Carla Mozée

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Carla Mozée

Carla Mozée

@MWMozee

Assistant Markets Editor @IBDinvestors. Previous: Seeking Alpha, Business Insider, MarketWatch + more. Travel and #EXO stan. UC Berkeley + Emerson College grad.

Katılım Ekim 2012
1.7K Takip Edilen4.7K Takipçiler
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
The most notable price action in US markets today is that US government yields have finally responded to the fall in oil prices, falling 9 basis points. As is often the case, it’s not easy to explain why now and not before given so many days of oil price declines. I suspect that two notable levels today had something to do with it: not only did oil fall back to end-of-February levels, but WTI also dipped below $70 intra-session. (Bloomberg data below.) #economy #markets #bonds
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
The SpaceX IPO will go down in history for an eye-popping combination of reasons—from scale, valuation, and fees to investor allocation, price discovery, key-person risk, and fast-tracked index inclusion. It also triggers an unprecedented wave of wealth creation, all while currently securing an impressive 26% pop in its first trading session and pulling up the rest of the market with it. (And, no, I did not participate in the IPO.) #economy #markets @SpaceX #investing #investors #spacexipo
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Nick Timiraos
Nick Timiraos@NickTimiraos·
May CPI estimates: Another hot headline print due to the war, but a milder core
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Charlie Bilello
Charlie Bilello@charliebilello·
S&P 500 is up 9 days in a row and 9 weeks in a row. One of the strongest, most unrelenting rallies in history.
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Naeem Aslam
Naeem Aslam@NaeemAslam23·
🚨 🇺🇸🇮🇷 WASHINGTON TEHRAN DEAL TALK JUST HIT THE OIL MARKET FAST Talks to finalize a U.S.-Iran agreement are advancing quickly, with a possible announcement within hours if Pakistan’s army chief skips a planned Iran trip. The deal path covers ending conflict, reopening Hormuz, sanctions relief, frozen funds and limits on Iran’s nuclear program. The key clue is mediation speed. Pakistan’s role shows this is no longer just headline noise; it is active crisis management. Oil traders should watch confirmation. A deal cools Brent, gold and tanker stress. Failed talks keep crude risk, defense demand and safe-haven flows elevated.
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Robin Brooks
Robin Brooks@robin_j_brooks·
There's a weird tendency in markets to downplay unexpected shocks when they happen. That's because people don't like to look like they didn't see it coming, so they downplay unexpected shocks and their impact. What's happening now is absolutely massive... robinjbrooks.substack.com/p/a-massive-sh…
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
On deck … or not:
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
As illustrated in these Bloomberg charts, the Japanese Yen has been weakening toward year-to-date levels despite rising government bond yields and a narrowing spread with the US. Look for the government to step up its “oral intervention,” fueled by several economic concerns.
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Carla Mozée
Carla Mozée@MWMozee·
$DJIA Dow on track to close above 47,000 for first time. Move marks 28 days since last 1,000-point milestone, per Dow Jones Market Data. Day's top performers so far: $MMM up nearly 6%, $CRM, $KO
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now. The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so: Gold is surging on the same day that US stock indices have over 1%. This simultaneous climb in both a classic safe haven and risk assets is a powerful illustration that the drivers of the current gold rally are different from historical patterns. (For a deeper dive into this, please see my conversation on CNBC from early this morning--linked posted earlier.) #economy #markets #gold
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Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
Years after a 20% gain tend to see a big end of year push higher.
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Variety
Variety@Variety·
D’Angelo, a legendary R&B singer who helped pioneer neo-soul, has died. He was 51. His family wrote in a statement: “The shining star of our family has dimmed his light for us in this life…After a prolonged and courageous battle with cancer, we are heartbroken to announce that Michael D’Angelo Archer, known to his fans around the world as D’Angelo, has been called home, departing this life today, October 14th, 2025. We are saddened that he can only leave dear memories with his family, but we are eternally grateful for the legacy of extraordinarily moving music he leaves behind. We ask that you respect our privacy during this difficult time but invite you all join us in mourning his passing while also celebrating the gift of song that he has left for the world.” variety.com/2025/music/new…
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