zak @ZnSennett
Amsterdam, The Netherlands Joined October 2016-
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@JeremyWS Pretty spot on. While this is remarkable, the more abrupt consequences are through fx (zar -2% otd). This directly undermines progress on inflation made through historically hawkish tilt of SARB and embeds second order impacts.
zak retweeted
I loved the article, "AI Isn't Coming for Your Job. It's Coming for Your Mind" by Tom Slater at Baillie Gifford. h/t Ian McKinnon, chairman of the board of trustees @sfiscience. Points about mastery and cognitive diversity are particularly relevant. Worth discussing in professional and educational contexts. bailliegifford.com/en/uk/individu…
zak retweeted
@hwrtbg In covid the US handed out massive direct stimulus to consumers which kept people from working etc. there’s no wage inflation with labor this weak
I hate how much this worked for me
An overview of our Q4 and full year 2025 financial results. With something extra to keep you focused.
@Credit_Junk Still blown away how in a DM rates mkt, unemployment expectations can miss by 50bps…
@dMacro_dBS @Lagarde The right way to play it. Unfortunately some of us got excited when we saw growth + inflation forecast revisions…
@spaghettilisbon Didn’t see any mention of the great value on Sonia curve? 😭
zak retweeted
Pipe Dream 101 - Mar A Lago Accord version The Xverse is awash with nonsense regarding a grand bargain called the Mar A Lago Accord. While I accept that anything is possible with the right set of sticks and carrots I cannot imagine such a deal occuring. Nonetheless I will
@EMopportunities What was the broad idea there? Seems only one direction for MXN rates after Wednesday ⬆️?
@flourishing124 Opening credit lines with a western-sanctioned financial institution is not a clever geopolitical decision, particularly if you want to remain geopolitically indifferent.
@flourishing124 This has to be the worst use of the phrase 😂
zak retweeted
The Draghi report contains one of the most spot-on critiques for the current state of EU industrial policy I have read so far. And it comes with some solid ideas on how to move forward. Here are the three main takeaways.
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