Macro Stig @Macro_stig

Cusp of Global Markets, Macro and Public Policy Joined June 2020

Tweets

392
Followers

124
Following

454
Likes

111

Macro Stig @Macro_stig

2 weeks ago

I have seen this chart floating around showing that tech capex is responsible for 30-40% of the GDP growth. Is it possible to point me to the source calculations or report pls ?

0 0 0 15 0

Download Image

Rohit Goel, CFA, CAIA, FRM @rohitgoel_rg

8 months ago

Thank you for a fantastic discussion @JackFarley96 ! My first long form interview: ranging all the way from Emerging markets to US treasuries.

Jack Farley @JackFarley96

8 months ago

Thank you for a fantastic discussion @JackFarley96 ! My first long form interview: ranging all the way from Emerging markets to US treasuries.

4 4 20 14K 7

Download Image

0 6 13 7K 5

Robin Wigglesworth @RobinWigg

a year ago

India’s rise confirmed! The FT is now hiring a dedicated India finance correspondent. This is an awesome beat, check it out if you might be interested. boards.eu.greenhouse.io/financialtimes…

2 9 19 6K 3

Fareed Zakaria @FareedZakaria

2 years ago

Predictions for the global economy in 2024: my conversation today w/ investor & @FT contributing opinion writer Ruchir Sharma

10 41 137 33K 35

Download Video

Imagine the ridiculousness posited by @balajis and @DavidSacks (big fan - generally) - that they gave something for @CliffordAsness and @nntaleb to finally agree on and dunk on together :) I take that as a win !

0 0 1 76 0

Clifford Asness @CliffordAsness

3 years ago

Was fun!

Sonali Basak @sonalibasak

3 years ago

Was fun!

6 3 50 42K 0

Download Image

8 1 49 21K 3

Kunal Shah 🗽 @realKunalAShah

4 years ago

Since most of my timeline is about how evil and destructive Manchin is- let me go ahead and say I think the man has single handedly saved our republic.

0 1 2 0 0

Swanand Kelkar @Swa_Kel

4 years ago

A chart worth 1000 words. Last few months, US yields ignored negative inflation surprises and focused on negative growth surprises. That seems to be turning now. What happens next? Inflation down, growth up hence Goldilocks or yields continue their upward march? H/t @kingsds

0 1 9 0 2

Download Image

Jurrien Timmer @TimmerFidelity

4 years ago

This rookie’s take on Ethereum. (THREAD)

26 87 413 0 95

Macro Stig @Macro_stig

4 years ago

There is always a tweet :) Where art thou ?

Chamath Palihapitiya @chamath

5 years ago

There is always a tweet :) Where art thou ?

857 208 6K 0 19

0 0 0 0 0

Macro Stig @Macro_stig

5 years ago

This did not age well !

Chamath Palihapitiya @chamath

5 years ago

This did not age well !

4K 19K 123K 0 570

0 0 0 0 0

Macro Stig @Macro_stig

5 years ago

There you go. CLOs follow equities now. In a sad way, this is a form of financial inclusion :)

Tracy Alloway @tracyalloway

5 years ago

There you go. CLOs follow equities now. In a sad way, this is a form of financial inclusion :)

23 19 119 0 7

0 0 0 0 0

Macro Stig @Macro_stig

5 years ago

Good thread to keep a track of. H/t: @MarketInterest

Michael Brown @MrMBrown

5 years ago

Good thread to keep a track of. H/t: @MarketInterest

3 17 66 0 12

0 0 1 0 0

Macro Stig @Macro_stig

5 years ago

Alex, I will take ‘Show me the biggest self goal in business communications’ for 200 please.

BBC Newsnight @BBCNewsnight

5 years ago

Alex, I will take ‘Show me the biggest self goal in business communications’ for 200 please.

155 169 440 0 25

Download Video

1 0 0 0 0

Macro Stig @Macro_stig

5 years ago

Keep an eye out here. The recent weakness might be on fiscal concerns (10,000 hkd) but the risks are always non-linear. US isn’t taking this lightly and a global collaboration is underway.

China Daily Asia @ChinaDailyAsia

5 years ago

Keep an eye out here. The recent weakness might be on fiscal concerns (10,000 hkd) but the risks are always non-linear. US isn’t taking this lightly and a global collaboration is underway.