David Zervos

Early = Late = Wrong!! Chief Market Strategist, Jefferies -

[David Zervos @jefmacrostrat]

It’s funding rates….

[Jon Brooks @jonbrooks]

Everyone keeps saying America has a “housing shortage.”

It doesn’t.

Divide total homes by population and you get this:

We’ve never had more housing per person than we do right now.

The problem isn’t supply.
It’s prices.

[David Zervos @jefmacrostrat]

One of the best X posts so far in 2026!!

[Dividendology @dividendology]

This is funny.

What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special?

Well... your average return after one year would be 40%, with a 100% success rate.

[CNBC's Fast Money @CNBCFastMoney]

"What I have a little worry about is labor..."

@Jefferies Chief Market Strategist David Zervos (@jefmacrostrat) says he hopes the Fed takes notice of main street's worries about AI taking jobs

He shares his full thoughts on Monday's rally and the state of the economy https://t.co/rGtlQS7LXX

[New York Post @nypost]

NYC mayoral election results live map: See if Zohran Mamdani or Andrew Cuomo is winning https://t.co/GUy4ysnQlj

[CNBCOvertime @CNBCOvertime]

Story around Trump firing Powell threat was 'lack of market reaction', says @Jefferies’ David Zervos @jefmacrostrat https://t.co/apYxCeHAVo

[CNBC's Fast Money @CNBCFastMoney]

"What we're seeing today is that the market is really not overly committed to risk globally," @jefmacrostrat of @Jefferies says on the escalating attacks between Israel and Iran and the risks they pose to the market.

https://t.co/8BY1Q7Hv4q

[Tony Tassell @TonyTassell]

Investing naysayers have let gloom override judgment under Donald Trump - FT column by @jefmacrostrat chief market strategist at Jefferies https://t.co/eOrPX86ATy

[Money Movers @moneymoverscnbc]

"I think we're going into a period where we're going to get more cooperative trading arrangements that are better balanced for everybody."

@Jefferies Chief Market Strategist @jefmacrostrat discusses the U.S. and China reaching a 90-day tariff pause:
https://t.co/AbR3z8Qf8l

[CNBC's Fast Money @CNBCFastMoney]

"There's a silver lining under all of this... we have a real chance of getting a more cooperative, fair, equal trading outcome," says @jefmacrostrat of @jefferies on Trump's tariffs. Back on March 4th, he called the tariff discussion "minutia".

https://t.co/wijuuq6l1E

[CNBCOvertime @CNBCOvertime]

Watch BD8 Capital’s @barbara_doran1, @Jefferies’ @jefmacrostrat, and CNBC’s @steveliesman react to the Fed decision and market action https://t.co/0R1iNIjwAj

[CNBCOvertime @CNBCOvertime]

@rbccm's Lori Calvasina and Jefferies' @jefmacrostrat talk the markets reaction after the Fed signaled fewer rate cuts for 2025 https://t.co/BOO39fcuA1

[CNBCOvertime @CNBCOvertime]

Don't miss our lineup of market experts to break down the Fed's decision and the impact on your money.

@jefmacrostrat @DanielTNiles @rbccm @NuveenInv

[CNBCOvertime @CNBCOvertime]

Unlimited's @BobEUnlimited and Jefferies chief market strategist @jefmacrostrat break down today's market action and what the jobs report means for the Fed
https://t.co/UlGDYy9gyn

[CNBC Events @cnbcevents]

NEXT WEEK: @barbara_doran1 and @jefmacrostrat join the virtual FA Summit to discuss rates, the likelihood of easing in 2025 and what it could mean for a labor market that may be softening. Don't miss it - get your ticket NOW. #CNBCFA

JOIN US: https://t.co/rW3UVKqZSS

[Morning Call @CNBCMorningCall]

"Pulling resources back to the private sector gives a better return on investment,” says @jefmacrostrat to @FrankCNBC

[CNBCOvertime @CNBCOvertime]

Jefferies chief market strategist @jefmacrostrat reacts to the Fed's rate cut and Powell's remarks at the press conference.

[Money Movers @moneymoverscnbc]

"My personal view is we're going to continue to see some good news on inflation."

@Jefferies Chief Market Strategist @jefmacrostrat sets the stage for the Fed's next interest rate decision looming right after Election Day:

[CNBCOvertime @CNBCOvertime]

Jefferies chief market strategist David Zervos @jefmacrostrat weighs in on the trade on gold as it hits a record high today.

[CNBCOvertime @CNBCOvertime]

Jefferies chief market strategist @jefmacrostrat reacts to the August jobs report and latest Fed commentary.

[CNBCOvertime @CNBCOvertime]

"Normalizing, I think that was the word that described this [Fed] press conference," says @jefmacrostrat. "September's definitely on the table, the data's going to determine it.'

#ratecuts #Fed @MorganLBrennan