McMacro

@petermcteague

Re-shaped by my own || Consultant || Boston Sports Fan || Never Trumper || RT≠agree

Vrijeme pridruživanja: ožujak 2009.

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  1. prije 5 sati

    Works for me; great contract he has (once past injuries) What you think

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  2. prije 8 sati

    "Make Milwaukee Great Again" make the hats Iowa works for Mayor Mike, knee-caps Bernie, and of course helps Trump.

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  3. 2. velj
    Tweet je nedostupan.
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  4. 2. velj
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  5. proslijedio/la je Tweet

    Donald Trump knows I can beat him — and the fear of that keeps him up tweeting about me late into the night.

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  6. proslijedio/la je Tweet

    Michael Bloomberg just released a tax plan calling for $5 trillion in increases on high earners and corporations, more than Joe Biden has proposed but less than Bernie Sanders or Elizabeth Warren.

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  7. proslijedio/la je Tweet
    31. sij

    1/2 I just ran into Mike Pence at the Drake Diner in Des Moines. I confronted him about his damaging health care cuts because for me it's not about politics, it's about saving lives.

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  8. proslijedio/la je Tweet
    31. sij

    If anyone was wondering what a decoupling of the U.S. and Chinese economies looks like, we're kind of getting a natural experiment.

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  9. 31. sij
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  10. 31. sij

    * $ value of Negative Yielding debt * up more than $2trln past 2wks thru yesterday (ie and up more today).... impact global rates, pushes MBS duration shortening machine, net positive for USA vs rest of world, flattens curves, and good for Gold...

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  11. 31. sij

    Warren Blasts Fed Nominee Judy Shelton for ‘Radical Statements’

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  12. 31. sij
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  13. 30. sij

    I'm shocked *CDC CONFIRMS FIRST PERSON-TO-PERSON U.S. CORONAVIRUS INFECTION

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  14. 30. sij

    *KUDLOW: `NO MATERIAL IMPACT' SEEN ON U.S. DUE TO CORONAVIRUS He will be the last to know or say

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  15. proslijedio/la je Tweet

    Microsoft Revenue (Billions)... 2019: 134 2018: 118 2017: 102 2016: 95 2015: 88 2014: 93 2013: 83 2012: 73 2011: 72 2010: 67 2009: 59 2008: 62 2007: 58 2006: 46 2005: 41 2004: 38 2003: 34 2002: 31 2001: 27 2000: 24 1999: 22 1998: 18 1997: 14 1996: 9 1995: 7 1994: 5

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  16. proslijedio/la je Tweet
    29. sij

    Bonds are always right

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    29. sij

    This is intriguing because Nancy Pelosi announced the impeachment inquiry the day after this call

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  18. 29. sij

    (12) which brings to Gold XAU$ near-term 1545/1595, but eventually resolves higher towards 1700 this year -- rates, easing, negative rate dynamics, maybe a weak USD, and any other excuse to throw into the mix. /end/

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  19. 29. sij

    (11) ... which obviously reflected in EURUSD 1y vol at dead ball lows.. Seemingly between Fed/framework/election & growth risk shifts, shows a wiggle of life by mid-year. Maybe not as central bank easing is likely to persist (BOE, BOC, RBA on table), Fed lurking, PBOC for sure

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  20. 29. sij

    (10) decided to scrape the FX barrel for #10. FX vol has been dead/ranges ever smaller. Here is annual range of DXY$ back through end of last year Brutal

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