Lord of the Guerrilla

[Lord of the Guerrilla @LordG94918]

@0xcoked

[Lord of the Guerrilla @LordG94918]

@MauiBoyMacro Debt is just a legacy dataset. The AI is going to optimize it away!

[Lord of the Guerrilla @LordG94918]

@0xcoked You calling fade?

[Lord of the Guerrilla @LordG94918]

@Dcpcooks I remember!

[A dude abidin @DudeAbidin]

@DiMartinoBooth How will raising rates produce more oil or gas?

They’re attacking a problem that doesn’t exist.

[COKE❄️ @0xcoked]

With CPI coming in so high, Trump has no room left to maneuvre on Iran. The US was already not replying to IRGC attacks in the Hormuz since Sept 14, now it's gonna behave even more dovish.

Safe to say Iran has won and now the next phase begins.

[Lord of the Guerrilla @LordG94918]

@RenMacLLC 🤣😂🤣😂 We know better

[COKE❄️ @0xcoked]

Today's inflation data means the fed will resume cutting rates soon as Trump ends his d-mb war

NASDAQ & crypto meltup szn loading

[Samuel Tombs @samueltombs]

Governor Waller’s preferred momentum gauge for the core PCE deflator—the three-month average of annualized monthly changes—fell to just 2.0% in August.

And you still think the Fed hikes rates at the next meeting?

[Lord of the Guerrilla @LordG94918]

@Nostre_damus

[Warren Pies @WarrenPies]

Can we bury the "hike to control the long end" thesis?

[Randy Woodward @TheBondFreak]

So much for less FedSpeak.

[Lord of the Guerrilla @LordG94918]

@RenMacLLC Another way to put it... Everyone against data centers? BUT if we give them $ 10,000 to, like, data centers... they all say yes. Therefore, everyone can actually supports them

[Lord of the Guerrilla @LordG94918]

@MauiBoyMacro Sarcasm... I'm on Team Maui!

[COKE❄️ @0xcoked]

Next FOMC will be a cut or hold as long as oil doesnt get spiked again by Trump's unending stupidity

[Ben Kizemchuk @BenKizemchuk]

Yeah let’s raise rates when borrowing is what’s keeping consumer afloat.
Generational policy error.

[Eric Wallerstein @ericwallerstein]

the biggest question for me right now is, assuming global CBs do hike ~3 more times, what level of restriction will that exert? and therefore, how significant would the negative effects on labor markets and spending be?

if neutral really has risen this year, real growth can continue at a decent pace. if not, then combinatory effects of a supply shocks + rate hikes suggest a 2022 redux is possible next year.

[Anna Wong @AnnaEconomist]

How did hiking help with credibility again?