See our interactive graphics on today’s #JobsReport #BLSdata #DataViz
See our interactive graphics on today’s #JobsReport https://t.co/zr2jYOBDg8 #BLSdata #DataViz
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X·宏观AI 评分00 X·宏观AI 评分99 This is a good example of domestic political considerations and geopolitical pressures driving an…
This is a good example of domestic political considerations and geopolitical pressures driving an economic policy decision in this era of geo-economics. Releasing these strategic reserves helps partially shield consumers from soaring prices, but it’s also a high-stakes, https://t.co/AXLFDWGQQn
X·宏观AI 评分1818 I amplified the IIF's number on the change in the maturity structure of issuance that Wolf used…
I amplified the IIF's number on the change in the maturity structure of issuance that Wolf used, and it doesn't seem to check out. That said, I do think net bill issuance is poised to jump again -- the 4qs to q2 2026 are a temporary low https://t.co/ZFXi6F35Hj 引用 @DavidZervosDC：In the @ftopinion a
X·宏观AI 评分2727 France has taken center stage these days among the G7's three most bond-sensitive economies, with…
France has taken center stage these days among the G7's three most bond-sensitive economies, with the French-German 10-year spread moving more than 50 bps in the last month. (The other two economies are Japan and the UK.) #economy #markets #france #eurozone #europe #bonds #yields https://t.co/M1YpIE
X·宏观AI 评分2121 . and held a fireside chat during the U.S.-Japan-South Korea Trilateral Executive Dialogue at the…
.@SecScottBessent and @SenatorHagerty held a fireside chat during the U.S.-Japan-South Korea Trilateral Executive Dialogue at the Milken Institute. Secretary Bessent highlighted how Japanese and Korean investment supports American jobs, critical supply chains, and strategic https://t.co/6uR9twSrf6
X·宏观AI 评分4949 市场对美联储近期政策行动的定价本周大幅调整
过去3天，市场对美联储10月下一次FOMC会议加息的定价概率从70%降至23%。原文提到12月，但内容未完。
X·宏观AI 评分2121 NEW: The White House finds that seven policies in the Democratic Socialists of America’s 2026…
NEW: The White House finds that seven policies in the Democratic Socialists of America’s 2026 program would add about $49 trillion to federal deficits over ten years. That is roughly $355,000 for every American household. https://t.co/lSn7ZxLcZZ https://t.co/4MsqPKsVN4
X·宏观AI 评分3030 Blanche tells Bloomberg News he isn't reopening a criminal investigation into former Fed Chair…
Blanche tells Bloomberg News he isn't reopening a criminal investigation into former Fed Chair Jerome Powell for cost overruns on its buildings But he said that if the Fed's own internal audit of the project finds evidence of wrongdoing, the DOJ could investigate
X·宏观AI 评分1515 Catch up on all the new #BLSdata and publications that came out this week!
Catch up on all the new #BLSdata and publications that came out this week! https://t.co/aWoAAD7KuR https://t.co/bdqemgmG1U
X·宏观AI 评分1818 Notes on the Data have been added for the following as-of-date: July 1, 2026, and revised for the…
Notes on the Data have been added for the following as-of-date: July 1, 2026, and revised for the following as-of-dates: April 2, 2025; July 2, 2025; October 1, 2025; December 31, 2025; and April 1, 2026. Data on this H.8 release have been benchmarked through the June 2026 Call
X·宏观AI 评分1919 Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the…
Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the United States (1/2) #FedData https://t.co/WeJhdaARrt
X·宏观AI 评分1010 Approval of application by Fleur Capital Corporation:
Approval of application by Fleur Capital Corporation: https://t.co/leWVVgepsb
X·宏观AI 评分1414 France is the Biggest Loser in the Global Rates Reset
France is the Biggest Loser in the Global Rates Reset https://t.co/NchvzzAr0W In much of the rich world, the uptick in the cost of capital corresponds to a relatively benign change in (nominal) growth trajectories. This is less true for Europe, and especially for France. https://t.co/z1NrI86j10
X·宏观AI 评分2020 Trump says he’s not satisfied with media coverage that relied on the statements of his own attorney…
Trump says he’s not satisfied with media coverage that relied on the statements of his own attorney general that suggested the DOJ is done investigating the Fed building renovations. He restates his unhappiness with former Fed chair Powell. https://t.co/LH8IxiUnoW 引用 @NickTimiraos：Blanche tells Blo
X·宏观AI 评分2828 HY Spreads Merton Model - Doomers take a breath please. 1) Yes HY spreads are spiking over the last…
HY Spreads Merton Model - Doomers take a breath please. 1) Yes HY spreads are spiking over the last 4 months. 2) you have to squint to think this is high spreads or stress 3) a merton model using equity vols and levels and corporate leverage tracks spreads pretty well. 4) https://t.co/xiz4uaiOLr
X·财经博主AI 评分1515 7/7 Since the Fed didn't listen and kept cutting rates, yields🚀.
7/7 Since the Fed didn't listen and kept cutting rates, yields🚀. If the Fed continues to defy the market by refraining from hiking later this month, could we see more🚀? - "Bond traders will stop panicking when the Fed starts panicking." Start panicking Fed/Williams!
X·财经博主AI 评分2929 6/7 The 2024 to 2026 CUTTING cycle (orange) saw HIGHER bond yields (blue).
6/7 The 2024 to 2026 CUTTING cycle (orange) saw HIGHER bond yields (blue). This is the first time in 50+ years CUTS saw HIGHER yields. I've argued this was the market sending the Fed a message that they were too easy. Short rates (funds/repo/bills) needed to be higher. https://t.co/jlKJCFXDWH
X·财经博主AI 评分2929 1/7 tl:dr - This week, Fedspeak said "no urgency" to hike in October.
1/7 tl:dr - This week, Fedspeak said "no urgency" to hike in October. Payrolls helped this narrative. The bond market is signaling unhappiness with this potential outcome. "Bond Traders can stop panicking when the Fed starts panicking." 🧵
X·财经博主AI 评分2828 7/8 Combined government and corporate interest costs are now 3.8% of GDP.
7/8 Combined government and corporate interest costs are now 3.8% of GDP. This is the highest since 2008 but only slightly above the 65-year average of 3.5%, and well below the 1990 peak of 5.9%. https://t.co/1yMiXhMsQT
X·财经博主AI 评分1313 2/2 By the way, the opposite was true from 2009 to 2020. raises at work (orange) outpaced…
2/2 By the way, the opposite was true from 2009 to 2020. raises at work (orange) outpaced cumulative inflation (blue). This is why there was no talk about a "k-shape" economy. The bottom half kept pace with rising prices (if not outrun them in the second half, as shown below). https://t.co/EAPF6wJ
X·财经博主AI 评分2929 1/2 Correct!
1/2 Correct! And their raise at work (orange) has been falling behind cumulative inflation (blue) since the end of the COVID recession. https://t.co/FKq7nRu1nr 引用 @RitholtzWealth：Why is Consumer Sentiment So Low? "Households don’t care that the trailing 12 month inflation rate was 3.4%. They do