Brian Scheid

Mostly not here anymore, but you can find me at the other place: @brianscheid.bsky.social

@DerekESullivan I think we need some Dillingham minutes first

DiVincenzo is the Timberwolves future PG next to Ant. He just needs to slow down a little. He goes too fast sometimes and turns the ball over. I do love the guy and his future in Minnesota.

Layoffs surge in white collar jobs. Is AI to blame? "If those trends stick in the coming months... that could be evidence in support of the theory that the economy is fundamentally changing due to new technologies," says @juliaonjobs spglobal.com/marketintellig…

Fading rate cut expectations push US dollar even higher "If the jobs market remains relatively robust and the Fed cuts rates less than expected, US dollar strength would almost certainly be extended" says Jane Foley w/ @Rabobank spglobal.com/marketintellig…

Short interest in materials sector rises to highest level since February 2020 spglobal.com/marketintellig…

After a month of buying, institutional investors back to selling stocks "Institutions are adopting a more defensive position as we enter the final quarter of 2024" said Thomas McNamara, a director for Issuer Solutions w/ @SPGMarketIntel spglobal.com/marketintellig…

"When coming out of a high inflation environment, there's always a concern — be it from investors, consumers or the Fed — that we'll face periods of reflation as monetary policy eases." Thank you @BrianJScheid at @SPGMarketIntel! Full story 👇 spglobal.com/marketintellig…

Mortgage rates are tumbling, but the US housing market is expected to be hindered by a lack of supply "And you can't buy what's not for sale," says Sam Williamson w/ @FirstAm spglobal.com/marketintellig…

US companies have slowed hiring and workers aren't quitting, a labor market trend that may not ease until interest rate cuts take root "This is a really tough job market for job seekers," says @EconBerger spglobal.com/marketintellig… w/ @DanielBZhao

Fed officials now see long term rates at 2.9%, the highest in 6 years. What's the risk of a new neutral? The Fed "could be moving policy to an inappropriate target and creating a policy error" says @MJORourkeJr spglobal.com/marketintellig… #FOMC r*

@SJD10304 @CUBuffsFootball Insane!!!!

This @CUBuffsFootball game is insane.

@EffMktHype (Dolly’s was better)

The common answer is Buckley's Hallelujah but the correct answer that no one gives is Whitney's cover of I Will Always Love You

Stock rally? "The Fed is clearly looking to minimize the left tail risk of a deteriorating labor market, essentially putting a cap on the unemployment rate," @sonusvarghese "That is likely to be positive for the economy and markets over the next year." spglobal.com/marketintellig…

"Was the 50 bps necessary? Maybe not, but it's warranted," said @KathyJones. "I think Powell saying the labor market is 'still solid' can be justified by the level of unemployment — but not by the trend in unemployment." spglobal.com/marketintellig…

From sellers to buyers: Institutional investors boost exposure to stocks ahead of Fed cuts "With a longer investment horizon and the potential for multiple rate cuts starting in September, they might be positioning for a longer-term market upswing" spglobal.com/marketintellig… FOMC

"Powell will likely lean on the [projections'] dot plot and macro projections to tell the main story: This is an FOMC that has turned the corner." @macroderek's thoughts ahead of this week's meeting. @BrianJScheid @SPGlobalPMI spglobal.com/marketintellig…

What movie sequel is batshit insane compared to the original?

My thoughts on what it would take to drive the market to price in MORE #Fed easing from here 👇 Thanks @BrianJScheid! spglobal.com/marketintellig…

"The dollar will remain under broad, downside pressure until we get top-line data that confirms the US labor market is adjusting smoothly," said Elias Haddad w/ @bbh spglobal.com/marketintellig… #USDJPY

Data Dispatch: Institutional investors dumped NVIDIA stock as it hit record high in Q2 2024 | S&P Global Market Intelligence spglobal.com/marketintellig…