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Jonathan Rejaud proslijedio/la je Tweet
This looks like a BLACK SWAN. #2019-nCoV is "more of a BLACK SWAN than the GFC and the Great Recession of 2008" - MOODY'S Report, Jan. 30th. (1/12)pic.twitter.com/RNknyLSHwG
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"Some 40 airlines in 29 countries and regions have suspended flights to the Chinese mainland amid fears about the
#coronavirus "@caixinpic.twitter.com/bZggzCfFhu
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Jonathan Rejaud proslijedio/la je Tweet
[WILL THE
#CORONAVIRUS FORCE THE FED TO CUT RATES? USD SMILE SAYS YES]
https://www.linkedin.com/posts/christophe-ollari-3a704941_coronavirus-conflict-consumers-activity-6629779061222842368-4Voz …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Jonathan Rejaud proslijedio/la je Tweet
A graph is worth a thousand letters.
#coronavirus. Source: NYTimes https://www.nytimes.com/interactive/2020/world/asia/china-coronavirus-contain.html …pic.twitter.com/evgM2UHf3U
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Jonathan Rejaud proslijedio/la je Tweet
Current correction in EM risk assets and currencies will be larger than the one during the SARS outbreak
#2019_nCov#forexpic.twitter.com/2ruRpfh18iOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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Jonathan Rejaud proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Jonathan Rejaud proslijedio/la je Tweet
I am concerned market is mainly focused on virus spread. Impacts on Asian economies (thgh related) will be huge since China GDP as a share of global GDP is way higher. Also, there will be a large hit to Q1 Asian consumer spending,manuf & tourism.
#SARS comparisons miss the point.pic.twitter.com/j4BdY8g48uOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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Jonathan Rejaud proslijedio/la je Tweet
[
#CORONAVIRUS: MARKET IMPACTS THREAD] "2019-nCoV" is slowly looking like the unexpected headwind that is going to hurt the "everything bubble". Therefore our outlook and positioning tilted to#bearish already a few days ago. LINK => https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 … (1/8)pic.twitter.com/LbXwRCQ0nsOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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Jonathan Rejaud proslijedio/la je Tweet
[THE MOST BULLISH CHART FOR GOLD?]

THE most compelling chart for the Barbaric Relic: the OECD birth rate versus the average 10-year real yield for the G7 countries. The inversion of the age pyramids is not only a challenge faced by the Developed Economies & China.
(1/3)pic.twitter.com/wWobonYZMw
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Jonathan Rejaud proslijedio/la je Tweet
Dont miss this. Christophe is one of my only go to people and his views and analysis are exceptional. He is off most peoples radar but his incredible investing career speaks for itself and his research service is one of the best.https://twitter.com/chrisollari/status/1219956118795046913 …
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Jonathan Rejaud proslijedio/la je Tweet
[ANNOUNCEMENT = OUR BIG 2020 RESOLUTION]
We have been working hard at Ollari Consulting to create a world class global macro research product that is now read daily by the world’s most respected ‘big name’ hedge funds & asset managers across the globe.
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Jonathan Rejaud proslijedio/la je Tweet
Eastern Libya halts more than half the country's oil output | Article [AMP] | Reutershttps://www.reuters.com/article/us-libya-oil-idUSKBN1ZG2B5 …
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Jonathan Rejaud proslijedio/la je Tweet
[LET'S RUN THE ECONOMY HOT]


The current paradigm?
1. FED: asymmetrical stance with the determination "to let the economy run and run hot enough to where inflation starts to move" (FED Governor Bostic)
(1/4)pic.twitter.com/ONXYxKpbUq
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Our (very flexible) convictions! Strong Opinions Weakly Held.https://twitter.com/etiennedemarsac/status/1217760630880587776 …
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Jonathan Rejaud proslijedio/la je Tweet
[

TRADE DEAL DAY]
or 
We learned last night that the US was not ready to make meaningful tariff roll-backs until after the November elections. Negotiating tactics or a reminder that a pause doesn't mean the end of a conflict?
(1/6)pic.twitter.com/9e9Wxe1Z6N
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Jonathan Rejaud proslijedio/la je Tweet
[WHAT CAUGHT OUR ATTENTION LAST WEEK?]
To all our Macro friends, @etiennedemarsac will soon be on@realvision so we hope you'll enjoy the chat & engage with us! Looking forward! Youtube: http://bit.ly/3a493JA Linkedin: http://bit.ly/2FICaEh#assetmanagement#globalmacropic.twitter.com/eb9dx6p1nB
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Jonathan Rejaud proslijedio/la je Tweet
[ITALY, A SALVINI COMEBACK?]

We have been closely following the recent developments in Italy.
Needless to say that we are apolitical and have been positioned in anticipation of the Emilia-Romagna elections for a few weeks now.
#globalmacro https://buff.ly/30fOl4Z pic.twitter.com/K05YPeY5EOOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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