ACB @ACBmacro

Macro Trader. Be kind to one another. Joined February 2017

Tweets

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36
Following

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117

Christopher Wylie 🏳️‍🌈 @chrisinsilico

7 years ago

Whatever this report says, here’s what I know: when I was at Cambridge Analytica, the company hired known Russian agents, had data researchers in St Petersburg, tested US voter opinion on Putin’s leadership, and hired hackers from Russia - all while Bannon was in charge.

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jeroen blokland @jsblokland

7 years ago

The number of electric vehicle sales is expected to rise to 64 million annualy in 2040, from basically zero in 2016. For reference, global total vehicle sales totaled 83 million in 2016 (latest available number).

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ACB @ACBmacro

7 years ago

#leadingindicator

zerohedge @zerohedge

7 years ago

#leadingindicator

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Kate Mackenzie @kmac

7 years ago

Um wow. Basically every big deal US economist signed letter calling for carbon tax. Yellen, Bernanke, Greenspan, Volcker - also Summers, Mankiw....27 Nobel laureates, 15 former Ec Council chairs. ft.com/content/e9fd04…

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Mohamed A. El-Erian @elerianm

7 years ago

V good to see Tito #Mboweni return to the policymaking scene in #SouthAfrica as finance minister. I had the pleasure of interacting with him when he was central bank governor. Highly capable, smart, engaging and dedicated, he's greatly admired for his accomplishments as governor.

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ACB @ACBmacro

7 years ago

If this accurate the +ve equities momentum on cooling tensions will@come under heavy pressure. The Trump admin's secret anti-China plans axios.com/newsletters/ax… #axiossneakpeek

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Eric Holthaus @EricHolthaus

7 years ago

Florence + the Planet, this morning.

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ACB @ACBmacro

7 years ago

Wow!

Election Maps UK @ElectionMapsUK

7 years ago

Wow!

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ACB @ACBmacro

7 years ago

A the Tezza Twist continues on her African tour.. long may her trip continue, Ive never felt so rhythmical

Folarin Alakija @floshow1979

7 years ago

A the Tezza Twist continues on her African tour.. long may her trip continue, Ive never felt so rhythmical

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ACB @ACBmacro

7 years ago

Further to previous tweet re structural forces for #USD..@TheBudgetGuy on @tomkeene show talking about risks of 2Trillion deficit. Yikes

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ACB @ACBmacro

7 years ago

Throughput at major ports heading lower! Trade wars issues or best of global growth behind us?

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ACB @ACBmacro

7 years ago

That’s quite a chart.. when do the cyclical forces driving #USD strength give way to structural issues of ballooning twin deficits.?

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ACB @ACBmacro

7 years ago

Haha fantastic

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ACB @ACBmacro

7 years ago

Hahahaha oh Tezza

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ACB @ACBmacro

7 years ago

Haha snap

Tomthunkit™ @TomthunkitsMind

7 years ago

Haha snap

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ACB @ACBmacro

7 years ago

Haha tweet repaste of the day

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ACB @ACBmacro

7 years ago

Another excellent summary of the global macro backdrop from @Steen_Jakobsen and the Saxo team

MQTA @Steen_Jakobsen

7 years ago

Another excellent summary of the global macro backdrop from @Steen_Jakobsen and the Saxo team

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David Rosenberg @EconguyRosie

7 years ago

Is Turkey in 2018 similar to Thailand in 1997? Thailand’s external debt was $109 bn (65% of GDP), triggered by a currency crisis and sudden loss of investor confidence. This hit the entire EM complex and found its way to the US. Turkey’s external debt is $450 bn, or 56% of GDP

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MQTA @Steen_Jakobsen

7 years ago

KKR report on China is outstanding (China: A visit to the Epicenter), but the biggest point is this: China runs DEFICIT with US if including "goods through subsidaries"..