Jon Thurlow @ThisIsJonTsBlog
Reflections on commerce, marketing, maths, economics, data, technology, science Opinions expressed are my own. Singapore Joined March 2021-
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Oh ! This doesn't look good Italy 10 Years / France 10 Years Spread
Cloudy evening tonight and Blood moon due on Sept 7th
James A. Lovell - RIP To the moon and back.
With a politically weakened Tokyo & after yesterday's FRB view on rates, the carry trade is back
Trump backs off Copper Tariff Biggest drop since 1968... US prices back to LME levels!
🚂 If Union Pacific & Norfolk Southern's negotiations progress & possible merger clears regulators, then what next for BNSF? Will Berkshire Hathaway unlock its war chest in a play for building a competitive coast to coast solution with CSX? #RailStrategy #BNSF #CSX #FreightRail
Excellent article by @RobinBHarding on the unintended currency stresses Hong Kong rate slump is a warning light for global markets via @FT on.ft.com/45freeh
Imagine waking up and checking your account! #citi
Have to enjoy the irony of this…not sure Little Red book wanted to get caught up in this…. Interesting to see how it plays out #TikTok #Xiaohongshu #DataPrivacy
Island time 🇹🇭 #Christmas2024 #paradise
Brilliantly incisive and very amusing! Worth watching @RestPoliticsUS @BBCNews @CNN
Brilliantly incisive and very amusing! Worth watching @RestPoliticsUS @BBCNews @CNN
Jon Thurlow retweeted
God, give me grace to accept with serenity the things that cannot be changed, courage to change the things which should be changed, like correcting people who think that total assets held by Japanese banks are part of the carry trade.
Investors are unwinding the biggest ‘carry trade’ the world has ever seen, SocGen strategist says cnb.cx/3LQijFp Conflicting views with Rogers Invst Advisors saying “the carry trade is not dead” #Yen #carrytrade #notdeadyet
Netflix beats estimates as ad-supported memberships rise 34% @CNBC Great example of the role ads play in making premium content more accessible to consumers #advertising #netflix cnbc.com/2024/07/18/net…
#Bangkok Life. No singlets or flack jackets 🤣
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