
@aahan_prometheus
7.9K posts

@aahan_prometheus
@AahanPrometheus
Founder @prometheusmacro
Katılım Aralık 2024
639 Takip Edilen5.8K Takipçiler
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Alright, let’s do this twitter thing.
1/ I started @prometheusmacro in 2020 as a free blog to develop and share my ideas on macro and investing. Fast forward to today and Prometheus is a fast growing macro research firm servicing some of the biggest institutions in the world…
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@nickgiva1 Trying so hard not to bring back “bonds are the worst”, but then they do stuff like this……
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Now y'all listen
smh
@aahan_prometheus@AahanPrometheus
CPI is going over 4% and ya’ll are talking about buying bonds?
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@SokolGeoff I want to so bad, but trying hard not to jump on it too quick
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@AahanPrometheus It’s not, lol
But point taken
Still, may have to bring back the trademark: bonds are the worst
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It’s like 7% now
@aahan_prometheus@AahanPrometheus
CPI is going over 4% and ya’ll are talking about buying bonds?
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@aahan_prometheus retweetledi
@aahan_prometheus retweetledi

New at THE OVERSHOOT:
The Fed is Misreading the Inflation Risks
theovershoot.co/p/the-fed-is-m…
Inflation was getting worse *before the war* across a broad range of categories. Yet Fed officials are still blaming "one-time things".




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@aahan_prometheus retweetledi

@M_C_Klein Great chart. I have been making the same point, everything bottomed when they cut in September 2024.

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@BobEUnlimited The reported numbers should see the effect fairly strongly.
It should flow through quite strongly via IP -> GDP numbers. The IP weighting is nominal, so the energy spike will pass through to the activity, which will go into the GDP numbers.
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The most direct way rising oil prices can create a positive economic impulse is through either rising hiring or capex. Despite the surge in profitability after the 2022 shock global capex only rose 0.1% of GDP, making it a pretty minimal growth support.
bloomberg.com/news/articles/…

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@aahan_prometheus retweetledi

Airing as fast as humanly possible
Rory is very, very concerned
Subscribe so you don't miss
Apple shorturl.at/fMiLW
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Rory Johnston@Rory_Johnston
Just recorded a lengthy podcast with @JackFarley96, which will be up later today and through which I slipped deeper and deeper into existential despair about the current situation in the Gulf. Don't miss it, share my pain.
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@AahanPrometheus Hi, It is great. Can you give a brief? How did you construct this indicator.
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