I write about Wall Street for The Wall Street Journal’s Heard on the Street, and I co-host WSJ’s Take on the Week podcast. telis.demos@wsj.com
Joined June 2009
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129 Photos and videos
Pinned Tweet
18 Jul 2020
I totally forgot until rn that a major part of the plot of Don’t Tell Mom the Babysitter’s Dead is the lack of a real time paycheck system
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Telis Demos retweeted
Apr 20
Kevin Warsh rode an AI-productivity argument to Trump's Fed chair nomination. He says the boom will hold down prices and let the Fed cut rates. The pitch has run into a public wall of opposition from his future colleagues before he takes the job.
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Apr 1
huh, first and last name. Is it short for Jennifer? what else do members of the Richards family do for work? does Jenny have any siblings?
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Mar 30
"The rule proposed Monday makes clear that so-called continuation funds, where a firm buys a fund from its own affiliate using its own proprietary valuation methods, wouldn’t be eligible for the Labor Department’s safe harbor." wsj.com/personal-finance/ret…
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As private credit's troubles mount, it's natural to wonder if it could lead to another financial crisis, as with subprime. I spent some time studying the parallels. Here's my answer. wsj.com/economy/is-another-f…
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Telis Demos retweeted
Feb 28
"This is the first time in history that a reporter has ever apologized"
A great Alan Greenspan line from this delightful piece by @davidmwessel, who had a ringside seat to the Greenspan Fed that shines through here
Greenspan turns 100 next Friday
barrons.com/articles/alan-gr…
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Telis Demos retweeted
22 Sep 2025
I asked @CliffordAsness what he thought of the #0dte trade
"These are bad ideas. You're paying too much. You're making Wall Street rich, and yourself poorer." 👀🎰
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Telis Demos retweeted
14 Sep 2025
How are businesses absorbing tariff costs without raising prices? @Citi’s Adoniro Cestari Neto joins WSJ’s Take On the Week co-host @telisdemos to dive into "efficiency" strategies and supply-chain shifts that are reshaping global trade. Listen 🎧: link.chtbl.com/WSJsTakeOnthe…
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9 Sep 2025
It seems that this state of affairs is seeping into consumer confidence -- those indexes are no longer just about "vibes," there's a growing concern about finding work youtube.com/watch?v=yEeOPJYF…
8 Sep 2025
Job finding is the risk in the labor market. According to the NY Fed SCE, the probability of losing a job remains relatively low. However, the mean probability of finding a job if you lose one today plunged to 44.91%, a level never before seen in the history of this survey.
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3 Aug 2025
A big question from investors: Are we in a bubble? @TRowePrice's Sébastien Page joins WSJ’s Take On the Week’s @TelisDemos @GunjanJS on why he thinks the AI trade has a strong market position and what investors can learn from sports psychology. Listen 🎧: link.chtbl.com/WSJsTakeOnthe…
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4 Aug 2025
What is everyone’s preferred explanation(s) for why this is?
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Telis Demos retweeted
1 Aug 2025
the mortgage industry hearing that the jobs report came in soft
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30 Jul 2025
Private credit headed to Sturgis
Harley-Davidson is in advanced talks to sell a stake in its financing unit as well as its existing motorcycle loan portfolio in a deal worth $5 billion to Pimco and KKR bloomberg.com/news/articles/…
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Harley-Davidson is in advanced talks to sell a stake in its financing unit as well as its existing motorcycle loan portfolio in a deal worth $5 billion to Pimco and KKR bloomberg.com/news/articles/…
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30 Jul 2025
Folks, can someone help explain where the *new* demand for UST bills comes from? It can’t just be a deposit shuffling around. Is it from paper cash, perhaps a lot of it held overseas? Or is it the buying of bills at the expense of some other asset?
30 Jul 2025
Apollo's Torsten Slok: "If the US dollar stablecoin market grows into the trillions, it will significantly grow demand for US T-bills." Currently, the market is largely just used for crypto trading, and even still it ranks as a notable owner of Treasuries. apolloacademy.com/stablecoin…
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Telis Demos retweeted
5 Jun 2025
On this day in 1985, Ferris Bueller took the day off.
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Hiring freezes and staff shortages have reduced how many prices and outlets the BLS can check, leading to a potentially less reliable consumer price index, @mattgrossman reports. wsj.com/economy/cpi-inflatio…
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7 May 2025
More on what happened in April: Deleveraging. From Equilend's April report
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Telis Demos retweeted
23 Apr 2025
.@ChadBown is tracking the trade war. Check it out here:
piie.com/blogs/realtime-econ…
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6 May 2025
Credit risk transfers: Big topic, small impact? Moody's new report finds just a fifth of banks they surveyed used these, and for a rather small (median quarter-point) capital ratio boost. Plus easing cap rules would probably reduce use.
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