KKGB Kitty
@INArteCarloDoss
Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
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Imagine being Powell right now. Brought inflation down from 9% to 2% while keeping the unemployment rate at 4%. Stocks, Bitcoin, and Gold are all at all time highs. And people are demanding he resign.
I wonder why all the plumbing self proclaimed experts are sleeping at the wheel
Lo sapevi che puoi risparmiare il 15% acquistando 4 o più libri di scuola su Amazon entro il 3 settembre?
How about Shakira? She understands rates
Let me just add this to the water table… Bill Pulte would be an exceptional pick to run the Federal Reserve. He is crushing it at Fannie/Freddie and deeply understands rates. I think the next Fed Chair needs to be: someone who understands rates because they actively…
Next FOMC (in 1 week) is guaranteed to leave FFR unchanged while possibly signalling a fatter left tail for Sep. But here’s what could happen: Friday of that same week NFP could well miss (June strengths was largely adjustment driven) and Tacoman totally loses his shit.
When the highest ranking in anything is a certified lunatic, it just turns the whole thing into an asylum. This is why there is a plethora of shit takes from otherwise just about decent folks.
It’s pretty obvious that this administration no longer seeks, through a maximum pressure approach, to force a re-balancing of Chinese economy towards more consumption. They did not have the balls to follow through on that. So they are kicking the can for now…
Bessent says he’s meeting with his Chinese counterparts next Monday and Tuesday and the U.S. and China will likely work on an extension of their trade truce that expires 8/12
When you’re the world champion of retarded takes and you see an opportunity to score your most retarded take yet!
This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to…
Who, among his lapdogs, will dare to tell Tacoman that had he kept his pugilistic instincts in check and not lurched on his useless anti JPOW playground shouting session, the curve would have done the contrary of twist steepening and fwd inf swaps would have relaxed
Great summary by P Harrell about the pending trade war between EU and US
Brussels is signaling readiness for a full-blown trade war if Trump moves forward with above-10% tariffs on Aug. 1 rather than striking a deal. This would be counterproductive for both sides. Thoughts on costs and getting to yes: 1. First, much like the trade war the US had with…
TACO time! U.S. Treasury Secretary Bessent Says Deadline of August 1 Is Less About Timing and More About the Quality of the Agreement
I can’t tell if this is real or parody, but if it’s real, it might be urgent to have a White House psychiatric unit set up asap. Dude is totally wacko. The previous one was a senile geriatric, this one is cuckoo.. America deserves better
SO help me GOD ....
I am sorry but the inflation of recent years was GLOBAL. Relatively speaking Fed did a decent job, despite all the mistakes - and I was one of the most vocal in calling their mistakes. Trump is a perverse narcissistic manipulator, promoting this narrative to control the Fed.
2/ Some correspondents said why defend the Fed/Powell given the inflation of recent years? Even if you think Powell screwed up, the virtue of institutional independence is that it safeguards long-term price stability against individuals making mistakes.
bruv, you starting a substack sub anytime soon?
For those that watch the @theallinpod, you may remember that my most obvious trade idea heading into Jan was long the S&P Index and short the Mag7. Aka the “Mean Reversion Index Trade” Turned out to be free money. Very rare that the market gives you these kinds of fat pitches.
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🚨🇺🇸🇮🇱"Bibi acted like a madman": Trump's team frets about Netanyahu after Syria strikes. @MarcACaputo and me write for @axios axios.com/2025/07/20/isr…
An important distinction that’s definitely not priced in is that whatever transitory bump in coming US CPI print we get, there is a matching and more lasting disinflationary impulse for the ROW.