David Zervos

Counselor to the US Secretary of the Treasury —— (The opinions shared here are my own and do necessarily reflect those of the US Treasury Department)

[David Zervos @DavidZervosDC]

Love the quote the producers used to headline this interview link!!! So true!!!

[Squawk on the Street @SquawkStreet]

"I just think those traditional overheating demand-side discussions are overblown."

David Zervos, newly appointed Counselor to the Treasury Secretary, delivers his outlook for the U.S. economy:
https://t.co/l9cAR3Xtni

[David Zervos @DavidZervosDC]

First interview as @DavidZervosDC — live from “Pebble Beach” on the north lawn of the White House with my longtime friends and family at @cnbc. I wouldn’t want to start this media adventure with anyone else!!! @SaraEisen @carlquintanilla

[David Zervos @DavidZervosDC]

Honored to begin serving as Counselor to @SecScottBessent - There is no better place to start than under Hamilton's watchful eye. Grateful for the trust. Let's get to work. 🇺🇸

[David Zervos @DavidZervosDC]

What a difference!!!

[Bad Hombre @Badhombre]

Treasury Secretary Scott Bessent doesn’t bow to or humiliate himself before his Chinese counterpart like Janet Yellen did.

[David Zervos @DavidZervosDC]

Oil is currently THE high frequency driver of 10yr yields. Don’t let the Fed headlines fool you!!

[Power Lunch @PowerLunch]

“How much does the Fed matter to macro markets right now?” asks @SullyCNBC.

“I just don’t think this matters that much,” says @jefmacrostrat. “The drivers of the macro are really not focused in on the Federal Reserve.”
https://t.co/XnXQvZaVOz

[Squawk on the Street @SquawkStreet]

"It's about as positive a story that you could associate with higher yields as any story possible."

@Jefferies chief market strategist @jefmacrostrat thinks long-term investors should get involved in the bond market at current levels:
https://t.co/7SJWWMmeZ0

[CNBC's Fast Money @CNBCFastMoney]

What was missing from Warsh's speech, according to Jefferies chief market strategist David Zervos.
@Jefferies @jefmacrostrat
https://t.co/8VOwjUjuTr

[Squawk on the Street @SquawkStreet]

Jefferies' David Zervos on Treasury's bond buybacks: "I think it's quite shocking to see how many of my competitors and colleagues are negative on this"
https://t.co/Ta7bbgcDew

[CNBC's Fast Money @CNBCFastMoney]

“There’s a lot of reasons to be optimistic” about easing inflation as oil prices abate, says @jefferies’ David Zervos (@jefmacrostrat). His take on the economy and how the Fed approaches rates from here:
https://t.co/yDI2QUNAQ3

[David Zervos @DavidZervosDC]

It’s funding rates….

[Jon Brooks @jonbrooks]

Everyone keeps saying America has a “housing shortage.”

It doesn’t.

Divide total homes by population and you get this:

We’ve never had more housing per person than we do right now.

The problem isn’t supply.
It’s prices.

[David Zervos @DavidZervosDC]

One of the best X posts so far in 2026!!

[Dividendology @dividendology]

This is funny.

What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special?

Well... your average return after one year would be 40%, with a 100% success rate.

[CNBC's Fast Money @CNBCFastMoney]

"What I have a little worry about is labor..."

@Jefferies Chief Market Strategist David Zervos (@jefmacrostrat) says he hopes the Fed takes notice of main street's worries about AI taking jobs

He shares his full thoughts on Monday's rally and the state of the economy https://t.co/rGtlQS7LXX

[CNBCOvertime @CNBCOvertime]

Story around Trump firing Powell threat was 'lack of market reaction', says @Jefferies’ David Zervos @jefmacrostrat https://t.co/apYxCeHAVo

[CNBC's Fast Money @CNBCFastMoney]

"What we're seeing today is that the market is really not overly committed to risk globally," @jefmacrostrat of @Jefferies says on the escalating attacks between Israel and Iran and the risks they pose to the market.

https://t.co/8BY1Q7Hv4q

[Tony Tassell @TonyTassell]

Investing naysayers have let gloom override judgment under Donald Trump - FT column by @jefmacrostrat chief market strategist at Jefferies https://t.co/eOrPX86ATy

[Money Movers @moneymoverscnbc]

"I think we're going into a period where we're going to get more cooperative trading arrangements that are better balanced for everybody."

@Jefferies Chief Market Strategist @jefmacrostrat discusses the U.S. and China reaching a 90-day tariff pause:
https://t.co/AbR3z8Qf8l

[CNBC's Fast Money @CNBCFastMoney]

"There's a silver lining under all of this... we have a real chance of getting a more cooperative, fair, equal trading outcome," says @jefmacrostrat of @jefferies on Trump's tariffs. Back on March 4th, he called the tariff discussion "minutia".

https://t.co/wijuuq6l1E

[CNBCOvertime @CNBCOvertime]

Watch BD8 Capital’s @barbara_doran1, @Jefferies’ @jefmacrostrat, and CNBC’s @steveliesman react to the Fed decision and market action https://t.co/0R1iNIjwAj

[CNBCOvertime @CNBCOvertime]

@rbccm's Lori Calvasina and Jefferies' @jefmacrostrat talk the markets reaction after the Fed signaled fewer rate cuts for 2025 https://t.co/BOO39fcuA1