Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profileg
Ayesha Tariq, CFA

@AyeshaTariq

Mother | I analyze macro, markets and companies to find investments | There's always a story behind the numbers | Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩

ID:45427998

linkhttp://www.traderade.com calendar_today07-06-2009 21:30:44

29,7K Tweets

49,5K Followers

976 Following

Markets & Mayhem(@Mayhem4Markets) 's Twitter Profile Photo

Join me for live market commentary! Bring your questions and chart requests! Let's have some fun today. x.com/i/broadcasts/1…

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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

I had a great time being back on the show.... for the third time!

The discussion was so engaging that we didn't even realize when our time was up!

Thank you for having me back!

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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

A few months ago someone asked about $GME ...

I honestly didn't know what to say.

What I should've said:
Give it a few months until Roaring Kitty is back!

Fun times!

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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

A lot of discussion ahead of the CPI that inflation will not come to 2% this year so the Fed won't cut rates.

While I think cutting too early would be a mistake, the fact is the Fed doesn't need inflation to be at 2% to cut, and that is by the PCE measure.

I still think the

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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

Global Supply Chain pressures are moderating again.

Should be interesting to see how this feeds into inflation data over the coming months.

Global Supply Chain pressures are moderating again. Should be interesting to see how this feeds into inflation data over the coming months.
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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

This could be the game-changer for China.

We’ve been waiting for those fiscal measures to prop up the economy and this could be the start of the required boost that China needs.

This could be the game-changer for China. We’ve been waiting for those fiscal measures to prop up the economy and this could be the start of the required boost that China needs.
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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

Happy Sunday all! This week we explore what we've learned about the US Consumer from the first quarter earnings season and what may come next.

Have a great week ahead!

macrovisor.com/p/leanings-fro…

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Markets & Mayhem(@Mayhem4Markets) 's Twitter Profile Photo

BofA's Global EPS Growth Model suggests that profit growth may be rolling over, something that Ayesha Tariq, CFA discussed recently as well 👍

BofA's Global EPS Growth Model suggests that profit growth may be rolling over, something that @AyeshaTariq discussed recently as well 👍
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Ayesha Tariq, CFA(@AyeshaTariq) 's Twitter Profile Photo

Going into earnings season, many companies were priced to perfection after a period of strong performance.

Misses have been punished more severely than beats.

Going into earnings season, many companies were priced to perfection after a period of strong performance. Misses have been punished more severely than beats.
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