Capital Edge @Capital_Edge_
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19 Sep 2025 17:09:53 - FED'S MIRAN: WILL DO INDEPENDENT ANALYSIS FOR FED POLICY 19 Sep 2025 17:10:01 - MIRAN: TRUMP DID NOT ASK ME TO DO ANYTHING PARTICULAR 19 Sep 2025 17:10:03 - FED'S MIRAN: DID NOT COMMIT TO ACTION IN SPEAKING TO TRUMP Sure bud
Rigometer check in 👇
The fact that it's even necessary to share this is shocking, but shouldn't stop us from trying 👇👇
On Tuesday I was told yields was going bonkers because of a sudden resurgence in fiscal concerns, inflation risks and politicizing of the Fed...so glad we were able to sort out all three of those things overnight... - Beware of the narrative Koolaid
FinTwit FURUs, in unison last 18 hours: "The Fed has abandoned its 2% inflation target!! Inflation will rip!!" 30yr real yields: "Hold my beer." It's simple: bond yields run the Universe. Unless they confirm, it did not happen.
👍 The most patriotic thing you can do for your country is your homework. Dying is easy. Math is hard. Give this a watch, it’s funny because it’s true.
Quick look at the Jackson Holy Agenda 👇 But who are we kidding, the only speech markets care about is from Powell, the rest is all filla no killa
Quick look at the Jackson Holy Agenda 👇 But who are we kidding, the only speech markets care about is from Powell, the rest is all filla no killa
👍 Catch today's Morning Blast with @MrMBrown 💥 Trump attacks Fed again 💥Stock slide continues 💥PMIs in focus today Listen via: 🔊 Spaces → x.com/i/spaces/1lDxL… 📺 YouTube → youtu.be/zxUEDl-La8I 🌟 PiQ Content Hub → piqsuite.com/content-hub
Binary options is back baby! Well, kind of...👇 I like the idea of gamifying things, there's a lot of utility in that, especially when it comes to making boring things more interesting. But a bit of a stretch putting a fancier version of a binary option under that umbrella 😂
Binary options is back baby! Well, kind of...👇 I like the idea of gamifying things, there's a lot of utility in that, especially when it comes to making boring things more interesting. But a bit of a stretch putting a fancier version of a binary option under that umbrella 😂
Anyone else here get reminded of that movie Manchurian Candidate when they eat 2min noodles?
Great to be covering the Asia-Pac desk for @investingLive_ this week, quick update on the RBNZs decision for those just getting to your desks 👇
Great to be covering the Asia-Pac desk for @investingLive_ this week, quick update on the RBNZs decision for those just getting to your desks 👇
Quick look at the forecast distributions ahead of UK CPI data 👇
Quick look at the forecast distributions ahead of UK CPI data 👇
The RBNZ lowered the OCR signalling one more cut than they did in May, main reason for it is a bleaker outlook for growth, output and the labour market (even though inflation is projected a bit higher than in May). 👇
The RBNZ lowered the OCR signalling one more cut than they did in May, main reason for it is a bleaker outlook for growth, output and the labour market (even though inflation is projected a bit higher than in May). 👇
Not sure how I missed this goldie from Daly on Friday. You can't teach this type of wisdom. This is why they get paid the big bucks 👇 FED'S DALY: HAVE TO BE AHEAD IN ORDER NOT TO BE BEHIND
🤣🤣🤣🤣
Forgot to add the rigometer to yesterday's PPI👇
J-Pow has a tricky Jackson Hole ahead…pushing back on mkt pricing for Sep is the right thing to do, but would cause a hell of a tantrum…endorsing it would be the easy option, but means we can wave goodbye to the pretence of the FOMC actually seeking to achieve 2% inflation…

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