emmacrostrategy @emmacrostrategy

Past E Asia Head, Global Mkts Research, MUFG ; MD, SocGen; Consult Prof, Stanford; Head Asia Local Mkts Strat, Citi; China Economist, Fed; UBS, BT, HKU, KDI Joined May 2011

Tweets

6K
Followers

103
Following

2K
Likes

261

emmacrostrategy @emmacrostrategy

6 months ago

Print journalism will find it very difficult to write spot news on this, unless they were wise enough to have prepped ahead, employ a team approach and, most of all, have an A+ editor to put it together.

0 0 0 9 0

emmacrostrategy @emmacrostrategy

6 months ago

Unabashed #freetrader still. Trump’s Rose Garden deserves a longform, wholecloth response. It is probably the most US protectionist policy since #Smoot and #Hawley.

0 0 0 22 0

emmacrostrategy @emmacrostrategy

2 years ago

The Look that says, I’m going to lose Georgie, again.

0 0 0 21 0

Download Image

emmacrostrategy @emmacrostrategy

2 years ago

🇬🇧 Mechanistic #QuantitativeTightening that generates large paper losses for #BOE are no-go for this columnist tinyurl.com/2y2998fk

0 0 0 13 0

emmacrostrategy @emmacrostrategy

2 years ago

🇷🇺🇺🇦 For the #Biden Administration, #Sanctions appear a litmus test for true believers. But should we believe? tinyurl.com/bdftymdn

0 0 0 17 0

emmacrostrategy @emmacrostrategy

2 years ago

🇺🇸 As #trading advice, this one from the #FT was abysmal (but for the #graceofgod go I, too), but all the sophisticated (#sophistry?) reasons #Fitch's #downgrade should not have mattered. tinyurl.com/6nfzh54k

1 0 0 16 0

emmacrostrategy @emmacrostrategy

2 years ago

🇺🇸 #Housing rents and used #carprices hold prospects of moderation in tomorrow's #CPI, not least for the #Fed. This was a helpful article with the #WallStreetJournal's Fed watcher digging deeper into his subject. tinyurl.com/4bk3f9j6

0 0 0 44 0

emmacrostrategy @emmacrostrategy

2 years ago

🇸🇦🛢️ The bull case for #oil now turns on more obscure spreads between heavier sulphur grades and light sweet, if you can believe that. tinyurl.com/2s4ma57p

0 0 0 24 0

emmacrostrategy @emmacrostrategy

2 years ago

🇨🇳🇸🇬 The #China government crackdown on #Ant wiped out 2/3 of its #Equity value, including for #Singapore's #Temasek, which long ago decided to be an anchor investor into China. tinyurl.com/2a32k6xj

0 0 0 23 0

Read Starting Somewhere @JPHilllllll

2 years ago

Shoutout @OnionIncUnion ‼️ bit.ly/44gdRaf

5 23 194 15K 1

emmacrostrategy @emmacrostrategy

2 years ago

🇪🇺🛢️ #Trading profits #averaged $2.5 million per shareholder at #Trafigura - and that was the first half. tinyurl.com/bdhc2x9m

0 0 1 30 0

emmacrostrategy @emmacrostrategy

2 years ago

🇮🇩🇲🇾 #ElNino = higher #palmoil prices in a year's time? tinyurl.com/3xkz76rt

0 0 0 13 0

emmacrostrategy @emmacrostrategy

2 years ago

🇮🇳 The #INR #NDF market gets underway. tinyurl.com/5aebzkum

0 0 0 12 0

emmacrostrategy @emmacrostrategy

2 years ago

🇸🇬 #Loan demand in #Singapore is pathetic. Whatever is pushing up #propertyprices, it's not because #banks are lending like crazy. tinyurl.com/24truz2m

0 0 0 15 0

emmacrostrategy @emmacrostrategy

2 years ago

🇨🇳 #TechWars hard to revive #supply. tinyurl.com/3jnn87u9

0 0 0 7 0

emmacrostrategy @emmacrostrategy

2 years ago

🇨🇳 #Debt overhang = hard to revive #demand. tinyurl.com/58nnyvee

0 0 0 6 0

emmacrostrategy @emmacrostrategy

2 years ago

🇺🇸 #Trepp data shared with #Reuters seem to insinuate #regulators might force #regionalbanks to sell #CRE portfolio for steep #losses. Hard to believe those fun guys who let #SVB roll on would suddenly become #partypoopers. tinyurl.com/d65449r3

0 0 0 137 0

emmacrostrategy @emmacrostrategy

2 years ago

🇺🇸 Smart (atypical) #NYT commentary on #2024. Among other questions, why r #polls showing #Trump winner also showing him winning the youth vote? Really?? tinyurl.com/2rbjvruy