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Ayesha Tariq, CFA

Picture of Ayesha Tariq, CFA

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Chartered Financial Analyst (CFA)

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Twitter Update

Hey there! Due to the recent policy changes implemented by Twitter, I regret to inform you that FinBrowser is currently unable to display any new Tweets. I know this might be disappointing, as Twitter is a valuable source of information and updates for many of us. However, I want to assure you that I am actively working on finding alternative solutions and exploring ways to reintegrate Twitter sources into this website. I appreciate your patience and understanding during this time of transition.
Picture of Ayesha Tariq, CFA
Replying to @Jonathan Ferro

@FerroTV This is the most beautiful tweet. You’re absolutely right. We never stop missing them.

Jonathan Ferro
Lost my superhero two years ago today. You never stop missing loved ones. You don’t move on. You just do your best to try and move forward. As we approach father’s day, thinking of those who can’t make that call and thankful to all those giants who gave us someone to look up to.

June 14, 2023, 3:04 p.m.

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The Fed may be pausing, but MacroVisor is not! Get 30% off your full first year - whether you get a monthly or yearly subscription! Click the link below to get the discount!

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June 14, 2023, 2:26 p.m.

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Retweeted post by @Keith McCullough
Keith McCullough
BLACKOUT: reminder that USA has already entered a #Quad4 Earnings Recession Q1 was -3.6%, Q2 will likely be down -6-12%, and by tomorrow > 50% of companies can no longer buy back their stock
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June 14, 2023, 10:05 a.m.

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Retweeted post by @tom keene
tom keene
not a, the foundational chart ⁦@NickTimiraos⁩
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June 14, 2023, 8:21 a.m.

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Happy Fed Day! As always, we’ll have a short Twitter spaces to discuss the release and press conference at 4pm ET today. We get the Summary of Economic Projections (SEP) this time. We’re likely to see adjustments to the March SEP projections. Our views: ⤵️ 🟣 Rates projection…

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June 14, 2023, 6:15 a.m.

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Picture of Ayesha Tariq, CFA
Replying to @Kantro

@MichaelKantro 😂 this is awesome.

Kantro
My brother sent me this image - he’s the funny one in the family. Humor as dry as the desert.🤣🤣🤣 #macro

June 14, 2023, 5:29 a.m.

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Picture of Ayesha Tariq, CFA
Retweeted post by @Markets & Mayhem
Markets & Mayhem
@AvidCommentator @AyeshaTariq They Fed has lost control of the narrative. The market doesn't believe in their credibility anymore, and quite frankly I am reluctant as well.

June 13, 2023, 2:50 p.m.

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CPI Scorecard for May 2023

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June 13, 2023, 12:45 p.m.

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Retweeted post by @ʎllǝuuop ʇuǝɹq
ʎllǝuuop ʇuǝɹq
Nice graphic from BNP
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June 13, 2023, 11:51 a.m.

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Replying to @The Kobeissi Letter

@KobeissiLetter Imagine that! 👀

The Kobeissi Letter
Median asking rent in the US hasn’t fallen since last year. It’s down from the peak of $2,053 but still up huge from pre-pandemic levels of $1600. Even renting a house has become unaffordable for many Americans. Follow @KobeissiLetter for real time analysis as this develops.

June 12, 2023, 6:10 p.m.

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Yummy...

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June 12, 2023, 6:01 p.m.

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NY Fed Released their May Survey of Consumer Expectations. Inflation expectations 1-year: declined to 4.1% at the one-year-ahead horizon, its lowest reading since May 2021 (from 4.4%) 3-year: 3.0% from 2.9% 5-year: 2.7% from 2.6%

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June 12, 2023, 5:54 p.m.

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Retweeted post by @Tarric Brooker aka Avid Commentator 🇦🇺
Tarric Brooker aka Avid Commentator 🇦🇺
This looks pretty bad for China at first glance. Until you realize that Australia's household debt to disposable income ratio is 211% and wouldn't fit on this chart....
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June 12, 2023, 1:53 p.m.

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Replying to @Markets & Mayhem

@Mayhem4Markets Thank you, partner. We did good! 🥰

Markets & Mayhem
@AyeshaTariq @youseftv You were absolutely amazing, partner. I am very proud of you. 😍

June 12, 2023, 1:50 p.m.

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One more time, Mr. Wilson!

Jonathan Ferro
“With the S&P 500 rally now crossing the 20% threshold, more are declaring the bear market officially over. We respectfully disagree due to our 2023 earnings forecast” Morgan Stanley’s Mike Wilson

June 12, 2023, 1 p.m.

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Replying to @Jonathan Ferro

@FerroTV Markets are finally getting interesting...

Jonathan Ferro
"Bye bye, bear... The bear market is over. 90%+ of the time, S&P 500 rises over the N12M after recovering from a bear" BofA's Savita Subramanian versus "History shows SPX doesn’t bottom until, on avg., 6 months after the first Fed rate cut" Wells Fargo’s Darell Cronk

June 12, 2023, 11:51 a.m.

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Retweeted post by @Traderade
Traderade
The stock market has a big week ahead, are you ready? Check out @michigandolf's Weekly $SPX $SPY $ES_F Market Prep Video to hear his thoughts. This Week: Are we actually in a new Bull Market? Should you be concerned about $VIX vs $VVIX?

June 12, 2023, 11:17 a.m.

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Picture of Ayesha Tariq, CFA

Zoltan is back.

In Gold We Trust
Zoltan revealed some groundbreaking ideas in the exclusive interview we did for the 2023 #IGWT report. If you haven't read it yet, what is holding you back? Download it and read it right now!
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June 12, 2023, 11:03 a.m.

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Great chart from @Marcomadness2 who’s showing us that the market is becoming complacent about tail risks.

Global_Macro
The tail risk is getting cheap again
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June 12, 2023, 10:48 a.m.

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Retweeted post by @Complete Intelligence
Complete Intelligence
🏡 Uncover reasons for declining home purchases as @TonyNashNerd explores with @Mayhem4Markets on The Week Ahead. ▶️ Full episode: #RealEstate 📈 Ignite trading success with CI Markets' 94.7% forecast accuracy: #Trading #Investing
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June 12, 2023, 9:45 a.m.

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Retweeted post by @Daniel Lacalle
Daniel Lacalle
The commodity spectrum slump since rate hikes started is simply staggering. via Bloomberg.
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June 12, 2023, 9:44 a.m.

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Picture of Ayesha Tariq, CFA

Such a pleasure to be invited on Bloomberg Daybreak: Middle East with the always amazing Yousef Gamal El-Din @youseftv We talked about the upcoming FOMC, US markets, Greece and China.

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June 12, 2023, 8:20 a.m.

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🫡 Mike Wilson still holding firm.

Markets & Mayhem
Morgan Stanley expects the current earnings recession to bottom around -16% in the second half of 2023
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June 12, 2023, 7:44 a.m.

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Picture of Ayesha Tariq, CFA
Replying to @Irnest Kaplan

@IrnestKaplan @Mayhem4Markets Thank you so much, Irnest.

Irnest Kaplan
@Mayhem4Markets @AyeshaTariq @BloombergTV Great to see ! Congrats @AyeshaTariq !

June 12, 2023, 5:46 a.m.

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Picture of Ayesha Tariq, CFA

I want to thank everyone who took the time to reply. Some people were kind enough to take the time to write out examples of what they are facing. There’s much to learn about different areas of the market, different regions and how people are generally tolerating price changes.

Ayesha Tariq, CFA
Apparently, current inflation in the US is less than 3%. I don't live there.... does it really feel like that?

June 11, 2023, 6 p.m.

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