All Sources✓
YouTube✓
Twitter✓
Reddit✓
Substack✓
Insider✓
News✓
Loading...
0 selected
All directions✓
▲ Long✓
▼ Short✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
12:54
Apr 16
@elerianm
Weekly jobless claims are perhaps the best real-time pulse check on US jobs, and this morning, they’re signaling a continued resilient labor…
11:41
Apr 16
@elerianm
It’s now eight straight losses for the Mets. Eight! I can hear some saying, “Well, the Mets always collapse.” True—BUT it doesn’t usually ha…
10:27
Apr 16
@elerianm
While on GDP data, China reported a 5% annual growth rate for the first quarter of this year, up from the previous quarter’s 4.5% and above …
10:09
Apr 16
@elerianm
This morning's UK February GDP numbers for the UK confirm that the economy was establishing a stronger footing prior to the disruptive impac…
21:35
Apr 15
@elerianm
The regional Federal Reserve banks provide us with periodic, bottom-up information on the US economy via the Beige Book. The latest edition,…
17:45
Apr 15
@elerianm
I'm deeply saddened to hear the news of Mark Mobius’s passing. Mark was a pioneer in the world of emerging market investing, spending decade…
16:19
Apr 15
@elerianm
Thank you very much, Ruth, for moderating such a fascinating discussion on AI for the Economy. I’m extremely grateful to you and our Google-…
15:58
Apr 15
@elerianm
If today’s gains hold, the Nasdaq will extend a remarkable recovery from its recent lows with an 11-day winning streak, matching the histori…
12:01
Apr 15
@elerianm
As detailed in the press release below, the UK completed its largest-ever issuance of Gilts, which carried the highest issuance yield in alm…
10:26
Apr 15
@elerianm
Here are three dispersion themes playing out as the global economy and markets navigate the fallout from the Middle East War (listed with th…
23:10
Apr 14
@elerianm
Thank you, Brian, for the interesting conversation. https://t.co/QAdCSjju75 #economy @BrianLehrer
16:35
Apr 14
@elerianm
Reading between the lines, the message of today's IMF flagship report is sobering: Virtually every challenge facing the global economy is po…
14:00
Apr 14
@elerianm
Among the G7 nations, the IMF’s revised outlook for the UK economy is likely to attract attention due to: • A Sharp Downgrade in Growth: The…
13:31
Apr 14
@elerianm
This is the usual summary table from the IMF’s latest WEO. Notably, the Fund has swapped its usual "baseline" terminology for a “reference …
12:36
Apr 14
@elerianm
This will come as a relief to many, including the Federal Reserve: Monthly US PPI inflation was 0.5% in March, less than half the consensus …
11:08
Apr 14
@elerianm
The sharp reversal in China’s trade performance offers a glimpse of the war’s impact on international trade. Per this CNBC headline, Chinese…
21:33
Apr 13
@elerianm
After sliding from first to last place on the back of five straight losses, social media is already eulogizing the Mets' season. Can I blame…
19:26
Apr 13
@elerianm
Posted earlier today: FYI, here’s the link to my column on who lost the UK bond market—the what, why, and so what... and also what to do abo…
15:55
Apr 13
@elerianm
Thanks Carl. That's a notable change to Goldman's US growth outlook. #economy #growth @carlquintanilla @GoldmanSachs
15:09
Apr 13
@elerianm
The @WSJ on the US housing market: "Home sales declined 3.6% in March, getting the crucial spring selling season off to a poor start as the …
11:48
Apr 13
@elerianm
The direction and magnitude of market price movements this morning reflect heightened threats to a ceasefire that, despite these pressures, …
10:43
Apr 13
@elerianm
FYI, here’s the link to my column on who lost the UK bond market—the what, why, and so what... and also what to do about it: https://t.co/2p…
23:17
Apr 12
@elerianm
As expected, oil prices are surging higher in Asia-Pacific trading, with both Brent and WTI quoted above $100 a barrel again. #markets #eco…
23:02
Apr 12
@elerianm
Two in a row at the Masters! Huge congratulations to Rory McIlroy on this tremendous achievement. @TheMasters https://t.co/hlVagiv1ex
18:43
Apr 12
@elerianm
On the Blockade of the Blockade: Who is at incremental risk from the US blockade of the virtually complete blockade by Iran of the Strait of…
15:29
Apr 12
@elerianm
To state the obvious, an inherently fluid and uncertain situation in the Middle East War has taken a turn toward heightened risk following t…
USO
MED
15:26
Apr 12
@elerianm
@SteveSosnick @PowerLunch Thanks so much, Steve. Loved our interaction.
12:17
Apr 12
@elerianm
How sanguine should we be about the US economic outlook? I suspect the answer to this question comes down to your view on: How transitor…
10:49
Apr 12
@elerianm
From one fluid and uncertain week to the next: Please find below the links to my weekly review of the global economy and markets, including …
20:22
Apr 11
@elerianm
Wall Street vs. Main Street: The Great Disconnect Look at this chart from LSEG. The S&P has almost completed a "round trip," plunging by 7% …
12:39
Apr 11
@elerianm
Bloomberg on the Fed responding to private credit news: "The Federal Reserve is asking major US banks for details about their exposure to pr…
11:13
Apr 11
@elerianm
This reporting from The Guardian gives us a feel for the growing pressures in Europe as energy prices remain high. The situation is worse in…
00:32
Apr 11
@elerianm
From the @nytimes: “The futures and spot prices are rarely exactly the same, but the gap between them has grown unusually big in the past fe…
USO
MED
22:41
Apr 10
@elerianm
Thank you, Kelly Evans and Brian Sully, for having me on your show. https://t.co/BxtxsoAAZZ #economy #markets @CNBC @KellyCNBC @SullyCNBC …
22:33
Apr 10
@elerianm
Thank you @KellyCNBC @SullyCNBC for having me on your show. https://t.co/BxtxsoAAZZ #economy #markets @CNBC
15:34
Apr 10
@elerianm
Regarding this BLS chart on March US CPI inflation: It is virtually guaranteed that April’s data will be worse as the energy component conti…
TLT
MED
14:25
Apr 10
@elerianm
Today’s US CPI data confirmed that, while the war has driven headline inflation significantly higher via the energy price shock, there has b…
12:37
Apr 10
@elerianm
US CPI inflation came in as expected for the headline figure and softer for core. CPI jumped by 0.9% in March, taking annual headline inflat…
12:09
Apr 10
@elerianm
While on inflation data, China’s PPI rose in March for the first time in three years. The 0.5% year-on-year increase was driven primarily by…
10:09
Apr 10
@elerianm
It's US CPI inflation day. Three things to watch for: The extent of the jump in headline inflation for March: Driven by energy prices, the …
20:41
Apr 09
@elerianm
From @TheEconomist article on NATO: "RELATIONSHIPS RARELY collapse overnight; they curdle. Bit by bit, resentments mount. Trust ebbs. Things…
17:01
Apr 09
@elerianm
Markets remain incredibly sensitive to Middle East War headlines. Case in point: the latest Israel-Lebanon headlinea erased 4 percentage poi…
16:33
Apr 09
@elerianm
In the run-up to next week’s IMF and World Bank Spring Meetings, the Fund’s Managing Director, Kristalina Georgieva, said this morning that:…
14:50
Apr 09
@elerianm
Once again, the UK financial markets are dominated by the “high beta” character of government bonds. (Please see Bloomberg data below.) This…
14:36
Apr 09
@elerianm
Per the WSJ below, Carlyle joins several other private credit firms in imposing limits on redemptions. #economy #markets #privatecredit htt…
14:26
Apr 09
@elerianm
Further to this post from early this morning, WTI oil is currently trading back above $100 a barrel (CNBC quote below). #economy #oil #mark…
USO
MED
12:43
Apr 09
@elerianm
Further to the prior post: US PCE inflation for February came in as expected (that is, sticky above the Federal Reserve's target, with the g…
12:41
Apr 09
@elerianm
Further to the prior post: US PCE inflation for February came in as expected (that is, sticky above the Federal Reserve's target), while the…
11:58
Apr 09
@elerianm
It’s a big US data morning with the release of PCE inflation, GDP, jobless claims, and personal income and spending. While PCE inflation is …
10:55
Apr 09
@elerianm
Almost 36 hours into the ceasefire, international market pricing is recognizing its fragility. This stems not only from the inherent complex…
USO
MED