Tweets Analysis - Keyword: @KateDavidson
Overview
Total number of tweets analysed
197
Earliest tweet was on
2023-03-21
Latest tweet was on
2023-03-30
Tweets covering
9 days
Average age of authors' accounts
8 years
Summarization
The tweets cover a range of topics including the Federal Reserve's pivot towards selling MBS instead of raising interest rates, concerns about the US economy's dependence on non-bank lending and toxic ABS markets, the role of financial market fragilities in recession, criticism of San Francisco Fed President Mary Daly, discussions of duration in the market, and commentary on banking and inflation risks.
Topic Modeling
- Federal Reserve policy (#QT, interest rates, MBS, duration)
- Financial markets and credit sources (NON-BANK lending, toxic ABS markets)
- Economic resilience and recession indicators (employment, job openings, financial market fragilities)
- Banking and regulatory oversight (oversight, supervision)
- Government spending, inflation, and commodities (cost of capital, cost of production, inflation, balance sheet reduction, rates)
Emotional Analysis
The tweets contain a mix of emotions, including frustration, skepticism, concern, and humor. Many of the tweets express frustration with the Federal Reserve's policies, particularly related to interest rates and quantitative tightening. There is also skepticism about the health of the economy and concerns about potential market fragilities. Some tweets use humor to discuss these topics or to critique the Federal Reserve's actions. Overall, there is a sense of uncertainty and debate about the best course of action.
Trend Analysis
- Debating the effectiveness and potential changes to the Federal Reserve's quantitative tightening (QT) policies
- Concerns about the US economy, specifically related to non-bank lending and toxic ABS markets
- Discussion of the balance sheet reduction and duration of MBS owned by the Fed
- Controversy surrounding San Francisco Fed President Mary Daly's role in the collapse of Silicon Valley Bank and her appearance at a conference hosted by her bank
- Debating various economic and banking risks, including inflation, commodities, and the need for government spending cuts
Types of Tweets
Number of Retweets
43
Percentage of total tweets
21%
Number of Original tweets
10
Percentage of total tweets
5%
Number of tweets that contain Mentions
197
Percentage of total tweets
100%
Number of tweets that were Replies
144
Percentage of total tweets
73%
Number of tweets that were Quotes
20
Percentage of total tweets
10%
Number of tweets that contain Hashtags
7
Percentage of total tweets
3%
Top 5 devices used to tweet
Source | Count |
---|---|
Twitter Web App | 92 |
Twitter for iPhone | 68 |
Twitter for Android | 22 |
TweetDeck | 8 |
TweetDeck Web App | 3 |
What devices were used to tweet

Top 10 accounts with highest followers count
Username | Name | Bio | Followers count |
---|---|---|---|
cmclymer | Charlotte Clymer πΊπ¦ | Writer. Lesbian. Texan. Veteran. Hoya. She. |Rep: @lynnjohnstonlit | @GUPolitics | @TeamLPAC | cmclymer@gmail.com | subscribe: https://t.co/zZjhwNRmqL #BLM | 390,932 |
RobinBrooksIIF | Robin Brooks | Chief Economist @IIF, former Chief FX Strategist @GoldmanSachs & Senior Economist @IMFnews. Opinions are my own. Email: rbrooks@iif.com. | 233,465 |
D_Blanchflower | Professor Danny Blanchflower economist & fisherman | Convinced recessions are here & groupthink at central banks made it worse. Proud grandad of Clare, Eliza, Gus, Hadley, Henry, Isla, Kinsley, Lincoln and Oliver | 111,037 |
Neil_Irwin | Neil Irwin | Chief Economic Correspondent at Axios and author of Axios Macro newsletter. Author of "The Alchemists" and "How to Win"; Formerly: NYT, WashPost. | 99,301 |
SamRo | Sam Ro π | Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 17k+ subs. Long-term optimist. Short-term cautious optimist. | 63,295 |
josh_wingrove | Josh Wingrove | White House & economy, Bloomberg. Schnoodle owner. Views are my own. e: jwingrove4@bloomberg.net. insta: @josh_wingrove. | 57,741 |
TheBondFreak | Randy Woodward | Bonds 30+ years. Bloomberg '88 to '95. https://t.co/3mQ4mVRjga | 42,084 |
DianeSwonk | Diane Swonk | Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 30 yrs experience in financial services. RTs not endorsements. She/her | 40,356 |
RichardRubinDC | Richard Rubin | I cover U.S. tax policy for the @WSJ. There is ALWAYS a tax angle. Retweets are not endorsements or tax advice. | 38,733 |
JackFarley96 | Jack Farley | Journalist and macro research @Blockworks_. Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 | 37,646 |
Top 10 accounts with highest friends count
Username | Name | Bio | Followers count |
---|---|---|---|
willdizard | Wilson Dizard | 24/7 Journalistic Services - 7/24 Gazetecilik Hizmeti | 9,991 |
josh_wingrove | Josh Wingrove | White House & economy, Bloomberg. Schnoodle owner. Views are my own. e: jwingrove4@bloomberg.net. insta: @josh_wingrove. | 7,835 |
Osmotheque78000 | wei wu wei | Buddhist - Daoist - Quaker | 7,465 |
AlanZibel | Alan Zibel | Personal account. Trying to do the right thing and make the occasional joke. Former WSJ, AP & more. Work at @public_citizen. Opinions re politics are mine only. | 6,743 |
cmclymer | Charlotte Clymer πΊπ¦ | Writer. Lesbian. Texan. Veteran. Hoya. She. |Rep: @lynnjohnstonlit | @GUPolitics | @TeamLPAC | cmclymer@gmail.com | subscribe: https://t.co/zZjhwNRmqL #BLM | 6,542 |
D_Blanchflower | Professor Danny Blanchflower economist & fisherman | Convinced recessions are here & groupthink at central banks made it worse. Proud grandad of Clare, Eliza, Gus, Hadley, Henry, Isla, Kinsley, Lincoln and Oliver | 5,603 |
MarcReporting | Marc Stewart | @CNN @CNNI Correspondent covering #Asia #business #economics #swim #run #Detroit #avgeek @michiganstateu @nyuniversity Retweet β endorsement | 5,531 |
fly677 | Zarathustra πͺπ | The body must remain in the crowd, but the eyes must be seen alone like eagles flying high in the sky.. I am an observer. βοΈπ§ "I am not fintwit" | 5,001 |
DanBuk4 | Daniel Buk | - | 5,001 |
m1chaelbarnes | Michael B #FBPE | Directed Bergerac, EastEnders, Emmerdale. Cowrote thriller sold to Hollywood. My films are on the link below. | 4,950 |
Most active users
Username | Bio | Number of tweets |
---|---|---|
Elon55447675 | Short Shorts Eats π©³ CheckApe | 16 |
rhjameson | @business @Columbia CC'93, JS'94 husband, dad, takes in stray cats https://t.co/BhtKnbGKGb https://t.co/bK1jWIObm9 | rjameson@bloomberg | opinions = mine | 8 |
rcwhalen | Author, Banker, Citizen | 6 |
AlanZibel | Personal account. Trying to do the right thing and make the occasional joke. Former WSJ, AP & more. Work at @public_citizen. Opinions re politics are mine only. | 5 |
recorderson | Politically independent. Latino. Proud American. Jiu-jitsu. Pronouns: Vato Loco/ Ese. | 3 |
GraphFinancials | Former head of research for a risk-arb shop in NY. Short #TSY on/off since 02/2021. Founder https://t.co/RZlPhUywwD augmented media docs DurationReport is my old account | 3 |
Pdugas2000 | Former @USTreasury @USDOL @SBAGov Opinions and insights on #RegChange #RegRelations #Compliance #Payments #RegTech #FinTech | 3 |
ValerieTytel | Bloomberg TV & Radio, Markets @business | 3 |
jorgeponce18300 | Major in Wilder.Minor in Brackett. Fiscally Clownservative like Ted Cruz. Support Wall St using TREASURIES as THE SAFEST, MOST SCARCE COLLATERAL IN REPO MARKETS | 3 |
mixedcircuits | Secret of Life: combine β€οΈΒ & π° π | 3 |
Tweets per day

Top 10 tweets with highest Retweet count
ID | Text | Retweet count |
---|---|---|
1638279051268837401 | Fed needs different pivot. Stop FF rate hikes and start gradual selling of MBS. Give the duration back to market. That should be primary focus of #QT. Let @NYFedResearch sell into rallies, keep 10 year @USTreasury above 4%. @D_Blanchflower @KateDavidson @federalreserve | 20 |
1639397269504925696 | San Francisco Fed President Mary Daly, whose role in the collapse of Silicon Valley Bank is under scrutiny, has pulled out of an appearance at a conference hosted by her bank https://t.co/UMEWanSpiY via @economics @catarinasaraiva @KateDavidson @alisterbull1 | 5 |
1638910694224699392 | @KateDavidson @RobinBrooksIIF Nonsense. The US economy depends on NON-BANK lending, which is about to be immolated as the always toxic ABS markets finally seize up. | 4 |
1638281402704711680 | All eyes in the financial & economic world are on the Fed as Chair Jerome Powell tries to balance his fight to tame inflation vs. a sudden banking crisis https://t.co/33uBkkzo4i via @markets @SteveMatthews12 @catarinasaraiva @Jonnelle @RichMiller28 @KateDavidson @scottlanman https://t.co/y8lT6CHZvx | 2 |
1638302184692482050 | @GraphFinancials @NYFedResearch @USTreasury @D_Blanchflower @KateDavidson @federalreserve Yep. And dollar swaps will roll back into a positive spread. Giddyap! @petenajarian | 2 |
1639277240931217412 | Republicans are asking Fed Chair Jerome Powell and San Francisco Fed President Mary Daly for internal records related to the failure of Silicon Valley Bank https://t.co/Ilb4Zyuudu via @bpolitics @ctorresreporter @KateDavidson | 2 |
1641091895043432450 | Have to take a break from the hearing unfortunately. Follow @rachsieg @amacker @FlitterOnFraud @byclairew @ByKyleCampbell @BrendanPedersen @KateDavidson @reporterev for more. I hope to return! | 1 |
1638293416839659529 | @rcwhalen @NYFedResearch @USTreasury @D_Blanchflower @KateDavidson @federalreserve If you let the curve rise across the curve sending duration in the market. This will make commodities moon over time in a feedback loop between cost of capital, cost of production and inflation, unless the Gov cuts spending with a chain saw You realize that? (rf. John Fullarton) | 1 |
1640880319355146240 | The Federal Reserveβs internal watchdog has launched its own review of the failure of Silicon Valley Bank https://t.co/aO8R1pSRL0 via @bpolitics @KateDavidson | 1 |
1638648871009112067 | Powell Stresses Commitment to Cooling Prices as Fed Hikes Rates Dot plot signals Fed isnβt done https://t.co/nNhPeNufGH via @economics @catarinasaraiva @SteveMatthews12 Kristy Scheuble @mccormickliz @DoubleTGolle @Jonnelle @readep @KateDavidson @scottlanman @alisterbull1 https://t.co/Da7jExDJoD | 1 |
Top 10 tweets with highest Like count
ID | Text | Like count |
---|---|---|
1638279051268837401 | Fed needs different pivot. Stop FF rate hikes and start gradual selling of MBS. Give the duration back to market. That should be primary focus of #QT. Let @NYFedResearch sell into rallies, keep 10 year @USTreasury above 4%. @D_Blanchflower @KateDavidson @federalreserve | 132 |
1638910694224699392 | @KateDavidson @RobinBrooksIIF Nonsense. The US economy depends on NON-BANK lending, which is about to be immolated as the always toxic ABS markets finally seize up. | 13 |
1638409168213164034 | @rcwhalen @NYFedResearch @USTreasury @D_Blanchflower @KateDavidson @federalreserve Hmm I would have thought that the problem is that the market has too much duration... isn't that what we saw with SVB. What happens to book of mortgage loans & MBS if 10-year is above 4%? | 12 |
1638280592595755008 | @rcwhalen @NYFedResearch @USTreasury @D_Blanchflower @KateDavidson @federalreserve That would be one heck of an increase in their "deferred asset" line item. | 9 |
1639397269504925696 | San Francisco Fed President Mary Daly, whose role in the collapse of Silicon Valley Bank is under scrutiny, has pulled out of an appearance at a conference hosted by her bank https://t.co/UMEWanSpiY via @economics @catarinasaraiva @KateDavidson @alisterbull1 | 9 |
1638281770046050306 | @D_Blanchflower @NYFedResearch @USTreasury @KateDavidson @federalreserve Gotta get that duration back into the market Danny. That $2.8T in MBS Fed thinks it owns is actually bigger than the @USTreasury debt in duration adjusted terms. Figure $12 billion today or 3x 2021. #SOMA | 9 |
1639228665429893120 | @KateDavidson @RobinBrooksIIF I think a key point is where financial market fragilities are likely to be felt. The resilience in employment and job openings has been driven by firms with less than 250 employees. They tend to be more reliant on the credit sources most stressed. That is important for recession. | 7 |
1638302184692482050 | @GraphFinancials @NYFedResearch @USTreasury @D_Blanchflower @KateDavidson @federalreserve Yep. And dollar swaps will roll back into a positive spread. Giddyap! @petenajarian | 7 |
1641091895043432450 | Have to take a break from the hearing unfortunately. Follow @rachsieg @amacker @FlitterOnFraud @byclairew @ByKyleCampbell @BrendanPedersen @KateDavidson @reporterev for more. I hope to return! | 6 |
1638597980528975873 | @KateDavidson @CaitlinLong_ They donβt even mention Silvergate anymoreβ¦ Often means that was the primary target | 6 |
Top 3 Languages Used In Tweets

Top 10 Hashtags used
Hashtag | Count |
---|---|
#qt | 2 |
#newsroompizza | 1 |
#mmtlp | 1 |
#tariffholiday | 1 |
#soma | 1 |
#feds | 1 |
#inflation | 1 |
#biden | 1 |
#congress | 1 |
#policymakers | 1 |
Top 10 Hashtags Used In Tweets

Top 10 mentions
Mention | Count |
---|---|
@katedavidson | 197 |
@ustreasury | 44 |
@nyfedresearch | 42 |
@federalreserve | 42 |
@d_blanchflower | 41 |
@rcwhalen | 39 |
@catarinasaraiva | 21 |
@rhjameson | 16 |
@robinbrooksiif | 14 |
@economics | 12 |
Top 10 mentions

Wordcloud of Tweets

Emojis
Average number of emojis used per tweet
11
Emojis used in tweets
Emoji | Count | Emoji Text |
---|---|---|
π³ | 4 | flushed_face |
βΆ | 3 | play_button |
β¬οΈ | 2 | up_arrow |
π | 1 | thumbs_up |
π | 1 | folded_hands |
π | 1 | four_leaf_clover |
π | 1 | eyes |
ππΌ | 1 | backhand_index_pointing_up_medium-light_skin_tone |
π | 1 | face_with_tears_of_joy |
β | 1 | red_question_mark |
Emojis groups
Emoji Group | Count |
---|---|
Smileys & Emotion | 8 |
Symbols | 7 |
People & Body | 5 |
Animals & Nature | 1 |
Food & Drink | 1 |