Sabitlenmiล Tweet
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ
33K posts
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ
@pineconemacro
Nerd at Pinecone Macro Research
Fox Island, WA Katฤฑlฤฑm Ekim 2016
99 Takip Edilen27.3K Takipรงiler
GIF
TravelGov@TravelGov
Middle East: Americans currently in the Middle East should exercise caution and heightened vigilance and should be prepared for flight cancellations, periodic airspace closures, and potential travel disruptions. Some airlines in the region have postponed resumption of earlier flight schedules; others have cancelled some routes. Americans in the region should consider departing, or be prepared to depart should there be escalation. Americans outside the Middle East should seriously reconsider travel to and through the region. Those who do travel to or from the region should monitor information about airport and airline operations. U.S. diplomatic facilities, including outside the Middle East, have been targeted. Iran and groups supportive of Iran may target other U.S. interests overseas or at locations associated with the United States and Americans throughout the world, including U.S. businesses and other institutions. Read the latest country-specific alerts at: travel.state.gov/en/internationโฆ
ZXX
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ retweetledi
AI is macro. We have to deal with the impact of capex financing on inflation and the UST curve way before we get to find out whether or not a productivity miracle is upon us. More at 7.30pm EST Saturday via blindsquirrelmacro.com
English
@Bret16607643 Yields flat to down - up 5bps at most IMO
English
@pineconemacro What do you think would have happened to duration if the Fed had raised?
English
A slightly warmer ECI has duration raising rates today
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ@pineconemacro
What does duration do if we get a hot inflation print now that duration is in charge of inflation fighting?
English
The craziest thing about Aschenbrenner has to be when I realized this bro was in 1st grade when Lehman failed and not even alive on 9/11
English
Who will call and ask Trump not to bomb Iran this weekend?
English
โAimed at getting Tehran to surrenderโ
GIF
Clash Report@clashreport
BIG: Trump has ordered a fresh attack on Iran aimed at getting Tehran to surrender, which could begin as soon as this weekend and would last a few days. He plans to resume heavy military strikes to force the regime to come to the negotiating table. Source: WSJ
English
Which is the same as preparing to sacrifice regional energy infrastructure
*Walter Bloomberg@DeItaone
U.S. AND ISRAEL ARE PREPARING TO BOMBARD ENERGY-RELATED TARGETS IN IRAN AS SOON AS THIS WEEKEND - CBS NEWS
English
Anyone else getting weirded out by how many domestic military aircraft crashes we have been seeing globally?
This week we at least have US F/A-18 & B-52, an Indian An-32, and a Russian Tu-22M3
English
Calling BS on this.
English
Not the PR strategy I would choose
Clash Report@clashreport
Trump on Iran: We're in there for five months, and if you look at Vietnam, they were in there for 20 years.
English
Japan could raise rates and incentivize repatriation or they could just trade FX like a degen
GIF
English
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ retweetledi
10-year Treasury pushing 4.74%, hitting new high for 2026. Housing just canโt catch a break last few years.
All those โdate the rate, marry the houseโ voices have vanished.
English
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ retweetledi
oh, really--and which measures are those?
*Walter Bloomberg@DeItaone
HASSETT: WILL CONTINUE MEASURES TO KEEP OIL PRICE DOWN IF NEEDED
English
๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ retweetledi
