Stephen
@stephent.bsky.social
mere speculative musings. are you feeling lucky?
while Medicaid cuts and tax hikes for wealthy running into political opposition. It looks like Trump is going to push for his working class tax cuts. Channeling income to low income households will mean more stimulative which is a factor for Fed policy
April 27, 2025 at 2:00 PM
while Medicaid cuts and tax hikes for wealthy running into political opposition. It looks like Trump is going to push for his working class tax cuts. Channeling income to low income households will mean more stimulative which is a factor for Fed policy
Wow what an iconic photo. Leaders of the free world speaking with the President of the United States
April 26, 2025 at 12:57 PM
Wow what an iconic photo. Leaders of the free world speaking with the President of the United States
Given this market sell off, is Fox News ramping up the pressure for policy reversals or calling for the market to be closed for the day?
Let’s find out…
Let’s find out…
April 21, 2025 at 6:11 PM
Given this market sell off, is Fox News ramping up the pressure for policy reversals or calling for the market to be closed for the day?
Let’s find out…
Let’s find out…
Looking forward to testing the El-erian thesis that bonds didn’t react to Trump’s Powell “termination” post because the market recognises Powell has been late and is a poor communicator
April 21, 2025 at 7:08 AM
Looking forward to testing the El-erian thesis that bonds didn’t react to Trump’s Powell “termination” post because the market recognises Powell has been late and is a poor communicator
“We didn’t think he would go this far”
April 4, 2025 at 5:33 PM
“We didn’t think he would go this far”
Good morning globalists. As liberation day approaches, it’s worth remembering that foreign trade polls below even inequality in problems facing the country. a potential policy mistake of epic proportions
March 31, 2025 at 7:47 AM
Good morning globalists. As liberation day approaches, it’s worth remembering that foreign trade polls below even inequality in problems facing the country. a potential policy mistake of epic proportions
Why are terminal users subsidising this drivel?
March 29, 2025 at 12:11 PM
Why are terminal users subsidising this drivel?
Stumbled upon an interesting chart this week; UK chocolate CPI has diverged from UK confectionery products CPI for some reason. Maybe a sign retailers are running out of pricing power
March 29, 2025 at 9:51 AM
Stumbled upon an interesting chart this week; UK chocolate CPI has diverged from UK confectionery products CPI for some reason. Maybe a sign retailers are running out of pricing power
We need an update from wall st’s premier kool-aid drinking business community whisperer
March 29, 2025 at 8:07 AM
We need an update from wall st’s premier kool-aid drinking business community whisperer
Continues.
Makes a good point that the soft data have provided a lot of curve balls in recent years. But pandemic distortions have now unwound, so soft more likely to lead hard
Makes a good point that the soft data have provided a lot of curve balls in recent years. But pandemic distortions have now unwound, so soft more likely to lead hard
March 29, 2025 at 7:53 AM
Continues.
Makes a good point that the soft data have provided a lot of curve balls in recent years. But pandemic distortions have now unwound, so soft more likely to lead hard
Makes a good point that the soft data have provided a lot of curve balls in recent years. But pandemic distortions have now unwound, so soft more likely to lead hard
Analysts have been moving Q1 and Q2 estimates lower, but yes beyond that hope springs eternal
March 28, 2025 at 10:31 PM
Analysts have been moving Q1 and Q2 estimates lower, but yes beyond that hope springs eternal
Bad news for anyone hoping for a fracture in the trump - musk relationship and a move towards more sensible policy. Strike price of the policy put continues to get revised lower
March 11, 2025 at 6:53 AM
Bad news for anyone hoping for a fracture in the trump - musk relationship and a move towards more sensible policy. Strike price of the policy put continues to get revised lower
Spot the difference. The truth hurts
March 8, 2025 at 10:19 AM
Spot the difference. The truth hurts
Matt Klein with an update on US Exceptionalism
March 6, 2025 at 7:08 AM
Matt Klein with an update on US Exceptionalism
It’s all about the last few strides
March 4, 2025 at 10:38 PM
It’s all about the last few strides
always dismissed idea of stagflation in the US. corporate sector is too ruthless, when profits under pressure they cut jobs and at 70% consumption hard to get inflation. But tariffs & immigration restrictions could get you there. Market pricing higher inflation than pre covid but no structural break
February 28, 2025 at 10:30 AM
always dismissed idea of stagflation in the US. corporate sector is too ruthless, when profits under pressure they cut jobs and at 70% consumption hard to get inflation. But tariffs & immigration restrictions could get you there. Market pricing higher inflation than pre covid but no structural break
The people of the UK would like to see the president start to use his fucking loaf
February 28, 2025 at 8:50 AM
The people of the UK would like to see the president start to use his fucking loaf
“DOGE not moving the needle on the deficit, but triggering the Sahm Rule, wouldn’t be an ideal situation”
February 28, 2025 at 8:31 AM
“DOGE not moving the needle on the deficit, but triggering the Sahm Rule, wouldn’t be an ideal situation”
An excellent rant. 10/10.
tl:dr
tl:dr
February 27, 2025 at 9:14 AM
An excellent rant. 10/10.
tl:dr
tl:dr
And it’s not just the libs of bluesky. Bears have also been spotted out in the woods
February 26, 2025 at 8:13 PM
And it’s not just the libs of bluesky. Bears have also been spotted out in the woods