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

  1. Federal Reserve policy (#QT, interest rates, MBS, duration)
  2. Financial markets and credit sources (NON-BANK lending, toxic ABS markets)
  3. Economic resilience and recession indicators (employment, job openings, financial market fragilities)
  4. Banking and regulatory oversight (oversight, supervision)
  5. 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

  1. Debating the effectiveness and potential changes to the Federal Reserve's quantitative tightening (QT) policies
  2. Concerns about the US economy, specifically related to non-bank lending and toxic ABS markets
  3. Discussion of the balance sheet reduction and duration of MBS owned by the Fed
  4. 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
  5. Debating various economic and banking risks, including inflation, commodities, and the need for government spending cuts

Disclaimer: The text analysis on twtdata.com, powered by OpenAI, does not represent the views of twtdata.com or its affiliates. The analysis is for informational purposes only and not an endorsement of any viewpoint.

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 πŸ‡ΊπŸ‡¦ 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 πŸ“ˆ 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 πŸ‡ΊπŸ‡¦ 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 πŸ’ͺ😎 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. ☝️🧐 "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 🩳 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 ❀️ & πŸ’° 😎 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 Reserve’s 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 isn’t 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 don’t even mention Silvergate anymore… 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
😳 4 flushed_face
β–Ά 3 play_button
⬆️ 2 up_arrow
πŸ‘ 1 thumbs_up
πŸ™ 1 folded_hands
πŸ€ 1 four_leaf_clover
πŸ‘€ 1 eyes
πŸ‘†πŸΌ 1 backhand_index_pointing_up_medium-light_skin_tone
πŸ˜‚ 1 face_with_tears_of_joy
❓ 1 red_question_mark

Emojis groups

Emoji Group Count
Smileys & Emotion 8
Symbols 7
People & Body 5
Animals & Nature 1
Food & Drink 1