Dom White @DomWh1te
Chief economist at Absolute Strategy Research in London. But on here I speak my own nonsense. absolute-strategy.com London, England Joined December 2010-
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Typo or a suggestion that casualties are coming? 🤣
Our latest #economicsWeekly is out | ‘Making sense of the US consumer' #economics #macro #research #economy
It’s pointless trying to draw inferences for the (long-run) neutral rate from a year in which there has been a record rise in the population.
How did China become the world’s largest car exporter? We can quantify this. From 2019-23, 67% of its export growth was due to excess capacity in internal combustion engine (ICE) cars, 24% was from innovative domestic new energy vehicle (NEV) producers, and 9% was Tesla. 1/6
Somewhere on Twitter, there's a guy still coming up with reasons for why the dollar is about to collapse.
.@MordantMuppetry Took your advice and went on a guitar building course at @jcguitarsltd last week.
Unnecessary in the first place and now subject to undemocratic secrecy laws. What a total f*** up.
Unnecessary in the first place and now subject to undemocratic secrecy laws. What a total f*** up.
Nothing in economics is ever obvious and I despise people who claim it is. It's all about risks and probabilities. Anyone who claims certainty is a fool. Including me if I ever do it, please call me out on it.
Global Economics | Five Macro Questions for 2024 ASR's #5MacroQuestions for 2024 from our #economics team. #economics #macro #research #economy #softlanding #growth #productivity
Highly recommended reading: theovershoot.co/p/the-us-econo…
Eurozone inflation is now well below target on a 3-month annualised basis.
A good way to visualize the demand driven logic for why inflation should be weaker as the US ages/gains typically younger immigrants.
Let's do this one again: Looking at net corporate interest costs just isn't particularly informative. We *know* the distribution of cash is heavily skewed to particular firms/sectors (13 S&P 500 corps hold c.$1 trillion of the $2.5 trillion total cash), while debt distrib broader
Bob Elliott @BobEUnlimited
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Dario Perkins @darioperkins
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Michael Green @profplum99
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ʎllǝuuop ʇuǝɹq @donnelly_brent
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Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
The Spread Thread @SpreadThread1
18K Followers 333 Following Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge
Brad Setser @Brad_Setser
98K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Kantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Steve Hou (“LEASE M.. @stevehouf
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Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
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
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
Ed Bradford @Fullcarry
46K Followers 428 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Prometheus Research @prometheusmacro
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Rishi Mishra @aRishisays
18K Followers 459 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
Ian Harnett @IanRHarnett
19K Followers 396 Following Veteran macro strategist - Co-founder Absolute Strategy Research - All views are my own and not those of ASR. RT does not mean endorsement
Jon Turek @jturek18
20K Followers 395 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
Jason Furman @jasonfurman
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0 Followers 38 Following
Lighthouse by CTFN @Lighthouse_CTFN
198 Followers 353 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
golden goose @goldengoosegmbl
131 Followers 359 Following @shufflecom degen $SHFL maxi https://t.co/gWB7KweoZ3 https://t.co/YiNIo51Yod ref code: goldengoose
Mora @Freya573368
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Jacko 🇮🇪🇺�.. @jackothegod
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529 Followers 4K Following #Husband&Dad #Skeptischer_Historiker💭 #Neutralität⛑️ #F.T-Trader📉📈Forex-Stocks-Commodities-Crypto&More💹📊/#BDM&Strategy📋#Sales&Marketing📑#Science&Tech⚛️
Regulation reply guy @manxmayhem
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Lester Steinberg @LesterSteinberg
54 Followers 64 Following Father, math teacher, macro enthusiast living in California. Motto to live by: Live and love and learn.
Saint-Louis @AndornoSTL
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mutt @mutt06144614
39 Followers 513 Following
JSE Leveller @JseLeveller
2K Followers 211 Following I give no advice. Do your own research and place your own bets.
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~$~ @Tweetstalker23
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Grant Gilbert @Gilbg1203Ftw
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[email protected].. @sumeet_xl
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30 Followers 1K Following Günlerin çıkrığını kendi ruhunun ilhamlarıyla çevirmek...
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475 Followers 401 Following
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Dario Perkins @darioperkins
60K 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
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
The Spread Thread @SpreadThread1
18K Followers 333 Following Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge
Brad Setser @Brad_Setser
98K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Kantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
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
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
Ed Bradford @Fullcarry
46K Followers 428 Following US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Prometheus Research @prometheusmacro
37K Followers 249 Following Research service with the goal of democratizing finance. Making institutional-quality insights and research available to the public.
Rishi Mishra @aRishisays
18K Followers 459 Following Rates strategist | Patriot | Feminist | Allergic to hypocrisy. Follow me for some cheap tricks & cheesy one-liners! Whack follol de rah!
Ian Harnett @IanRHarnett
19K Followers 396 Following Veteran macro strategist - Co-founder Absolute Strategy Research - All views are my own and not those of ASR. RT does not mean endorsement
Jon Turek @jturek18
20K Followers 395 Following Macro enthusiast | Jets fan, unfortunately. | DMs open 🇮🇱
Jason Furman @jasonfurman
157K 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.
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
JamesCollins Guitars @jcguitarsltd
1K Followers 867 Following British hand-built electric & acoustic guitars
Bank of Japan @Bank_of_Japan_e
46K Followers 0 Following The official account of the Bank of Japan. It provides updates on new releases and, when necessary, as in cases of emergency, communicates the Bank's messages.
CME Group Interest Ra.. @Interest_Rates
3K Followers 238 Following News and insights from @CMEGroup's leading interest rate derivatives marketplace.
Patrick Saner @patrick_saner
15K Followers 582 Following Head Macro Strategy @SwissRe. Former World Bank, SNB and UBS. Views are my own/personal.
Joshua W Mitchell @Mitchell_JoshW
686 Followers 584 Following Principal Economist, U.S. Census Bureau. Research on retirement, income distribution, and poverty. Views expressed are my own. RT does not imply endorsement.
Josh Martin @JoshMartin_econ
2K Followers 550 Following Economic Adviser @BankofEngland. Previously @ONS. Productivity, intangibles, capital, stats. Member @TPIproductivity, @ESCoEorg. Only personal views.
Austan Goolsbee @Austan_Goolsbee
109K Followers 961 Following President & CEO, Federal Reserve Bank of Chicago, econ prof @ChicagoBooth, frmr Chair, Council of Economic Advisers. I don’t speak for the Fed or others on FOMC
Bill Goggin @wgoggin
2K Followers 1K Following Progressive economist focused on myths of mainstream economics and implications for federal fiscal and monetary policy, deficits, and national debt. MMT.
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562 Followers 375 Following I tweet about economics, banks and central banking. Formerly @BankofEngland but cooler than Matt Hancock. All views my own.
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BIGLY @bmiller22
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Eric Rosengren @EricSRosengren
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Brian McCarthy @briangobosox
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Andrew Flowers @andrewflowers
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PDS @TopadoDuran
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45K Followers 569 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
Usama.P @Usama_Polani
599 Followers 1K Following In econ grad school purgatory-taking it 1 fixed point at a time- interested in dev,applied macro& *sigh* macro theory.Firmly on team Hausman in the cheerio wars
Dustin Jalbert @2x4caster
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LHMeyer / Monetary Po.. @lhmeyermacro
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Stephen Miran @SteveMiran
16K Followers 947 Following Economics Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Tony the C @tonytmg
165 Followers 223 Following Watsamatta U alumnus, Magnum cum Loud eh? Fuggetaboutit - MM funds at 5% don't even cover the Vig
Fernando Eguren @fereguren
289 Followers 903 Following I do economics in English y escribo en español. 🇦🇷. 👨🎓: link below.
PPG @PPGMacro
28K Followers 1K Following PPG Macro Independent Strategy. Only tweet when worth it. Not an economist. Former trader. Always an economic historian. LSE. Publican.
European Central Bank.. @ECB_Research
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Ben McWilliams @McwilliamsBen
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Sander Tordoir @SanderTordoir
3K Followers 727 Following Senior economist @CER_EU. Eurozone macroeconomic policies | institutional development of EMU | Role of 🇩🇪 🇳🇱 in EU. Formerly @ecb (+ @IMFNews) & @Worldbank
Is Economics Education Fit for the 21st Century? More than 15 yrs after the 2007/8 GFC, @RethinkEcon_EW - the student movement that swept the UK (and many parts of the world) calling for a drastic overhaul of the econ curriculum - reports its findings. rethinkeconomics.org/2024/05/01/is-…
Surprised this paper title isn't "Borjas was wrong" (Immigration INCREASED the wages of less educated native workers.) nber.org/papers/w32389
It is, apparently, “the endgame” for yen, where nobody can do anything (kind of a weird situation to call an ‘endgame’). Kishida, “like Kuroda, knows the terrible truth.” Then there is some BTC. But one million views and 7000 likes can’t be wrong. Fintwit is amazeballs.
this is it. we're moving to a new stage of the Endgame. Japanese Yen ripping through barriers like paper, passing each level where the BoJ intervened before. The slow motion meltdown has finally begun to accelerate, and authorities are powerless to stop the decline, unless they…
As you all know, I’m typically very pro-EU/EZ, but there is something epically funny about an EU Commission led by a CDU pol accusing China of engaging in insufficient fiscal stimulus to spur local demand and relying too much on exports to spur recovery from a financial crisis.
Fascinating article. In Anglophone countries (US, UK, Canada, Australia, etc.), immigrants... 1. ...tend to pay more in taxes than they receive in benefits; 2. ...are underrepresented in prisons; 3. ...show more upward mobility than immigrants in Europe. on.ft.com/3QmwwMN
@DomWh1te It's quite annoying when you read 5% of the newspaper max. I'd happily pay an annual subscription to be distributed proportionally to outlets based on my clicks. Market outcomes are always efficient my bum
@dsquareddigest Yeah for sure. It’s just the fact that singing a G over a D chord is pretty much “don’t do this 101”. It is interesting—I’d never spotted it from listening to it.
Here’s one for the fiscal nerds: In recent years, as much as one-fifth of all measured public investment was in fact student loans (the loans the government makes and doesn’t expect to get back). The headline numbers overstate how much ‘actual’ investment we’re doing.
How does this work again? I am a bit out of practice.
And CBs gods were happy for there were no more houses being built
@t0nyyates I find it odd the BoE states it doesn’t comment on the curve then conditions its forecast on the market curve, which itself is implicit (if slightly opaque) comment on market pricing.
@t0nyyates Ive probably made this point before but it’s just an odd convention and don’t really know it’s origins or the original rationale
🚨 Excited to announce we have launched the Macro Musebot! 🚨 Powered by insights from 400+ episodes of the Macro Musings podcast, this AI is your personal guide to the world of macroeconomics, monetary policy, and all our past guests! (1/n) ai.macromusings.org
It's amazing to me that the FT can write a "big read" on the end of the Korean miracle without even a mention of its success with cultural exports (music, movies, etc) over the past decade... ft.com/content/b34e8b…
💷Slightly awkward UK public finances data this morning. 2023/24 budget deficit ends up somewhat higher than forecast. • March borrowing at £11.9 billion (Reuters poll: £10.2 billion) • Feb, Jan revised higher • FY 2023/24 borrowing at £120.7 bln (OBR: £114.1 bln)
I have written the score for an Italian film Confidenza* by Daniele Luchetti. An album of the soundtrack will be out this Friday 26 April on streaming services. It is available to pre-order on vinyl and CD for release on 12 July from W.A.S.T.E. thomyorke.x-l.co/confidenza-ost
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