Blake Heimann (@blakecheimann) 's Twitter Profile
Blake Heimann

@blakecheimann

Senior Associate, Quant Research @WisdomTreeEU
📈Equities. 🪙Crypto. 🤖AI.
Disclaimer: wisdomtree.eu/social

ID: 1517180099686248449

linkhttps://www.wisdomtree.com/ calendar_today21-04-2022 16:35:12

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Blake Heimann (@blakecheimann) 's Twitter Profile Photo

10Y-2Y Treasury spread now roughly -0.85 on a higher than expected CPI print today. Market YTD performance may have been contrary, but today's intraday selling is more in line with what history has shown for yield curve inversions #dontfightthefed

10Y-2Y Treasury spread now roughly -0.85 on a higher than expected CPI print today. Market YTD performance may have been contrary, but today's intraday selling is more in line with what history has shown for yield curve inversions #dontfightthefed
Jeremy Schwartz (@jeremydschwartz) 's Twitter Profile Photo

We've had 4 months in a row of negative core CPI prints if one factors in more current housing data. Last 4m average Core CPI: +0.3% Last 4m Core CPI w/ Current Housing Data: -0.2% Inflation Rollin Negative....

We've had 4 months in a row of negative core CPI prints if one factors in more current housing data.

Last 4m average Core CPI: +0.3% 
Last 4m Core CPI w/ Current Housing Data: -0.2%

Inflation Rollin Negative....
Blake Heimann (@blakecheimann) 's Twitter Profile Photo

Bob Kennedy may not be able to move into that 2BR apt yet but at least his energy bills are going back down #inflation wsj.com/articles/us-in…

Bob Kennedy may not be able to move into that 2BR apt yet but at least his energy bills are going back down #inflation wsj.com/articles/us-in…
Rowan Cheung (@rowancheung) 's Twitter Profile Photo

This new study suggests LLMs can now perform theory of mind tasks (ability to understand what others think and believe) as well as 9-year-old children. Theory of mind was once thought to be a unique human attribute, as well as a few animals.

This new study suggests LLMs can now perform theory of mind tasks (ability to understand what others think and believe) as well as 9-year-old children.

Theory of mind was once thought to be a unique human attribute, as well as a few animals.
David Ingles (@davidinglestv) 's Twitter Profile Photo

The reopening momentum will likely last a few more months in China. Instant take from Zhang Zhiwei, President & Chief Economist at Pinpoint Asset. He was there when these blowout numbers broke.

Blake Heimann (@blakecheimann) 's Twitter Profile Photo

Great example of how generative ai can enhance photo editing - quickly takes the abstract to tangible 💯 linkedin.com/posts/nikitafa…

Blake Heimann (@blakecheimann) 's Twitter Profile Photo

Sharing a few interesting stories from past few days for your weekend eyes on markets 👀 Bitcoin decoupling from stocks- notable shift from what we have seen recently cnbc.com/2025/04/22/cry… Return of the bond vigilantes - bond markets push back on tariffs:

Blake Heimann (@blakecheimann) 's Twitter Profile Photo

Sunday Reading📖: Software multiple compression - cloud update: cloudedjudgement.substack.com/p/clouded-judg… What big tech is saying about tariffs: barrons.com/articles/trump… Bessent wants yields down - US Treasury's tools for the yield curve if the fed is slow to act: barrons.com/articles/besse… Hedge fund

Blake Heimann (@blakecheimann) 's Twitter Profile Photo

Weekend thoughts on the markets 5/18/25 📈: Markets started the week on a positive note after the U.S. temporarily paused tariffs on China, lifting sentiment and equity markets. May CPI data showed a continued slowdown in inflation, easing concerns that tariffs would immediately

Andreas Steno Larsen (@andreassteno) 's Twitter Profile Photo

This is a big test of the narrative in Bitcoin If it breaks higher on fiscal woes and higher long bond yields, it is a BIG litmus test passed here Let's see