X（推特）上的财经、科技与宏观账号
PODCAST: Pleasure to join @Rory_Johnston for a discussion about the war, why oil prices didn't reach $200 a barrel, the global economy, Hormuz crossings, China and a lot more stuff. https://t.co/mRn6XSya27
Last round of Fed-speak before Warsh tonight and the October blackout. All of these comments were made Wednesday: Bowman (a few hours *before* CPI): "I don't feel any urgency... We really need to take some time and understand how things will evolve within the economy." Goolsbee
美国商业石油库存上周减少 1340 万桶，创 4 月以来最大单周降幅。库存下降由原油、柴油和“其他”产品推动，其中“其他”产品主要是 NGLs；原油库存低于过去 5 年同期低点，并在通常应累库的时段继续下降。
If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined 1tln ARR by the end of 2035.
In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else. https://t.co/qVKhWb6JoK
WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time thinking about deficits, debt, and supply of paper. The story is about spending. Households, corporates and government all spending a lot, and that's what's driving things up. 引用 @TheStalwart：In the new
Latest @AAIISentiment (week ending 10/14/26) showed modest shifts as bullish sentiment slid to 38.7% vs. 40.3% while bearish sentiment edged up to 41.6% vs. 39.0% ... this week’s special question polls AAII members on investing approach https://t.co/AKPtnEd9Pt
老黄： $CRWV 的融资成本实际在下降 下次请我做嘴替吧
昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
欧洲银行管理局（EBA）依据《加密资产市场法规》（MiCA）所列标准完成评估后，将USDC认定为重要电子货币代币（EMT）。目前欧盟共有45种依据MiCA完成通报的EMT，USDC是其中首个被认定为“重要”的。
时间长了你们会发现我经常卖在底部或者卖飞。昨天直播还有人问我前段时间SOXL 卖在底部和为何NUGT还没止损。 每一笔买入，我都有自己的标准，基本面或者交易，那卖出的标准不会是一样的。NKE我看了一下华尔街没有如管理层预期那样下调EPS，压低了前瞻PE。真的实现反转的话，右侧都可以买回来。 https://t.co/0Qz5ssTAkQ
Under Operation Economic Outcast, Treasury’s @FinCENnews issued an Alert asking financial institutions to report potential Iranian regime abuse of religious charity networks, including diversion of religious tithes, or khums. The Iranian regime has been known to abuse ostensibly
2010s: Company Behind AWS Decides to get into filmmaking 2020s: Film Studio Behind Cocaine bear Decides to get into the cloud 引用 @M_C_Klein：@TheStalwart would be funny if the movie studio were Amazon, Apple, or Paramount/Warner
Yowza. 40BN offered in this buyback. Does "The House" Martingale? https://t.co/8aZRDXQbvk
PJM、ERCOT和SWPP今年夏季均创下峰值负荷纪录。PJM为162.6 GW（7月2日），ERCOT为91.1 GW（7月22日），SWPP为58 GW（7月27日）。原文提及可通过 Hourly Electric Grid Monitor 跟踪近实时电力数据。
Smart Tho aligning with the EU on plug in hybrids and battery electric vehicles currently means doing somewhat different things 引用 @FT：France and Germany to allow UK in EU car policy if it aligns on China tariffs https://t.co/yOtqTd2Q5m
How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter. 引用 @mustafasuleyman：We now have state-of-the-art pre-trained base models in the 3T-parameter weight class, built entirely in-house at MAI. Post-training results coming soon -- stay tuned! Lots of details in our te
High Beta, Pure Growth, and Momentum are the only three U.S. equity factor indices in negative territory month to date. By contrast, Low Volatility leads the factor space with a 4.0% gain, while the S&P 500 is up 0.9%. A sector lens helps explain this divergence. Information https://t.co/JQ2jbsTAiW
Today, as part of Operation Economic Outcast, Treasury disrupted Iran’s efforts to infiltrate the international financial system through an Iraqi bank that also supports Iran’s terrorist proxy militia groups. By dismantling these institutions—including offshore banks and shadow
中国对美出口近期快速增长，美元计价已回到特朗普第二任期初的水平。Robin Brooks称，中国贸易顺差急升，主要与对美国以外地区出口大幅增长有关，并认为这显示中国正加大出口、努力降低对美国的依赖。
And it isn't exactly a secret that China's exports to SE Asia include a lot of parts that are sent to ASEAN countries for final assembly to meet US demand to really cut its dependence on US China needs to find an alternative source of end demand -- and few EMs are big enough/ https://t.co/RCKR2yevh
Everytime I'm in Chicago, all I think is that I should come here more often.
Tho to be clear, without a 1 pp of GDP increase in gold imports by China in 2026 its surplus would be way up -- and the latest export and import numbers point to a substantial net export contribution in 26 even with that surge on gold imports ... so the 26 imbalance is actually https://t.co/HgnRaIHk
Kudos to the IMF for not forecasting China's current account surplus away in the latest WEO, and for recognizing that its past forecasts (which had imbalances narrowing over time) have not materialized 1/ https://t.co/bkRdS6yncT
Great paper here, EG, on how eliminating what economists call "market failures" can be self-defeating. https://t.co/hsRCqWYdhJ https://t.co/oeNXjpE655
El-Erian转述《金融时报》称，为知名数据中心融资发行的债券近几周价格已跌至面值以下，相关中心将由Meta、英伟达、Oracle等公司入驻。原文还称，投资者正在抛售所谓的neocloud债务，并附有链接：https://t.co/08RzREOkUT
We're gonna have Misery Futures now 引用 @AdjacentMarkets：We are excited to launch MSRY, the Misery Implied Index, the first live, real-time version of the Misery Index. Misery has been an economic indicator since the 1960s as a broad way of tracking the US economy by adding the unemployment and inf
Given the CoreWeave drama. A good time to remember that a datacenter is a bank. 引用 @TheStalwart：A DATACENTER IS A BANK In today’s newsletter, I wrote some things I’ve been thinking about since our chat with @iaindunning, and how maybe one day we’ll have datacenter supervisors like we have bank sup
Interactive guide to our weekly #BalanceSheet report: https://t.co/75xiVY3BGu #FedData
Heads up that we're doing a rare Twitter space tonight with @DonMiami3 and @RealJohnGaltFla. Stop in, listen to our chat, say hi, disagree vehemently, insist that I'm paid by both the CIA and Tehran—it'll be a blast! 引用 @DonMiami3：Join us with @Rory_Johnston next Thursday for macro happy hour on o
Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree with Alvaro here. We don’t know how the future will unfold, but extreme concentrated power per se is worrisome and it’s very plausible that creating strong AI will lead to that. 引用 @GroundhogStrat：So
Great read 引用 @arpitrage：I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per
I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per https://t.co/jJdL3Olnvo
Retirement benefits were available to 72 percent of private industry workers in March 2026 #BLSData https://t.co/aSOWwwvRfK https://t.co/mH2WT67aQu
9月CPI和PPI数据推算显示，核心PCE月涨幅预计约为0.34%，或创1月以来最高。核心PCE同比涨幅或从8月的3%升至3.1%，3个月年化涨幅或从2.0%升至2.9%。
New Roadster is beyond movies, beyond imagination, beyond human, yet still made by humans on Earth
The whole world will watch this 引用 @Teslaconomics：The only other person who’s ever made me this excited about a product unveil was Steve Jobs. Watching him introduce the first iPhone is a huge part of why I fell in love with technology. Elon brings that feeling back for me, but honestly, I think h
Last claw stop before Berlin. Good to see you, Stockholm. 🇸🇪🦞 https://t.co/d7KRcVKelM
Maybe we should start a competitor to Amazon 🤔 引用 @thecsguy：amazon is blocking grok @bots from ordering, and elon's answer is just have your bot buy it somewhere else. one of my grok bots only handles my amazon returns, so i'm watching this one closely. would you switch stores for your bot? 🛒
SynthID入选《时代》2026年最佳发明之一。已有超过1800亿张图片和视频添加了SynthID水印，帮助人们区分AI生成内容与其他媒体。