Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile
Kathryn Rooney Vera

@krooneyvera

Chief Market Strategist. Global macro investing, economics, markets, capitalism. Jersey to Miami, Mother of 5. Opinions are my own. You #makeyourownluck.

ID: 74784937

linkhttps://youtube.com/@kathrynrooneyvera926 calendar_today16-09-2009 17:27:18

6,6K Tweet

7,7K Followers

998 Following

Mike Larson (@realmikelarson) 's Twitter Profile Photo

Big thank you to Kathryn Rooney Vera for taking a few minutes here at MoneyShow #Miami to talk markets, debt, and sectors she likes (even AFTER the big rally since early April)


Negocios TV (@negocios_tv) 's Twitter Profile Photo

Kathryn Rooney: "La inflación subirå a finales de verano, EEUU tiene una ventaja frente a Europa"  youtu.be/WXy1Qv3RBD4 Kathryn Rooney Vera  #inflacion #verano #eeuu #europa #aranceles #china #sp500 #mercados #useconomy #economia #negociostv

Kathryn Rooney: "La inflación subirå a finales de verano, EEUU tiene una ventaja frente a Europa" 

youtu.be/WXy1Qv3RBD4

<a href="/KRooneyVera/">Kathryn Rooney Vera</a> 
#inflacion #verano #eeuu #europa #aranceles #china #sp500 #mercados #useconomy #economia #negociostv
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Spoke at AFP Crecer just as the NY court ruling on tariffs broke. Shared my view with 550 clients + 10 LATAM media outlets: This is not the end of the tariff war—far from it. Legal terrain shifted, but the policy battle continues. @AFPCrecer StoneX Group Inc.

Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Labor Hoarding in a Slow-Motion Economy The labor market isn’t breaking down the way many expected. Convention says weak growth leads to rising unemployment. But that's not what's playing out. The headline jobless rate is stable, and it’s missing a more important dynamic: labor

Labor Hoarding in a Slow-Motion Economy

The labor market isn’t breaking down the way many expected. Convention says weak growth leads to rising unemployment. But that's not what's playing out. The headline jobless rate is stable, and it’s missing a more important dynamic: labor
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

My views (en español) on U.S. labor dynamics, the Fed, and global inflation on Noticias via @NegociosTV: “La inflaciĂłn subirĂĄ a finales de verano. EEUU tiene ventaja frente a Europa.” Interview: lnkd.in/eJSJjBQ9 Context from this week’s #StoneXStrategy: ‱ Long-end

My views (en español) on U.S. labor dynamics, the Fed, and global inflation on <a href="/noticias/">Noticias</a> via @NegociosTV: “La inflaciĂłn subirĂĄ a finales de verano. EEUU tiene ventaja frente a Europa.”
Interview: lnkd.in/eJSJjBQ9
Context from this week’s #StoneXStrategy:
‱ Long-end
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

In our latest StoneX Strategy memo with excerpt contributions from our senior advisor, Jon Hilsenrath, we highlight: 30yr USTs are selling off—but this isn’t about growth or inflation. It’s a structural repricing: – Confidence in fiscal policy is fading – Real money is rotating

In our latest StoneX Strategy memo with excerpt contributions from our senior advisor, Jon Hilsenrath, we highlight: 30yr USTs are selling off—but this isn’t about growth or inflation. 
It’s a structural repricing:
– Confidence in fiscal policy is fading
– Real money is rotating
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Briefed 25 hedge fund clients on global tariff risks and market strategy—live from StoneX London. High-conviction views. Real capital at the table. StoneX Group Inc.

Briefed 25 hedge fund clients on global tariff risks and market strategy—live from StoneX London. High-conviction views. Real capital at the table. <a href="/StoneX_Official/">StoneX Group Inc.</a>
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Iran’s threat to the Strait of Hormuz is serious—but a full closure remains highly unlikely. While Polymarket and Wall Street consensus place the odds at 40–55%, we at StoneX Group Inc. view any sustained or successful closure attempt as a near-zero probability. — The threat is

Iran’s threat to the Strait of Hormuz is serious—but a full closure remains highly unlikely.
While Polymarket and Wall Street consensus place the odds at 40–55%, we at <a href="/StoneX_Official/">StoneX Group Inc.</a> view any sustained or successful closure attempt as a near-zero probability.
— The threat is
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Join our next StoneX Speaker Series with CIA veteran Robert Dannenberg on June 30 at 11:00 AM EDT. We’ll break down the U.S. strike on Iran’s nuclear program, the rapid ceasefire with Israel, and what this means for markets and global power dynamics—from Tehran to Beijing. Robert

Join our next StoneX Speaker Series with CIA veteran Robert Dannenberg on June 30 at 11:00 AM EDT.
We’ll break down the U.S. strike on Iran’s nuclear program, the rapid ceasefire with Israel, and what this means for markets and global power dynamics—from Tehran to Beijing.
Robert
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Happy to join Yahoo Finance today --thanks for bringing the spark, energy and substance Brian Sozzi and the impressive Allie Canal. Good to join you, Travis Prentice, and swap equity momentum notes Travis Prentice. Assuredly more excitement tomorrow. StoneX Group Inc.

Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

CPI is cooling, labor market is softening. The Fed’s dot plot may inch toward earlier cuts. Super core CPI is flat, headline tracking ~1%. Powell’s messaging will be surgical—balancing dual mandates under political heat. Quiet pivot back to jobs? I think so.

CPI is cooling, labor market is softening. The Fed’s dot plot may inch toward earlier cuts. Super core CPI is flat, headline tracking ~1%. Powell’s messaging will be surgical—balancing dual mandates under political heat. Quiet pivot back to jobs? I think so.
Kathryn Rooney Vera (@krooneyvera) 's Twitter Profile Photo

Layoff warnings are spiking—highest since 2021. At the same time, the long end of the UST curve is steepening (2s/10s, 5s/30s), but the 15s/25s fly remains dislocated.

Layoff warnings are spiking—highest since 2021.
At the same time, the long end of the UST curve is steepening (2s/10s, 5s/30s), but the 15s/25s fly remains dislocated.
Bloomberg Opinion (@opinion) 's Twitter Profile Photo

It’s Jobs Day tomorrow! Will sluggish hiring translate into a higher unemployment rate? đŸŽ„ Tune in as Jonathan Levin joins Kathryn Rooney Vera and Justin Fox for LIVE analysis of the data: Thursday, 8:25am ET x.com/i/broadcasts/1