Geoffrey Fouvry
@GraphFinancials
Connect the Financial dots unapologetically. Get your scouring dose of fin analysis, in big-data, w/ augmented web delivery ex hedgie 👇 get your free account
You might like
Leading up to the 2024 US elections, political news continues to drive massive engagement on X.
There’s a place for everyone in the global town square.
It’s halfway through 2024 and we’re here to drop some numbers about everything happening on X in Q2. We know you love to scroll, post, watch and call - so much that every day around 361.9B seconds are spent on X - up +8% over the same time last year. And it turns out you’re not
Treasuries = systemic risk, Read IMF and BIS
Primary deficit is the difference between spending and taxes (outside of interest component). It can increase if taxes fall faster than spending.
For being so "dominant," it sure is impotent to slow wage disinflation and goods & services disinflation What's missed in the dominance argument is that FLOWS always win out over STOCK. The economy cares about activity at the MARGIN Right now, government spending is contracting
😂W/ the amount of reserves in banks? A primary deficit to the moon, and a quasi deficit at the Fed? Deflation? Only if the gov balances the budget or let the bad debt liquidate orderly while backstoppping money market. Deflation does not exist in elastic money since 1933.
Reminder for the momo short JPY, TOLD YOU SO @SantiagoAuFund @robin_j_brooks They did not even need that, just a threat of raising rates. Now if they sell UST September 2022 style, real fun. Just the momo short betting on "JPY collapse" with no external debt?? Seriously?
It can go to 130 in a blink of an eye if Japan is allowed to sell USTs. BLINK OF AN EYE.
A young Ukrainian man manages to see the funny side as he literally runs for his life away from one of Dictator Zelenskys kidnappers. Gallows humour. Literally.
United States Trends
- 1. Kash N/A
- 2. Tourette N/A
- 3. #SpaceMarine2 N/A
- 4. Gavin N/A
- 5. Jack Smith N/A
- 6. Yoko Taro N/A
- 7. Judge Cannon N/A
- 8. #doordashinmybag N/A
- 9. Angel Families N/A
- 10. 960 SAT N/A
- 11. Criterion N/A
- 12. Evangelion N/A
- 13. FBI Director N/A
- 14. #MondayMotivation N/A
- 15. BAFTA N/A
- 16. HARRY SNL N/A
- 17. #MondayVibes N/A
- 18. Good Monday N/A
- 19. National Angel Family Day N/A
- 20. $PYPL N/A
You might like
-
Fabio
@FabioMenthorQ -
Darkly Energized
@ka1n0s -
Konstantin Lazarov
@klazarovbg -
Conks
@conksresearch -
Le Shrub🌳
@agnostoxxx -
Eric Basmajian
@EPBResearch -
Tier1 Alpha
@t1alpha -
Paulo Macro
@PauloMacro -
PPG
@PPGMacro -
Alessio
@AlessioTMAD -
Emma Muhleman CFA CPA
@EmmaCFA1 -
Michael Kao
@UrbanKaoboy -
George Goncalves
@bondstrategist -
Callum Thomas
@Callum_Thomas -
Special Situations 🌐 Research Newsletter (Jay)
@SpecialSitsNews
Something went wrong.
Something went wrong.