
KeySignals
@KeySignals
"Nuntius Sui Generis levitas ex incerto sumendo incerto ex levitas." Global macro and behavioural finance.
내가 좋아할 만한 콘텐츠
Bank of England policymaker Megan Greene signalled that she is considering holding interest rates until at least March next year on concerns that policy is not restrictive enough to squeeze out lingering price pressures bloomberg.com/news/articles/…
Philadelphia Fed President Anna Paulson signaled support for two more 0.25% rate cuts this year, citing tariff-driven price effects bloomberg.com/news/articles/…
German electricity prices for Tuesday jumped to their highest level since February as low wind levels continue to affect the nation’s thousands of wind turbines with more expensive coal and gas-fired plants needed bloomberg.com/news/articles/…
Investor optimism in Germany’s economy improved in September, reflecting hopes that massive fiscal stimulus will pull the country out of its malaise bloomberg.com/news/articles/…
Michelin lowered its financial guidance for the year after sales in North America fell more sharply than expected, compounded by a decline in the dollar bloomberg.com/news/articles/…
Brexit and former Prime Minister Liz Truss made the UK a less-competitive, slower-growing economy that faces a greater risk of inflation, Bank of England policymaker Catherine Mann said bloomberg.com/news/articles/…
China has imposed curbs on the American units of Hanwha Ocean, one of South Korea’s biggest shipbuilders, as it targets US measures against the Chinese shipping sector bloomberg.com/news/articles/…
UK retail sales grew at a slower pace in September as warm weather delayed purchases of expensive coats and boots and as shoppers braced for the government’s November budget bloomberg.com/news/articles/…
The UK labor market showed further signs of stabilization in fresh data on Tuesday bloomberg.com/news/articles/…
EU officials called for strong measures against China after Beijing imposed fresh export restrictions on rare minerals used in computer chips and other advanced technologies bloomberg.com/news/articles/…
UK CFOs worry about competitiveness and rising costs, Deloitte says By Reuters
Wingtech Technology plunged its daily limit of 10% after the Dutch government moved to exert control over its European unit Nexperia, an unusual move that risks inflaming tensions between China and Europe bloomberg.com/news/articles/…
Economists marked up their estimates for US economic growth this year and next, though job growth is expected to remain weak, according to a survey from the National Association for Business Economics bloomberg.com/news/articles/…
Economists have largely abandoned forecasts that the SNB will cut interest rates into negative territory, according to a Bloomberg survey bloomberg.com/news/articles/…
Chinese companies shipped more goods overseas last month than expected, a sign of resilience that’s giving Beijing a stronger hand in the latest trade war with the US bloomberg.com/news/articles/…
UK household balance sheets are in their best shape for over two decades after a period of spending restraint. For politicians and the Bank of England, the question is: Will consumers now feel confident enough to loosen the purse strings? bloomberg.com/news/articles/…
China’s Ministry of Commerce says recent trade countermeasures on US-related issues were necessary, defensive actions, and Washington should return to negotiations bloomberg.com/news/articles/…
The Great Adversarial Reflation Is The Safest Haven, by @KeySignals open.substack.com/pub/keysignals…

Structural trends are threatening to confound ECB policy, according to Governing Council member Primoz Dolenc bloomberg.com/news/articles/…
Applications for US unemployment benefits rose last week, according to a Goldman Sachs analysis of state-level filings released during the federal government shutdown bloomberg.com/news/articles/…
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