Brad Setser @Brad_Setser
CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows. Joined May 2016-
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There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
Brilliant I did once write a paper called, more or less, further considerations of the further considerations on XXX. Bureaucratic writing has its own problems. I am also fond of blogs titled more or less "How does China hide its reserves?" ft.com/content/0f4586…
I agree with Erik that the (official) debates at the spring meetings felt a bit disjointed from reality. Fund advice was arguably a tad vintage. There was little on geopolitical fragmentation or industrial policy – other than the usual cautionary messages to keep markets open.
I agree with Erik that the (official) debates at the spring meetings felt a bit disjointed from reality. Fund advice was arguably a tad vintage. There was little on geopolitical fragmentation or industrial policy – other than the usual cautionary messages to keep markets open.
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Adam Tooze @adam_tooze
215K Followers 8K Following History - Economics - Theory Columbia University. Born UK, raised FRG. Mensch mit Migrationshintergrund. Chartbook Newsletter: https://t.co/liMOT0CGJK
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Jason Furman @jasonfurman
158K Followers 2K Following Professor of Practice at Harvard. Teaches Ec 10, some tweets might be educational. Also Senior Fellow @PIIE. Was Chair of President Obama's CEA.
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Olivier Blanchard @ojblanchard1
169K Followers 387 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Matthew C. Klein @M_C_Klein
55K Followers 719 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Daniela Gabor @DanielaGabor
49K Followers 1K Following Professor of Economics/MacroFinance. Critical macrofinance, central banks, repos, shadow banking, WallStreetConsensus https://t.co/YGZItchHwL https://t.co/XPNo2sR5Gm
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
Ed Bradford @Fullcarry
46K Followers 429 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Vincent WS Lam @vwslamtrader
3 Followers 77 Following
Metamask 2.5👾🪬�.. @Mauricelamont86
913 Followers 5K Following Love all yall!! Drop content let's run it up!!
LA JEUNESSE @wydhgcmj
2 Followers 259 Following
sla @Henriqu73086553
19 Followers 180 Following
teck hui wee @tek_sg
90 Followers 181 Following
dragonball1 @dragonball52826
60 Followers 86 Following
Sanwal Neelkanth @NeelkanthSanwal
0 Followers 1K Following
Roberto Machado @RobertoRobmac
158 Followers 2K Following
Nyembe Chapeshamano @nchapeshamano
202 Followers 904 Following ICT Professional #Events. Loves #Africa. Looks into #Infrastructure #Development, #Tourism, #Business promotion, #FinTech, #SusFin #Energy sector, Travelling
user93561 @user93561
60 Followers 5K Following
mmmmmmmm @bezosfanclub
88 Followers 197 Following
Kevin Gunn @kglightspire
50 Followers 84 Following Science geek, econ nerd, runner. I make stuff. I also try to make stuff better. Owner: Lightspire Design & Fabrication, LLC https://t.co/p8LCzIUSaS
Orhan G. @orhan__g
8 Followers 287 Following
The Office of George .. @GeorgeWarwick12
259 Followers 180 Following Warwick is pronounced Warrick in England. War-Wick is how Americans pronounce it.
. @hfdjyfdk
0 Followers 53 Following
Malachor @Nihilus144
35 Followers 599 Following
Neil Smith @NeilSmithLondon
56 Followers 307 Following
SR12 @SR1269508763
42 Followers 530 Following
Sam Cowie @SamCowie84
20K Followers 4K Following British journalist in Brazil. The Guardian, The Financial Times, Al Jazeera, BBC, AP, others. Retweets are not endorsements
Kevin Cashman @cashmank_
3K Followers 2K Following US policy and its impacts on the world via economics, technology, and diplomacy | fellow @epsusa | previously @ceprdc @NonprofitUnion | views my own
適彼樂土 @leonboboo
105 Followers 3K Following
GiovanniGarcea @garcea_giovanni
15 Followers 492 Following
KeNnYmOrE @Kennymore23
206 Followers 469 Following
frederic szajek @Fszjk
1 Followers 25 Following
Evergreen @Duhtps_
14 Followers 3K Following
Md Mamun @MdMamun3223561
183 Followers 3K Following First of all I love my Allah then all the Prophets came to the world and the World Prophet Rahmatullahi Alamin Muhammad sallallahu alayhi wasallam then parents
Gary Chen @GaryChe11966482
39 Followers 106 Following
balakrishnareddy 🇮.. @balkrishnareddy
286 Followers 4K Following A nation can not take birth, survive & succeed without nationalism.
. @AliHassanKE
53 Followers 657 Following
Shahla Akram @shahla_akram4
27 Followers 606 Following
supitcha2 @supitchajen
11 Followers 85 Following
Rosalind @Rosalin87688942
54 Followers 747 Following
John Buyko @BuykoJohn18389
252 Followers 963 Following
YS @YaoShen2828
19 Followers 115 Following
ᗰETE Kᗩᗩᑎ K�.. @metekaan_kaynar
32K Followers 27K Following 𝗣𝗿𝗼𝗳. 𝗗𝗿. Gazete Duvar | Özgür Üniversite | SDD Yönetim Kurulu | Eğitim Sen | Ankara Dayanışma Akademisi |
Alex (Oleksandr) Kasi.. @olexandrkasian
99 Followers 1K Following Studying American, amongst others topics, Laws in Taiwan. Writing helps me remember and think. Sometimes incorrect, sometimes right on point.
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Adam Tooze @adam_tooze
215K Followers 8K Following History - Economics - Theory Columbia University. Born UK, raised FRG. Mensch mit Migrationshintergrund. Chartbook Newsletter: https://t.co/liMOT0CGJK
Andy Constan @dampedspring
133K Followers 329 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Dario Perkins @darioperkins
59K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Jason Furman @jasonfurman
158K Followers 2K Following Professor of Practice at Harvard. Teaches Ec 10, some tweets might be educational. Also Senior Fellow @PIIE. Was Chair of President Obama's CEA.
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Olivier Blanchard @ojblanchard1
169K Followers 387 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
JohannesBorgen @jeuasommenulle
47K Followers 2K Following Le poids d'un oiseau qui s'y pose suffit à déplacer la terre. The weight of a bird landing on it is enough to move the Earth
Matthew C. Klein @M_C_Klein
55K Followers 719 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Daniela Gabor @DanielaGabor
49K Followers 1K Following Professor of Economics/MacroFinance. Critical macrofinance, central banks, repos, shadow banking, WallStreetConsensus https://t.co/YGZItchHwL https://t.co/XPNo2sR5Gm
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
Ed Bradford @Fullcarry
46K Followers 429 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Skanda Amarnath @IrvingSwisher
26K Followers 5K Following Executive Director - @employamerica. RTs/likes != endorsements. https://t.co/tKsuuvVYoc @skandaamarnath on other sites. Charitable interpretation advised
Jon Turek @jturek18
20K Followers 396 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
Paul Podolsky @paul_podolsky
3K Followers 873 Following Founder Kate Cap,Still Press. Author. Frmr Bridgewater. Newsletter: https://t.co/1S33w3lmTW Podcast: https://t.co/0bqEPzhog1 Not investment advice
Freddy Brewster @freddy_brewster
1K Followers 4K Following Reporter for @LeverNews Words in @latimes, @DatelineNBC, @KTVU, @CalMatters and others
Andres Fernandez Mart.. @andresfernanm
1K Followers 95 Following Dad, husband, macroeconomist & dog fan. Economist @IMF. Bringing research to policy making. Former @bcentralchile, @the_IDB and @EconomiaUAndes. Views are mine.
Katrina Northrop @NorthropKatrina
3K Followers 2K Following reporter for @thewirechina | bylines in @nytimes, @projo, @TheAtlantic, @insideclimate | [email protected]
Nick G. @nickgiva1
22K Followers 230 Following JPM, Salomon, HF principal, bond trader. Co-host at @2graybeards since 2023. Running https://t.co/cgOYR5cb3Q since 2015 and https://t.co/heHmeYg9yr since 2018.
Douglas Irwin @D_A_Irwin
11K Followers 489 Following Trade economist/economic history @DartmouthEcon, @PIIE, @NBERpubs
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Eric Van Nostrand @AsstSecEcon
2K Followers 242 Following Eric Van Nostrand, performing duties of Ass’t Sec’y for Econ Policy @USTreasury. Advancing @SecYellen’s approach to modern supply-side econ & @POTUS’s agenda.
Michael McNair @michaeljmcnair
208 Followers 238 Following
Felix Martin @felixmwmartin
495 Followers 417 Following Economist | Investor | Author | Columnist Reuters Breakingviews. Money: The Unauthorised Biography.
Janka Oertel @oertel_janka
9K Followers 2K Following Director l Asia programme l ECFR @ecfr @ECFRAsia RT ≠ endorsement; views personal
Abdullah Alnasser @AbdullahLN
10K Followers 1K Following Knowledge Seeker| BS in Fin| MS in Applied Econ| Fmr: Corp Banker & Derivatives Trader | Economist | @IMFNews | Fmr: @IFC_org , @WorldBank | محب للشعر
Volkmar Baur @BaurVolk
113 Followers 168 Following China economist, CCP elite politics watcher, mandarin learner. All views are my own.
Ptr Pn @_ptrpan
242 Followers 899 Following Momentum Strategies: What goes up, goes even higher. Let the value guys deal with the concept of gravity.
Brandon Carl @brandonjcarl
5K Followers 520 Following Markets, Macro, AI, Tech. Head of AI + Strategy at @SmarshInc. Previously CPO/Head of AI Research @dreasoning, Global Macro @nomura. All opinions my own.
The Wine Swine @TheWineSwine
5K Followers 254 Following Trading across Rates, Equities, Credit and FX derivatives. All views here represent my own
Parker Ross @Econ_Parker
12K Followers 661 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
cephalopod @macrocephalopod
45K Followers 567 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
Daniel Kral @DanielKral1
9K Followers 4K Following Europe macro at @OxfordEconomics. Opinions my own.
tom keene @tomkeene
162K Followers 17K Following bloomberg surveillance. present performance is no guarantee of future job.
Daniel Reichert-Facil.. @DFacilides
231 Followers 224 Following NY & Hamburg Bar • #SovereignDebt Reform, Energy & Infrastructure Finance
François de Soyres @FSoyres
548 Followers 707 Following French Economist at the Federal Reserve Board. Raising 3 tiny humans with @ConstanceSoyres. Everything ever said on Twitter, by anyone, is my personal opinion.
hamouda @chekir
149 Followers 568 Following
Gauti Eggertsson 🇺.. @GautiEggertsson
6K Followers 233 Following Professor of Economics, Brown University. Consumer warning: I am terrible at spelling.
Le Grand Continent @Grand_Continent
39K Followers 5 Following Il faut construire un débat stratégique, politique et intellectuel à l’échelle pertinente. Revue du @GEG_org
Chris Miller @crmiller1
17K Followers 2K Following Author of Chip War: The Fight for the World's Most Critical Technology. Professor @FletcherSchool, Kirkpatrick Fellow @AEIfdp
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741 Followers 463 Following Views are my own, re-tweets are not endorsements
Anu Bradford @anubradford
6K Followers 545 Following Law professor – @ColumbiaLaw. Finnish-American Citizen of the World. Author of #BrusselsEffect and #DigitalEmpires. Mother. Foodie. Fitness nut.
Pierre Ramond @RamondPierre
3K Followers 2K Following Doctorant en science politique | Responsable @GC_Mardis au @Grand_continent | Donne cours "Théories des relations internationales" @ENS_ULM (S1) | فارسی
Josh Lipsky @joshualipsky
4K Followers 3K Following Senior Director Atlantic Council GeoEconomics Center @ACGeoEcon. Former @obamawhitehouse, @statedept, IMF advisor. Fan of the Nats.
Edward Conard @EdwardConard
4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.
Shadi Hamid @shadihamid
152K Followers 5K Following Columnist & Editorial Board member @WashingtonPost; Research prof @FullerSeminary; Order my book THE PROBLEM OF DEMOCRACY: https://t.co/NO66uWn3vE
Bernat Camps Adrogué @Bernat_Camps
576 Followers 390 Following Analyst at LHGP working on development finance | IMF, SDRs and Debt | @LSEnews , @UPFBarcelona & @CGDev alumni | Views my own
Mike Weilandt @Mike_Weilandt
129 Followers 330 Following Geoeconomics/finance Research Associate at an international affairs think tank
EMopportunities @EMopportunities
990 Followers 135 Following EM credit & rates PM. Opportunistic management style with large expertise on restructuring stories. (no investment advice,my own view)
Tom Braithwaite @TBraithwaite
11K Followers 2K Following News editor of the Financial Times. Views are mine, not the FT's.
Richard H. Clarida @rhctoo
283 Followers 30 Following This is the official account of Richard Clarida, Columbia University Economics Professor, Nber Research Associate , and former Vice Chair Federal Reserve Board
Ben Harris @econ_harris
4K Followers 785 Following Brookings VP and Director of Economic Studies. Former Assistant Treasury Secretary and Chief Economist to VP Biden. Co-author of The Retirement Challenge.
Patrick Honohan @PHonohan
2K Followers 67 Following
Hans Humes @hanshumes
777 Followers 679 Following
Stacey Connaughton, P.. @slconnaughton
511 Followers 1K Following Director, Purdue Policy Research Institute @PurduePPRI, Professor in the @Lambschool, Director of the @Purduepeaceproj, Associate Editor of @OUPAcademic
Jennifer Welch @ThatJennieWelch
1K Followers 289 Following Chief Geoeconomics Analyst at Bloomberg @economics. Former NSC Director for China & Taiwan & Special Advisor to the VP on Asia & Pacific. Views are my own.
@Brad_Setser The thing is in most free countries it is companies who individually invoice based on their products and cash flow needs. Countries don’t invoice. Not clear what such a thing even means at a country-level
@Brad_Setser Ehhh, this is all posturing, with little thought follow through. They are working plans to get $ down. Yet they want to increase transactions and precautionary demand for USD. A set of ideas, with contradictory threads.
Last week: we’ll use tariffs to prevent countries from buying dollars. This week: we’ll use tariffs to make countries keep buying dollars.
NEW: Trump’s economic advisers are considering ways to actively stop nations from shifting away from using the dollar, sources tell me, @nancook + @JenniferJJacobs Penalties being discussed: export controls, currency manipulation charges and tariffs bloomberg.com/news/articles/…
@Brad_Setser It’s like economic policy, the John Bolton edition
@Brad_Setser Erdogan cheek to cheek smile. Unfortunately.
@Brad_Setser Wait til you read the WSJ exclusive tonight regarding the Federal Reserve.
Please god no
Several people who have spoken with Trump about the Fed said he wants someone in charge of the central bank who will, in effect, treat him as an ex officio member of the central bank’s rate-setting committee. @AndrewRestuccia @learyreports wsj.com/economy/centra…
@matthewswspence It could also be a function of how international tax law works, especially around IP, as @Brad_Setser would attest.
This is how Alphaville increases headcount. 🎉
inventing a new type of guy to get mad at (having a son)
Interesting day: Yen is weaker, in crosses, perhaps because 155 has not triggered any intervention (actual or verbal) Dollar is softer, even if equity signals are bearish (perhaps because it is so $META driven). Still, a correlation to watch.
Between the devil & the deep blue sea. Pakistan owes $7.5bn to the IMF alone over the next 5 years, against FX reserves of $8bn. This means the Fund is forced to bail itself out by giving us yet another program. The new IMF program will basically be used to pay the IMF back.
Review of my work with @dridupita @_ashuklaa "Egypt expanded its loan to $8bn, but it has $10bn to pay back to IMF over the next 2 years It’s a case of borrowing from Peter to pay Paul, only here Peter & Paul are the same exasperated person at the IMF” bloomberg.com/news/newslette…
*SUZUKI: WILL TAKE APPROPRIATE ACTION AGAINST FX
For dinner, Marchand's ribcage with some greens
@Brad_Setser I think next 24 hours 15 percent Next 7 days 65 percent
"The MOF can stay silent longer than USDJPY shorts can stay solvent." Keynes, or someone
Here's to four and many more. Happy birthday to Twain, the floofy manifestation of my soul
I am going to be very honest here! I can’t say that, as a Greek, I am not enjoying this just a little bit! 👇
IMF calls out Germany's "debt brake" as a major risk to the European economy.
Love that a couple of FTAV posts became accidental experiments to see whether people actually read the fine print of what they’re buying.
Do investors actually read bond docs? on.ft.com/3JzimEs
To avoid confusion: Those corporate tax windfalls are taxes missing in other countries’ budgets.
Easy come, easy go. Ireland’s corporation tax windfall set to yield €8.6bn surplus (Financial Times Europe), 24 Apr 2024 ft.pressreader.com/article/281539…
@Brad_Setser let’s see how this plays out
$BA - Moodys downgrade countdown initiated - headwinds for the terms of the $12B revolving credit facility shearman.com/en/news-and-ev…
Trends for United States
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