Deriv Fisher

Australia | Macro | Fixed Income | Economics

[Deriv Fisher @FisherDeriv]

@JerryCap They bought it after Buffet wasn't incharge anymore

[Deriv Fisher @FisherDeriv]

@EauDeMacro Pretty decent for headlines though, but other things not so much.

[Deriv Fisher @FisherDeriv]

@DavidjoyAd1 But a 10% increase in wages is going to have a cyclical impact on inflation too, perpetuates the inflation cycle destabilizing the currency and causing a whole lot more problems that are a lot harder to deal with

[Deriv Fisher @FisherDeriv]

@StefanFSchubert Every single advancement has pretty much led to a decline in jobs, farming tools, manufacturing machines, automation software. All of them have led to an improved quality of life, what we do need is a way for distribution rather than blocking innovation

[Deriv Fisher @FisherDeriv]

@swrighteconomy Feels like a lot of things will have an impact all at once

[Deriv Fisher @FisherDeriv]

@EauDeMacro That makes sense, thankyou

[Deriv Fisher @FisherDeriv]

Feels like such an important FOMC, pivotal what FED decides and how they frame it, best outcome I believe would be 25bps with liquidity assurances, a pause could really hurt in the inflation fight long term so lets see

[Deriv Fisher @FisherDeriv]

@kit_lowe @martin_whetton I think the complete uncertainty as to what the FOMC holds really adds to that, hopefully see liquidity return post that.

[Deriv Fisher @FisherDeriv]

@therobotjames This is honestly one of the best threads I have come across and really helped me gain a different perspective on how to view the market. Thanks

[Deriv Fisher @FisherDeriv]

The minutes from RBA today all but confirm a pause, if they were considering to pause in March they very well have a case to pause now with all the stress in the system.
#RBA #FOMC #LOWE #AUDUSD

[Deriv Fisher @FisherDeriv]

@Capital_Hungry There might be internal pressure on them to pause but over here it makes sense to continue on the hike path till inflation is sufficiently curbed, because the banks are screwed unless there are wholesale cuts anyway

[IGSquawk @IGSquawk]

.

[Deriv Fisher @FisherDeriv]

@EauDeMacro Thanks a lot

[Deriv Fisher @FisherDeriv]

@zerohedge Fed will have printed another few trillion by that point

[Deriv Fisher @FisherDeriv]

@ShitMgmtSays This can not be real lmao

[Deriv Fisher @FisherDeriv]

@agnostoxxx It'll work if the economy breaks before the market, strong jobs data has been permitting them to continue on this path, a fall there while equities stay inflated could justify a pause or even cuts in which case the preemption will work. Just need to wait and see what breaks first

[Deriv Fisher @FisherDeriv]

@martin_whetton Should be significantly different once the Fed hikes next week. Market pricing in an April pause at nearly 100%

[Deriv Fisher @FisherDeriv]

@EauDeMacro Genuinely do not know why they even exist, most of their major rating changes come after everybody already knows.