Anuranjan Sharma

RT does not mean endorsement.

[Anuranjan Sharma @anuranjan82]

@HeisenbergMacro At expense of fiscal deficit (less tax revenue) ?

[Anuranjan Sharma @anuranjan82]

@HeisenbergMacro and that would be first signal we are in restricitive ..1y1y keeps climbing

[Anuranjan Sharma @anuranjan82]

@dailydirtnap Need to hike rates ? Clearly earnings too strong .

[Anuranjan Sharma @anuranjan82]

@aRishisays Going there with family on weekends and spending quality time !Priceless !!!

[Anuranjan Sharma @anuranjan82]

@VKMacro And what all do you cover ?

[Anuranjan Sharma @anuranjan82]

@WarrenPies @fkronawitter1 and you still think that would be policy mistake ?

[Anuranjan Sharma @anuranjan82]

@IrvingSwisher Great point . Add to the list : well behaved swap spread .. suddenly
People are not waking up to the fact that the US deficit is huge

[Anuranjan Sharma @anuranjan82]

@stevehou Steve still thinking 10s to 4.2 ?

[Anuranjan Sharma @anuranjan82]

@Dcpcooks By mentioning 2008 and 2021 you are saying equities are peaking here ? 😂

[Anuranjan Sharma @anuranjan82]

@DannyDayan5 Ism and components are diffusion index , cpi isn’t

[Anuranjan Sharma @anuranjan82]

@GitaGopinath @michaelxpettis Can you make your first piece public ?

[Anuranjan Sharma @anuranjan82]

@swarajk_ @TheWand68425335 Who is he even ?

[Anuranjan Sharma @anuranjan82]

@fcastofthemonth Extra this year is tariff ?

[Anuranjan Sharma @anuranjan82]

@yaacov @Adam_Parker_Tri How did OBBB drive eps higher ?

[Anuranjan Sharma @anuranjan82]

@EconBerger @MorningConsult Nfib hiring plans took a dive lower @DannyDayan5

[Anuranjan Sharma @anuranjan82]

@jturek18 @aRishisays @DavidBeckworth But the updated 1.7 was 1.4 before .. this isn’t HLW which is still sitting at 1

[Anuranjan Sharma @anuranjan82]

@kkmaway Even with 1 trillion AUM they don’t have scale ? Seems more like cashing out ..

[Anuranjan Sharma @anuranjan82]

@GlobalMacroZen From jc side ?

[Anuranjan Sharma @anuranjan82]

@aRishisays No way

[Anuranjan Sharma @anuranjan82]

@aRishisays Boston ?