Laspeyres @Laspeyres
Macro investor. Formerly sell-side strategist, prop trader & multi-asset PM. Irish. Macro. Markets. Arsenal. London Joined March 2009-
Tweets7K
-
Followers656
-
Following4K
-
Likes10K
Link to site and working paper. philadelphiafed.org/surveys-and-da…
Link to site and working paper. philadelphiafed.org/surveys-and-da…
Now that’s a beautiful slice of Britain and what a bloody delivery 😊
« Lotus - flower of peace and harmony - at Xi/Blinken meeting in 2023. In April 2024 it's kroton - used in traditional Chinese medicine to treat (inter alia) diarrhea » Chinese friend sent me this and it really cracked me up… 😄
The Small Business Rent report from Alignable, found that 43% of US small businesses were unable to pay their rent in full due to economic headwinds in April.
😬 “I started following BoJ/MoF/JPY commentary on Twitter today, and it’s been a very steep learning curve.” ~ Taylor Swift
MSCI Japan v China in common currency terms.
Antony Blinken's requests in Beijing: 1. Do not do business with Russia; 2. Agree to sell Tiktok to the United States; 3. Promise not to change the current situation in the Taiwan Strait; 4. Recognize that sovereignty over Ren'ai Reef belongs to the Philippines; 5. Continue…
Global equity sectors and styles. While, in recent weeks, equities have shown a significant reversal of early 2024's regional performance patterns, there have been less notable changes in sectoral and style leadership.
Performance of passive multi-asset benchmark portfolios. Q2 if off to a tricky start, whatever your asset mix.
Equities in Q1 and Q2, so far. Japanese stocks spluttering as Chinese recover.
Feels like a pretty seismic week in EU-China relations. I get the feeling that we're not in Kansas anymore Here is a summary of the major events that have happened, let me know if I missed any, bearing in mind it's still only lunchtime on Friday...
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
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Five Minute Macro @5_min_macro
22K Followers 2K Following Macro Trader; tweeting on rates, FX, equities, commods, life's rich pageant...in roughly that order. Not looking to set the world to rights in 140 characters
Lorcan Roche Kelly @LorcanRK
30K Followers 2K Following Agri-business editor at @farmersjournal Sign up for the world's most important newsletter: https://t.co/GjSw3AHeI9 (delivered every Thursday)
kit Juckes @kitjuckes
24K Followers 2K Following The Fool on the Hill sees the sun going down and the eyes in his head see the world spinning around
Polemic Paine @PolemicTMM
19K Followers 2K Following Team Macro Man, City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases.
Donna @donna9930greene
2K Followers 4K Following
Ross Hutchison @hutchi22
48 Followers 161 Following Head of eurozone economics & market strategy @Zurich. Former bond PM, now able to cheer equities going up. Views my own | eu/acc |
Kaila Stivanson @kaila56971
76 Followers 5K Following
Julene Atma @atm_jule
93 Followers 5K Following
Golda Beermudez @beermud_gol
52 Followers 5K Following
Penney Mino @MinoPenney35901
70 Followers 5K Following
Ava-may Richins @AvaRichins92570
80 Followers 5K Following
Amina Esbensen @EsbenseAmin
99 Followers 5K Following
FutureFundsAI @2s4i87v8urf
10 Followers 92 Following Harnessing AI for smarter finance Pioneering with data insights Devoted to financial innovation Discover the future with us
Shanghai Macro Strate.. @ShanghalMacro
16 Followers 61 Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Violet Wings @VWings56714
73 Followers 5K Following
Panda Options 🐼 @PandaOptions
49K Followers 2K Following Options Trader. Creating independent traders. Not investment advice. Futures account @pandafutures
Raelynn Nisley @NisleyNisl
44 Followers 5K Following
Shakita Konat @KonShakit
56 Followers 5K Following
Claretta Maclennan @MaclennClaret
77 Followers 5K Following
Grace Raleigh @GracemlRaleigh
34 Followers 1K Following Gathered on the site of girls from all US states 🙀 They are ready to meet See nude photos before a date! Watching this https://t.co/XdF6LsPP2R
Sydney Rushing @syd_rushi
33 Followers 5K Following
0 @N013Q
4K Followers 1K Following poised midway between the unvisualizable cosmic vastness of curved spacetime and the dubious shadowy flickerings of charged quanta
Layla-grace Custis @CusGrac
58 Followers 5K Following
Jamie Pollard @jpollard83
104 Followers 1K Following
Melissa Webber @ChiWeb1776
1 Followers 8 Following
O Grafista Trading �.. @ografista
9K Followers 2K Following • Mercado Financeiro • Full-Time Independent Trader London School (SMC) • Global Macro Strategist
Stephen Moore @stephendpmoore
463 Followers 282 Following Founder of Dillie Data Rooms. I write 2 Substacks. https://t.co/pIOEDbapPh and https://t.co/dL29NGmZ30
ADev @ADevsaltz
182 Followers 347 Following
Dean Hodson @DeanHodsonde
72 Followers 235 Following
Double Down Capital @dd_capital
523 Followers 2K Following
Jeff Lee @roscoeats384
2 Followers 742 Following
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
Wifey @WifeyAlpha
180K Followers 4K Following Systematic Investment Research // Wifey Alpha Multi Strategy Index // Free Mobile App & Dashboard // Bloomberg Ticker: $WIFEY // Trading Strategies
BisphamGreen @BisphamGreen
7K Followers 2K Following I like markets It is all about growth: nothing else matters
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.
Paul McNamara @M_PaulMcNamara
34K Followers 2K Following Sovereign debt “veteran” apparently. @mpaulmcnamara.bsky.social
Tom Graff🔸 @tdgraff
7K Followers 573 Following Chief Investment Officer @join_facet. Followers should expect fairly boring and nuanced takes. Hopefully informative, but no promises.
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.
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.
Bill McBride @calculatedrisk
91K Followers 396 Following Author of Calculated Risk economics blog. Real Estate Newsletter https://t.co/isotGwh2dc Threads calculatedriskblog https://t.co/e4hR9QBD6w
Toby Nangle @toby_n
18K Followers 845 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
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
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
cephalopod @macrocephalopod
45K Followers 571 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
Dom White @DomWh1te
8K Followers 1K Following Chief economist at Absolute Strategy Research in London. But on here I speak my own nonsense.
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.
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
George Pearkes @pearkes
33K Followers 1K Following Macro Strategist | Econ, macro & home cooking | Prev @Canada, @DukeFOOTBALL | Even the blind squirrel get a nut sometime | Long Live Jail Support
Agathe Demarais @AgatheDemarais
21K Followers 997 Following Geoeconomics @ecfr • Columnist @ForeignPolicy • Economic fragmentation, de-risking, sanctions • Ex @TheEIU & @DGTresor • Sanctions book Backfire @ColumbiaUP
Noise Trader @trading_noise
397 Followers 346 Following Formerly L/S equity hedge fund analyst/short seller. Toying with market-neutral strategies while back in school for mathematics.
Cameron Dawson @CameronDawson
31K Followers 1K Following Chief Investment Officer at NewEdge Wealth⚡️CFA Charterholder⚡️will never solicit in messages
Inc.Monocle @IncMonocle
25K Followers 2K Following Stuart: Current Affairs Photographer. Nikon Z9/D5 Instagram: Inc_monocle 📸📸📸📸📸 Go Fund Me: https://t.co/ZGuTijh2w2
SMBC Comics @SMBCComics
25K Followers 97 Following
Fidelity Digital Asse.. @DigitalAssets
69K Followers 234 Following Institutional solutions for a new asset class.
Ross Hutchison @hutchi22
48 Followers 161 Following Head of eurozone economics & market strategy @Zurich. Former bond PM, now able to cheer equities going up. Views my own | eu/acc |
Finbarr Bermingham @fbermingham
20K Followers 2K Following Irish journalist in Brussels. Europe Correspondent, @SCMPnews. Covering Europe's relationship with China. Fermanagh man. Own views, likes = bookmarks.
Time Capsule Tales @timecaptales
395K Followers 37 Following History & nostalgia thru pictures & videos!
Andrew Jamison @Andrew_Jamison
1K Followers 3K Following Poet | Teacher | PhD candidate @uniofreading | Baking Swans We Cannot See @TheGalleryPress Enrol for #thepoetsworkshop beginning 2nd May
Global Markets Invest.. @GlobalMktObserv
6K Followers 68 Following Investment Analysis, Equity (for Wall Street), Macro Research background. ~10 years of experience in financial markets, supporting investors in succeeding
Matt Hougan @Matt_Hougan
43K Followers 587 Following CIO @BitwiseInvest. Co-founder @FutureProof_HQ. Previously CEO @ETFcom. Husband, father, & runner (when I find time).
Mystery Broker @MysteryBroker
582 Followers 2 Following
Rania Khalek @RaniaKhalek
284K Followers 4K Following Journalist and host of Dispatches on @BTnewsroom.
روني الدنما.. @Aldanmarki
57K Followers 4K Following Counter-propagandist and researcher with particular focus on Yemen | @hamrabooks founder With Palestine until victory.🇵🇸
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 951 Following I am not as smart as I sound, so please don't listen to me
Pietro Ventani @PietroVentani
790 Followers 173 Following Unconstrained macro-driven portfolio strategy across both traditional and digital assets. Economist. Seeing the big picture. Before most.
Daisy Christodoulou @daisychristo
68K Followers 6K Following Director of Education @nmmarking, an ed tech start-up. Author of 7 Myths about Education, Making Good Progress & Teachers vs Tech. West Ham & cricket fan.
Christian Petersen-Cl.. @chris__pc
17K Followers 2K Following Director making Documentary Films, based in China. 24+ year Expat. I won't die on a couch.
Amy Nixon @texasrunnerDFW
51K Followers 356 Following DFW Housing & Economic Analyst. As seen on Fox Business. Boston Marathon Qualifier.
☀️👀 @zei_squirrel
243K Followers 0 Following https://t.co/NbtDw6O4K1 | https://t.co/KKP8K845AV | [email protected] | Content that would get me banned here: https://t.co/wljPw2lIp9
سید یاسر جب�.. @syjebraily
232K Followers 1K Following دکترای اندیشه سیاسی| استادیار تمدن اسلامی در پژوهشگاه علوم انسانی و مطالعات فرهنگی| رئیس مرکز ارزیابی و نظارت راهبردی اجرای سیاستهای کلی نظام
Hossein Dalirian @HosseinDalirian
134K Followers 2K Following سخنگوی مرکز ملی فضای مجازی/ Iran's National Cyberspace Center spokesman
Victoria Guida @vtg2
25K Followers 1K Following Economic correspondent and columnist for @politico. Retweet ≠ endorse. Email: [email protected] Secure: [email protected]
Propaganda and co @propandco
139K Followers 367 Following everything is propaganda. choose your own. https://t.co/Obq4DlUK46
Ant-Trades @Anthony_IV
513 Followers 381 Following Ant-Trades... Crypto, Futures, Equities. Ant-Charts... Setups that look interesting. Ant does NOT give financial advice, thanks for the follow.
Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1A
Yicai 第一财经 @yicaichina
233K Followers 2K Following English-language version of Shanghai-based business and financial media outlet Yicai. 中国财经全媒体第一财经英文品牌一财全球的官方账号
sabrinaprovenzani @sabriprovenzani
926 Followers 2K Following Vice President @FPALondon bylines @fattoquotidiano @allthecitizens @espressonline @primaonline @AMINaOdv. Views my own. Pro kemmer. #VatiLeaks
Omar Baddar عمر ب.. @OmarBaddar
72K Followers 3K Following Progressive; political analyst (US/Middle East, Palestine/Israel). Formerly @theIMEU/@AAIUSA/@AJStream. Into MMA. Views are mine. 🇵🇸🇺🇸
Armchair Warlord @ArmchairW
99K Followers 1K Following Weaboo, author and battle theorist. Interactions are not endorsements.
David Sacks @DavidSacks
849K Followers 3K Following VC @craft_ventures, Bestie @theallinpod, Cofounder @saasgrid_hq
Gregg Carlstrom @glcarlstrom
108K Followers 1K Following Middle East correspondent, @TheEconomist. Author, 'How Long Will Israel Survive? The Threat From Within.'
Fred Krueger @dotkrueger
65K Followers 1K Following Investor. I give my opinions, but not Financial Advice. Math PhD. (Stanford) 6 Years Prop Trading 10 exits. (500MM$) Bitcoin maxi. https://t.co/AbGntC19G6
Jonathan Cook @Jonathan_K_Cook
140K Followers 83 Following Writer, journalist, self-appointed media critic. Winner of the Martha Gellhorn Special Prize for Journalism https://t.co/wZxJWVJdJE
Séamus Malekafzali @Seamus_Malek
46K Followers 917 Following Journalist and writer. Writing on the Middle East at https://t.co/e1nK3Ny481. Bylines in @thebafflermag. E-Mail: [email protected].
Syrian Girl 🇸🇾 @Partisangirl
388K Followers 2K Following Analyst | Scientist | Retweets and Quote tweets are not endorsements | Support me here https://t.co/dEU3v6UaFO | https://t.co/8YmFbGYpZv
Barak Ravid @BarakRavid
316K Followers 788 Following Political reporter for Axios covering foreign policy & the 2024 election. CNN analyst. Washington correspondent for Walla. Author of Trump's Peace. link in Bio
ELINT News @ELINTNews
335K Followers 2K Following Independent in-depth coverage & analysis of current geopolitical & geostrategic developments. Proxies & weapons. RT/like/follow/media use≠endorsement.
Royal Intel 👑 @RoyalIntel_
20K Followers 815 Following Breaking News and developments/analysis around the world. Account run by Palestinian Christians🇵🇸
IntelSky @Intel_Sky
48K Followers 7K Following We cover military and political strategies in the Arab and Middle Eastern countries, tracking news, security, and military movements on land, sea, and air.
Soureh 2 🇮🇷🇵.. @Soureh_design2
18K Followers 2K Following Iranian, Shia Muslim, lecturer, PhD student/meeting my political side here/ First account @soureh_design censored 🚫/ My YouTube channel 👇
Sarah Raviani @sarahraviani
23K Followers 1K Following @NUFDIran Visiting Fellow | Focused on Iran policy and current events | All opinions are my own
Reza Pahlavi @PahlaviReza
1.4M Followers 73 Following Advocate for a Secular Democratic Iran زن زندگی آزادی مرد میهن آبادی
JR Urbane Network @JRUrbaneNetwork
16K Followers 196 Following Trains are like dragons: massive, majestic, mystical and capable of quickly taking you on an exotic adventure.
Stephane Deo @StephaneDeo
3K Followers 611 Following Senior PM. Central bank nerd. Sport fanatic. Food lover. Enthusiastic but pathetic chess player. Views are my own.
War Monitor @WarMonitors
1.0M Followers 96 Following Proud Semite || Breaking News || Geopolitics || Backup: @WarfareBackup || Want to support me? Donate: https://t.co/CkqsdOqqhV || Twitch: warmonitorLink to site and working paper. philadelphiafed.org/surveys-and-da…
This is super interesting. It's from the Philly Fed and tracks "the number of people that switch from one job and immediately land another". Best quote from the article was "the dwindling number of job switchers ... suggests that workers are insecure about their job prospects".
🔌🔋🇨🇳 - China accounts for almost 40% of global renewable power capacity • Beijing sees renewable power as key driver of domestic energy security • China's installed capacity for renewable power is twice bigger than Europe's and three times larger than US's
Now that’s a beautiful slice of Britain and what a bloody delivery 😊
« Lotus - flower of peace and harmony - at Xi/Blinken meeting in 2023. In April 2024 it's kroton - used in traditional Chinese medicine to treat (inter alia) diarrhea » Chinese friend sent me this and it really cracked me up… 😄
Europeans: My country is flooded with immigrants! We're losing our culture! USA:
😬 “I started following BoJ/MoF/JPY commentary on Twitter today, and it’s been a very steep learning curve.” ~ Taylor Swift
Was visiting my parents yesterday and found this. I’m their only child.
Antony Blinken's requests in Beijing: 1. Do not do business with Russia; 2. Agree to sell Tiktok to the United States; 3. Promise not to change the current situation in the Taiwan Strait; 4. Recognize that sovereignty over Ren'ai Reef belongs to the Philippines; 5. Continue…
William Shakespeare after a trip to Turkey (1610)
Customers?
The British section in an American supermarket. What’s missing?
I took my children to the zoo and saw this scene early in the morning.🤣
Visibly Jewish, visibly welcome
lmao. She inherited her company from her father, who inherited it from his father.
Nothing can go wrong
Largest inflow to Japanese stock funds since May 2013 h/t @SoberLook
Feels like a pretty seismic week in EU-China relations. I get the feeling that we're not in Kansas anymore Here is a summary of the major events that have happened, let me know if I missed any, bearing in mind it's still only lunchtime on Friday...
BofA US Watch: No sign of “stagflation”
US "diplomacy" is so utterly delusional it beggars belief: - US: "Help us fight fentanyl and Russia, and we'll continue to contain your development and try to impoverish you" - China: "Wait, what's in it for us?" - US: "There's absolutely nothing in it for you. So, deal?"…
the united states wants cooperation with and containment of china simultaneously. beijing not super happy about this.
Trends for United States
You might like
