sean91237's profile picture. Notre Dame Civil Engineer Trader fixed income + for 10 years UChicago MBA.  Looked it up on Grok says I am a descendant of Cicero

Sean

@sean91237

Notre Dame Civil Engineer Trader fixed income + for 10 years UChicago MBA. Looked it up on Grok says I am a descendant of Cicero

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This is VERY dangerous... Japanese are bringing up their treasury holdings in trade negotiations Imagine there are MANY different levers other countries can pull if Trump negotiates poorly Another example is Europe taxing some of our 800 billion in software exports at 25pct…


Simple equation Net exports + domestic savings + gov = 0 Current deficit 8%. Current net exports -4%. Deficits needs to be 4%. Tell me how US balances things without tariffs without forcing a massive 2008 style massive US domestic leveraging


If you hike taxes by $400 billion. The Fed now knows you are in a fiscal drag environment. They have the knowledge they need to now cut aggressively. Stocks wouldn’t be down today if paired with an appropriate 50 bps rate cut. Monetary offset.


Love Milei, but I don’t understand this policy. The currency is too strong and a devaluation makes sense instead of more loans. Personally love shorting peso longer term if you can. archive.md/UmGJr

archive.md

Argentina says it nears $20bn IMF loan deal

archived 29 Mar 2025 20:00:19 UTC


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