Danny Ahmed (@dahmed23) 's Twitter Profile
Danny Ahmed

@dahmed23

All things markets, macro, and geopolitics | CFA | Risk Manager | #bitcoin | dannyahmed.eth | Views are mine | RT's != endorsements

ID: 618371051

linkhttps://www.threads.net/@dahmed26 calendar_today25-06-2012 19:34:40

5,5K Tweet

425 Followers

1,1K Following

David Rosenberg (@econguyrosie) 's Twitter Profile Photo

As everyone marvels at the performance of the U.S. stock market, just remember that in CAD, Aussie Dollar and Yen terms, the S&P 500 is barely up more than 1% for the year; flat against the Kiwi and Sterling; and down 3% in peso terms, down 5% in euro terms and down 6% in Swedish

Jim Bianco (@biancoresearch) 's Twitter Profile Photo

The Dollar Index is getting crushed, and Trump thinks it is a good thing, and probably wants to go lower. --- This chart shows all moves in the Dollar Index (DXY) from January 1st to July 31st, dating back to 1973 (multiple gray lines). The best (green), worst (red), and 2025

The Dollar Index is getting crushed, and Trump thinks it is a good thing, and probably wants to go lower.
---
This chart shows all moves in the Dollar Index (DXY) from January 1st to July 31st, dating back to 1973 (multiple gray lines). The best (green), worst (red), and 2025
Morning Brew ☕️ (@morningbrew) 's Twitter Profile Photo

Despite a record $28 billion in tariff revenue last month, the US deficit still rose 10% That June surplus was nice while it lasted

Despite a record $28 billion in tariff revenue last month, the US deficit still rose 10% 

That June surplus was nice while it lasted
Capital Flows (@globalflows) 's Twitter Profile Photo

Everyone has become a Fed watcher, but no one understands HOW the flows of capital are happening As we move into Jackson Hole this week, we are very likely to see a shift in monetary policy, but the key will be understanding HOW this is transmitted into markets 🧵👇

Everyone has become a Fed watcher, but no one understands HOW the flows of capital are happening

As we move into Jackson Hole this week, we are very likely to see a shift in monetary policy, but the key will be understanding HOW this is transmitted into markets

🧵👇
Atlanta Fed (@atlantafed) 's Twitter Profile Photo

On August 19, the #GDPNow model nowcast of real GDP growth in Q3 2025 is 2.3%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: bit.ly/2TPeYLT.

On August 19, the #GDPNow model nowcast of real GDP growth in Q3 2025 is 2.3%: bit.ly/32EYojR. #ATLFedResearch 

Download our EconomyNow app or go to our website for the latest GDPNow nowcast: bit.ly/2TPeYLT.
Mark Zandi (@markzandi) 's Twitter Profile Photo

State-level data makes it clear why the U.S. economy is on the edge of recession. Based on my assessment of various data, states making up nearly a third of U.S. GDP are either in or at high risk of recession, another third are just holding steady, and the remaining third are

State-level data makes it clear why the U.S. economy is on the edge of recession. Based on my assessment of various data, states making up nearly a third of U.S. GDP are either in or at high risk of recession, another third are just holding steady, and the remaining third are
New York Fed (@newyorkfed) 's Twitter Profile Photo

Hedge funds often augment their investment positions using leverage. The leverage sources can be divided into three categories: prime brokerage, repo, and other secured borrowing. Prime brokerage and repo borrowing have increased rapidly over the past few years, as shown in this

Hedge funds often augment their investment positions using leverage. The leverage sources can be divided into three categories: prime brokerage, repo, and other secured borrowing. Prime brokerage and repo borrowing have increased rapidly over the past few years, as shown in this
Balaji (@balajis) 's Twitter Profile Photo

Too many are interested in “tech” (by which they mean money) but they aren’t interested in tech (by which I mean math).

Citrini (@citrini7) 's Twitter Profile Photo

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

Morgan Stanley (@morganstanley) 's Twitter Profile Photo

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.