Sofia Horta e Costa @SofiaHCBBG
Markets for @business. Back in London after 5.5 years in Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹 bloomberg.com/latest/uk-mark… London Joined July 2012-
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Year-to-date inflows into India stock funds - still well on track for the most ever. (Chart by BofA, cumulative)
FTSE 100 tantalisingly close to a new all-time high - my colleague @SofiaHCBBG has her eyes glued to the ticker - read all about the UK index's adventures here bloomberg.com/news/live-blog…
It's BUDGET DAY. We're live blogging with experts from across the newsroom and Bloomberg TV - you can follow us here: bloomberg.com/news/live-blog…
Oh wow HSBC made more profit in India ($1.5 billion) than it did it mainland China ($1.1 billion) bloomberg.com/news/live-blog…
Can ChatGPT proofread numbers? bloomberg.com/news/articles/…
Chinese equity funds attracted a record $19.8b in a week, making up almost all of the week's inflows into EM. Source: BofA, EPFR. How much of this was driven by Chinese state funds...?
Cocoa futures are at the highest since 1977 - the year they set an intraday record of $5,379 a ton. (Do people still gift chocolates on Valentine’s Day) bloomberg.com/news/live-blog…
It’s BOE decision day and I’ll be covering it from a rather appropriate location 🇿🇦 Join us: bloomberg.com/latest/uk-mark…
‘Lisbon saw the highest rental growth between July and December last year, rising by an average of 22%’ wow bloomberg.com/news/articles/…
I think we all enjoy making year-ahead market predictions so we can see who was *less wrong* this time next year
I think we all enjoy making year-ahead market predictions so we can see who was *less wrong* this time next year
Reuters is reporting that Feng Shixin, head of the publishing unit that oversees the regulator of China's gaming industry, has been fired. Shanghai Macro Strategist's take below is shared by many👀 reuters.com/world/china/ch…
Reuters is reporting that Feng Shixin, head of the publishing unit that oversees the regulator of China's gaming industry, has been fired. Shanghai Macro Strategist's take below is shared by many👀 reuters.com/world/china/ch…
Bankruptcies in Sweden surged 29% last year to the highest since a property bubble burst and crippled the banking system in the 1990s. bloomberg.com/news/articles/…
Tencent - one of the stocks that foreign investors tend to pick when they dip back into China - just had its worst day since 2008 bloomberg.com/news/videos/20…
The fall in UK inflation below 4%, which no economist predicted, will make it very hard for the BOE to stick to its higher for longer stance on rates.
The fall in UK inflation below 4%, which no economist predicted, will make it very hard for the BOE to stick to its higher for longer stance on rates.
In another sign that people still want to invest in EM if they can avoid China - the iShares ETF that strips China from the EM world has overtaken the China ETF in assets this year for the first time. bloomberg.com/news/articles/…
What do central bankers do when markets just don't believe them?
What do central bankers do when markets just don't believe them?
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Jim Bianco @biancoresearch
393K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethKKGB Kitty @INArteCarloDoss
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139K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzLe Shrub🌳🔥🇺�.. @agnostoxxx
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4 Followers 23 FollowingAlf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.Andreas Steno Larsen @AndreasSteno
225K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Jim Bianco @biancoresearch
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174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwardsPaulo Macro @PauloMacro
139K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzLe Shrub🌳🔥🇺�.. @agnostoxxx
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74K Followers 757 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.Paul Bronks @SlenderSherbet
203K Followers 601 Following To help care for sick and injured animals, please donate to @BaliAid at https://t.co/O1Bt7KRXCZ Thank you ❤️Niall Harbison @NiallHarbison
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2K Followers 1K Following Correspondent @business @quicktake | Born in the South, raised in the desert, living in the city | 🇺🇬 First-generation| Instagam: @therealjennzTuvia Gering 陶文�.. @GeringTuvia
12K Followers 2K Following Chinese discourse power | China-Israel | China-Middle East/West Asia | Glazer Israel-China Policy Center @INSSIsrael | @Krauthammer Alum | @ACGlobalChinaCenter for China and .. @CCG_org
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27K Followers 1K Following Pakistan Bureau Chief, Bloomberg. My views. Tweets not publishable. MUFCCrisis Group @CrisisGroup
230K Followers 3K Following We're an independent, non-profit, non-governmental org, committed to preventing and resolving deadly conflict. Our staff: https://t.co/Vwe0TwauK2alphaholic1 - arbitra.. @Alphaholic1
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12K Followers 2K Following Econ professor @ Oxford. Cofounder of the https://t.co/hIgNlLgvgw and @TheRealSoDaLabs & Humanism appreciator.Andrew Erickson 艾�.. @AndrewSErickson
43K Followers 47K Following Professor @NavalWarCollege/@ChinaMaritime Studies Institute. Visiting Prof. @HarvardGovernm1. Assoc. in Research @Harvard/@FairbankCenter. Member @CFR_org. Dad.杨涵 Han Yang @polijunkie_aus
14K Followers 6K Following Tsinghua/UNSW alumni. Formerly in MFA of China/architecture. “Chinese speaking bad-faith actor” according to Global Times. Australian citizenHarry Wilson @harrynwilson
20K Followers 1K Following Finance reporter @business in London. Views my own. Got a story email me at [email protected]Lucy White @LucyGJWhite
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5K Followers 1K Following Chief Europe Economist, Bloomberg. Usual disclaimers apply.Gabriel Sterne @GabrielSterne
9K Followers 983 Following Global economist, Oxford Economics. More active elsewhere nowadays@SofiaHCBBG Thank you, Sofia! I feel you’re still in Asia, miss you and your weekly highlight a lot❤️
I'm honored to join the extraordinary team of journalists at @ABC News as Senior White House Correspondent! This brings an end my international assignments in Beijing, Hong Kong, Tokyo, then back to Beijing. I'll miss all of my brilliant CNN colleagues variety.com/2023/tv/news/s…
@SofiaHCBBG *let's not forget* that you're still a witty blogger regardless
I'm pleased to announce that today I'm starting as Senior Geoeconomist at Bloomberg @economics in DC. Standby for more charts but with Bloomberg data and fonts!
The busiest day ever for commercial aviation yesterday Almost 135k flights Guess the tourism Industry is not in recession yet 😅
@SofiaHCBBG That was my dad's hill back in the 70s. Good climb from pokfulam.
Nothing gets a woman more in that babymaking mood than a rice cooker, a water bottle and a jaunty march through the mountains
@QiLiyan @qianweizhang Officials have given out rice cookers and water bottles to women attending events promoting marriage and having children. In March, officials organized a hike to strengthen women’s physical fitness and make them more attuned to family values. wsj.com/articles/china…
@SofiaHCBBG @BloombergUK @markets Looking forward to working with you again.
@SofiaHCBBG @BloombergUK @markets What a run! Looking forward to your next chapter 🥳
@SofiaHCBBG Thanks for your great work there, Sofia. Hold those Hongkong memories close. I spent four years there late 70s/early 80s and their magic moves me still. Pray for HK, and savor it too! Godspeed!
@SofiaHCBBG Your reports were a source of substance and clarity in a space short of both. Hopefully someone will carry on the work. Good luck with your future endeavors.
@SofiaHCBBG I really enjoy watching you talking about markets on Bloomberg Asia every night (NYC time zone). Good luck with your new move!
@SofiaHCBBG How will @tripperhead know what day of the week it is, without your Friday recaps?? All the best back in London, and thank you for your reporting.
@SofiaHCBBG I'll sure miss your weekly China recaps! Looking forward to seeing what you're involved with in the future!
@SofiaHCBBG x.com/stevehouf/stat…
@damienics It’s called the “Confucian trap”.
@SofiaHCBBG Was just there (or close by) 10 minutes ago! 🇵🇹💪
@SofiaHCBBG One of my must-read tweets every week 😄🙏
Love this letter to the @FinancialTimes The correct name for a group of black swans is a bank