Jerome Powell Intern

All the cuties love QE

[Jerome Powell Intern @jackbridge00]

@Geo_papic @donnelly_brent

[Jerome Powell Intern @jackbridge00]

@KrinkCousins 5 likes = song reveal?

[Jerome Powell Intern @jackbridge00]

@modestproposal1 @fabknowledge FAST calls… Always worth it.

[Jerome Powell Intern @jackbridge00]

@Rzangs8 @KrinkCousins L + ratio + pidgeon

[Jerome Powell Intern @jackbridge00]

@EvolvingWild The Wild game that produced 2nd and 3rd highest xGF skaters over the last 15 years… 4-3 OT win against the Hawks, Ryan Suter 1G 2A.

https://t.co/j2Nx0rzIXV

[Jerome Powell Intern @jackbridge00]

@ncierzan @MyNBC5 Longside kick by a million

[Jerome Powell Intern @jackbridge00]

@Markzandi Mark, I agree that we will be closer to old environment after this all washes out, but I am concerned why… is there a decent chance we have to “shift down” the line to retrack, or can wage growth slow without employment growth? AKA red line or green (is wage growth transitory?)

[Jerome Powell Intern @jackbridge00]

@MacroAlf Is this chart the derivative of public & private loan growth?

[Jerome Powell Intern @jackbridge00]

@jessefelder @SoberLook 2y yield is a rough proxy for Fed policy expectations. Technically, the 2y10y inversion is not a recession predictor - it’s a Fed predictor.

Under noninflationary conditions the Fed can cut rates to buoy eco/labor weakness. Inflation may distort the 2y10y reading this time.

[Jerome Powell Intern @jackbridge00]

@RealTime_Econ Ryan have you looked at a recent tool created by the NY Fed called “Corporate Bond Market Distress Index”?

https://t.co/LimGSbbWEH

Readings show a rise in IG bond “stress” moreso than in HY, even as both spreads have tightened since mid-June. What is driving this contradiction?

[Jerome Powell Intern @jackbridge00]

@RealTime_Econ Would this imply that wage-driven inflation compents will remain until quits come down?

[Jerome Powell Intern @jackbridge00]

@willemijn_arjen @GregDaco @SoberLook Seasonally Adjusted Initial Jobless = 256k, the above chart shows NSA

[Jerome Powell Intern @jackbridge00]

@ncierzan @cvuhsredhawks @USABaseball @MyNBC5 This shot goes so hard

[Jerome Powell Intern @jackbridge00]

@MacroAlf Much appreciated!

[Jerome Powell Intern @jackbridge00]

@Sg423Sg @art_scientific @Sailorbt @vdmandele @MacroAlf Yah agreed definitely noisy, smoothing it out helps. I think evaluating +, -, or ~0 for Acceleration is usually enough info… Works on Macro indicators!

[Jerome Powell Intern @jackbridge00]

@MichaelKantro @NAHBhome hat method do you use to assign lead times? Just visual? Comparing regressions with lead/lag? Working on series of custom Macro indicators and struggling with this part