Jonathan Rejaud

@jonathan_rejaud

Global Macro , ex Emerging Markets, Chess & cinema. . Learning. Panta rhei.

Paris, France
Vrijeme pridruživanja: veljača 2017.

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  1. proslijedio/la je Tweet
    3. velj

    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)

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  2. 2. velj

    "Some 40 airlines in 29 countries and regions have suspended flights to the Chinese mainland amid fears about the "

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  3. proslijedio/la je Tweet
    2. velj
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  4. proslijedio/la je Tweet
    31. sij
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  5. proslijedio/la je Tweet
    30. sij

    Current correction in EM risk assets and currencies will be larger than the one during the SARS outbreak

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  6. proslijedio/la je Tweet
    29. sij
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  7. proslijedio/la je Tweet
    28. sij

    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. comparisons miss the point.

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  8. 27. sij
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  9. proslijedio/la je Tweet
    27. sij

    [: 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 already a few days ago. LINK => (1/8)

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  10. proslijedio/la je Tweet
    24. sij

    [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)

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  11. proslijedio/la je Tweet
    22. sij

    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.

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  12. proslijedio/la je Tweet
    17. sij

    [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. (1/5)

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  13. proslijedio/la je Tweet
    18. sij

    Eastern Libya halts more than half the country's oil output | Article [AMP] | Reuters

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  14. proslijedio/la je Tweet
    16. sij

    [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)

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  15. 16. sij
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  16. 16. sij

    Our (very flexible) convictions! Strong Opinions Weakly Held.

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  17. proslijedio/la je Tweet
    15. sij

    [🇺🇸🇨🇳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)

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  18. proslijedio/la je Tweet
    13. sij

    [WHAT CAUGHT OUR ATTENTION LAST WEEK?] 🔍 To all our Macro friends, will soon be on so we hope you'll enjoy the chat & engage with us! Looking forward! Youtube: Linkedin:

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  19. proslijedio/la je Tweet
    14. sij

    [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.

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  20. 8. sij
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