X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
克利夫兰联储主席 Beth Hammack 表示，投资者更多是根据他们认为美联储会做什么、而不是应该做什么来交易，这一观点与 Kevin Warsh 为追求更纯粹的市场信号而少谈前景的主张格格不入。 “曾在市场一侧 https://t.co/Bnf0fqYoGN 原文： Cleveland Fed President Beth Hammack said investors trade more on what they think the Fed will do than one what it should do, a view that sits uneasily with Kevin
Cleveland Fed President Beth Hammack said investors trade more on what they think the Fed will do than on what it should do, a view that sits uneasily with Kevin Warsh's push to say less about the outlook in pursuit of a purer market signal. "Having been on the market side of https://t.co/1BqePizq
美联储理事克里斯·沃勒在接受彭博采访时谈及白宫对美联储独立性的挑战。他称，政府对美联储独立性的威胁迄今尚未真正奏效，并表示希望这一状况延续。https://t.co/q4cwK3iVSw
Fiscal dominance. And it begs the question; if hikes don’t have the same effect, is going further really the answer? 引用 @AahanPrometheus：The Fed may have to go further than in prior cycles to slow down activity Hikes don't have the same effect as before https://t.co/k5AKTFbYs1
#FedFAQ: How is the Federal Reserve System structured? Learn more: https://t.co/8x8QevFCSM https://t.co/zDhvOtmtKY
Williams: "There are scenarios where the economy evolves in a way that you would need to have a higher path of interest rates to best achieve best achieve our goals. There’s also, I would say, equally there are future paths of the economy that would say that you don’t need to do
纽约联储主席约翰·威廉姆斯在接受彭博采访时表示，他仍预计今年可能再加息一次；对于2027年的安排，他说还要视情况判断。https://t.co/Iuf2o0NVbE
Governor Waller participates in a discussion at the @BBGNewEconomy Forum 2026 Watch live: https://t.co/LRdfwsAu4K Learn more about Governor Waller: https://t.co/x9pLY09PF9
听了David Rosenberg和Jeffery Gundlach对话，发现做宏观的看多股市的真不多。另外不知道为啥，总觉得美联储在犯错，自己最懂经济。 21年到现在，David R关于股市的看法。 21，谨慎，看空股市 22，看空，预期·30%回调 23，非常看空，预期2900-3200 24，仍然谨慎 25，更加担心股市，AI估值过高
Fed communication has gotten a hair more dovish in recent weeks, per Fedlock https://t.co/zVh6WKpRAj https://t.co/xhAhrFzjb5
The Nobel Memorial Prize in Economic Sciences was awarded on Monday to Robert E. Hall and Michael Woodford “for microeconomic foundations of macroeconomic stabilization.” https://t.co/tDkez5xSH6
Hammack adds that Fed should act and markets react — encouraging to see rise in yields contributing to tighter policy stance, but stresses this is a function of Fed actions and signaling.
Hammack speaks about accountability and information in Fed providing forecasts — « but I’m not invested in SEP being right » She offers connecting the dots with economic forecasts to have a better understanding of individual reaction functions https://t.co/K61fi3nqKH
At #NABE2026, @ClevelandFed Pres Hammack says « policymakers need to explain the information & thought process behind our interest rate decisions. Explaining my reaction function is not a prediction for policy. It’s describing how I expect policy to adjust as conditions change » https://t.co/sqwUmpP
3/ She prefers "smaller, more frequent" moves to avoid bigger hikes later. Her neutral-rate estimate is among the Fed's highest, and she says if she's wrong, it's too low. Also, higher yields are "absolutely not" a substitute for Fed hikes https://t.co/Amj2pqRriQ
What does a Fed hawk listen for on a factory floor? At industrial-hardware maker Jergens in Cleveland, Beth Hammack heard that price has fallen to third in importance on customers' lists, behind quality and speed.
Remember two weeks ago when risk premium sceptics were looking at ACM and saying risk premiums were falling not rising. Where are the sceptics today. Using one model is stupid but thinking risk premiums were falling back then was even stupiderer https://t.co/KnWYUsuzHk
Another great MacroTalk with @AahanPrometheus this week covering: - The telling market response to the OpenAI News - How the Fed tightening cycle may be more than planned - What the bending LLM revenue S-curve means for macro Check it out! https://t.co/AqMEIEVPoI
How does the Federal Reserve’s view of the price of goods and services differ from that of a consumer? In today's "Street Level" post, Research Director Kartik Athreya explores this topic from the perspective of a central banker. https://t.co/60SatHrgSq
美联储理事克里斯·沃勒称，在需要时口头指引可以用于塑造市场对近期利率路径的预期，并称上周发生的事是更明确的前瞻指引。引用内容中，沃勒预计还需加息，以支持通胀更及时地回到2%的目标；加息不必在连续会议上进行，但应在可接受的时间内落实。
Cook的律师表示，鉴于总统多次称已决定解雇Cook、无论事实和证据如何，他们严重怀疑这场听证会是否合法；律师称，如果……（原文在此截断）
特朗普成立委员会，评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控。委员会安排于 Nov. 5 在白宫举行现场听证会，Lisa Cook 将出席并接受委员会及其代表质询。
Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July. After the Supreme Court let Cook keep her seat while she challenges his attempt to fire her, Trump said on CNBC that the court "sent it back, not based on the merits. They sent 引用 @NickTimiraos：Mo
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
Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
Waller表示，他预计还需额外加息，以支持通胀更及时回到2%的目标。加息时间有一定灵活性，不必安排在连续会议，但应在可接受的时间内完成。
There is little consensus on the effect of AI adoption on employment. In today's post, the authors study this topic for U.S. small businesses using data from the 2025 Small Business Credit Survey to examine the 12-month forward employment & revenue expectations of AI users.
On October 6, 2026, Vice Chair for Supervision Bowman gave remarks on modernizing regulation and supervision @stlouisfed: https://t.co/TdHpdx4GjV https://t.co/ubwQHalP7D
Treasury Secretary Scott Bessent tells Fox's @IngrahamAngle that he hopes the Fed will keep an "open mind" on rate hikes and consider the example of the 1990s and Greenspan. What's interesting about this oft-cited analogy is that there's the 1996-97 Greenspan who resisted hiking https://t.co/xSQ2dV
There are clearly some Fed policymakers who favor an unconditional higher policy path, but the center of the Committee remains focused on incoming data rather than pre-committing to further tightening. https://t.co/eq6vcf4ZRE
美联储理事沃勒表示，市场定价反映美联储还将加息两次，但两次加息不必安排在连续会议上，应在可接受的时间内完成。文章还提到市场关注美联储点阵图。
美联储理事沃勒表示，若经济数据继续符合预期，他预计还会加息，以支持通胀更及时地回到2%的目标；他同时称，加息时点有一定灵活性。原文链接：https://t.co/rjvidGfLRW
We’re in the middle of the most acute refined products market crisis in history and China is… … cutting cuts to fresh recent seasonal lows. https://t.co/E7vpk6vNJn 引用 @VKMacro：China refinery run rates are trending lower again for SOE. Where are we on imports? https://t.co/fUREB6DGS8
I've been making the case for bonds. If this cover cannot convince you that it's time for bonds, I cannot help you anymore!! @donnelly_brent https://t.co/v1tYd6DX9G 引用 @biancoresearch：For years, yields were below where the economy said they should be. That is no longer the case. https://t.co/m60E
沃勒从几周前呼吁“给通胀降温一个机会”，转为暗示可能进一步加息。他将此归因于能源价格上涨、AI建设规模扩大和更多关税。
China's criticism shows that the IMF's assessment does in fact matter And one technical matter -- the IMF policy recommendations for China include a significant fiscal consolidation, which all else equal would push China's current account surplus up and implies a bigger real 引用 @niubi：very sensiti
Interactive guide to our weekly #BalanceSheet report: https://t.co/75xiVY3BGu #FedData
Speech by Governor Waller on the economic outlook @CentralBank_TR: https://t.co/FXJ1moQ8Ug Watch live: https://t.co/myzcmKOHtr Learn more about Governor Waller: https://t.co/x9pLY09PF9
.@SecScottBessent: “The reason we had this crippling inflation under the Democrats was they created a demand shock, but then the regulatory state constricted supply. What President Trump has done is create a private-sector demand shock with tax policy, energy policy, and trade https://t.co/2l6sHeY7i
美联储9月议息会议纪要显示，委员们普遍认同需要进一步控制通胀，但对加息逻辑的侧重点不同：一部分关注能源供应冲击带来的通胀风险，另一部分认为需求仍然偏强。纪要传递出加息共识较强、10月不急于行动的信息。