The Notetaker
FinTwit meets SparkNotes | Threads: Macroeconomics, investing fundamentals, interviews. No financial advice. Support: https://t.co/3Lbfys9j7u
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Intro to the Housing Market Homes have been getting expensive - home prices relative to income are at highs exceeding those of the Great Financial Crisis. But why are prices cont...
Macro Overview from a former senior trader at the Federal Reserve. We studied Joseph Wang (@fedguy12) to learn what may be next for financial markets and monetary policy. An insi...
Intro to the US Dollar The US Dollar is the strongest it's been in 20 years, and the effects of its rise are felt by the whole world. But why does the dollar continue to apprecia...
Lyn Alden on the Global Energy Crisis, the US Dollar Wrecking Ball and the Fed Pivot. @LynAldenContact summarizes major macro themes and how the Fed may respond and impact the eco...
What's going on with the Bank of Japan? While Central Banks globally raise rates and tighten policy, the BoJ fights to keep yields low. We cover Japan's fascinating economic hist...
Intro to Inflation Expectations There were 14 mentions of "inflation expectations" in the June FOMC Press Conference. But why is the Fed paying so much attention to this and how...
Ray Dalio on How The Economic Machine Works Productivity and innovation are better than ever, but the economy is in the midst of a credit crisis. But why does the economy run on...
Fed Reserves vs Real Economy Money This Cheat Sheet is inspired by @FedGuy12's blog post: "Two Tiered Monetary System" It also features insights from @MacroAlf's newsletter, The...
Intro to Reverse Repo (RRP) In 16 months, the Overnight Reverse Repo Facility went from virtually $0 to $2.14 Trillion now. But what even is Reverse Repo and why is so much money...
The Great Inflation of 1965 - 1982 Excess fiscal spending, oil shocks and failed monetary policy. A perfect storm of misfortunes and poor decisions led the US into 17 years of un...
Intro to Quantitative Tightening On June 1st, the Federal Reserve will begin to aggressively shrink its $9T balance sheet through QT. But what even is QT and how might it impact...
Notes on @7Innovator's interview with @saxena_puru: "Investing in the Stock Market in 2022" Watch: https://t.co/yfYuaPL6pH https://t.co/yfYuaPL6pH Topics: - Slowing Economy - In...