David Zervos @jefmacrostrat
Early = Late = Wrong!! Chief Market Strategist, Jefferies - https://t.co/YAraKrKO0F jefferiesmacrostrategy.com/options/ Miami, FL Joined May 2011-
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Story around Trump firing Powell threat was 'lack of market reaction', says @Jefferies’ David Zervos @jefmacrostrat cnb.cx/4l1vceZ
"What we're seeing today is that the market is really not overly committed to risk globally," @jefmacrostrat of @Jefferies says on the escalating attacks between Israel and Iran and the risks they pose to the market. cnbc.com/video/2025/06/…
Investing naysayers have let gloom override judgment under Donald Trump - FT column by @jefmacrostrat chief market strategist at Jefferies ft.com/content/5d8081…
"I think we're going into a period where we're going to get more cooperative trading arrangements that are better balanced for everybody." @Jefferies Chief Market Strategist @jefmacrostrat discusses the U.S. and China reaching a 90-day tariff pause: cnbc.com/video/2025/05/…
"There's a silver lining under all of this... we have a real chance of getting a more cooperative, fair, equal trading outcome," says @jefmacrostrat of @Jefferies on Trump's tariffs. Back on March 4th, he called the tariff discussion "minutia". cnbc.com/video/2025/04/…
Watch BD8 Capital’s @barbara_doran1, @Jefferies’ @jefmacrostrat, and CNBC’s @steveliesman react to the Fed decision and market action cnb.cx/4bYXDqI
@rbccm's Lori Calvasina and Jefferies' @jefmacrostrat talk the markets reaction after the Fed signaled fewer rate cuts for 2025 cnb.cx/40aOzep
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
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
NEXT WEEK: @barbara_doran1 and @jefmacrostrat join the virtual FA Summit to discuss rates, the likelihood of easing in 2025 and what it could mean for a labor market that may be softening. Don't miss it - get your ticket NOW. #CNBCFA JOIN US: bit.ly/48Eplra
"Pulling resources back to the private sector gives a better return on investment,” says @jefmacrostrat to @FrankCNBC
Jefferies chief market strategist @jefmacrostrat reacts to the Fed's rate cut and Powell's remarks at the press conference.
"My personal view is we're going to continue to see some good news on inflation." @Jefferies Chief Market Strategist @jefmacrostrat sets the stage for the Fed's next interest rate decision looming right after Election Day:
Jefferies chief market strategist David Zervos @jefmacrostrat weighs in on the trade on gold as it hits a record high today.
Jefferies chief market strategist @jefmacrostrat reacts to the August jobs report and latest Fed commentary.
"Normalizing, I think that was the word that described this [Fed] press conference," says @jefmacrostrat. "September's definitely on the table, the data's going to determine it.' #ratecuts #Fed @MorganLBrennan
“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.”
"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.'"
“The big differences are on regulatory policy,” says @jefmacrostrat on suggestions that Wall Street is pricing in a Trump victory. “Wall street will applaud deregulation. It’s that simple.”
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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