macroRV's profile picture. Go with the flows

RV

@macroRV

Go with the flows

RV reposted

Hayao Miyazaki after seeing the 86th meme template turned into a Studio Ghibli image

TrungTPhan's tweet image. Hayao Miyazaki after seeing the 86th meme template turned into a Studio Ghibli image

Let's all lever up, ECB's got our back #moralhazard

In a blog post with Piero Cipollone and Philip Lane, we explain our new framework for euro liquidity lines. The review confirmed that liquidity lines are monetary policy instruments to prevent impairments in the monetary policy transmission mechanism. 1/3 ecb.europa.eu/press/blog/dat…



Suntory Spirits said that it will raise the prices of 117 alcoholic beverages by up to more than two times, starting with shipments on April 1 next year. japantimes.co.jp/business/2023/…



James Bullard today with news of an inter-meeting move. Will remember his insights as fondly as I remember serial contract expiry LIBOR fixings. Make of that what you will.


RV reposted

I've seen things you traders wouldn't believe... Reds on fire off the shoulder of Black Monday... I watched Golds glitter in the dark near an intermeeting cut. All those moments will be lost in time, like tears in rain... Time to die. 🪦RIP EDs. 1981 - 2023

EffMktHype's tweet image. I've seen things you traders wouldn't believe... Reds on fire off the shoulder of Black Monday... I watched Golds glitter in the dark near an intermeeting cut. All those moments will be lost in time, like tears in rain... Time to die.

🪦RIP EDs. 1981 - 2023

RV reposted

2 months ago, I said Wolfram Alpha will make ChatGPT 100x better in math & science. Now it’s my favorite plugin on OpenAI’s App Store. This is Scientists’ Oracle: an intuitive query interface that offers knowledge instantly while hallucinates much less.

DrJimFan's tweet image. 2 months ago, I said Wolfram Alpha will make ChatGPT 100x better in math & science. Now it’s my favorite plugin on OpenAI’s App Store.

This is Scientists’ Oracle: an intuitive query interface that offers knowledge instantly while hallucinates much less.

How to make ChatGPT 100x better at solving math, science, and engineering problems for real? Teach it to use the Wolfram language. ChatGPT: the best neural reasoning engine. Mathematica: the best symbolic reasoning engine. I can’t think of a happier marriage. 🧵 with example:

DrJimFan's tweet image. How to make ChatGPT 100x better at solving math, science, and engineering problems for real?

Teach it to use the Wolfram language.

ChatGPT: the best neural reasoning engine.
Mathematica: the best symbolic reasoning engine.

I can’t think of a happier marriage. 🧵 with example:


This must be a parody?

Swap lines exploded again today above pandemic levels. Data not out yet. Counter party risk mounting. Banks 📉

IliaSakowski's tweet image. Swap lines exploded again today above pandemic levels. Data not out yet. Counter party risk mounting. Banks 📉


RV reposted

🚨MY WEEKEND IS RUINED. The spreadsheet is back. DMs open for names. order-order.com/backing

christiancalgie's tweet image. 🚨MY WEEKEND IS RUINED. 

The spreadsheet is back.

DMs open for names. order-order.com/backing

RV reposted

🤡

Britain faces a simple and inescapable choice - stability and strong Government with me, or chaos with Ed Miliband: facebook.com/DavidCameronOf…



RV reposted

Markets are in a febrile mood, no doubt about that, & there’s more pain to come. But beware disinformation. This is from September 29th, 2022, and it’s legit. Slide 7: credit-suisse.com/media/assets/a…


When BoJ unsterilises $24bn and drains JPY liquidity, You get the tightest 3m USDJPY xccy for 8 months despite the macro context overwhelmingly pointing to wider. Tomnext fxois at flat/a premium for JPY 3 days in a row almost never happens

@FedGuy12 FIMA repo pool down $24 bln on the week. Cue Fintwit outrage. Yet worked exactly as designed. A poor return though on the BOJ’s $24 bln ‘sell at worst’ $ flogging.



This aged well

Britain faces a simple and inescapable choice - stability and strong Government with me, or chaos with Ed Miliband: facebook.com/DavidCameronOf…



RV reposted

2008 had ~40% of GDP in housing equity lost, which is much more widely distributed.


When you let the grad cover on Bank Holiday

NEW: Citi’s London trading desk was behind a flash crash in Europe that sent shares across the continent tumbling on Monday trib.al/LY6nKDe



3M LIBOR-OIS 15.8bps...

This post is unavailable.

macroRV's tweet image.

my view of freight markets is very simple: 18 months of very high spot rates built up a huge amount of trucking capacity to serve our artificially stimulated, goods-centric COVID economy. Now that economy is slowing down and normalizing. Not hard to see what happens next.



EDM3 96.30 on day of publication. @RemindMe_OfThis in 6 months

Central banks are supposed to inspire confidence in the economy by keeping inflation low and stable. In America, however, there has been a hair-raising loss of control. Our latest cover econ.st/3jXwpGK

TheEconomist's tweet image. Central banks are supposed to inspire confidence in the economy by keeping inflation low and stable. In America, however, there has been a hair-raising loss of control. Our latest cover econ.st/3jXwpGK


RV reposted

I really don't have words for what I just read. Everyone should read this. MARIUPOL, Ukraine (AP) — The bodies of the children all lie here, dumped into this narrow trench hastily dug into the frozen earth of Mariupol to the constant drumbeat of shelling. apnews.com/article/russia…


RV reposted

RIP z score macro


RV reposted

50/ CORNERED RAT: Putin’s biographer Nataliya Gevorkyan tells a story about a lesson he took from a rat in the one-room apartment he grew up in. “Don’t try to push somebody into the corner. They will jump..it’s absolutely true about himself. When he’s in a corner.he’s dangerous”


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