@5thrule

Macro strategist at Bloomberg writing for the Markets Live blog. Former macro HF PM. Always on the hunt for pink flamingos.

 Westport and Gotham
Joined January 2017
  • Tweets3.2K
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  • Followers10.5K
267Media
“Can you feel the tension? I can. I can feel it down in my plums.” 👉 super70ssportsstore.com/prod…
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Cameron Crise retweeted
Sam Potter@SamJPotter12 Apr 2024
Oh man. I have to admit, Cameron Crise's (@5thrule) AI-powered Fed tune really is a banger... suno.com/song/a5e40e87-2631-…

Pie in the sky

Listen and make your own on Suno.

suno.com
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Cameron Crise retweeted
Alex Etra@EtraAlex2 Mar 2024
Replying to @jnordvig @BobEUnlimited @bauhiniacapital @ExanteData @Fullcarry
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.
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Imagine paying $3500 for technology that was available nearly 40 years ago
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Re last RT: No good reason for Moyes to speak so negatively about a kid going through a really difficult time.
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Whoops
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Just remember that in crisis-type environments, price is the only relevant fundamental
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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
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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…

Macro Hive Conversations With Bilal Hafeez: Cameron Crise On Fed’s...

Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global macro portfolio manager at Graham Capital in...

macrohive.libsyn.com
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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.

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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?
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Retail wondering where easy trading profits have gone...
Massimo
@Rainmaker197311 Jun 2022
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]
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Cameron Crise retweeted
Alpha_Ex_LLC
@Alpha_Ex_LLC22 Apr 2022
Our latest Alpha Exchange episode Cameron Crise, Macro Strategist, Bloomberg - alphaexchangepodcast.com/epi… via @podcastpage
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With Fed QT around the corner, you're going to be subjected to plenty of analysis about the reversal of balance sheet growth and what it means. A lot of it will look like the chart below...please pardon the 3 axes (will explain reason for them below)
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...you find a relationship, but it's not quite as compelling as the naive overlay chart from a visual perspective. But in a sense, that's the point. It gives you a better idea of how QT might impact things than the overlay.
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Otherwise, you might find yourself betting the under on the Browns this year to "hedge" your long equity position
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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
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