Tasos Vossos @tasosvos
Credit stuff at Bloomberg @markets. Long WFCNP is the ultimate yolo trade. Views are my own etc... "Anyway, how is your sex life?" London, England Joined December 2010-
Tweets10K
-
Followers4K
-
Following359
-
Likes1K
"Fed’s Preferred Core Inflation Gauge Rose at Brisk Pace in March"
Mock the 7.3% of UBS shareholders who rejected the motion that effectively makes post-CS issued AT1s convertible all you want but I can introduce you to a few people who'll tell you about the risk of a stock plunge when the market believes the bank's nears the conversion triggers
When you own just one share but still get to talk at the AGM
There's something special about seeing someone's face when they come across Citigroup Capital XIII for the first time and think they struck gold
Tried-and-tested formula, guys.
Tried-and-tested formula, guys. https://t.co/YGUYuwbQSp
When the street is looking at floating rates of high-7s/8s for the next five years due to the higher-for-longer shift (and decides to give up the optionality and refi) but you retain full optionality in the 6s/low-7s forever thanks to your Libor-zombie preferreds
Thames Water Class A chancers who recently bought in the 70s-low 80s and now see the base case of a govt plan being a 5-10% haircut
Nothing like a good ol' `from now on we'll be a completely different company'
Thames Water's spread curve as people show a clear preference for the low-cash-price Class A ISINs
Set IPTs in the low 10s, take orders for a few hours and finally go for a yield of 9.5% or thereabouts. Congratulations, you too can now sell new EM $ AT1s. Put it on your CV and LinkedIn page
Before TikTok and Netflix, human beings had TV, sports and perpetual FRNs to keep them entertained. I doubt they needed the sun and the moon in the 80s and 90s
Before TikTok and Netflix, human beings had TV, sports and perpetual FRNs to keep them entertained. I doubt they needed the sun and the moon in the 80s and 90s
File under "what could have been if Corbyn had beaten Johnson in 2019"
It's happened to all of us. Pressing Shift to capitalise A and T but not releasing it early enough before pressing 1
Low-value opinion: AT1s should be abolished Medium-value opinion: AT1s should not be abolished because there's no better alternative High-value opinion: Hey guys, this clearly defined alternative will work wonders
Aroundtown is back to reclaim equity credit in its hybrid stack with an exchange and here's a semi-accurate depiction of the first day back from Easter
Please, as if I'm going to trust Americans with preferred calls
The beauty of having a Bloomberg terminal subscription is that you can IB me with a vague concept for a meme and I'll make it happen. Here you go, my friend
How to cheer yourself up before the Easter break: Step 1: Load up THAMES 4 ⅝ 05/19/26 Corp on your Bloomberg terminal Step 2: Hit HDS <GO> Step 3: Rejoice at the fact that you don't see your fund's name there
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
Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Pete Sampras @KillinGswitCH98
3K Followers 787 Following PM. Tennis addict! Celui-là seul qui a éprouvé l’extrême infortune est apte à ressentir l’extrême félicité.
©️redit From Ⓜ�.. @Credit_Junk
11K Followers 955 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6
Robert Smith @BondHack
44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062
Illiquids Trader @IlliquidTrader
5K Followers 3K Following Credit Dude. Tweets, likes, reposts are not investment advice/recommendations.
Mario Cavaggioni @CavaggioniMario
5K Followers 1K Following PM in HY market. Football and wine fanatic. RT not endorsement
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Sean Tuffy @SMTuffy
20K Followers 843 Following I tweet mostly about FinReg & crossborder funds. Sometimes I tweet about other stuff. Personal account, all opinions my own and whatnot.
junkbondinvestor @junkbondinvest
22K Followers 859 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
BNK 🇫🇷🇪🇺�.. @Banqkys
1K Followers 964 Following It is better to be roughly right than precisely wrong
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.
PlungeProtectionTeam @gamesblazer06
27K Followers 2K Following Financials Guy. Never Give Up on America. 🇺🇸 (Same handle on Truth Social)
Didi Dödel @DodelDidi
0 Followers 27 Following
Daniel Salvador Nogue.. @noguera20712
8 Followers 40 Following
Kimberley Nanson @KCNanson
13 Followers 101 Following
shazz @sharadkulloli
66 Followers 576 Following
IIIIIIIIII @IIIIIIIIII87531
9 Followers 33 Following
X @Blabla15242690
26 Followers 85 Following
Timothy Gouskov @TimGouskov
242 Followers 2K Following HFT Trader - AI/ML, Convertible & RV Arb, Market Microstructure
Better Markets @BetterMarkets
25K Followers 2K Following An independent, nonpartisan, nonprofit promoting the economic security, opportunity & prosperity of the American people. NEWSLETTER: https://t.co/081JZy0BAl
andy @andy_banker
78 Followers 495 Following
Bojan Ilievski @IlievskiBojan
74 Followers 3K Following
antibala @antibala
162 Followers 5K Following
Daniel Barley @danbarley
371 Followers 1K Following Politics too often, like a headache that won’t go away
Giannis Kallika @ykallika
223 Followers 681 Following Interested in continuous professional development. My tweets do not express my employer. Retweets and Likes are not endorsements!
Ron Bourgogne @RonBourgogne
54 Followers 698 Following
Oliver Barnes @mroliverbarnes
13K Followers 6K Following US pharma & biotech correspondent @FT 📩 [email protected]
tabasco @DrinkTabasco
32 Followers 47 Following
Mr George Stobbart @mr_stobbart
370 Followers 3K Following A thoughtful individual with political and investment ideas. Retweets ARE endorsements. Pronouns: Bro / Bruh
sk @shr_rang
0 Followers 452 Following
Mad Hat @Joshua_D_Ault
654 Followers 4K Following Dad, Partner & 🇺🇸 ⚽️@LutonTown FC Supporter. #InternationalHatter Simple really. 🟠🧡🟧🏆⚽️🧱🎩 #TTAGU #COYH Connecting with #Hatters 🌎 🗺 🌏
Steven Kelly @StevenKelly49
8K Followers 202 Following Associate Director of Research at the Yale Program on Financial Stability (@YPFSatYale/@YaleSOM). Financial crises & how to fight them.
EC2EC @EC_Roundtrip
235 Followers 2K Following
Danny Cullen @Dannycullens
194 Followers 196 Following
Doc @new_doc_private
835 Followers 4K Following
mcgroogle @mcgroogle1
16 Followers 162 Following
J G @heterod0xd
24 Followers 3K Following
Nitin Gautam @BIG_L101
3 Followers 481 Following risk specialist + Quants + data scientist+ chemical engineer, seeking eigenvector centrality in economics and I am a man who drinks tea
GERRY @850TrillionUSD
341 Followers 4K Following
John Bromhead @macroJB
2K Followers 778 Following Global macro • Markets • Economics • Currencies • RStats • Context is everything
Charis Hadjilambri @HadjilCh
6 Followers 103 Following
PPG @PPGMacro
28K Followers 997 Following PPG Macro Independent Strategy. Only tweet when worth it. Not an economist. Former trader. Always an economic historian. LSE. Publican.
Dino Bett @dino_bett
239 Followers 2K Following
BA @BA70008731
18 Followers 126 Following
Matteo Pugnaloni @mpugna
88 Followers 2K Following
hellothereohno @hellothereohno
287 Followers 844 Following
bigcp123 @bigcp123123
1K Followers 1K Following
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
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
©️redit From Ⓜ�.. @Credit_Junk
11K Followers 955 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6
Robert Smith @BondHack
44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062
Illiquids Trader @IlliquidTrader
5K Followers 3K Following Credit Dude. Tweets, likes, reposts are not investment advice/recommendations.
Mario Cavaggioni @CavaggioniMario
5K Followers 1K Following PM in HY market. Football and wine fanatic. RT not endorsement
𝐄𝐟𝐟𝐢𝐜�.. @EffMktHype
34K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Sean Tuffy @SMTuffy
20K Followers 843 Following I tweet mostly about FinReg & crossborder funds. Sometimes I tweet about other stuff. Personal account, all opinions my own and whatnot.
Frederik Ducrozet @fwred
65K Followers 2K Following Head of Macroeconomic Research, Pictet Wealth Management @PictetGroup. ECB Watcher. All opinions mine.
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
BNK 🇫🇷🇪🇺�.. @Banqkys
1K Followers 964 Following It is better to be roughly right than precisely wrong
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.
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
Aaron Klein @Aarondklein
6K Followers 745 Following Come for FinTech/FinReg policy. Stay for MoCo ramblings. Senior Fellow @brookingsecon Former @USTreasury @SenateBanking. Always Maryland, banned by Russia.
Constantin Cotzias @ConCotzias
6K Followers 3K Following Londoner. Director, Bloomberg Europe. Chair, Bloomberg London. Opinions are my own. R/Ts not endorsements
Ambassador Dario Item @DarioItem
2K Followers 1K Following Ambassador of Antigua and Barbuda 🇦🇬 to the Kingdom of Spain 🇪🇦, the Principality of Monaco 🇲🇨 and the Principality of Liechtenstein 🇱🇮
Mr. Hindsight @Hindsight_Past
1K Followers 104 Following We know the stuff from the Past. AnyWhere | AnyTime
Ronan Martin @ronanmartin97
304 Followers 389 Following Credit Reporter for @business in London Opinions are my own
Cetier the First @cetier1
4K Followers 1K Following Explaining the complex world of regulatory bank capital. Written by a seasoned capital specialist.
Vinícius Andrade @andradevini3
2K Followers 2K Following emerging markets reporter at @business | [email protected] | opinions are my own
Kate Kelly @katekelly
58K Followers 1K Following New York Times correspondent covering power, money, and influence. Author and CNBC contributor. Retweets don't mean I agree.
Priscila Azevedo Roch.. @priazrocha
405 Followers 149 Following Bloomberg @business journalist in London - views are my own, RTs are not endorsements - Instagram: priazrocha
claire ruckin @claireruckin
1K Followers 217 Following Covering Leveraged Finance at Bloomberg News. All opinions are my own
Tom Metcalf @tommetcalf123
3K Followers 1K Following Managing Editor of EMEA Finance & Investing at Bloomberg News. All ramblings my own...
Donal Griffin @DonalGriffin1
2K Followers 857 Following Bloomberg News finance reporter in London. Usual caveats. Tips at [email protected]/Threema ID: VANY52NH
Loukia Gyftopoulou @loukia_g
3K Followers 792 Following I cover asset management at Bloomberg. Own views etc. DMs open. Send me tips: [email protected]. Ask for my Signal
Abhinav Ramnarayan @abhinavvr
3K Followers 994 Following Corporate Finance Reporter at Bloomberg. Trying to find the intersection between bond markets and "real life". Views my own. #northlondonforever
Arnaud Humblot @arnaudhumblot
894 Followers 2K Following PR for @SPGlobalRatings. Tweets on #business #finance #energy #esg. Opinions my own, RT no endorsements. ENG/FR. Auto-delete tweets.
Silas Brown @silasfelixbrown
1K Followers 952 Following Senior Reporter at Bloomberg News. Contact me on [email protected]. Or DM for WhatsApp/Signal.
Giulia Morpurgo @gmorpurgo
1K Followers 741 Following covering corporate distress across Europe for @business 🖋️📒 | @columbiajourn & @KingsCollegeLon alumn | Views mine, not my employer's
Steven Arons @StevenArons
3K Followers 892 Following Team leader EU Finance at Bloomberg News but views my own. Retweets not endorsements. I block accounts that use inappropriate language. he/him
Jake_Hardy @__Jake_Hardy
98 Followers 1K Following Banking and Finance Litigator. RPC (see @conflictfreeRPC). SE Londoner
Joe Easton @marketsjoe
3K Followers 1K Following Stocks reporter @business. Economist. Opinions are my own
Carla Canivete @carlacanivete
508 Followers 631 Following @business EMEA news desk. Made in Portugal, tweeting from London. Avid reader, animal advocate. RT not endorsements, opinions are my own.
Kuba @jakub53221468
110 Followers 201 Following 🇵🇱 🇬🇧 Family; Football; Chamonix; European banks. Views my own only
Neill @neillkeaney
965 Followers 377 Following Mostly leveraged finance and high yield stuff. Occasional promotion of coco pops. Views my own. RT not endorsement
QuantContrarian🏚 @QContrarian
2K Followers 578 Following defense exec, ex shitty quant, nerd, cynical af 🫠 Talks: Defense Contracts, occasionally Bonds/FX, but, mostly just drunk tweets & shit posts🥴
Michael Nicoletos @mnicoletos
92K Followers 6K Following Curious on how behavioral fallacies challenge financial markets (and cryptos). Always learning new things, getting to know new people, and having a bit of fun.
AlyssaOG @AGammoudy
733 Followers 902 Following On top of trends in beverages, consumer goods and very much interested in wine
slerikson @slerikson
156 Followers 297 Following
Dana El Baltaji @DEBaltaji
1K Followers 876 Following Managing Editor for Credit in EMEA for Bloomberg News. Tweets are my own, not my employer's. RTs aren't endorsements.
Libby Cherry @LibbyCherry98
817 Followers 1K Following Distressed debt and special situations @business | used to do coins | Views my own [email protected]
Polonius @PoloniusCrambe
287 Followers 572 Following Finance geek. Even-handed distaste for all political parties.
Rachel Morris @rachelmorrisFSD
228 Followers 495 Following Policy analyst at the OECD committed to advancing data and analysis to better finance sustainable development. Views expressed are my own.
Russian Memes United @RussianMemesLtd
440K Followers 4 Following Translated Russian memes in their full entirety. Посол русскоязычного юмора на международной арене Follow my new projects @Russia_NC and @RuPolitics_NC
Chris Arnold @swapslawyer
95 Followers 204 Following Dual-qualified (England/NY) finance partner at global law firm Mayer Brown advising on derivatives and structured products. All views my own, not legal advice
Giovanni B. Ponzetto .. @gbponz
8K Followers 3K Following independent financial consultant, ex-fund manager, 1997 insurance. history, politics, finance. Italian/English, Rt not endorsement.
Stefania Palma @stef_palma
5K Followers 2K Following @FT US legal & enforcement correspondent. Formerly in Singapore covering the city state, Malaysia, Indonesia. Views my own.
Andrey Kuznetsov @akuznetsovlbs
459 Followers 1K Following Previously Senior Credit PM @CreditSpectrum, alumnus and mentor @LBS, FI SIG Chair and mentor @CFAUK, Rising Star @FinancialNews, proud father of 2 boys 🇷🇺
DanteAllemis @DanteAllemis
714 Followers 735 Following Berlin-based investor focused on distressed debt, hybrid capital, real estate and special situations.
Akshay Shah @hahsyahska
589 Followers 1K Following Cricket. Credit. Country. (Not always in that order)
Bruce Douglas @bruceecurb
11K Followers 5K Following Bloomberg Team Leader for Leveraged and Corporate Finance in EMEA. Back in London after 7 years in Brazil. Opinions my own. The news appears to be a red herring
Rachel McGovern @Leicheru
945 Followers 1K Following Covering private credit in Europe for DL Deals. Views own. Tweets self-destruct. #andacyclist
Ovidio Cordero @OvidioCordero
1K Followers 1K Following Journalist, MBA, certified translator. I write about tech: https://t.co/qc36vy0gFc. Comms at Santander. Before: Efe newswire (London & Madrid), El Mundo, others.UBS AGM just approved the transformation of some AT1s terms from permanent write-down to equity conversion. I can't wait for UBS to go bust and prove my point that this doesn't make any bit of a difference.
I am old enough to remember when people were desperate for the railways to be privatised, because British Rail was so awful it had become a joke. We have come full circle.
This is long overdue. The privatised railways offer a terrible service
Proper meme account.
@tasosvos Lol so true. Meanwhile eur hy idiosyncratic blow ups daily.
@tasosvos Yeah, but how else are you going to get quasi-equity exposure at the start of a rate cut cycle to some EM banking risk.
Someone is going to ask Powell about Kate, at this rate
@tracyalloway @macropotamus @tasosvos The wall:
A milestone: €1 trillion European Safe Assets! “The criticism in the past was, well, there are not enough European safe assets,” said @kaanev CFO @ESM_Press “We really now have created a deep set of European safe assets, which barely existed only 15 years ago.” @alicegledhill1
The market for Europe’s safest securities looks set to grow beyond €1 trillion for the first time on record trib.al/PmNuYej
If you're following European Financials you'll know who wrote this - in absolute top form today "** Nationwide Virgin: (which was my nickname for far too long – but that’s a whole different therapy couch…. which is behind a paywall)
@tasosvos Yep the difference its quite clear since the retained dividend increase (excess) capital for the shareholders while coupon skipps it’s just a theft against bondholders (for the benefit of shareholders)
@tasosvos Amazing graphic design with the gradient bars
I'm on a pilgrimage today #Paradeplatz
Robin here continues using the same argument again and again. Shipping is a dirty business and GR shipowners may be particularly dirty. The "no strings attached bailout" is offensive to those of us that lived through it and understand the magnitude of the adjustment requested.
The EU bailed out Greece at great expense. Yet Greek shipping oligarchs block measures in Brussels to make the G7 cap on Russia more effective. EU bailouts that have no strings attached, including ECB bond buying, must end. If countries want EU cash, they must behave properly...
@tasosvos haha I told myself so, however if you want some AT1 swiss exposure, well, the alternative ...ahem
photorealistic portrayal of GR banks' investors
Trends for United States
You might like
