Peter Tchir (@tfmkts) 's Twitter Profile
Peter Tchir

@tfmkts

Opinions are my own, re-tweets are not an endorsement. Focused on Macro, Geopolitics and Fixed Income

ID: 400066174

calendar_today28-10-2011 13:12:47

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Howard Lutnick (@howardlutnick) 's Twitter Profile Photo

Congress set aside $42.45 billion for rural broadband in November 2021. More than three years later, not a single person has been connected to the internet under the BEAD program. Look at Alaska: Washington approved a $33 million grant (plus a required $11 million match) to run

George Goncalves (@bondstrategist) 's Twitter Profile Photo

As seen in our infographic of the month, Fiscal policy and government spending was crucial in supporting the economy post-pandemic—various forms of direct household and businesses stimulus helped growth rebound faster. However government support also stayed on longer than in

As seen in our infographic of the month, Fiscal policy and government spending was crucial in supporting the economy post-pandemic—various forms of direct household and businesses stimulus helped growth rebound faster. However government support also stayed on longer than in
Markets & Mayhem (@mayhem4markets) 's Twitter Profile Photo

I dare say this is quite bullish for energy stocks and ETFs like $XLE and $XOP. The entire space is dramatically underowned here.

I dare say this is quite bullish for energy stocks and ETFs like $XLE and $XOP. The entire space is dramatically underowned here.
zerohedge (@zerohedge) 's Twitter Profile Photo

Long before Israel launched its attacks against Iran on Friday, agents from Mossad smuggled explosive drones and other guided weapons into Iran. As the attack got under way, Mossad assets on the ground used the drones and other weapons to attack Iran’s air-defense system and

Nate Geraci (@nategeraci) 's Twitter Profile Photo

The sheer speed at which artificial intelligence & crypto are evolving & progressing is absolutely staggering… Think people severely underestimating timing & societal/economic impact of both. And there’s obviously significant crossover b/w the two.

Nick Timiraos (@nicktimiraos) 's Twitter Profile Photo

Is the Fed losing the plot with its dots? Consider: at the June 2024 meeting, the median projection moved from three 25 bps cuts to one cut. The Fed then delivered 4 cuts worth of easing beginning in September. Yet here we are one year later, parsing the dots.

Colby Smith (@colbylsmith) 's Twitter Profile Photo

Nothing about Powell's message so far today suggests the Fed is preparing to imminently lower interest rates. He continues to convey that policy is in a good place. As long as the economy is solid, "we feel like the right thing to do is to be where we are"