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coreyrgrice.bsky.social

@coreyrgrice.bsky.social
954 followers 621 following 541 posts
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Reposted by @coreyrgrice.bsky.social
FinTwitter @fintwitter.bsky.social · 18/09/2026
TRUMP ON MEASLES: THINK WE WILL BE IN GOOD SHAPE
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Catherine Rampell @crampell.bsky.social · 18/09/2026
What? A sudden 30% decline in national housing prices would be a sign we're in like a serious depression. After the housing bubble burst in 2006/2007, national house prices fell "only" 27% peak to trough fred.stlouisfed.org/series/CSUSH...
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
“.. In hindsight, that weekend marked the start of an unmistakable trend in the global economy ..” @nytimes.com www.nytimes.com/2026/09/18/b...
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 19/09/2026
I would not be surprised to see *negative* S&P 500 EPS growth by the time we get to Q2 2027... ...very tough comps by then... AI capex, OBBBA, tax refunds, tariff refunds, "other income" ... @dualityresearch Something to watch
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
MS NOW statement: @ms.now
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
“.. Trump in recent weeks has become sober about the gravity of the political situation, listening intently as he is presented with often discouraging polling, according to four people with knowledge of his recent comments ..” @washingtonpost.com www.washingtonpost.com/politics/202...
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Bob Elliott @bobeunlimited.bsky.social · 19/09/2026
Jet fuel prices back near Iran War highs.
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
“.. Large plume of black smoke rises from the fuel storage area at King Khalid International Airport, in Riyadh, Saudi Arabia, September 19, 2026. Picture taken with a mobile phone.” REUTERS/Stringer
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Jesse Felder @jessefelder.com · 19/09/2026
‘The soaring cost of moving oil around the world is making some long-distance crude trades uneconomical, threatening to disrupt flows at a time when fuel markets have never been tighter. The jump is being driven by a shortage of available supertankers.’ www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
CNN statement: @cnn.com
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
POLITICO: “.. . A second person close to the White House said there’s already been discussions about adding more outlets to the ban. Trump himself on Friday cited The New York Times and The Washington Post as possible additions.” @politico.com www.politico.com/newsletters/...
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Jesse Felder @jessefelder.com · 19/09/2026
‘About $18bn of loans tied to a data centre leased to Oracle in New Mexico slid into stressed territory on Friday, highlighting investors’ fear that increasing local backlash will derail the tech group’s massive AI infrastructure build-out.‘ www.ft.com/content/bd44...
ft.com
Oracle’s $18bn data centre debt under strain amid local pushback
Investors grow wary of permitting and construction delays as opposition mounts in New Mexico
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Jesse Felder @jessefelder.com · 19/09/2026
’The debate now extends beyond data centers — to whether elected officials are willing to defend the public interest against big tech. “This is definitely a breakdown between ​what gov. was supposed to do and what it has failed to do for small America.”’ www.reuters.com/legal/govern...
reuters.com
Democrats try to ride data center backlash to election victory in rural US Midwest
Data-center construction has turned into a contentious issue ahead of the midterm congressional elections in the rural Midwest.
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
WaPo statement: @washingtonpost.com
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
“.. Moving a cargo from Houston to Asia now adds about $26 a barrel, or $52 million a cargo … that’s equal to roughly a quarter of the price of WTI futures.” - Schwab
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Carl Quintanilla @carlquintanilla.bsky.social · 19/09/2026
“What Clients Are Asking” (via RAPIDAN) ⛽️
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
“.. While some oil tankers have been shuttling in and out of the strait under US air cover, other shipping traffic has fallen to minimal levels, in part because the rates those vessels can earn — compared with much higher rates for tankers — make it not worth the risk.” www.ft.com/content/c9d1...
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
“.. the latest indication that neither Ukraine nor Russia has signed up to an energy truce that US President Donald Trump claimed on Sept. 14 had been agreed ..” @bloomberg.com ⛽️ www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
“.. The strike didn’t result from a single catastrophic decision but an accumulation of smaller ones, they said, and their review has identified a series of missed opportunities to prevent the disaster.” @bloomberg.com www.bloomberg.com/graphics/202...
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
#ExportBan ⛽️
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Jesse Felder @jessefelder.com · 20/09/2026
‘Debt sold by a venture building a data center to be leased by Jane Street has quickly soured in secondary trading. Yields on the bonds have risen to around 11.3%, more than 2 percentage points above where the debt first sold in August.’ www.theinformation.com/articles/jan...
theinformation.com
Jane Street-Linked Data Center Debt Sours
Secretive Wall Street trading firm Jane Street has become famous in the past couple of years for its sizable AI-related spending, as it has struck big cloud deals to handle its AI computing needs and ...
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Jesse Felder @jessefelder.com · 20/09/2026
“People may not fully grasp just how wound up the market and the economy is in all of this,” said Jim Morrow, chief executive officer of the Boston investment firm Callodine Capital Management. “There are just so many things to unravel if it starts.” www.bloomberg.com/news/article...
bloomberg.com
AI’s Wobbly House of Cards Puts Markets and US Economy at Risk
The heads of America’s leading AI development labs have started a national conversation about tapping the brakes on a technology that’s offering so much promise for society, while at the same time sho...
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
PALACIOS: “.. ICE has become a bigger issue for the housing industry in recent months, as noted in this broad regional commentary from homebuilders we surveyed in early September:” $XHB
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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026
Price controls, Iowa-style: ⛽️
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Steve Herman @newsguy.bsky.social · 20/09/2026
Studiously impartial C-SPAN calls for the Trump administration to immediately restore White House access to the journalists of CNN, MSNOW and Politico.
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George Conway ⚖️🇺🇸 @gtconway.bsky.social · 20/09/2026
Don’t worry, GOP! Turning the triumphal arch into an ammunition dump will certainly turn these numbers around!!
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Bill Kristol @billkristolbulwark.bsky.social · 20/09/2026
We really are getting into 'The Death of Stalin' and "Der Untergang' ('Downfall') territory.
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Carl Quintanilla @carlquintanilla.bsky.social · 18/09/2026
* VIRGINIA GOVERNOR SAYS STATE IS BANNING NON-DISCLOSURE AGREEMENTS FOR DATA CENTERS, REQUIRING STRICTER PERMITTING AND CLEAN ENERGY MANDATES FOR THE SERVER WAREHOUSES @reuters.com
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Carl Quintanilla @carlquintanilla.bsky.social · 18/09/2026
$43.6 billion. @punchbowlnews.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 18/09/2026
“.. officials said there have been at least 22 military fatalities — four more than what appears in the Pentagon’s public database ..” @washingtonpost.com www.washingtonpost.com/national-sec...
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 18/09/2026
$GS -8.5% this week... worst since April 2025 18% drawdown
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FinTwitter @fintwitter.bsky.social · 18/09/2026
*GOOGLE'S GEMINI HACKED THREE COMPANIES IN MAY: WSJ
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The Associated Press @apnews.com · 15/09/2026
BREAKING: The U.S. is stripping $52 million in military aid to Europe and the Middle East to back Trump-allied governments in Latin America.
bit.ly
US strips millions in military aid from Europe and Mideast to back Trump-aligned nations in Americas
The Trump administration is stripping tens of millions of dollars in U.S. military assistance to countries in Europe and the Middle East to support conservative-leaning governments in Central and South America.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 12/09/2026
GS: We now expect a 25bp hike at the September FOMC meeting next week (vs. a hold previously) We do not see a strong economic case for raising the funds rate. We continue to think that all of the overshoot of the 2% target can be attributed to one-time factors.
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Carl Quintanilla @carlquintanilla.bsky.social · 12/09/2026
“.. Of course they didn’t know. No one knew it was coming. .. It’s a bad idea. There’s no need for it economically and it looks desperate politically.” @washingtonsun.bsky.social @jeffstein.bsky.social washingtonsun.com/congress/key...
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Jesse Felder @jessefelder.com · 12/09/2026
‘Anyone concerned about the nation’s $40 trillion debt burden ought to take a hard look at Medicare. Over the next decade, the health program for the elderly will account for more than half of government borrowing, up from about a third today.’ www.bloomberg.com/opinion/arti...
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Carl Quintanilla @carlquintanilla.bsky.social · 12/09/2026
“.. The Houthi success in Yemen has swung the pendulum back in Iran’s favor,” said Gregory Brew, a senior analyst at Eurasia Group. Iran, he said, had managed to shift “the status quo without bringing back a return to full-scale war ..” @nytimes.com www.nytimes.com/2026/09/12/w...
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Carl Quintanilla @carlquintanilla.bsky.social · 12/09/2026
(FT) - Prime Minister Mark Carney is pitching 200 of the world’s top financial executives gathering in Toronto next week a simple plan: invest 1 per cent more in Canada as a hedge against Donald Trump’s volatility. @financialtimes.com www.ft.com/content/4dc6...
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
#OHsen
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. With Saudi oil now blockaded, Americans are about to discover why maintaining stability in the Middle East and not handing it to a consortium of Russia and Iran was always important.” @jayinkyiv.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. Medium term oil markets are increasingly recognizing the squeeze on Mideast oil supply is far from transitory. Mar '27 Brent at Iran War highs this week.” @bobeunlimited.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. Trump has ‘kind of pushed every single button,’ said Piché, 66. ‘I’ll buy Canadian first and anything but the U.S. second. Now the U.S. is a distant third.’” @washingtonpost.com www.washingtonpost.com/world/2026/0...
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. the hard-liners who have committed Iran to escalation are in an even stronger position.” @nytimes.com www.nytimes.com/2026/09/13/w...
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
$COST www.thedrive.com/news/costco-...
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. NYT asked a bunch of ten year olds what life will be like in 2050.” (via @shashj.bsky.social)
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
👀
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
Three-byline alert: 🚨 “.. Carney has even suggested Canada take on a new title: ‘Associate Member of the European Union.’ .. The EU, not known for its flexible enforcement of membership rules, is open to the idea ..” @wsj.com www.wsj.com/world/europe...
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. Increasing prices is ‘the last lever we have,’ Campbell’s CFO said this week .. .. Cost-cutting measures couldn’t keep up, he added: ‘Unfortunately, that was not enough given the extreme amount of inflation that we are seeing right now.’” @bloomberg.com www.bloomberg.com/news/article...
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Michael Santoli @michaelsantoli.bsky.social · 13/09/2026
The Fed raised interest rates at every meeting from March 2022 through the midterm election. Also hiked a few times in 2018 before a midterm election. Also hiked every meeting from June 2004 through a presidential election. And the Fed was tightening for all of 1994 prior to a midterm election.
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