Cameron Crise
@5thruleMacro strategist at Bloomberg writing for the Markets Live blog. Former macro HF PM. Always on the hunt for pink flamingos.
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Oh man. I have to admit, Cameron Crise's (@5thrule) AI-powered Fed tune really is a banger... suno.com/song/a5e40e87-…
That's correct, chart is non-financial corporate issuance net of maturities. IMO a lot of breathless coverage on deluge of corp issuance elides heavy issuance by banks (relevant but distinct) and neglects to account for maturities/refinancing.
Imagine paying $3500 for technology that was available nearly 40 years ago
Re last RT: No good reason for Moyes to speak so negatively about a kid going through a really difficult time.
Just remember that in crisis-type environments, price is the only relevant fundamental
The whole FTX saga actually makes perfect sense if you think of SBF and Caroline Ellison as literal incarnations of Seth and Mclovin from Superbad
This week I was pleased to be a guest on the Macro Hive podcast with @bilalhafeez123 We had a great chat about life, the financial universe, and everything. You can check it out here: macrohive.libsyn.com/cameron-crise-…
This week, @PatrickCeresna and @kevinmuir welcome Cameron Crise @5thrule to the show to discuss the current macro environment, exploring the constraints faced by global Central Banks, and what that means for the market & end with an out-of-the-box surprise you don’t want to miss.
Is there anything dumber than the market reacting strongly to a comment downplaying the chances of consistent 75 bp moves 40 mins after a 75 bp move that was breezily dismissed 6 weeks ago?
Retail wondering where easy trading profits have gone...
Crested mynas, as many other birds, are born altricially, which means young are underdeveloped at the time of birth, therefore fed by parents. When they grow up, they have to learn that food doesn't simply jump into their beaks [📽️: Rebecca Gelernter]
Our latest Alpha Exchange episode Cameron Crise, Macro Strategist, Bloomberg - alphaexchangepodcast.com/episode/camero… via @podcastpage
You cannot imagine the consternation it causes in financial media companies when the old 10 year note trades above 2% but the freshly-auctioned one does not
So if Meta drops >20% in a day in the middle of winter...can we call that a Snow Crash?
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