@BrianJScheid profile picture
Brian Scheid @BrianJScheid

S&P Global Market Intelligence Senior Reporter, Global Markets. Former Platts, Capitol Crude. All opinions my own and mostly on Minnesota baseball.

Joined July 2013
  • Tweets 5,450
  • Following 942
  • Followers 7,333
854 Photos and videos
Pinned Tweet
Brian Scheid@BrianJScheid
2 Dec 2024
Mostly not here anymore, but you can find me at the other place: @brianscheid.bsky.social
340
Layoffs surge in white collar jobs. Is AI to blame? "If those trends stick in the coming months... that could be evidence in support of the theory that the economy is fundamentally changing due to new technologies," says @juliaonjobs spglobal.com/marketintellige…
1
2
387
Fading rate cut expectations push US dollar even higher "If the jobs market remains relatively robust and the Fed cuts rates less than expected, US dollar strength would almost certainly be extended" says Jane Foley w/ @Rabobank spglobal.com/marketintellige…
335
Short interest in materials sector rises to highest level since February 2020 spglobal.com/marketintellige…
2
1
605
After a month of buying, institutional investors back to selling stocks "Institutions are adopting a more defensive position as we enter the final quarter of 2024" said Thomas McNamara, a director for Issuer Solutions w/ @SPGMarketIntel spglobal.com/marketintellige…
248
Brian Scheid retweeted
Bret Kenwell
@BretKenwell
14 Oct 2024
"When coming out of a high inflation environment, there's always a concern — be it from investors, consumers or the Fed — that we'll face periods of reflation as monetary policy eases." Thank you @BrianJScheid at @SPGMarketIntel! Full story 👇 spglobal.com/marketintellige…
1
664
Mortgage rates are tumbling, but the US housing market is expected to be hindered by a lack of supply "And you can't buy what's not for sale," says Sam Williamson w/ @FirstAm spglobal.com/marketintellige…
1
278
US companies have slowed hiring and workers aren't quitting, a labor market trend that may not ease until interest rate cuts take root "This is a really tough job market for job seekers," says @EconBerger spglobal.com/marketintellige… w/ @DanielBZhao
3
287
Fed officials now see long term rates at 2.9%, the highest in 6 years. What's the risk of a new neutral? The Fed "could be moving policy to an inappropriate target and creating a policy error" says @MJORourkeJr spglobal.com/marketintellige… #FOMC r*
2
478
Stock rally? "The Fed is clearly looking to minimize the left tail risk of a deteriorating labor market, essentially putting a cap on the unemployment rate," @sonusvarghese "That is likely to be positive for the economy and markets over the next year." spglobal.com/marketintellige…
1
2
9
2,157
"Was the 50 bps necessary? Maybe not, but it's warranted," said @KathyJones. "I think Powell saying the labor market is 'still solid' can be justified by the level of unemployment — but not by the trend in unemployment." spglobal.com/marketintellige…
229
From sellers to buyers: Institutional investors boost exposure to stocks ahead of Fed cuts "With a longer investment horizon and the potential for multiple rate cuts starting in September, they might be positioning for a longer-term market upswing" spglobal.com/marketintellige… FOMC
372
Brian Scheid retweeted
Monetary Policy Analytics, Inc.@mpamacro
16 Sep 2024
"Powell will likely lean on the [projections'] dot plot and macro projections to tell the main story: This is an FOMC that has turned the corner." @macroderek's thoughts ahead of this week's meeting. @BrianJScheid @SPGlobalPMI spglobal.com/marketintellige…

2
2
2
396
Brian Scheid retweeted
Matt Weller CFA, CMT
@MWellerFX
28 Aug 2024
My thoughts on what it would take to drive the market to price in MORE #Fed easing from here 👇 Thanks @BrianJScheid! spglobal.com/marketintellige…
1
4
688
"The dollar will remain under broad, downside pressure until we get top-line data that confirms the US labor market is adjusting smoothly," said Elias Haddad w/ @bbh spglobal.com/marketintellige… #USDJPY
222
Data Dispatch: Institutional investors dumped NVIDIA stock as it hit record high in Q2 2024 | S&P Global Market Intelligence spglobal.com/marketintellige…
2
390
Great @callieabost on how the market experts got it so wrong: "We make a living from boosting brand awareness through media hits and TV spots. Our reach and volume — not our thorough analysis — are how our (short-term) success is measured." optimisticallie.com/p/some-t…
1
2
278
Brian Scheid retweeted
Colby Smith
@colbyLsmith
21 Aug 2024
As central bankers prepare to meet in Jackson Hole, concerns about the health of the US labor market have supplanted fears about inflation. On the Fed's radar are regions like the Lehigh Valley, where things have cooled but no major cracks have emerged yet ft.com/content/7fb4856f-b0f3…
1
7
18
27,387
More than 2 years after it inverted a key portion of the Treasury yield curve is back to zero. Is a recession coming? "There's really no good way to say what the lag is from inversion to recession, but I think the key is when the curve dis-inverts" spglobal.com/marketintellige…
269
Have the Magnificent 7 stocks peaked? spglobal.com/marketintellige…
2
654
Load more