pash

@Pasqing

Passionate with macro, politics and visionary ideas. Re-tweets are endorsements and views are my own. In love with Italy

Camden Town, London
Vrijeme pridruživanja: kolovoz 2011.
12 fotografija ili videozapisa Fotografije i videozapisi

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  1. proslijedio/la je Tweet
    31. sij

    Designation by indicates international public health officials now consider significant threat beyond China. Move meant to help mobilize resources to contain spread. WHO chief can advise countries (though they are not legally obligated to listen.)

    WHO declares coronavirus that's killed 171 a global health emergency
    10 replies 20 proslijeđenih tweetova 35 korisnika označava da im se sviđa
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  2. proslijedio/la je Tweet
    31. sij

    2-min overview on the challenges from a Chinese doctor They don’t have enough data to determine whether asymptomatic patients with +ve rtPCR tests are infectious or not yet.

    1:51
    Expert: Prevention of new harder than SARS
    1 reply 5 proslijeđenih tweetova 8 korisnika označava da im se sviđa
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  3. 29. sij

    When will markets care if they ever will pls? Any catalyst/deadline to watch out for pls ?

    It is interesting & noticeable the push EU is making to make zero tariff/zero quota FTA seem like a big ask. I'm really not sure it is. It goes marginally further on tariffs than other EU FTAs & even with zero quotas there is still significant frictions on trade from now (1/2)
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  4. proslijedio/la je Tweet
    27. sij

    “All of this is disquieting. The symptoms of mania and deep economic pessimism are co-existing in the same market.”~⁦⁩

    5 proslijeđenih tweetova 2 korisnika označavaju da im se sviđa
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  5. 26. sij

    Just BTFD? :)

    1) Beijing under lock down 2) 2300 beds in new hospitals in Wuhan 3) HK emergency 4) Xi warns that corona virus spread is accelerating 5) Snp 1.2% lower than the all time high 6) 18b In flow into Em Ytd 7) cash levels at a 6 yr low What do you think happens on Monday ??
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  6. proslijedio/la je Tweet
    24. sij

    A thread on why the 20 year US bond issuance is *very* important... guessing and have thoughts too... While the Fed might not cut rates in the next 6 months... a portfolio rebalancing aka a “twist” aka real QE is increasingly likely. Here is why...

    5 proslijeđenih tweetova 10 korisnika označava da im se sviđa
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  7. proslijedio/la je Tweet
    21. sij

    Paul Tudor Jones: "We are just again in this craziest monetary and fiscal mix in history. It’s so explosive. It defies imagination"

    11 replies 35 proslijeđenih tweetova 130 korisnika označava da im se sviđa
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  8. proslijedio/la je Tweet
    19. sij

    In 1998 the Fed’s easing fuelled the dotcom bubble. What are the 2019 rate cuts accomplishing? FX weekly ->

    21 proslijeđeni tweet 35 korisnika označava da im se sviđa
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  9. proslijedio/la je Tweet
    17. sij

    Gamma Exposure now at $43.8(Bil/1% move). Flip point @ $3242.5

    3 proslijeđena tweeta 7 korisnika označava da im se sviđa
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  10. proslijedio/la je Tweet
    17. sij

    Worth Reading, from : The Federal Reserve is the cause of the bubble in everything via

    5 replies 18 proslijeđenih tweetova 37 korisnika označava da im se sviđa
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  11. proslijedio/la je Tweet
    9. sij

    1/ Let's talk about Tesla. In 2017, we called it the "ultimate Trump trade." To the extent that Trump’s economic nationalism prioritizes the creation of US jobs and valuable, domestic high-tech manufacturing industries, we argued stands at the epicenter of that.

    12 replies 49 proslijeđenih tweetova 201 korisnik označava da mu se sviđa
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  12. proslijedio/la je Tweet
    5. pro 2019.

    A reporter asked to explain what the collective action clauses (CACs) in the ESM reform he so strongly opposes are. He didn’t know. Yet he managed to place the tweaks to the EU’s bailout fund at the top of Italy’s political agenda. GET A GRIP!!

    0:37
    Mes: cosa sono le Cacs? Salvini: “smack”! E da Fuffalandia è tutto.
    5 replies 65 proslijeđenih tweetova 129 korisnika označava da im se sviđa
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  13. proslijedio/la je Tweet
    27. stu 2019.

    6. US is a complete bully. Holding high the banner of "America first", it is only thinking about taking advantage of others. It raises tariffs whenever it likes. It abuses the monopoly status of US dollar while imposing unilateral sanctions & long-arm jurisdiction at every turn.

    139 replies 84 proslijeđena tweeta 210 korisnika označava da im se sviđa
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  14. proslijedio/la je Tweet
    26. stu 2019.

    Passa in Commissione Finanze l’emendamento sui Pir. Niente più riferimenti al venture capital

    2 proslijeđena tweeta 1 korisnik označava da mu se sviđa
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  15. proslijedio/la je Tweet
    20. stu 2019.

    Will equities play catch up with rates?

    7 replies 11 proslijeđenih tweetova 29 korisnika označava da im se sviđa
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  16. proslijedio/la je Tweet
    19. stu 2019.

    Attention, Beijing: Pence says Trump has made it clear that violence or inhumane actions in Hong Kong would make a U.S.-China trade deal "very hard" to nail down, per .

    17 proslijeđenih tweetova 15 korisnika označava da im se sviđa
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  17. proslijedio/la je Tweet
    6. stu 2019.

    My column in today’s Financial Times: the Fed is fomenting moral hazard to save its monetary-policy construct – yet another high cost of ultra-low rates and a giant Fed portfolio.

    1 reply 11 proslijeđenih tweetova 16 korisnika označava da im se sviđa
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  18. proslijedio/la je Tweet
    31. lis 2019.

    A big leap forward for SDA Bocconi which places 13th in the world in the of the programs published today by The Economist. This result also allows the Full-Time MBA of the School to step onto the podium of the best European programs.

    19 proslijeđenih tweetova 35 korisnika označava da im se sviđa
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  19. proslijedio/la je Tweet
    29. lis 2019.

    So, Labour are better positioned for this general election than they were for the last one. A lot of Brexit outcomes remain very possible.

    💥 number analysis on the election opinion polls. It’s deja vu: Labour is on *exactly the same* polling level today as the day Theresa May called her Brexit election. Except the Tories are much further behind. My latest with
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    1 reply 4 proslijeđena tweeta 6 korisnika označava da im se sviđa
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  20. proslijedio/la je Tweet
    29. lis 2019.

    Different ways of addressing the nation!

    17 replies 52 proslijeđena tweeta 120 korisnika označava da im se sviđa
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