upcarta
Sign In
Sign Up
Explore
Search
Julien Bittel, CFA
Follow
3
Followers
community-curated profile
Head of Macro Research at GMI / NFTs
Most Recommended
Most Recommended
Recent
Tweet
Tweet
Apr 13, 2023
Let’s talk US bank lending, the latest chart to dominate FinTwit macro bear feeds… Yes, bank lending standards leads bank lending activity, but bank lending is an extremely lagging indicator and the market generally tends to look through the actual
by
Julien Bittel, CFA
Post
Add to Collection
Mark as Completed
Tweet
Mar 17, 2023
Bears really coming out of the woodwork on March Philly Fed data… I think it’s the wrong take. A lot of people are using the 1970s as the period most similar to today… Some are using 2000 or 2008… We’re using 1990. It’s a near perfect fit. Let m
by
Julien Bittel, CFA
Post
Add to Collection
Mark as Completed
Tweet
Feb 15, 2023
Jan US CPI report: Let’s discuss… A short thread 🧵 twitter.com/BittelJulien/status/1625820597979684864/photo/1
by
Julien Bittel, CFA
Post
Add to Collection
Mark as Completed
