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Профиль

Lou Mannheim

Профиль Vively

CIO of the cookie cabinet. Not Jon Hamm. Wants to be Lou Mannheim. Probably needs coffee.

"What I have heard from across the Fourth Federal Reserve District reinforces this view: Businesses describe pricing pressures as broadening rather than fading" www.clevelandfed.org/collections/...

Statement from Federal Reserve Bank of Cleveland president Beth Hammack regarding her vote at the Federal Open Market Committee’s July 28–29 meetingStatement from Federal Reserve Bank of Cleveland president Beth Hammack regarding her vote at the Federal Open Market Committee’s July 28–29 meeting.www.clevelandfed.org
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It's gotta be hard to the investor relations team at $XOM and $CVX. "This quarter, we did good... but we didnt do TOO good."

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Pound-for-pound, Melissa Lee has to be the most valuable CNBC anchor.

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MTUM having a good day. But zoom out... yeesh....

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Look at that orange dotted line. That's Q/Q annualized inflation in the PCE. That's what the Fed looks at. The 2Q rate was 3.4% excluding food and energy. That's higher than 2...

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A tale of two big spenders

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Worth noting. 9 other FOMC members (including Powell) agreed with Warsh to hold on rates. The problem was his delivery of the message in the press conference.

191

The market is used to a professor. Not a politician.

Michael Derby

J.P. Morgan’s Feroli on Fed chair Warsh’s presser: “It's hard to know what to make of Warsh’s remarks, which involved a lot of well-turned phrases but little in the way of a coherent macro view.”

170

30yr REAL treasury yields at multi-decade high (courtesy of the wonderful and talented @jc-econ.bsky.social)

051

Wild chart. NDX has given up its YTD outperformance

261

Whoah nellie... a fun evening for everyone

180

Great article about China oil demand in WSJ today. This is the reason that oil didnt go to $200. www.wsj.com/business/ene...

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