThanks What does a monk, a maverick, the Illuminati, and a “cereal killer” have to do with mezzanine finance?Time for a thread! Late 1950’s : Dad is
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