MacroBen
@macro_ben
Contrarian investor | Economist | Personal finance geek | Creator of MacroBiscuit: “The UK Economy, made digestible” (link below - it’s still in development)
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I still find it crazy that a 22 year old investment banking analyst has tighter personal trading restrictions than Congressmen who are literally creating the law that pertain to these companies Data clearly shows that both sides of the political aisle consistently outperform the…
Seen a lot of posts today celebrating the rate cuts in the UK. Worth remembering - rate cuts aren’t a win condition. In most cycles, cuts come when growth is already rolling over. They’re a response to risk - not proof of success.
BoE cuts rates to 3.75% 🔻 A narrow 5–4 vote at the MPC. –0.25pp since last month –1.00pp over the year The easing cycle is well underway - but division remains. Full historic rate chart here👇 macrobiscuit.com/series/bankrate #BoE #UKRates #UKEconomy
Just finished Broken Money by @LynAldenContact. Brilliant read - highly recommend. It is very comprehensive (so not the quickest of reads) but does a great job breaking down the shortcomings of our current monetary system. Well done Lyn - a triumph!
Latest MAGA mental gymnastics is accusing Powell of making policy decisions based solely on not liking Trump They just need a scapegoat Fact of the matter is Fed follows the 2y, they’ve done this for decades, they did it during Trump 1.0, Biden, and they’ll do it for Trump 2.0
My mum always told me "good manners cost nothing"... Turns out she was wrong.
If the US enters a recession, long-term interest rates are likely to go down, and it would be cheaper for the US government to refinance existing government debt. However, the chart below shows that the interest payments saved if interest rates decline by two percentage points…
With DXY down, 10y UST yields up, stocks down, gold surging again, wanted to re-highlight this interview with @natbrunell from a week ago Monday (March 31, two days before Trump's tariff announcement), in which we said the following:
I currently have 5 TV streaming services that I pay for which are all owned by American companies. As far as I’m concerned America is taking advantage of me (not the other way around). #tariffs #TradeWar
This man is always worth a listen on currency dynamics
US was the surplus country in last global trade war; UK, France, Germany, Austria, Russia were the deficit countries. 3 of the 5 in Europe hyperinflated, the UK & France signif devalued their currencies, & then US suffered a deflationary depression...& won. And yes, UK was GRC.
So many people on X telling me (and others) that “you don’t get” Trump’s master strategy re tariffs. But none of them have told me what I don’t get. So, please, what is it? #tariffs
They just took down 2 more channels. One was a Rebel Capitalist dubbed channel. NO STRIKES, NO WARNINGS At this rate I’ll be completely removed from YouTube by the end of the day @YouTube how can you possibly justify this? Please retweet if you can to spread awareness. Thx
See the rest of the Western world is used to stagnation and disappointing GDP growth. Welcome to the party USA.
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