Opens profile photo
Follow
Srivatsan Prakash
@SrivatsPrakash
Host of Market Champions podcast | Stats+Finance
Financial ServicesToronto, OntarioBorn January 31Joined January 2019

Srivatsan Prakash’s Tweets

Pinned Tweet
Here's a list of all the different threads I've written over my career with FinTwit. I wanted to make a thread of threads, so that it's easily accessible to most people, and so that I can look back on it a few years from now and see what I was thinking at 17. Here it is:
30
604
Show this thread
Nothing worse than the Canadian public transport system during a snowstorm… Like you’re in Canada the one thing you should be prepared to deal with is snow (if service gets cancelled have shuttle buses etc) TTC stands for take the car 😉
1
10
Sounds about right… and to be fair pre 2021 inflation, nobody really cared much about what the central bank said
Quote Tweet
BoJ playbook under Kuroda: When everyone is talking about it, nothing happens. When everyone isn't paying attention to it, massive things happen.
8
The US, Canada and western countries are unique in the fact that national identity isn’t defined by ethnicity, and still have immigration as a fix Meanwhile Korea, China, India…
Quote Tweet
in few decades it will be a US president giving this speech.
Image
2
18
When you think about it, a person born on Dec 31st always has their birthday “this year”, and never “next year”. Similarly if you’re born on Jan 1st, you always have your birthday next year…
4
9
Interesting take - can see how the increase in purchases can boost liquidity while not allowing the ceiling to be surpassed. Now what would be interesting here is to think about if Japanese rates traded without BoJ intervention, where would yields be?
Quote Tweet
Think of the BoJ’s increasing JGB purchases as seeking to minimize the risk of markets testing the new 50bps ceiling at the risk of aggravating the structural stress on the functioning of the government bond market Lots of research papers will be written on this policy experiment
2
4
Show this thread
Fascinatingly, from : “As recently as 1992, barely 25 percent of the US workforce had a College degree… Today, around 40 percent of job adverts in the US require a college degree.” 1992 was only 30 years ago…
Quote Tweet
A 🧵 on our work on US mortality change, just out in AEJ:App, with @thesamasher and @charlierafkin. We ask: how concentrated is the U.S. pre-Covid mortality crisis? Is everyone doing a little worse, or is a small subset doing catastrophically worse? The graph is a spoiler 1/N
Show this thread
Image
2
12
If the real economy were that sensitive to the FCI we would have seen much more of an economic slowdown already. We've have a huge reduction in speculative froth, excess, and hubris already. Small moves from here won't matter much
Quote Tweet
Richard Clarida: “If financial conditions ease because markets price in [2023] cuts, a peak policy rate of 5.25% may not be sufficient to put inflation on a path to return to 2% over time.” global.pimco.com/en-gbl/insight
2
19
Was interesting that the BoC held rates constant couple of weeks ago. With softer economic data will be interesting to see Powell hold. Expecting to see something like another 50bps and hold.
1
4