X（推特）上的财经、科技与宏观账号
A new blog, which makes two points that should be obvious but are currently deeply contested: 1) the PBOC manages the RMB heavily 2) That management matters, as the RMB's value does have a clear impact on the pace of Chinese export growth 1/ https://t.co/miYCmheBe5
一个X账户的内容，引来的老马和老黄的点赞、评论甚至转发，对于大部分人来说不仅是巨大的曝光量，还有巨大的成就感。短短一周@Bqlsj2023和@_FORAB两位都相继解锁成就。这也是几天聊到的：过去两年内三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范 https://t.co/okW1ekOEpW 引用 @qinbafrank：三个大事件和一个趋势，让X平台在政治、地缘、科技AI和金融这些高度重视时效的领域，越来越成为全球范围内的信息中心，也越来越成为全球最有影响力的社交媒体平台（没有之一）。三个大事件：24年美国总统大选、25年关税战、26
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The Next Policy Pump The last several years have seen markets supported by both fiscal and monetary easing, but those benefits are set to reverse which means any new stimulation will require far more unorthodox efforts. https://t.co/o3oq3TJ8lq
Inverse correlation between 10y yield and S&P 500 persists https://t.co/B25HJxdFMu
9月NFIB小企业乐观指数降至97.9，低于98.2的预期和98.7的前值，也略低于98.0的52周均值。指数10个分项中，6项下降、3项上升、1项持平。
Labor quality was cited as @NFIB single most important problem in September for third straight month, rising 3pp to 26%, followed by inflation and poor sales https://t.co/QBIo81l0c1
Buying conditions for vehicles, houses and large household durables sank in latest @UMich Consumer Sentiment Survey, largely due to higher prices and borrowing costs https://t.co/whULI1VjQr
Since the start of the current bull market on Oct. 12, 2022, the S&P 500 has seen 124 new all-time closing highs (note lone record high in 2022 occurred on Jan. 3, prior to the start of the bull market) https://t.co/wBkFucEDIA
IMF预测，发达经济体今年净借款将达GDP的5.2%，为2021年以来最高。IMF预测中国和美国2026年赤字将达到或超过GDP的8%。
For week ended 10/9/26, large-cap ETFs led equity inflows, while aggregate bond funds recorded largest inflows within fixed income; thematic strategies experienced largest overall outflows @DataArbor https://t.co/M5QpRP6Rdi
CHART OF THE DAY: Economic pain alone may force Tehran -- or may not -- into softening its red lines. I don't know. What we know is the pain is very real. According to new IMF estimates, Iran will suffer in 2026 the biggest GDP contraction in nearly 40 years, down 7.6% y-on-y. https://t.co/V193k2Mv8
Looking forward to joining @BrianSozzi on @YahooFinance this morning around 9:35am ET
沙特向OPEC报告，9月原油产量升至约840万桶/日，为战争开始以来最高水平。
Kicking off Day 3 at #NABE2026 with @NelaRichardson discussing the shifting AI and talent paradigm focusing on how AI is shaping the demand for « tasks » — great collaboration between @ADP and @DigEconLab https://t.co/wv2MPndpST
当下的市场估值扩张已让位于EPS兑现 和强劲未来指引，而即将到来的三季度财报是当前市场最大的基本面变量，财报的核心意义在于验证AI盈利能否继续上修、抵消高利率与地缘压力，从而维持市场“韧性”。只要商业化和盈利指引能继续大超预期，AI主线就能持续。 多谢@Mercy_okx 引用 @Mercy_okx：财报明明“超预期”，股价却跌了。到底超的是谁的预期？ 梅西最近找了不少老师请教：接下来的美股财报季，到底该怎么看、怎么找机会？ 平时主要交易 BTC、ETH 的朋友，对资金、情绪和宏观都不陌生。但到了美股财报季，还需要看懂公司交出的这份成绩单。想找密码，先把这几件事弄清楚👇 1️⃣ h
Great great story! How does DD have only 15K followers. Scroll his feed. Follow him. Definetly one of the guys I discuss markets with most on this entire hellscape. Deep experience and posts critical info daily. 引用 @DerivativesDon：It’s April 2008 - Last Lehman Macro Conference Things I rememb
Hiring slowed marginally for the first time in eight weeks with private payrolls adding an average of 24,750 jobs for four-weeks ending Sep. 26 per @adpresearch https://t.co/XkVIvgPTFI
Fascinating geopolitical discussion with @anna_rosenberg & @ConstanceHunter moderated by Tani Fukui. « Welcome to a « low-trust » anarchic multipolar world » #NABE2026 https://t.co/qmCGRgG5bh
IMF最新《世界经济展望》预计全球经济2026年增长3.1%，高于7月预计的3.0%；2027年预计增长3.4%，与7月预测持平。
微软上次财报到现在，前半段硬件涨很好，有人问我微软为何那么弱？我说财报后大涨横盘不回调已经很强了。 还是那个问题，持股没有耐心，看到别的板块涨，自己手里的不动就忍不住。现在硬件回调，手里拿硬件的可能又觉得软件香饽饽了。 引用 @TJ_Research：$MSFT 再有一个月就又要发财报了😀今年期待ATH
Looking forward to joining #MorningTradeLive on @SchwabNetwork around 10:20am ET this morning
India mulls even more coal-fired power generation (The country is the world's 2nd largest coal consumer, only behind China, accounting for ~15% of global demand) https://t.co/6ZJkqapFGM
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
美国9月成屋销售环比增长1.5%，高于预期的下降0.8%；前值由下降3.2%下修至下降2.0%。9月成屋中位房价同比上涨1.3%至417,500美元。https://t.co/3xtGsVCWNL
Today, the Office of Foreign Assets Control sanctioned four individuals and 11 entities connected to Cartel del Noreste (CDN), including individuals and businesses involved in quarter horse racing, construction, trucking, and the oil and gas sector, CDN’s evolution from its
And the PBOC is trying to argue that the CNY is market determined when it is quite clear that that fix has been the main driver of the CNY in recent years As Mark Sobel notes, this does nothing to help the PBOC's credilibillty https://t.co/fqCD3FBan0
Spiky is one way to say it. PBoC also trying to deny the obvious -- namely that a weaker inflation adjusted (real) CNY predictably raises its exports and increases its current account surplus https://t.co/2h983VfQsg 引用 @ftchina：China gets spiky on currencies https://t.co/gH8QqBbNbQ
CFTC staff analyzing oil trades for insider trading around the U.S.-Iran war were told to retract their referral to the agency's enforcement division | h/t @CGorrivan https://t.co/YdN6lVAXC7
Issuance of USDC on Hyperliquidid L1 has drawn even with its supply on Solana https://t.co/peo7CtoOlM
Quits rate 3.5 percent in accommodation and food services, August 2026 https://t.co/XEUB0FZns5 #BLSdata https://t.co/n7GKMYAsIH
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
Incredible show btw. I was struck by what a thoroughly victorious career they've had. After having been cast out of the industry for criticizing the Iraq War/Bush, they regained huge commercial success. And all their critics basically claim to have been on their side all along. 引用 @TheStalwart：Firs
算上今天， 半导体一周跌了10%，MAG7涨1%，等权横盘 半导体过去一个月涨0.9%，MAG7涨6.6%，等权跌1.2%，银行板块跌10%，国防跌8% 半导体的特色就是波动大，从正常波动讲，银行和国防的跌幅可怕多了。 ASTRA, DOTS, MUSE, COPILOT。智能体落地刚刚开始 引用 @Talk666666：@TJ_Research 桃总明天出期视频吧😙今天soxx有点scary
Interesting and more bearish divergence between flat prompt Brent crude futures price (white) and the prompt timespread (blue) today. Something to keep an eye on. https://t.co/yZA9uIYfEU
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
分析师预计，9月CPI中的能源价格将大幅上涨，推高整体CPI；核心价格则预计涨幅较温和。