David Zervos @jefmacrostart

Early = Late = Wrongl! Chief Market Strategist, Jefferies - https://t.co/LH6taNgc2s jefferiesmacrostrategy.com/options/ Miami, FL Joined November 2013

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138
Following

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652

CNBCOvertime @CNBCOvertime

2 months ago

Story around Trump firing Powell threat was 'lack of market reaction', says @Jefferies’ David Zervos @jefmacrostrat cnb.cx/4l1vceZ

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CNBCOvertime @CNBCOvertime

6 months ago

Watch BD8 Capital’s @barbara_doran1, @Jefferies’ @jefmacrostrat, and CNBC’s @steveliesman react to the Fed decision and market action cnb.cx/4bYXDqI

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CNBCOvertime @CNBCOvertime

9 months ago

@rbccm's Lori Calvasina and Jefferies' @jefmacrostrat talk the markets reaction after the Fed signaled fewer rate cuts for 2025 cnb.cx/40aOzep

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CNBCOvertime @CNBCOvertime

9 months ago

Don't miss our lineup of market experts to break down the Fed's decision and the impact on your money. @jefmacrostrat @DanielTNiles @rbccm @NuveenInv

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CNBCOvertime @CNBCOvertime

10 months ago

Unlimited's @BobEUnlimited and Jefferies chief market strategist @jefmacrostrat break down today's market action and what the jobs report means for the Fed cnb.cx/3DcPNwk

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CNBCOvertime @CNBCOvertime

11 months ago

Jefferies chief market strategist David Zervos @jefmacrostrat weighs in on the trade on gold as it hits a record high today.

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“The market’s going to like what they hear at this July meeting,” says @jefmacrostrat ahead of this month’s Federal Reserve meeting. “It’s going to sound a lot like the December meeting which was a very dovish sounding meeting.”

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Last Call @LastCallCNBC

a year ago

"If the Fed's staff were to put in their models a Trump win, they would probably see stronger growth and higher inflation," says @jefmacrostrat. "They would go to the committee and say... 'those cuts that we were thinking about... maybe they got to hang out for a little while.'"

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The Exchange @CNBCTheExchange

a year ago

Jefferies Chief Market Strategist David Zervos @jefmacrostrat joins @KellyCNBC on @CNBCTheExchange to discuss why doom and gloom is the wrong view of the economy now.

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CNBC @CNBC

a year ago

LISTEN NOW: Fed officials weighing in recently on the path ahead for rates. Jefferies Chief Market Strategist David Zervos breaks down what you need to know. Listen and follow the @CNBCOvertime podcast here: link.chtbl.com/closing_bell

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David Zervos @jefmacrostrat

a year ago

First time publishing one of our JEF macro notes on CNBC Pro………Blame traders living in rate cut la-la land — not the Fed — for recent turbulence ⁦@CNBCTheExchange ⁩⁦@CNBC⁩ cnbc.com/2024/05/08/dav…

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CNBCOvertime @CNBCOvertime

2 years ago

"This is about as dovish as you've seen Chair Powell since all of this began...I thought it was as close to a victory lap as I have seen," says Jefferies Chief Market Strategist David Zervos @jefmacrostrat @MorganLBrennan #fed #powell #inflation

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David Zervos @jefmacrostrat

2 years ago

I’ll be joining @KellyEvansCNBC on @CNBCTheExchange today after Jay’s presentation at the Economics Club of NY to discuss his remarks. Expected hit time ~1pm.

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David Zervos @jefmacrostrat

2 years ago

I will be joining @SaraEisen @davidfaber & @carlquintanilla on @SquawkStreet today at 10:00 ET to discuss how war in Middle East will likely impact the outlook for financial markets and central bank policy.

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David Zervos @jefmacrostrat

2 years ago

Joining @KellyCNBC on @CNBCTheExchange at 1pm EST to discuss today’s softish CPI print, recent dovish Fedspeak, and the prospects for future Fed policy action into year end.

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David Zervos @jefmacrostrat

2 years ago

A new commentary is out: “Resurrecting the Art of ‘Purposeful Obfuscation’”. Subscribers can access it at jefferiesmacrostrategy.com/resurrecting-t…. Not a subscriber? Request access at jefferiesmacrostrategy.com/options/

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David Zervos @jefmacrostrat

2 years ago

I will be joining @SquawkStreet today at 10:00 ET to discuss the rise in global long term yields, the impressive strength in the US labor market, the softer global inflation readings , the continued strength in US corporate earnings, and dwindling odds of a recession.

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David Zervos @jefmacrostrat

2 years ago

A new note has been published entitled "Dear Jay". Log on at jefferiesmacrostrategy.com to read it. If you're not a Jefferies client, please click “Request Access” for a paid subscription.

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David Zervos @jefmacrostrat

2 years ago

I will be joining @SaraEisen @davidfaber & @carlquintanilla on @SquawkStreet today at 10:30am ET to discuss inflation and the outlook for financial markets.

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David Zervos @jefmacrostrat

2 years ago

I’ll be joining @KellyEvansCNBC on @CNBCTheExchange today at 1:00pm ET to discuss expectations for next week's FOMC and the outlook for financial markets.