yes, agree to disagree I guess my initial tweet was in objection to what seems to be the prevailing narrative and mkt axeyes, agree to disagree I guess my initial tweet was in objection to what seems to be the prevailing narrative and mkt axe

it's a dual mandated central bank operating against a backdrop of a robust economy with a strong labour mkt so while I don't discount the need to cut, I do diasgree viz the immediacy and urgency, size etc of cutsit's a dual mandated central bank operating against a backdrop of a robust economy with a strong labour mkt so while I don't discount the need to cut, I do diasgree viz the immediacy and urgency, size etc of cuts

the act itself was not a mistake the size, however, wasthe act itself was not a mistake the size, however, was

also El-Erian can absolutely do onealso El-Erian can absolutely do one

still, its obvious how axed the mkt is for a cutting cycle I mean just look at the frothing we witnessed on the annual BLS revisions released recentlystill, its obvious how axed the mkt is for a cutting cycle I mean just look at the frothing we witnessed on the annual BLS revisions released recently

going 50bps wasn't a mistake bcs of one (last week's) NFP print it was a mistake bcs of several NFP prints and the overall underlying labour mkt strength yes, even if the govt employment component is so largegoing 50bps wasn't a mistake bcs of one (last week's) NFP print it was a mistake bcs of several NFP prints and the overall underlying labour mkt strength yes, even if the govt employment component is so large

Early or wrong? That’s the question. Fuck knows, is the answer

pleased to see ppl (correctly) think so highly of mepleased to see ppl (correctly) think so highly of me

Just had a ham and cheese sandwich. Think my Monday has peaked

says who?says who?