Top Tweets for #GrowthAccelerating
GOING LIVE!
@KeithMcCullough is presenting our 4Q22 Macro Themes RIGHT NOW.
(Access is exclusively for Macro Pro subscribers. Email [email protected] to see if you qualify for the webcast).
March S&P Global US Services PMI
2002:
March: 58.5
Feb: 56.5
Jan: 51.2
#GrowthAccelerating
$XLF #Reflation
Jan Capex Orders are Ripping….
+11% YoY & +21% YoY vs 2019 Levels. @barryknapp
$XLF #Reflation #GrowthAccelerating
#CapexWidowMaker
“January Spend Growth vs 2019 was +40% with Debit up a Robust +52% & Credit Up +29%.”
$V CFO
#GrowthAccelerating 🔥
The Consumer is 70% of GDP
BREAKING: another US #GrowthAccelerating economic data point to end what was a robust Q4
US Jobless Claims slice below 200k to 198k = #Quad1 in Q1 of 2022 odds are going up
#GrowthAccelerating (in the US and most of the world) will forever remain a panacea for otherwise-bearish headline risk. Markets will care about a non-recovery in China early next year when the transitory “post-Delta” bounces in growth across most of the global economy conclude.
The fact that the Chinese property market is more than 10% down this week without any media coverage at all in the West, goes to show that no-one knows what is going on in China..
It is frankly pretty scary
@dan13456 @LukeGromen Neither bonds nor dollar are safe havens in a #growthaccelerating #inflationaccelerating environment.
Thanks to our #GrowthAccelerating (paying) audience @HedgeyeTV for a great week of risk management questions on The Macro Show
Well, that's a complete and unaccountable lie (I was raging bullish on US #GrowthAccelerating at that time, regardless of who was elected) ... so you get to be my 2nd #Block
Welcoming follower 142,000 and beyond to our #GrowthAccelerating audience vs. that Old Wall and @CNBC
The Macro Show is live now.
Join @KeithMcCullough to discuss:
▪️Why we're bullish on Energy stocks
▪️Bond yields (locally and globally)
▪️Our call on European equities
Get 30 days free: https://t.co/Or8tfcIMhm
@KeithMcCullough KM: I Assume you got long Q4 2016 US based on this data set?
US #GrowthSlowing is great for Gold and US Treasuries - when we were bullish on US #GrowthAccelerating for the 2.5 yrs prior, it was not
@KeithMcCullough Slowing is the new bullish...Data dependent was just a fad.
The Macro Show is live now.
@KeithMcCullough talking about:
▪️#EuropeSlowing
▪️Quad 3 Reflation
▪️VIX
Get access: https://t.co/Or8tfcIMhm
A Bearish Reality Check After 9 Straight Quarters of U.S. #GrowthAccelerating https://t.co/9K5LT7WRuu
A Bearish Reality Check After 9 Straight Quarters of U.S. #GrowthAccelerating https://t.co/XUqDXUPx4e via @hedgeye
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