Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
OBJ Profile picture
OBJ
@owenbjennings
executive officer and head of business @blocks (NYSE: $XYZ) / mediocre chef
Sep 6 • 9 tweets • 3 min read
personal opinion on US macro based on some recent US stat releases:

overall - the pace of GPD growth seems to be slowing down and is more likely than not to be lower vs. what's priced in across the market. right now employment and housing are softening, while the consumer still looks pretty healthy

we also have a Fed that's likely to start cutting rates to prioritize growth despite 3% PCE inflation

some thoughts... *if* this plays out, and we are more likely to have growth surprising to the downside & inflation surprising to the upside, I'd want to own sufficient:

• gold
• bitcoin
• inflation-linked bonds
• nominal bonds Image