Top Tweets for #deflationcometh
@bbm010 @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @Danstringer74 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall @Monetaryguy589 @BrynneKKelly @InEgoVeritas @RudyHavenstein #DeflationCometh
@SamanthaLaDuc @leadlagreport @MotherCabriniNY @Sorenthek @Section31ops @JCOviedo6 @Danstringer74 @TradersCom @CordovaTrades @MarkYusko @bbm010 /130 My $tlt thesis in blue 📉, juxtaposed with my $gold thesis and ultimate gold correction target $884. NOTE: $silver not shown, thesis = goes opposite direction from gold.
#few #DeflationCometh™️
@perthknuckleboo @Section31ops @Celiwaves @MotherCabriniNY @Sorenthek @CordovaTrades @eewspeedy @AlexanderSzews @VolumeDynamics @KimGits1 @bbm010 @Danstringer74 @David_Tracey @JG_Nuke /89 #oott $bno
Like I been saying #DeflationCometh
https://t.co/k6MerkcUAp
I know this is hard for many to understand but an oil price shock to the upside is ultimately deflationary at this point of the credit cycle.
Oil peaked in June of 2008 after a very fast rise and headline inflation was accelerating until it wasn’t.
If oil stays above $80 for any length of time it will be a death blow for an already struggling consumer.
It’s always about the speed of the price change.
@Sorenthek @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @amanda_goodall @Monetaryguy589 @BrynneKKelly @InEgoVeritas @KimGits1 @zerohedge @DarioCpx And now oil 📉, Ty spreads are widening, and the dollar is strengthening. #DeflationCometh in services (ie, kiss more jobs goodbye, #CRE is dead, super fun) while the price of goods sans oil📈. 1970's-ish. #oott
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @coloradotravis @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall #jobs #layoffs #macro #DeflationCometh
Vendor-managed inventory issues have hit the sneaker market
🚨 THE SNEAKER MARKET JUST COLLAPSED - AND NOBODY KNOWS WHY
A sneaker shop owner says the entire market “died overnight.” And the numbers are insane:
• Shoes that were $500–$600 now won’t move at $300
• Jordan 1s sitting for $90
• Dunks and GRs gathering dust
• Even HEAT priced under retail isn’t selling
• Yeezys - once the safest resale shoe on earth - are tanking everywhere
He straight-up asks:
“Does anyone wanna explain why shoes are literally just dying right now?”
And the weirdest part?
Nobody’s selling OR buying - the whole ecosystem is frozen.
Something broke but nobody can agree on what.
What REALLY killed the sneaker market - the economy, the hype dying… or is the whole resale game finally collapsing?
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall @Monetaryguy589 @BrynneKKelly @InEgoVeritas @KimGits1 @zerohedge @DarioCpx #macro #dixie $dxy #DeflationCometh
Uncle Warren is loading up on Treasuries and dollars.
Unc is a smart dude.
https://t.co/NQ1R6T4WXx
🔥Warren Buffett is buying US Treasury Bills at a HISTORIC pace:
Berkshire Hathaway bought a RECORD net $183 BILLION in T-bills in Q3 2025.
Over the last 12 months, the conglomerate has purchased $540 BILLION worth of T-bills.
The company now holds $306 BILLION in T-bills.
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall @Monetaryguy589 @BrynneKKelly @InEgoVeritas @KimGits1 @zerohedge @DarioCpx #jobs #layoffs #macro #Seattle
Then again, tech is vulnerable... #DeflationCometh
https://t.co/u9o1OcrfKq
Amazon's mass layoffs are expected to have a "ripple effect on tax revenues and local spending" in Puget Sound, as at least 2300 high wage jobs no longer exist.
Lost in the noise; Facebook also laid off another 100 highly paid engineers in Seattle.
This does not bode well for the plethora of already struggling businesses and restaurants that depend on those workers spending money.
@MichelleKOMO
Article: https://t.co/ZUj6OnZSlC
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall @Monetaryguy589 @BrynneKKelly @InEgoVeritas @KimGits1 @zerohedge @DarioCpx #macro #jobs #layoffs
Concentrated job growth mirroring concentrated #fangman #mag7 stocks. #DeflationCometh
ty @bbm010 for pointing out
https://t.co/WkCnw8ZKR9
Shocking stat of the day:
Currently, ~82% of the US population lives in regions experiencing an economic recession, the highest share since 2020.
The analysis uses the Fed Beige Book, a report published 8 times a year based on anecdotal information gathered from businesses, economists, and market contacts from the 12 Fed districts.
The percentage has DOUBLED since the start of 2025.
Over the last 20 years, only 2008 and 2020 saw such a large share of the country in recession.
Meanwhile, the latest Atlanta Fed estimate for real US GDP growth in Q3 2025 is +3.9%.
What is happening here?
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @coloradotravis @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek @amanda_goodall #macro #jobs #layoffs #DeflationCometh
Quote: "The key funding market for the entire world broke down, leading to a spiral that got so bad US-regulated banks bailed everything out."
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @coloradotravis @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @Sorenthek #jobs #macro #layoffs
A blurb from the excellent @m3_melody. If you haven't subscribed to M3_Melody Substack you should.
Building on her thoughts, my interpretation: stagflation combined with balance sheet problems leads to deflation. #DeflationCometh
@dedkatbouns @DiMartinoBooth @dailyjobcuts @ChallengerGray @WARNTracker @MacroEdgeRes @coloradotravis @Danstringer74 @bbm010 @jennablan @MotherCabriniNY @m3_melody @JCOviedo6 @tyillc @GlobalMktObserv @PekalaLaw @PiQSuite @GratkeWealth @JG_Nuke @texasrunnerDFW @SamanthaLaDuc @MarketsPuke @spomboy #macro #jobs #layoffs $dxy
For the stagflation counterpoint to my #DeflationCometh thesis, this is well-written:
Just so we are clear. The USD $DXY is nearing levels that could break technically and see levels not seen since 2022.
We are suffering a loss of confidence in the USA. It's very well known how overleveraged the stock markets have been. But the loss in confidence comes in form of selling bonds and the US Dollar, in a time when the market tends to buy dollars when yields rise, that simply not the case. I have been discussing this issue for years with the @forexanalytix folks, and also back when I was the head strategist at the WT group and Ally as well.
This is a serious situation we should not take lightly. Any asset/portfolio manager is trying to move away from US assets. It's frankly "unnerving" having too much exposure when all that has to happen is a wave of the pen of one person, can swing your portfolio too greatly in one direction or another. As a risk manager, how to you price that? Simple answer: you can't.
We are seeing the repercussions of that in real time the last week. My fear, it's in the early innings unfortunately.
@Danstringer74 @perthknuckleboo @tslaqpodcast @CordovaTrades @MotherCabriniNY @Sorenthek @coloradotravis @eewspeedy @AlexanderSzews @leadlagreport @SamanthaLaDuc Yes to all of the above and then some.
Regional banks = screwed
Real estate = screwed
Biotech = screwed
VC = screwed
Pensions = screwed
Jobs = screwed
and so forth.
This 👇 chart is the basis for my #DeflationCometh thesis. I hope I'm wrong. Positions loosely held.
Abrupt deceleration is core CPI after March is highly unusual. It's even more noteworthy given the context of rising unemployment and more visible widespread weakness all around the rest of the economy.
This isn't looking like just benign disinflation.
@Sorenthek @MotherCabriniNY @perthknuckleboo $uup now exceeds (by a noticeable amount) its covid and post-covid 2022 peaks.
long milkshakes, short Ty's imo. #DeflationCometh™️
@sorenthek second screenshot
ht @DereckCoatney @tslaqpodcast @CordovaTrades @eewspeedy @jimduey @AlexanderSzews @coloradotravis
Two things:
#DeflationCometh
and
Wen regional bank failures? $kre
ht @DereckCoatney @perthknuckleboo @tslaqpodcast @MotherCabriniNY @Sorenthek @CordovaTrades @eewspeedy @coloradotravis @AlexanderSzews @jimduey
/1
Dollar up ✅ $dxy $uup
Ty yield up ✅ $tyx $tnx $fvx $irx $tlt
Euro down ✅ $eurusd
gold down ✅ $gld
U.S. WTI CRUDE PRICES EXTEND LOSSES, DOWN $2 TO $83.39/BBL
@Sorenthek @functionchecked @oriental_ghost @KingKong9888 agree (of course) but the basis for my #DeflationCometh™️ thesis is more TA and carry-trade unwind (leading to $dxy 📈) rooted vs. geopolitical. but when a thesis works it works for multiple reasons so...
🤷♂️👊
It's time for a #KingDollar tweet.
Sorry everyone, $gld 📉 and #DeflationCometh™️
$dxy $uup
@Celiwaves @derecks_trades @perthknuckleboo @tslaqpodcast @CordovaTrades @MotherCabriniNY @Sorenthek @eewspeedy @jimduey @AlexanderSzews @coloradotravis
$eurusd is working on a death cross at weekly scale...
#DollarPops™️
@perthknuckleboo @AlexanderSzews @CordovaTrades @coloradotravis
Dealers are hoarding Ty’s so they are unavailable as collateral for MMF repo — participants being forced to use MBS as collateral. Will end badly.
#DeflationCometh
@MotherCabriniNY @bbm010
UST GCF repo volume declined sharply while MBS volume surged. Tbill 4w prices skyrocketed. Dealers weren't lending out bills. Why? That is the question and it has nothing to do w/the Fed.
https://t.co/jv6ixQxvU2
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