Americans aren’t the only ones feeling worse about inflation and stocks. 🇺🇸
(via Emons)
(via Emons)
March 13, 2025 at 11:38 AM
Americans aren’t the only ones feeling worse about inflation and stocks. 🇺🇸
(via Emons)
(via Emons)
EMONS: “.. ‘Beerflation’ as food and menu prices are rising due to the energy/fertilizer shock.”
April 28, 2026 at 12:03 PM
EMONS: “.. ‘Beerflation’ as food and menu prices are rising due to the energy/fertilizer shock.”
🇪very
🇻illain
🇮s
🇱emons
🇻illain
🇮s
🇱emons
March 28, 2025 at 11:56 AM
🇪very
🇻illain
🇮s
🇱emons
🇻illain
🇮s
🇱emons
The Fed can lower interest rates — but can they lower the mortgage application REJECTION rate?
(via Ben Emons)
(via Ben Emons)
November 25, 2025 at 3:34 PM
The Fed can lower interest rates — but can they lower the mortgage application REJECTION rate?
(via Ben Emons)
(via Ben Emons)
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. ..
“.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]
“.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]
March 21, 2026 at 2:48 PM
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. ..
“.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]
“.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]
“There is no perfect repeat of history. Yet, inflation expectations are leaping after a first significant price shock, like they did in the 1970s. Consumers do vividly remember price shocks and adjust their expectations.” 🇺🇸
- Emons
- Emons
March 9, 2025 at 5:40 PM
“There is no perfect repeat of history. Yet, inflation expectations are leaping after a first significant price shock, like they did in the 1970s. Consumers do vividly remember price shocks and adjust their expectations.” 🇺🇸
- Emons
- Emons
FEDWATCH: “.. Since yesterday, as Powell’s tone shifted to focus on equity valuations, the tech index has been moving into a weakening trend, while healthcare has been moving into a strengthening momentum.” [Emons]
September 24, 2025 at 2:41 PM
FEDWATCH: “.. Since yesterday, as Powell’s tone shifted to focus on equity valuations, the tech index has been moving into a weakening trend, while healthcare has been moving into a strengthening momentum.” [Emons]
“.. inflation expectations currently show a significant inversion as tariffs are discounted as a price shock ..
“.. If the tariff tension continues, the 2Y/10Y curve could dip back into inversion, sparking recession concerns as trade policy uncertainty spikes.” [Emons]
“.. If the tariff tension continues, the 2Y/10Y curve could dip back into inversion, sparking recession concerns as trade policy uncertainty spikes.” [Emons]
February 7, 2025 at 11:22 PM
“.. inflation expectations currently show a significant inversion as tariffs are discounted as a price shock ..
“.. If the tariff tension continues, the 2Y/10Y curve could dip back into inversion, sparking recession concerns as trade policy uncertainty spikes.” [Emons]
“.. If the tariff tension continues, the 2Y/10Y curve could dip back into inversion, sparking recession concerns as trade policy uncertainty spikes.” [Emons]
EMONS: “.. Gold may be in for a stratospheric run if the rush into the US continues. As such, it is a hedge for runaway inflation, as seen in the #CPI index for Eggs.” 🥚
February 14, 2025 at 6:49 PM
EMONS: “.. Gold may be in for a stratospheric run if the rush into the US continues. As such, it is a hedge for runaway inflation, as seen in the #CPI index for Eggs.” 🥚
“.. The market could test the Fed at a critical technical moment of death crosses appearing in the Nasdaq ..
“.. It is reminiscent of 2022 .. the Fed’s reaction function to tariffs may be too slow, which poses a risk to the recovery in stocks and, therefore, to the economy.”
- Emons
“.. It is reminiscent of 2022 .. the Fed’s reaction function to tariffs may be too slow, which poses a risk to the recovery in stocks and, therefore, to the economy.”
- Emons
March 21, 2025 at 1:56 PM
“.. The market could test the Fed at a critical technical moment of death crosses appearing in the Nasdaq ..
“.. It is reminiscent of 2022 .. the Fed’s reaction function to tariffs may be too slow, which poses a risk to the recovery in stocks and, therefore, to the economy.”
- Emons
“.. It is reminiscent of 2022 .. the Fed’s reaction function to tariffs may be too slow, which poses a risk to the recovery in stocks and, therefore, to the economy.”
- Emons
“.. the TQQQ, the bulge bracket Tech ETF that is 3x levered, has confirmed a massive double top, like during the 2021 run.
“.. The S&P 3x levered ETF also confirmed a double peak ..”
- Emons/Fed Watch Advisers
“.. The S&P 3x levered ETF also confirmed a double peak ..”
- Emons/Fed Watch Advisers
March 31, 2025 at 10:55 PM
“.. the TQQQ, the bulge bracket Tech ETF that is 3x levered, has confirmed a massive double top, like during the 2021 run.
“.. The S&P 3x levered ETF also confirmed a double peak ..”
- Emons/Fed Watch Advisers
“.. The S&P 3x levered ETF also confirmed a double peak ..”
- Emons/Fed Watch Advisers
FED WATCH: The Musk/Trump fight “displays a weakening of the powerplay, which is what China will leverage ..
“.. Trump is completely folding to China’s demands, making de-escalation a recurring issue, which sets up a full recovery for the Nasdaq and S&P to return to their February highs.” [Emons]
“.. Trump is completely folding to China’s demands, making de-escalation a recurring issue, which sets up a full recovery for the Nasdaq and S&P to return to their February highs.” [Emons]
June 6, 2025 at 9:54 AM
FED WATCH: The Musk/Trump fight “displays a weakening of the powerplay, which is what China will leverage ..
“.. Trump is completely folding to China’s demands, making de-escalation a recurring issue, which sets up a full recovery for the Nasdaq and S&P to return to their February highs.” [Emons]
“.. Trump is completely folding to China’s demands, making de-escalation a recurring issue, which sets up a full recovery for the Nasdaq and S&P to return to their February highs.” [Emons]
High-yield spreads this week “widened sharply .. Yet the widening did not originate in the cash market. Instead, HY ETFs drove spreads ..
“.. a blow-out in HY spreads and a drawdown in equities could confirm that a recession is closer ..”
- Emons 🇺🇸
“.. a blow-out in HY spreads and a drawdown in equities could confirm that a recession is closer ..”
- Emons 🇺🇸
March 14, 2025 at 4:31 PM
High-yield spreads this week “widened sharply .. Yet the widening did not originate in the cash market. Instead, HY ETFs drove spreads ..
“.. a blow-out in HY spreads and a drawdown in equities could confirm that a recession is closer ..”
- Emons 🇺🇸
“.. a blow-out in HY spreads and a drawdown in equities could confirm that a recession is closer ..”
- Emons 🇺🇸
Fed President Tom Barkin calls what’s happening a “cage match” — between the “emboldened producer who is highly convinced they can pass on the tariffs .. [and] the frustrated consumer who is highly convinced that they should not be paying high prices any longer.” 🇺🇸
- Emons/Fed Watch Advisers
- Emons/Fed Watch Advisers
April 1, 2025 at 7:07 PM
Fed President Tom Barkin calls what’s happening a “cage match” — between the “emboldened producer who is highly convinced they can pass on the tariffs .. [and] the frustrated consumer who is highly convinced that they should not be paying high prices any longer.” 🇺🇸
- Emons/Fed Watch Advisers
- Emons/Fed Watch Advisers
* Emons
* Fischer
* Kiepenheuer & Witsch
haben den Frank Schätzing mit KI-"unterstütztem" Cover im Programm.
* Fischer
* Kiepenheuer & Witsch
haben den Frank Schätzing mit KI-"unterstütztem" Cover im Programm.
January 5, 2026 at 5:17 PM
* Emons
* Fischer
* Kiepenheuer & Witsch
haben den Frank Schätzing mit KI-"unterstütztem" Cover im Programm.
* Fischer
* Kiepenheuer & Witsch
haben den Frank Schätzing mit KI-"unterstütztem" Cover im Programm.
Martin Emons on SpatialFDA - searching for differential colocalization in spatial omics data
September 18, 2025 at 9:46 AM
Martin Emons on SpatialFDA - searching for differential colocalization in spatial omics data
“.. influence of crypto on financial conditions has risen.
“An essential aspect .. is $MSTR’s balance sheet .. which has lifted MSTR’s beta to Bitcoin to 0.65. The stock is becoming more influential on the S&P and Nasdaq (due to inclusion), as 2x leveraged MSTR ETFs grow in assets ..”
- Emons
“An essential aspect .. is $MSTR’s balance sheet .. which has lifted MSTR’s beta to Bitcoin to 0.65. The stock is becoming more influential on the S&P and Nasdaq (due to inclusion), as 2x leveraged MSTR ETFs grow in assets ..”
- Emons
February 28, 2025 at 5:11 PM
“.. influence of crypto on financial conditions has risen.
“An essential aspect .. is $MSTR’s balance sheet .. which has lifted MSTR’s beta to Bitcoin to 0.65. The stock is becoming more influential on the S&P and Nasdaq (due to inclusion), as 2x leveraged MSTR ETFs grow in assets ..”
- Emons
“An essential aspect .. is $MSTR’s balance sheet .. which has lifted MSTR’s beta to Bitcoin to 0.65. The stock is becoming more influential on the S&P and Nasdaq (due to inclusion), as 2x leveraged MSTR ETFs grow in assets ..”
- Emons
... And thus we have reached the season of witches, d[a]emons 😈 and zombie [procceses] 🧟!
Checkout KDE's fundraiser as it enters its spookiest 👻 phase yet, and help us ward of tech hobgoblins and proprietary waifs that threaten your rights and freedoms.
kde.org/fundraisers/...
#fundraising
Checkout KDE's fundraiser as it enters its spookiest 👻 phase yet, and help us ward of tech hobgoblins and proprietary waifs that threaten your rights and freedoms.
kde.org/fundraisers/...
#fundraising
October 30, 2025 at 12:33 PM
... And thus we have reached the season of witches, d[a]emons 😈 and zombie [procceses] 🧟!
Checkout KDE's fundraiser as it enters its spookiest 👻 phase yet, and help us ward of tech hobgoblins and proprietary waifs that threaten your rights and freedoms.
kde.org/fundraisers/...
#fundraising
Checkout KDE's fundraiser as it enters its spookiest 👻 phase yet, and help us ward of tech hobgoblins and proprietary waifs that threaten your rights and freedoms.
kde.org/fundraisers/...
#fundraising
no explosives allowed on plane so no 8hr flight trend with my pok/emons
January 26, 2026 at 9:53 AM
no explosives allowed on plane so no 8hr flight trend with my pok/emons
Bank CDS have been moving higher, but do not indicate a financial crisis, according to Ben Emons of Fed Watch Advisors.
The widening is related to the rise in the VIX, which is also tied to the spike in Treasury yields, he says. /1
The widening is related to the rise in the VIX, which is also tied to the spike in Treasury yields, he says. /1
April 10, 2025 at 5:50 PM
Bank CDS have been moving higher, but do not indicate a financial crisis, according to Ben Emons of Fed Watch Advisors.
The widening is related to the rise in the VIX, which is also tied to the spike in Treasury yields, he says. /1
The widening is related to the rise in the VIX, which is also tied to the spike in Treasury yields, he says. /1
Some, but not all, of the creators mentioned: @gregpak.net, @comicuno.bsky.social, @philfalcowrites.bsky.social, @dillgilbertson.bsky.social, @jasonpiperberg.bsky.social, @thesteveorlando.bsky.social, Matt Emons, @laufman.bsky.social, @geneluenyang.bsky.social, /1 of 2
September 23, 2026 at 5:02 PM
Some, but not all, of the creators mentioned: @gregpak.net, @comicuno.bsky.social, @philfalcowrites.bsky.social, @dillgilbertson.bsky.social, @jasonpiperberg.bsky.social, @thesteveorlando.bsky.social, Matt Emons, @laufman.bsky.social, @geneluenyang.bsky.social, /1 of 2
Kaum ist Gunnar wieder aus dem Urlaub zurück, ist der Lesestapel aus Neuerscheinungen wieder angewachsen. Ab kommenden Wochenende sind wir wieder mit frischen Rezensionen am Start. @alanparks.bsky.social #PolarVerlag @suhrkamp.de #emons #pulpmaster #Krimi #Thriller #Krimirezensionen #Lesestapel
August 10, 2025 at 2:54 PM
Kaum ist Gunnar wieder aus dem Urlaub zurück, ist der Lesestapel aus Neuerscheinungen wieder angewachsen. Ab kommenden Wochenende sind wir wieder mit frischen Rezensionen am Start. @alanparks.bsky.social #PolarVerlag @suhrkamp.de #emons #pulpmaster #Krimi #Thriller #Krimirezensionen #Lesestapel