Paul Mortimer-Lee @MortimerleePaul
Independent economist. Research Fellow @NIESRorg Ex-NIESR Deputy Director, ex-@bankofengland , ex- @IMF & ex-@BNPParibas Views = mine (except the wrong ones). Westchester NY Joined June 2012-
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With news of Israel’s strike on Iran tonight, it is unfortunately timely to revisit what we wrote late last year about the economic consequences of war between Israel and Hamas. The spread into a wider conflict has come later than I expected but the consequences are profound.…
Big implications for markets The Moral Hazard of Biden’s Support for Israel foreignpolicy.com/2024/04/17/isr… The US “ironclad” undertaking is problematic What if Israel escalates tensions. Can Biden back away? Does Netanyahu want confrontation to attack Iran’s nuclear program?
Short and to the point. Well worth reading from @ChathamHouse chathamhouse.org/2024/04/irans-…
Are we sure this was miscalculation? Or was it Netayahu seeking to provoke an Iranian response to bolster Biden’s flagging backing? How would the US have responded to the flattening its diplomatic mission in Syria? A case of the tail wagging the dog? nytimes.com/2024/04/17/wor…
I support @EconSteveM’s idea of the handing over the central forecast to bank staff. However, there’s the issue of whether of not this should be published. Publishing will constrain it to saying policy is appropriate. It should be an input to MPC inking, Nita summary of it,
I support @EconSteveM’s idea of the handing over the central forecast to bank staff. However, there’s the issue of whether of not this should be published. Publishing will constrain it to saying policy is appropriate. It should be an input to MPC inking, Nita summary of it,
Bank of England inflation review: Bernanke finds ‘significant shortcomings’. Well, when it comes to mistakes in forecasting, we have to listen to the guy the who said in May 2007 that subprime woes would not hurt the economy @benbernanke thetimes.co.uk/article/ba08d4…
#MMT cite manufacturing construction as showing interest rates don’t work 1) this is nominal terms. Inflation overstates it 2) AI revolution is driving computer chips 3) Taiwan/ China concerns likewise 4) Covid supply chain issues prompting nearshoring 5) EV affecting autos
The persistent noises on this out of Europe are very worrying. Add to that the likelihood of an Iranian response to the Israeli attack in Syria, and an Israeli response to that, and we have a recipe for much higher risk in financial markets. on.ft.com/3TPzSc7
.@paulkrugman ignores the fact that record house prices and the highest mortgage rates for decades means that housing affordability is appalling. People being able to afford a home is vital for their opinion of the economy nytimes.com/2024/04/08/opi…
.@StephanieKelton Let’s imagine 2 scenarios 1) The government takes an actual $20 bill from you and gives it to me 2) you pay the government $20 in taxes, which it destroys, and it credits my account with $20 of new money Seems to me that my command over resources has gone up…
Zimbabwe to launch ‘gold-backed’ currency to replace collapsing dollar via @FT #MMT in action on.ft.com/3U3Mmhs
Are US consumers out of sync with economic conditions? If we look at the "misery index" - the y/y CPI inflation rate plus the unemployment rate, sentiment does not seem far off where we should expect it to be. So, "no"
Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
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.
Brad Setser @Brad_Setser
97K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Holger Zschaepitz @Schuldensuehner
333K Followers 361 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
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.
David Andolfatto @dandolfa
32K Followers 2K Following Construction worker turned academic turned central banker turned academic again. Chair, Economics Department @MiamiHerbert University of Miami
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
jeroen blokland @jsblokland
112K Followers 691 Following Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research.
Mike Bird @Birdyword
87K Followers 2K Following Asia business & finance editor @TheEconomist. Co-host of our Money Talks podcast. Just a lad from Leeds with a lust for markets, economics and history.
Erik Fossing Nielsen .. @ErikFossing
23K Followers 1K Following Group Chief Economics Advisor, UniCredit. (Ex UC Chief Econ and head of research, Goldman Sachs Chief European Economist, World Bank, IMF, Danish central bank.)
Fabio Ghironi @FabioGhironi
20K Followers 4K Following Paul F. Glaser Prof. of Economics @UW. Unapologetic macroeconomist. Personal opinions. Mostly econ, BC Hockey, & Toro. RT = interesting.
Ian Harnett @IanRHarnett
19K Followers 394 Following Veteran macro strategist - Co-founder Absolute Strategy Research - All views are my own and not those of ASR. RT does not mean endorsement
Toby Nangle @toby_n
18K Followers 844 Following London & Stroud. “Veteran” fund manager. @FT contrib ed. @resfoundation assoc. @baring_found trustee. Anti-anti-woke. @FGRFC_Official fan. I’m @tobyn on Bluesky
Duncan Weldon @DuncanWeldon
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Alma__GR @AlmaGR274843
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Douglas @MMTmacrotrader
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MJM 🇺🇸🥃🌺�.. @MJM_chibroker
358 Followers 651 Following here for the laughs, blocked by Michael Malice and Taylor Lorenz
Md_88121 @88121Md1882
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Lester @third_robot
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Jay Harrington @jay_harring
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Soarrasi @soarrasi79275
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T. David Pearce @TDavidPearce
69 Followers 762 Following Data, Growth: Sound Policy w Data for Growth | Econ grad student-JHU, now GMU | 🎸 | ✝️~🕎~🌱 | 1 wife, 3 bearns = 1 party | Flip flopper ≈ Learner
soodvivek965 @soodvivek962040
24 Followers 884 Following
Miguel Herculano @mcolherc
145 Followers 367 Following Lecturer in Financial Economics at the University of Glasgow. Interests: Bayesian Econometrics, Macroeconomics and Finance.
Graham Brownlow @GrahamBrownlow
3K Followers 2K Following Economist, Senior Lecturer at QBS. FRSA. Bangor FC fan and lover of low brow cinema. My only Twitter account, though I've accounts on other platforms.
_VelvetSoul @VelvetSoul23851
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VelvetVortex_ @VVortex95647
6 Followers 627 Following
Yacqub Ismail @Yacqubismial
2K Followers 4K Following
Jessie Hewitson @jessiehewitson
9K Followers 3K Following On sabbatical writing a book. Money and Business editor at the @theipaper. Author of Autism, How to raise a happy autistic child.
Anna Zech @AnnaSophieZech
295 Followers 1K Following MSCA PhD @SorbonneParis1 & @ULBruxelles with @GemDiamondPhD. Researching (E)CB comms networks and technocracy in macroeconomic policy. #textasdata Views own.
JW Mason @JWMason1
1K Followers 883 Following Associate prof economics, John Jay College-CUNY. Senior Fellow at Roosevelt. Anti-war Keynesian. Spouse of @LauraTanenbaum. Blog: https://t.co/UehDfy2Hke
Matthew McKernan @MMcKernan95
355 Followers 809 Following D.Phil. Economics candidate at @OxfordEconDept & @LincolnOutreach | Macro, Macro Labour and Heterogeneous agent Macro
aanpakkuh = getonwith.. @aanpakkuh
261 Followers 541 Following Not a politician, not a civil servant, not receiving any government subsidy, but a net taxpayer!
_Sobremesa @Sobremesa871703
14 Followers 832 Following
_Aurora_ @Aurora743403
0 Followers 535 Following
Natalie_Smith @NatalieSmi92568
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Gergely Szalka @SzalkaG
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Lucas Estrela @lucasestrela96
149 Followers 752 Following
Sleeraph @sleeraph17905
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VishaMV1 @Mv1Visha5652
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LLLJT @LLLJT1
77 Followers 881 Following Investor interested in all public/private markets. Lover of great food, wine and liquor.
Ermia @IamErmiaNoori
21 Followers 107 Following
Bookviaus567 @bookviaus517247
23 Followers 914 Following
Ángel Talavera @atalaveraEcon
14K Followers 493 Following Head of Europe Economics @oxfordeconomics Always keeping an eye on what's happening back home in Spain. Spanglish tweets. Personal opinions.
Dahlia @Dahlia1114189
6 Followers 902 Following
Marlowe @Marlowe64627132
5 Followers 693 Following
Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Robin Brooks @robin_j_brooks
305K Followers 205 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Jim Bianco @biancoresearch
393K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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
Nick Timiraos @NickTimiraos
323K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
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.
Brad Setser @Brad_Setser
97K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Mohamed A. El-Erian @elerianm
680K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Bob Elliott @BobEUnlimited
137K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Joseph Wang @FedGuy12
159K Followers 599 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Bloomberg Economics @economics
601K Followers 2K Following Breaking economics news and analysis from @business, the first word in global business and finance. Sign up for our daily newsletter: https://t.co/0m3cdbZZdY
Bloomberg Markets @markets
1.7M Followers 229 Following Breaking news and analysis on global financial markets Sign up for newsletters: https://t.co/3zp754sbuD Catch up on Markets Wrap: https://t.co/PF0mrEttGc
Holger Zschaepitz @Schuldensuehner
333K Followers 361 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Otavio (Tavi) Costa @TaviCosta
220K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Michael A. Arouet @MichaelAArouet
74K Followers 757 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.
Andy Constan @dampedspring
133K Followers 326 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
Daniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7
Olivier Blanchard @ojblanchard1
169K Followers 387 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Tony of 1Dime @1DimeOfficial
5K Followers 2K Following Video Creator/Writer/Political Theorist/Propaganda Artist. Founder of 1Dime on YouTube and the 1Dime Radio podcast. https://t.co/HSEOC0cKna
E.J. Antoni, Ph.D. @RealEJAntoni
41K Followers 494 Following @Heritage & @Comm4Prosperity economist, @VinceCoglianese Show & @Richzeoli Show in-house economist; I may be wrong, but it’s highly unlikely; VAMO
Keith Weiner @RealKeithWeiner
13K Followers 1K Following Founder and CEO of @Monetary_Metals, Economist, Specializing in gold, money and credit
Steven Hail @StevenHailAus
13K Followers 948 Following A. Prof. Modern Money Lab/Torrens University Australia. Book: Economics for Sustainable Prosperity https://t.co/gehm7PQTQA
Professor Mark Maslin.. @ProfMarkMaslin
33K Followers 906 Following #ClimateChange Professor @ucl, author of #HumanPlanet, #CradleOfHumanity, #HowToSaveOurPlanet, member of @ClimateCrisisAG, Dad (He/Him)
Karthik Sankaran @RajaKorman
12K Followers 4K Following Formerly many things. 1st to rhyme Duce & Juche; say US a Transfer Union. Globalization Shill. Neoliberal Peacenik. Macro Expat. 1/3 phlegm, spleen, dad humors.
Paul Embery @PaulEmbery
142K Followers 6K Following Trade Unionist | Writer | Broadcaster | “Embery will force you to think outside your usual political grooves" - Wall Street Journal | Visit my website ⬇️
Ivan Werning @IvanWerning
63K Followers 2K Following MIT Professor of Economics | Macro, International, Public, Monetary, Taxes, Finance | v = u + β v | Beatles | Boston Argentina
Politics UK @PolitlcsUK
152K Followers 632 Following The Home of UK Political News | Follow & Notify For Impartial Coverage 🗞️ [email protected]
Geoffrey Smith @Geoffreytsmith
3K Followers 1K Following Central bank editor, POLITICO Europe. Use every man after his desert, and who should ’scape whipping?
Passed Pawn @passedpawn
5K Followers 1K Following Macroeconomics and Markets, Hedge Fund Mgr, Market-Maker, Venture Investor / Chess Master / @MIT engineering
Patrick Saner @patrick_saner
15K Followers 582 Following Head Macro Strategy @SwissRe. Former World Bank, SNB and UBS. Views are my own/personal.
Robin Hanson @robinhanson
90K Followers 655 Following Let’s skip witty repartee & discuss fundamental questions. Views are mine, not GMU’s or Virginia’s. Books: https://t.co/hpZgEm5DBI, https://t.co/iFs9C3J2Ek
Joao Gomes @ProfJoaoGomes
1K Followers 49 Following @Wharton #Finance Professor Senior Vice Dean for Research, Centers and Academic Initiatives. Passionate about the economic forces shaping modern society.
Rob Waghorn @Rob_Waghorn
2K Followers 3K Following Charlton Athletic supporter for 44 years. Proud Father of 5. Plumber/heating engineer by craft. Always follow back. All views are my own opinions.
Terry Smith @KillersBeard
4K Followers 2K Following I have a wonderful family, CAFC supporter, Match commentator for Charlton TV and also honoured to be the current Valley Tour guide.
Greg Stubley @GregStubley_
4K Followers 845 Following Commentator for @CharltonTV_ #cafc | Charlton fan | There is a light that never goes out | Views my own.
'Front Foot' AllHellL.. @Charlton_Not606
1K Followers 1K Following I am a giant, stand up on my shoulders tell me what you see. Cause I am the giant I'll be breaking Eagles underneath my feet
George Gammon @GeorgeGammon
258K Followers 82 Following Macro Addict | Investor| Libertarian...I try to help people increase their wealth/freedom. 650k+ subs on Youtube. Media requests: [email protected]
Exante Data @ExanteData
22K Followers 691 Following Data driven insights before the consensus We serve the world's top institutional investors. Check out: https://t.co/WcLvjdLaHc https://t.co/RWQ9sYIeag (substack)
Gower Initiative for .. @GowerInitiative
5K Followers 1K Following Independent, promoting an understanding of economics & the policy space afforded by our monetary system for social & environmental justice. #MMT #JobGuarantee
Modern Money Network @themmtnetwork
21K Followers 729 Following A student-driven initiative promoting public understanding of money, finance, law, and the economy. #LearnMMT
Felix Geiger @Flx_Geiger
1K Followers 657 Following @bundesbank | views are my own | private | monetary policy, financial markets, finance, economics | retweets, likes and following do not imply endorsement
Fabian Schupp 🇪�.. @FabianSHPP
104 Followers 256 Following Economist @ECB | Views are my own. Retweet ≠ Endorsement.
Richard Murphy @RichardJMurphy
252K Followers 1K Following Economic justice campaigner. Professor of Accounting Practice, Sheffield University. Former chartered accountant. Political economist. Opinions all my own.
David Sacks @DavidSacks
845K Followers 3K Following VC @craft_ventures, Bestie @theallinpod, Cofounder @saasgrid_hq
Julian Waller 📖 @JulianWaller
5K Followers 2K Following Ph.D, Pol-Sci. Research Analyst, @CNA_org | Adjunct Prof, @gwucolumbian | Fellow, @ILLSP_GWU. Authoritarianism, Illiberalism, Pol-Mil, Russia/Eurasia, etc.
EconomicsinTen @EconomicsinTen
3K Followers 1K Following Twitter account for the 'Economics in Ten' Podcast - Voted PodBible's 'OH. MY. POD. Independent Podcast of 2019' & named one of the top 25 Economics Podcasts.
New Economy Brief @NewEconomyBrief
3K Followers 3K Following New Economy Brief brings together credible analysis and proposals for building a fair, sustainable & resilient economy. Sign up to our weekly newsletter 👇
Isabella M. Weber @IsabellaMWeber
62K Followers 5K Following EconProf @UMass | Joan Robinson Prize, Keynes Prize, Rothschild Prize & ISA Best Interdisciplinary Book | Harvard Associate in Research | 2023 TIME100 Next
Heather Stewart @GuardianHeather
58K Followers 909 Following Special correspondent at the Guardian - covering post-covid, post Brexit 🇬🇧 DMs are open; [email protected]
Colby Smith @colbyLsmith
12K Followers 2K Following US economics editor @FinancialTimes. Previously @FTAlphaville, @TheEconomist, @BloombergTV. [email protected]
Mushtaq Bilal, PhD @MushtaqBilalPhD
227K Followers 34 Following I simplify the process of academic writing | Helped 5,000+ become efficient academic writers with AI | Work @SyddanskUni | Join 500+ using https://t.co/SKfrXx2V5q
Lawrence H. White @lawrencehwhite1
13K Followers 195 Following Studying private currencies since before they became cool. Prof of Economics at George Mason U. Latest book = Better Money: Gold, Fiat, or Bitcoin? (2023).
Per Bylund @PerBylund
44K Followers 465 Following The world needs economic literacy. Aso prof #entrepreneurship @okstate. And @Ratio_Institute, @mises Books: https://t.co/vgTuivOv8H Tweets my own.
Alan Lester @aljhlester
12K Followers 7K Following Professor, British colonialism, Universities of Sussex & La Trobe. Latest book https://t.co/Gi1qo7sKZS
Forever Charlton @charltonnews
5K Followers 24 Following Charlton Athletic News - Daily and in Depth since 1997
Stephanie Kelton @StephanieKelton
147K Followers 804 Following Author of NYT Bestseller https://t.co/DVWlRrB2YD 📖 Professor @stonybrooku 👩🏼🏫 https://t.co/MpupqQVNl1
Richard Burgon MP @RichardBurgon
215K Followers 2K Following Labour MP for East Leeds. Leeds born and bred. Secretary of the Socialist Campaign Group of Labour MPs🌹 E-mail for constituents: [email protected]
Bill Wells @billwells_1
1K Followers 227 Following Born in Poplar. Relied much more on Chrisp Street Market than Poplar Borough Council.
Michael Redmond @mredmond88
2K Followers 2K Following US macro, Medley Advisors. Formerly US Treasury and KC Fed. Johns Hopkins MIEF '19, Notre Dame '11, NABE CBE. All views are my own
New York Times Pitchb.. @DougJBalloon
261K Followers 4K Following Parody. The really well-trained dog is the one that turns his somersault when there is no whip. merch: https://t.co/3bxNPhdkPL
@PerBylund Yes, Austrians can't predict the future. Nobody can. But they sure can tell you that manipulating money and interest rates will lead to bad allocation of capital which consequently will lead to a recession (a necessary and good reallocation of that malinvested capital).
@RichCawleySLP @CAFCofficial pathetically quiet on this . Come on Methven 👂
@munimanII @MortimerleePaul So were in agreement that QE/Zirp wasnt stimulative then?
Since interest paid on member bank reserve balances reduces remittances to Treasury, the Fed is *effectively* issuing 0 maturity, floating rate Treasuries that only a privileged set of entities can own.
@dandolfa Who knew handing people money instead of just banks would cause consumer inflation? 🤷🤣
732 clubs enter the FA Cup each year. This change is to appease about 5% of them. Yet again, the noisy, rich bullying ones.
The FA and The @premierleague have reached an agreement to strengthen the #EmiratesFACup format and increase support for grassroots football. Swipe for details ➡️
@_PeterVarney well said Peter. Personally, I'd like to see all @EFL clubs boycott the competition next season but it will never happen. We certainly need to see u21 teams kicked out of the EFL Trophy. #FACup
@_PeterVarney Every club in round one should play out a draw. Then they should all sue the FA for loss of earnings. Gate receipts, TV revenue and merchandising.
@_PeterVarney The #FACup has been repeatedly undermined by #TheFA ever since they allowed #ManUtd to not compete in favour of an oversees Club Cup. Then allowing the #FACupFinal to be played with a 5:30pm kick off instead of the traditional 3pm damaged the competition further IMO
The FA is justifying the scrapping of FA Cup replays on the basis that an extra £133m will be provided by the Premier League by way of compensation. As ever in football, money talks and the big clubs are only interested in the 38 x PL matches and European competition. Ideally…
@MMTmacrotrader Ya but what zirp did do is demolish all existing and potential competition to the largest corporations. It also allowed for current capital holders to dictate which ideas merit investment rather than banks. Turns out rich guys have different incentive sets than banks.
@elerianm @katie_martin_fx @FT The Fed has made two cardinal mistakes in just two years. Credibility? Meanwhile, The Fed's preferred inflation metric (in CPI) spiked to above 8% March CPI is 3.5%, the highest since September 2023 Core CPI is 3.8%, beating expectations for four months open.techwriters.info/globalmarketsi…
To paraphrase the IMF on private credit (after 20 pages of analysis): "We don't know if private credit is a problem, but it looks dodgy. The Fed says its fine" 😆
@MortimerleePaul and these days they get all their "best" ideas from the Osborne-Balls podcast 🤣
@crampell @POTUS @DeanBaker13 @BrankoMilan @ICCSecGen @RnaudBertrand @ammaralijan @NGruen1 @MortimerleePaul @MaxCRoser @jasoncrawford @darioperkins @CharlieTTEcon @Brad_Setser @ceprdc @dlacalle_IA @Jayati1609 @Lynn_Henning @philosophybites @lisaabramowicz1 @TheKouk @krogoff 3/3 Vote Democrats or Republicans = Both will NOT help YOU! "Many people want the government to protect the consumer. A much more urgent problem is to protect the consumer from the government.”― Milton Friedman
A meaningful softening of the UK labour market starting to emerge in the latest data. Unemployment up, employment & vacancies down, whilst total pay growth has slowed to 5.6% YoY in the latest data: ons.gov.uk/employmentandl… One of the biggest challenges facing both BoE and ECB is…
@MortimerleePaul OBR is stuffed full of ex Treasury officials too. We are locked in groupthink in the UK
Wow - Brussels police have shut down today's far-right National Conservatism conference where Viktor Orban, Suella Braverman, Nigel Farage and Eric Zemmour were due to speak. I'm afraid this just feeds into their persecution narrative... politico.eu/article/brusse…
Gaza is going hungry. Its children could face a lifetime of harm. Strong work from @RubyMellen and team. washingtonpost.com/world/interact…
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