Nader Naeimi

[Nader Naeimi @NaderNaeimi]

@business There was absolutely nothing in Xi Jinping’s speech to suggest that

[David Rosenberg @EconguyRosie]

I was wondering why the stock and bond markets were taking the CPI data in stride, until I saw that ex-new cars, food and airlines, the other 82% of the index actually saw prices virtually flatten on the month. Fade the "broadening out" story.

#RosenbergResearch

[Nader Naeimi @NaderNaeimi]

@dlacalle_IA Does not account for fiscal-monetary coordination or MMT. The paper has more more relevance for EM than DM.

[Nader Naeimi @NaderNaeimi]

First the inflation print surprises to the upside tariff pass through making a solid contribution) and then US announces to delay further tariffs until mid December!!!!!). Cracks are appearing!

[Nader Naeimi @NaderNaeimi]

@DavidPain86 Hey Dave, looks like that set up was the precise point to go short SPX!

[Nader Naeimi @NaderNaeimi]

Bull trap ahead?? Blow off into G20 in late June followed by reality check as Q2 earnings season gets underway?

[Nader Naeimi @NaderNaeimi]

@xmbigscam DMKT AU ETF

[Nader Naeimi @NaderNaeimi]

The liquidity party is on, but guess who is not attending?? Banks and financials! Only sectors in red both in Europe and US.. not a good omen! But maybe we don't need the banks anymore, now that we have plenty of shadow banking and CLOs?

[Nader Naeimi @NaderNaeimi]

@SamSicilia Magic wand is not an insult, it's a skill . It worked in 2011/12. But it didn't last.

[Nader Naeimi @NaderNaeimi]

Draghi waves his magic wand again. More rate cuts??????? Time to short EU banks and look for a Safe to hide your cash! Going for gold!

[Nader Naeimi @NaderNaeimi]

@SamSicilia You probably need to read before you reply. I was not "ridiculing" CBs. As investors/traders we need to play the hand we are given! Draghi can go to -10% .. who knows we might get some inflation then!

[Nader Naeimi @NaderNaeimi]

@KunurOmkar Maybe a short term blow off .... but judgement day is when Q2 earnings results start to flow in

[Nader Naeimi @NaderNaeimi]

G20 is shaping up to be an exciting one!! Race to the bottom!

[Donald J. Trump @realDonaldTrump]

European Markets rose on comments (unfair to U.S.) made today by Mario D!

[Financial Times @FT]

Old economists can teach us new tricks https://t.co/dEfrQGdm7r

[Nader Naeimi @NaderNaeimi]

"The Paradox Of Active Management " https://t.co/WZPj02juBM by @NaderNaeimi on @LinkedIn

[Nader Naeimi @NaderNaeimi]

We Are Close to a Peak in U.S. Dollar, Says AMP Capital's Naeimi https://t.co/BOmUyP03Ax

[ASX 🏛 The heart of Australia's financial markets @ASX]

Webinar: Global investing - anywhere, anytime. Nader Naeimi, Head of Dynamic Markets at @AMPCapital will share the macro themes that are influencing his investment decisions right now. 18 April 12pm Sydney time. Register: https://t.co/kQL5G4SNCM

[Nader Naeimi @NaderNaeimi]

@racernic You may want to look at the relativities.

[Nader Naeimi @NaderNaeimi]

"From Content to Context" https://t.co/nVHEa8oFLI by @NaderNaeimi on @LinkedIn

[Nader Naeimi @NaderNaeimi]

@amitgoel1973 Thank you Amit. Hope markets are treating you well.