Frederik Ducrozet

@fwred · Switzerland · joined 30 Apr 2009

Head of Strategy & Macro Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.

69 933Followers

2 397Following

46 272Posts total

20.4KViews on collected posts

Ultimi post

Frederik Ducrozet@fwred18 Sep

@fwred one more hike in the dots keeps the macro setup interesting, markets will probably care more about the path than the 25bp itself tbh. @fwred follow back? let’s keep the momentum 12 views · 0 likes · 0 reposts · 0 replies Open on X →

Frederik Ducrozet@fwred17 Sep

@fwred Real test comes in November. Markets pricing ~70% on that ‘one more’ — if energy softens post-Iran diplomatic progress, Warsh has room to hold and still look credible. 15 views · 0 likes · 0 reposts · 0 replies Open on X →

Frederik Ducrozet@fwred16 Sep

@fwred @fwred The market has already put him on the Christmas rota. CME Fed-funds futures imply 3.89% for October and 4.12% for December, a 23bp rise. 86 views · 0 likes · 0 reposts · 0 replies Open on X →

Frederik Ducrozet@fwred16 Sep

Guess Waller’s 3m3m core PCE threshold wasn’t a threshold after all. 2.9K views · 18 likes · 0 reposts · 1 replies Open on X →

Frederik Ducrozet@fwred16 Sep

Fed hikes 25bp unanimously. Median dot plot shows one more hike this year. « Congratulations Chair Warsh, you’re a real central banker now. » 4.3K views · 26 likes · 4 reposts · 3 replies Open on X →

Frederik Ducrozet@fwred14 Sep

The House. https://t.co/ZP35yP3DM8

3.4K views · 35 likes · 3 reposts · 0 replies Open on X →

Frederik Ducrozet@fwred11 Sep

@fwred At JH, Warsh said 1)economic growth is strengthening; 2) the economy is at full-employment; and 3) inflation is ‘elevated’ and above target…the implications for monetary policy are quite clear : hike interest rates 324 views · 3 likes · 0 reposts · 0 replies Open on X →

Frederik Ducrozet@fwred11 Sep

@fwred Frankly, in grand scheme of things, 25bp hike or no hike at all do not mean anything. We live in times where people act as if 25 bp hike will break everything. 671 views · 9 likes · 0 reposts · 2 replies Open on X →

Frederik Ducrozet@fwred11 Sep

Crazy how Warsh backed himself into this. Without a one-off adjustment to wireless telecom services (AT&T) contributing 12bp to core CPI, the Fed could have paused. Of course there are a lot of other drivers to the long-end, but it’s crazy that it has come to this. 8.7K views · 68 likes · 8 reposts · 3 replies Open on X →

Frederik Ducrozet@fwred16 Jun 2022

Central banks: from whatever it takes to whatever it breaks. 0 views · 206 likes · 28 reposts · 24 replies Open on X →

Rispetto ad account della stessa dimensione

9 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. sotto i pari sia per copertura sia per interazione.

Visualizzazioni mediane671questo account924mediana per 10K–100K

Copertura, %0.96%questo account3.62%mediana per 10K–100K

Interazione, %0.77%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	671	924	0.73×
Copertura (visualizzazioni ÷ follower)	0.96%	3.62%	0.27×
Tasso di interazione	0.77%	1.52%	0.50×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

8.7K11 Sep

671

324

3.4K14 Sep

4.3K16 Sep

2.9K

1517 Sep

1218 Sep

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.91%11 Sep

1.64%

0.93%

1.14%14 Sep

0.77%16 Sep

0.66%

0.00%

0.00%17 Sep

0.00%18 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes79.5%159 in total

Reposts7.5%15 in total

Replies4.5%9 in total

Quotes0.5%1 in total

Bookmarks8.0%16 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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