Global Markets Forum @ReutersGMF
The team behind Reuters community for global finance pros. Mild-mannered journalists by night, macroholics by day. refini.tv/3aAt61T Joined September 2013-
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IRANIAN OFFICIAL TO REUTERS: THERE WAS NO MISSILE ATTACK ON IRAN IRANIAN OFFICIAL TO REUTERS: THE EXPLOSION HEARD IN ISFAHAN WAS A RESULT OF THE ACTIVATION OF IRAN'S AIR DEFENCE SYSTEM #iran #israel
ECB keeps deposit rate unchanged at 4%, signalled it may soon cut interest rates Rate cut could come as soon as June Markets see three rate cuts this year Inflation is slowing but wages still a concern - @Reuters #ECB $EUR #markets #inflation #eurozone
Traders bet against June start to #Fed #interestrates cuts after #inflation; See later start as more likely Fed pricing 52bps for 2024 (vs. 75bps Fed projection) June at 7.6bps; July at 15bps Eikon IRPR first hike now priced for Sept. - that's six weeks before the #US #election!
All eyes on #US #CPIdata #inflation in ~20 mins • #CPI MM 0.3% f/c, 0.4% prev; YY 3.4% f/c, 3.2% prev • Core CPI MM 0.3% f/c, 0.4% prev; YY 3.7% f/c, 3.8% prev Also, #Fed March minutes likely hawkish #policy #interestrates; then Fed's Bowman, Barkin, Goolsbee speak #economy
Exclusive: Modi sets ambitious India economic goals for probable third term reuters.com/world/india/mo…
Yemen's Houthis have provided assurances to both China and Russia that their vessels will pass safely through the Red Sea, the chief negotiator for the Houthi movement, Mohammed Abdulsalam, told @Reuters #yemen #redsea #shipping #breakingnews
- BOE votes 8- 1 to keep rates on hold - BoE Gov Bailey: says "We are not yet at the point we can cut rates but things are moving in the right direction" - Maintains guidance from Feb mtg, says policy needs to remain restrictive reuters.com/markets/rates-… #uk #BOE $GBP #rates
ECB ready to discuss #InterestRate cut in Jun as it receives new data on #wages #growth #inflation by then: #ECB's Luis de Guindos "We haven’t yet discussed anything about future rate moves.. In June we will also have our new projections and we will be ready to discuss this" RTRS
Bank of #Japan ends eight years of negative #interestrates, closing era of radical #policy #BOJ set the overnight call rate as its new policy rate and decided to guide it in a range of 0-0.1% partly by paying 0.1% interest to deposits at the #centralbank
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
PiQ @PiQSuite
100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
LiveSquawk @LiveSquawk
284K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
jeroen blokland @jsblokland
113K Followers 692 Following Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research.
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.
Ole S Hansen @Ole_S_Hansen
62K Followers 611 Following Head of Commodity Strategy @SaxoBank and a regular contributor to both broadcast and print media. Broad focus, but mostly #gold #silver #copper #oil & #grains
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Amena Bakr @Amena__Bakr
141K Followers 1K Following Senior Research Analyst @energyintel: covering #OPEC, Middle East energy & geopolitics. Award winning journalist, Ex-Reuters. [email protected]
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Ritesh Jain @riteshmjn
17K Followers 2K Following Founder- Pinetree, Nrizen. A macro trend Watcher, Strategic advisor
Harald Malmgren @Halsrethink
69K Followers 3K Following Economist, geopolitical and geosecurity strategist. Co-Founder of Malmgren-Glinsman Partners, Co-Founder of Malmgren Institute
Noapen @Noapen141035
16 Followers 2K Following
FlashFlux @FlashFlux110475
30 Followers 1K Following
Gaston Medici @GastonMedici3
3K Followers 6K Following
amber @kelojif
64 Followers 673 Following
Coraline Planche @Coralineviews
14 Followers 163 Following Market watcher and philosphy nerd. “The task we must set for ourselves is not to feel secure, but to be able to tolerate insecurity.” Fromm
H N @HN0171295522022
0 Followers 59 Following
Ko Htay @KoHtay46975592
324 Followers 2K Following
Rodrigo Augusto @RdgoAugusto
21 Followers 2K Following Digital Business (USP/Esalq). MBA in Marketing. Strategic Management of Digital Analytics (FGV-EAESP). IL3-UB. #UniBarcelona #SocUB
Mohineesh Singh @Mohineeshsingh
8 Followers 55 Following
Janvi Sonaiya @JanviSonaiya
3K Followers 1K Following I write, therefore I am. Journalist | Gujarat Byline: The Wire, Al Jazeera, Times of India, CNN, Mojo Story l International BRICS Youth Fellow 🇮🇳
Pooja Desai @poojadesaid
6K Followers 2K Following She/her • Work @Reuters • Personal account • Opinions my own, not my employer’s
Antonioni @AntonioniRabelo
307 Followers 466 Following Twelve years Twitter account … in search of the True! Nunca vi Ateu em avião caindo !
Ariba Shahid @AribaShahid
70K Followers 4K Following @Reuters correspondent in Pakistan 🇵🇰 ▪︎ Econ & Finance ▪︎ Past: tech/VC @DealStreetAsia & @occrp fellow ▪︎ https://t.co/gMtoXJIgXK ▪︎ [email protected]
Rabia Mushtaq . را�.. @rabiamush
875 Followers 4K Following Journalist | @geonews_english | Fellow @AsiaSpeaks '21 | ex @tkfpak @CFWIJ @PilerPakistan #MagTheWeekly | @everydaykarachi
Janiel Elpidio @ElpidioJaniel
176 Followers 2K Following
Tooffesha @tooffesha5727
70 Followers 2K Following
Ayhan Elmas @AyhanElmas79
54 Followers 263 Following
Marcones Gomes Costa @kmarcones
84 Followers 259 Following
H.R.Rathod Rathod @HRRathod6770
53 Followers 589 Following
GordonGekko @GordonGekoBased
81 Followers 544 Following Main account suspended - Crypto degen since 2019
jude @jude1159282
13 Followers 145 Following to get up in the morning, wash and then wait for some unforeseen variety of dread or depression.
®𝔻r$¥sŦm ʕ(⟁.. @Eb3rSonCMonToY4
206 Followers 8K Following S.O.Ex-Agent SFN⟁ (⟁LoGisT⟁) (#N👁) #RealGeOp$¥sŦm🌎° #Bio-M-Ethic-Geπ-Info-Tech-IA-Weapons🌐* #DigVisuAnaly⟁ ®UL71M47UM #NeuPL⛮ 23/9/24 #OpInFac7oRy👁VÎXīŌŅÂŘ¥
Florida_Woman @Nursssssssse
31 Followers 40 Following
Pierre Vidal @PierreV40246330
0 Followers 26 Following
KK Nagaraju @KKNagaraju1
5 Followers 199 Following
ARVIND CHOUKSEY @arvindc075
90 Followers 213 Following Equity Investing is more about common sense which is very un common in investing world..
shubham rai @shubham73721072
33 Followers 577 Following
Chris Lori FX @chrislorfx
1 Followers 22 Following
sandeep srivastav @sandeepbsb30
19 Followers 218 Following 8 years experience Identity and Access management professional.
Md Mintu Miah @MdMintu45782371
170 Followers 832 Following
Puru K (Maheshwari) @Bazigarbt
119 Followers 867 Following 22 Learning new Things from everyone Student Hustler Always love to talk about Finance and Business 💯 Stalking stocks Following risk management only
Bhavesh Choudhary @Bhavesh2075
3 Followers 77 Following
Colm Galvin @galvin_colmnyc
40 Followers 159 Following
Larenas Oswaldo @LarenasOswaldo2
85 Followers 217 Following
ふわふわん @bN8ECspN2F92275
0 Followers 236 Following トレードを勉強させていただきありがとうございます。持っている株をどこで手放したら良いかわからず勉強しはじめました。 投資歴は浅いですが宜しくお願いします。失礼な方や気持ち悪い方はブロックしています、知り合いがいないので間違えた場合申し訳ありません。
Chambost Elie @ChambostElie
59 Followers 80 Following
Gabbar @Gabbar67550
1 Followers 3 Following
Nelou @Nelou221293
26 Followers 2K Following
Bonga @Bonga811689
15 Followers 9 Following
Hon. Comrade O'rshi B.. @GodProphecies
107 Followers 166 Following God's Servant, Youth Activist, Social Media Crusader, Motivational Speaker, Event Manager/Organizer
Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Robin Brooks @robin_j_brooks
305K Followers 207 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
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
Nick Timiraos @NickTimiraos
324K Followers 111 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
jeroen blokland @jsblokland
113K Followers 692 Following Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin. Founder True Insights - independent investment research.
Reuters Business @ReutersBiz
2.7M Followers 247 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
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.
(((The Daily Shot))) @SoberLook
149K Followers 273 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Reuters World @ReutersWorld
580K Followers 169 Following Your source for top international news and analysis.
Bloomberg TV @BloombergTV
798K Followers 578 Following Breaking news. In-depth analysis. Market-moving scoops. Exclusive interviews. Sign up for the new @BSurveillance newsletter: https://t.co/PG1a4yzWwD
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
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.
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
Kyle Rodda @Kyle_Rodda
6K Followers 2K Following Senior Market Analyst at https://t.co/u0nYRPMmGr Trading CFDs is high risk and is not suitable for everyone. Refer to our PDS and TMD at https://t.co/u0nYRPMmGr. AFSL 513393
Simon French @Frencheconomics
13K Followers 1K Following Chief Economist & Head of Research @panmuregordon Former @cabinetofficeuk @dwp. 🏏 @hmtreasury. @thetimes columnist. 🚴♀️ tours & 🐝-keeping. Views are my own
Isabel Schnabel 🇪�.. @Isabel_Schnabel
37K Followers 2K Following Executive Board of the European Central Bank, University of Bonn (on leave), #NieWiederIstJetzt
Gary Gensler @GaryGensler
439K Followers 25 Following Father of 3 | 🏃 ⛰️🥾 | 33rd Chair @SECGov | Committed to investor protection, fair markets & capital formation. Disclaimer: https://t.co/lRBNFOA353
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
Banco Central BR @BancoCentralBR
460K Followers 98 Following Acompanhe tudo sobre Pix, Valores a Receber, indicadores financeiros e muito mais direto da fonte.
ISRO @isro
7.5M Followers 34 Following Indian Space Research Organisation https://t.co/UolRyaZlZi. https://t.co/Q3K7buUqAI
Gerard DiPippo @gdp1985
7K Followers 1K Following Econ, China, food, mostly. Senior Geoeconomic Analyst @economics. Former @CSIS, DNIO for Economic Issues, and CIA. Views my own.
Qian Liu @QianLiuChina
11K Followers 176 Following Former Managing Director, Greater China, The Economist Group. Young Global Leader @WEF Views my own.
francesco canepa @FranCanJourno
3K Followers 2K Following ECB correspondent at Reuters. RTs are not endorsements and views are my own. Tip me off at francesco dot canepa at tr dot com
Natalia Gurushina @NGurushina
4K Followers 463 Following Chief EM Economist at VanEck. https://t.co/ew59ZZmvsw
Patrick Njoroge @njorogep
353K Followers 28 Following Economist, global citizen, running enthusiast, passionate about Africa and EMDEs, ex-IMF, 9th CBK Governor
Rizzo @pete_rizzo_
95K Followers 3K Following Bullish on #Bitcoin history. Editor @BitcoinMagazine | Editor At Large @krakenfx | Contributor @Forbes
Jessica DiNapoli @JessicaDiNapoli
2K Followers 2K Following Covering U.S. consumer products for @Reuters. Recovering bankruptcy reporter. Curious about pretty much everything. Reach me at [email protected]
Liveuamap @Liveuamap
347K Followers 3K Following https://t.co/GfM3LaCxj5 is platform that change the way you receive news. Latest news on the map. Contact us [email protected]. Tweets sometimes op-ed
Rob Lee @RALee85
687K Followers 4K Following Senior Fellow @FPRI. Previously @USMC, @ColumbiaSIPA, @CentreAST. Focused on Russian defense policy.
Anders Östlund - Ї @andersostlund
245K Followers 17K Following Swede by birth, European by choice. Live in Kyiv but temporarily is abroad. Non resident fellow at @cepa. I try to reply to comments but time is a constraint.
Stanly Johny @johnstanly
75K Followers 567 Following Foreign Ed @the_hindu; JNU PhD; Coauthor of The Comrades & The Mullahs; Author of The ISIS Caliphate; Adjunct Faculty at @ACJIndia; Tweets are personal.
Shekhar Gupta @ShekharGupta
2.5M Followers 1K Following Founder, ThePrint. Politics, governance, non-hyphenated journalism. And typos are my fingerprints.
Sidhant Sibal @sidhant
272K Followers 800 Following Diplomatic & Defence Correspondent for @WIONews. Bylines in @dna newspaper. Previously @DDnewsLive.
Nistula Hebbar @nistula
215K Followers 2K Following Associate Editor & Political Editor, The Hindu. @the_hindu
Tanvi Madan @tanvi_madan
89K Followers 5K Following Sr Fellow, @BrookingsInst. Author, "Fateful Triangle: How China Shaped US-India Rels During the Cold War." Host, Global India podcast https://t.co/4htS1ClEzY
Nayanima Basu @NayanimaBasu
13K Followers 2K Following Diplomacy & Defence Editor @abplive (@ABPNews); Author of ‘The Fall of Kabul: Despatches From Chaos’ @BloomsburyIndia
Michael Kofman @KofmanMichael
451K Followers 320 Following Senior Fellow, Carnegie Endowment. Defense analysis with a focus on the Russian and Ukrainian militaries.
Rohan Grey @rohangrey
27K Followers 11K Following Aussie in Oregon. Ass't Law Prof. @WillametteLaw. Also @TheMMTNetwork; @FreedomBoxFndn.
Matthew Schmidt @mattschmidtphd
1K Followers 4K Following | U New Haven | CNN + BBC Analyst | xJedi @ School of Advanced Military Studies | Слава Україні 🇺🇦| IMPOLITCast https://t.co/LEBwL1urT8 | Voice of Bedtime
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.
Carlo Calenda @CarloCalenda
470K Followers 275 Following Segretario di Azione. Senatore della Repubblica. "Il Patto. Oltre il trentennio Perduto": https://t.co/IVWdjDJfIP
Sven Henrich @NorthmanTrader
472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Olivier Blanchard @ojblanchard1
169K Followers 389 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
Ferdinando Giugliano @FerdiGiugliano
37K Followers 1K Following Head of Public Affairs and Policy @UniCredit_PR. Trustee @cepr_org. Ex @palazzo_chigi, @opinion, @repubblica, @FinancialTimes. Views my own.
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
Gita Gopinath @GitaGopinath
390K Followers 225 Following First Deputy Managing Director of the IMF. Previously Chief Economist of IMF and Professor at Harvard's economics department. Views are my own.
Carlo Cottarelli @CottarelliCPI
354K Followers 68 Following Direttore Peses UniCatt Ex Senatore della Repubblica Italiana Ex Commissario per la revisione della spesa Ex Direttore Dipartimento Finanza Pubblica FMI
Group of Thirty @GroupofThirty
2K Followers 171 Following The Group of Thirty is an independent global body comprised of economic and financial leaders from the public and private sectors and academia. RT≠endorsement
Ab Qadir Sediqi @qadir_sediqi
3K Followers 392 Following Open to job offers. Former Reuters, DPA, CNN & Pajhwok journalist. Views R personal, RTs/not endorsement. https://t.co/aePCthN6cW
Evan Feigenbaum @EvanFeigenbaum
35K Followers 8K Following Vice President @CarnegieEndow; twice US Deputy Assistant Secretary of State; former James R. Schlesinger Distinguished Professor @Miller_Center; Asia's future.
Farahnaz Ispahani ف�.. @fispahani
188K Followers 2K Following New book: Politics of Hate: Religious Majoritarianism in South Asia https://t.co/9o7XcrVe3t Fmr Pakistan MP 🇵🇰
Husain Haqqani @husainhaqqani
461K Followers 4K Following Director (South & Central Asia) Hudson Institute. Pakistan ambassador to US 2008-2011. Author of 'Pakistan Between Mosque & Military' & 'Magnificent Delusions'
Nokia @nokia
2.0M Followers 144K Following At Nokia, we create technology that helps the world act together. For phones, visit @HMDdevices.
Nick du Cros @NickduCros
279 Followers 558 Following @CoinSharesCo Tweets are my own opinion and do not represent those of employer. Tweets are not financial advice. RTs are not endorsements.
Monocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own
Stephen Farrell @farrellreporter
5K Followers 816 Following Correspondent and Video Journalist with Reuters News Agency. Based in London.
samia.nakhoul @samianakhoul
3K Followers 294 Following Reuters Middle East Editor. RT aren't endorsements. Views are my own.
Julia Coronado @jc_econ
18K Followers 1K Following Founder MPP (yeah you know me), UT Austin Prof, NABE Prez Former: chief economist at various financial firms & Fed economist Passionate @ family, macro, cats
Dan Graeber @dan_graeber
4K Followers 1K Following OG blue check mark. Veteran energy correspondent and SME in IR theory and media studies. You may have seen my work at PE, Houston Chronicle, UPI ...
The threshold to HIKE is still higher than that to CUT…BUT the Fed has to be open to all options given ongoing shocks and the persistence of inflation. Even shelter costs, which should decelerate, are now poised to do so only temporarily & y/y comparisons get harder in 2nd half.
John Williams, NY Fed President ... Note the keyword below ... HIKE(!) ... he said it out loud! --- *WILLIAMS: RATE HIKE NOT BASELINE, BUT POSSIBLE IF DATA WARRANTS *TREASURY YIELDS EXTEND CLIMB AFTER WILLIAMS COMMENTS ON RATES
Always happy to meet many influential female colleagues during the #IMFMeetings!
Coming up shortly, we speak with South Africa Reserve Bank Governor Lesetja Kganyago live from the WEF Annual meeting in Davos. Join us here: refini.tv/3aAt61T @SAReserveBank #WEF24 #Davos2024 #southafrica #centralbanks
This week. #Davos2024 #WEF
GLOBAL MARKETS FORUM AT DAVOS: Over the coming week the GMF hosts over 40 interviews with company CEOs, investors and though leaders live from the #WEF in #Davos. Join the conversations live with us and pose your questions to our guests! Join here: refini.tv/3aAt61T
Endangerment of ships by Yemen's Houthis a direct threat to global shipping routes and seaborne traffic to Israel - Port of Ashdod (via @Reuters)
"Recession risks appear to be higher than what markets are pricing ... We think such pricing may reflect complacency, " PIMCO portfolio manager Stephen Chang told the @ReutersGMF earlier today. Our latest: reuters.com/markets/rates-…
Incredibly, ultra long-duration Treasury bonds have now lost more in % terms than stocks did during Great Financial Crisis. The drawdown in extended duration Treasury ETF (🔻58.3%) now exceeds PEAK-TO-TROUGH losses in S&P 500 during stock market crash of 2007 - 2009 (🔻56.0%)
The world’s oldest living bond, still paying interest after 399 years. 🤩 thanks @ICE_Markets and @NYSE for letting it out for a day
1/10 Excellent Martin Wolf piece on China which, as always, does a great job of presenting a systemic view of the problem. Debt is too high and growing too rapidly, he notes, but the risk for China, is not that it might suffer a financial crisis. ft.com/content/156c09…
Some important speakers on the @ReutersGMF during their central bank special this week, including ECB policymakers Centeno (Wed), Holzmann (Thu) and Vujcic (Fri)
MPC member JR Varma tells @ReutersGMF that restrictive monetary policy (which is currently the case) should prevent the food price shock from generalising. Also repeats that the move to 4% shd not be at the cost of a high growth sacrifice. reuters.com/world/india/in…
My interview w/ @ReserveBankofNZ's Hawkesby bit.ly/3sm9qg0 @ReutersGMF #China #slowdown, easing global #Growth pose risk to #NewZealand #centralbanks plan to keep #interestrates on hold through 2024, even as stubborn near-term #Inflation a worry bit.ly/3R1pzSH
India's markets regulator to ease proposals on mutual fund fee structures - sources - Reuters News via @jaysh88
Investing for the Changing World Order | Chief Geopolitical Strategist @mgertken @bcaresearch provided his geopolitical analysis via @ReutersGMF Global Markets Forum to traders on XM, the global forex and CFD broker. Jul 20, 2023https://bit.ly/3Y77rrH
Even after a 26% rally in the Nikkei this year, interest in Japanese stocks is building and is expected to broaden from mega-caps to a wider group of companies in the mid-cap and smaller segments of the market. @ReutersGMF reuters.com/article/japan-…
As an addendum to this🧵I've been blown away by the investigative journalism community of MALTA, a country w/ the population of Kansas City, esp @BorgJake & the "Who Killed Daphne?" podcast, my gateway drug into the rabbit hole of Maltese mafia crimes wondery.com/shows/daphne/
🔵 PRIVATE-CREDIT FIRMS SEE OPPORTUNITY AS BANKS TIGHTEN LENDING Read More: PiQSuite.com/Suite/reuters/…
Private markets are increasingly a necessity amid bank failures and 60/40 portfolio unreliability. "Private market investments can provide ballast and uncorrelated returns when traditional markets are volatile," shared Matt Malone on the @ReutersGMF images.communications.lseg.com/Web/LSEG/%7B22…
Kenya's #centralbank expects #inflation to fall within its target range during Q1 2023 and is comfortable with its trajectory, @CBKKenya Gov. Patrick Njoroge told me & @LPM94 on @ReutersGMF at #WEF23 reut.rs/3XMIL6M #Kenya's "prospects are good," he said. #Davos #Oil
👇Some great insights here from EY's @AndyBaldwin_ who last week spoke to @divyachowdhury at @Reuters @ReutersGMF. I am most impressed by this photo (whoever took it is an excellent photographer😁)
EY Global expects favourable #markets conditions by 2023-end or early-2024 to list its #consulting and part of its #tax business if a proposed split of its #Accounting & consultancy arms is approved, @AndyBaldwin_ @EYnews told me on @ReutersGMF at #WEF23 reut.rs/3iVaNOo
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