Win Monroe
@winmonroe.bsky.social
📤 1823
📥 1564
📝 719
Another economist. Views and bad hot takes are my own, if even that. Likes & RTs =/= endorsements.
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Win Monroe
Tomas Hirst
about 16 hours ago
Turns out tax tapas is not quite as appetising as Reeves was imagining *shocked face*
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Tomas Hirst
about 16 hours ago
Has anyone tried turning the government off and back on again?
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Are we at the countdown phase yet? What vegetable will Starmer or Reeves need to outlast?
about 15 hours ago
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Are we at the countdown phase yet? What vegetable will Starmer or Reeves need to outlast?
about 15 hours ago
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Win Monroe
Tony Yates
about 17 hours ago
Those nice blogs about tax reform can go back in the filing cabinet now.
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Thomas I-G
about 17 hours ago
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Andy Bruce (Reuters)
about 16 hours ago
Gilts sell off heavily at market open. 📉 Long gilt futures drop over 100 ticks. Long-dated yields rise by 10-13 bps
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Tomas Hirst
about 16 hours ago
Aaaaaand gilt market hates it
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Good read and thoughtful push back on thesis that "everyone is doing better economically, its just the vibes that are off" via a thorough accounting of housing costs
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1 day ago
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Could you imagine if the US gets $2k stimulus checks and the new Fed chair lowers rates regardless
1 day ago
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Win Monroe
Tuffy
1 day ago
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www.ft.com/content/45fc...
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ECB to kick off race for top roles as Lagarde era enters final stretch
Four of six jobs on central bank’s executive board become vacant before end of 2027, including the presidency
https://www.ft.com/content/45fca9b8-2a5b-4d20-9138-b4909c2ca09f
1 day ago
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😬😬😬
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2 days ago
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Christian Odendahl
2 days ago
Younger me would have taken a close look at this. Albert O. Hirschman Postdoc Program (Berlin / Kiel), a new offer by the Kiel Institute.
econjobmarket.org/positions/12...
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EJM - Econ Job Market
https://econjobmarket.org/positions/12007
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Win Monroe
Independent Food Aid Network
3 days ago
We’ve joined
@cpaguk.bsky.social
& 100+ others in calling for the government to fully scrap the two-child limit. Every child deserves the best start in life. By fully scrapping the two-child limit the government can deliver a decisive shift in children’s opportunities, and in the UK's potential.
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Chris Dillow
3 days ago
True. The fact that there are busloads of tourists in Stratford shows that culture is big business. Not supporting it isn't merely philistine; it's also bad economics.
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I love using the my pin to load my saved password to trigger 2 factor-authentication to do like the most basic, harmless stuff in existence. Feel like I'm incrasingly spending more of my time just logging on to things rather than doing anything.
3 days ago
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Win Monroe
Pier Paolo Creanza
3 days ago
🚀 I'm on the
#EconSky
Job Market! My JMP asks a classic question: Do large, dominant firms foster or hinder innovation? To study this, I turn to the Great Merger Wave (1895–1904), when >2,600 U.S. firms combined into corporate giants like U.S. Steel and DuPont. A JMP 🧵👇 (1/13)
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Is there a raya chant? There really should be Cc
@arseblog.com
@gunnerblog.bsky.social
@tim-stillman.bsky.social
@poorlydrawnarsenal.com
6 days ago
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Anthony Painter
9 days ago
This really is poorly thought through. If you are going to do a per mile charge it should be for all vehicles. Petrol is undercharged in comparison to its negative impacts. And it's a phenomenally bad idea to create additional psychological barriers to owning EVs.
on.ft.com/4oxpaFs
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Reeves poised to unveil Budget plan for EV drivers to pay per mile charges
Chancellor looks to offset a forecast sharp drop in government revenue from fuel duty
https://on.ft.com/4oxpaFs
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www.ft.com/content/fbcd...
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Why I love the IMF global financial stability report
It’s the best publication for investors — but the latest issue makes spooky reading
https://www.ft.com/content/fbcd7b16-0178-46d8-be79-46e700c2fb57
9 days ago
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Traders are increasingly turning to US interest-rate futures where they are wagering on changes between repo rates and the federal funds rate as money-market stress persists.
www.bloomberg.com/news/article...
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Key Fed Fund Rates Trade Gains Popularity Amid Repo Volatility
Traders are increasingly turning to US interest-rate futures where they are wagering on changes between repo rates and the federal funds rate as money-market stress persists.
https://www.bloomberg.com/news/articles/2025-11-04/key-fed-fund-rates-trade-gains-popularity-amid-repo-volatility
10 days ago
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Xan López
11 days ago
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Michael Derby
13 days ago
Banks tap Federal Reserve's Standing Repo Facility in record numbers amid month-end pressures. Via Reuters
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https://www.reuters.com/business/finance/banks-tap-fed-standing-repo-facility-record-numbers-amid-month-end-pressures-2025-10-31/
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Win Monroe
Michael Derby
13 days ago
M83 got the sax back on the map with Midnight City, it was a bummer this song wasn’t bigger because shredder solos deserved another moment.
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Go! (feat. Mai Lan) by M83 on Apple Music
Song · 2016 · Duration 3:55
https://music.apple.com/us/album/go-feat-mai-lan/1086424444?i=1086424446
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YIMBYism in the Jacobin. You love to see it.
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15 days ago
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Tomas Hirst
15 days ago
Today in credit debates - WTF is happening with the OAS and Swap spread wedge in US IG corporates. The Tl;dr is that OAS, which measures the additional yield you get on corporate debt over a similar duration government bond, is much lower than the yield pick-up over a floating-rate curve (swaps).
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Win Monroe
Wendy Edelberg
15 days ago
There's a lot of uncertainty about whether the labor market is healthy. Everyone agrees the unemployment rate is low—that's good. But there's disagreement on what good employment growth looks like right now, stemming from wild swings in population due to immigration policy. 🧵of 5
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This is a great read
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17 days ago
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Chris Giles
17 days ago
We bang on about the Fed's influence and its importance in shaping markets ....but that's been waning ..10y Treasury yields used to move in a 3-day window around Fed meetings My newsletter examines why not any more
www.ft.com/content/c396...
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Will Jennings📉🗳️
18 days ago
It's increasingly obvious that Labour's strategy - call it Starmerism, Blue Labour, whatever - has got it badly wrong. It has alienated the party's core vote while failing to win over those leaning to Reform. There was no shortage of people warning them they were getting it wrong either.
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Win Monroe
Recent tightness in money markets indicates the Fed is getting near or is at an "ample" level of reserves. Given the political pressure on the Fed, there is surely little stomach for a repeat of 2019 repo turmoil. The Fed has a variety of policy levers at hand (1/n)
18 days ago
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Win Monroe
João Pereira dos Santos
19 days ago
📢
#CallforPapers
for the ISEG Lisbon Urban and Public Economics Mini Workshop on Housing 🇵🇹 🗓️February 26 and 27, 2026 More information👇 Please RT
#EconSky
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Recent tightness in money markets indicates the Fed is getting near or is at an "ample" level of reserves. Given the political pressure on the Fed, there is surely little stomach for a repeat of 2019 repo turmoil. The Fed has a variety of policy levers at hand (1/n)
18 days ago
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Win Monroe
Brian Goldstone
19 days ago
SNAP isn't about "people who don't work." It's about people who don't get paid enough to live. Of the 40 or so million people who rely on food stamps: * Two-thirds are children, seniors, or disabled * Most working-age adults who receive SNAP are employed—but in jobs that pay poverty wages
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George Pearkes
22 days ago
It's still early but when we compare current earnings season (156 reports tracked in our data) to where things were at with that many reports during prior earnings seasons, this is the third-strongest EPS beat rate on record and strongest revenue beat rate. Just incredibly strong versus estimates.
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Win Monroe
Aaron Sojourner
22 days ago
Total federal spending is up +7% in 2025 over 2024 year-to-date to Oct 20. The story that the fed govt is tightening its belt is contradicted by its own real-time expenditure data. Admin spectacularly hammering some things but raising spending elsewhere. Was -7% just after Inauguration Day.
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FT Alphaville
23 days ago
Taking Reform UK seriously *and* literally.
on.ft.com/4qGxq7B
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How to overthrow the Bank of England
[FREE TO READ] (In case useful)
https://on.ft.com/4qGxq7B
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Win Monroe
alex williams
24 days ago
it feels so hard to explain to people that "doing very wrong things policy-wose" has way less of an impact on the day to day macro numbers than like "pause for a couple months" did during the pandemic
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Win Monroe
Tomas Hirst
24 days ago
It's true to say that credit card delinquency rates are high versus recent history, but also true to say that the rate of deterioration is slowing. And higher twitch card issuer data suggests things are meaningfully improving in terms of charge-offs and delinquencies.
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Toby Nangle
24 days ago
🚨 Why has US jobs growth been so anaemic? Parsing Goldman's latest paper, and taking the opportunity to wrap in the Dallas Fed's scary blog.
on.ft.com/48COxQY
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Bill Nelson says it's time for the Fed to restart open market operations
23 days ago
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Friedrich Merz is testing Germany’s patience -
on.ft.com/4o24Dsn
via @FT
25 days ago
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biden the commodities trader, trump the fx trader
25 days ago
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Win Monroe
Financial Times
25 days ago
Argentine peso weakens to fresh low despite US intervention
on.ft.com/48FKy6a
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Argentine peso weakens to fresh low despite US intervention
Currency gains sparked by estimated $400mn of US purchases melt away ahead of crucial election for president Javier Milei
https://on.ft.com/48FKy6a
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Jill Lawrence
26 days ago
Gotta love science.
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Really enjoying this one this morning
ra.co/podcast/1028
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RA.1009 Shinichi Atobe ⟋ RA Podcast
https://ra.co/podcast/1028
26 days ago
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Win Monroe
Stephen Collins
26 days ago
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Interesting read on finance and technology:
www.bloomberg.com/opinion/feat...
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The Solution to Europe’s AI Problem Is Hiding in Plain Sight
Tech giants blame zealous regulators for holding the continent back. But timid funders are the real obstacle to building world-class AI companies.
https://www.bloomberg.com/opinion/features/2025-10-14/europe-ai-has-an-investing-problem-the-solution-is-clear
26 days ago
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@orbinho.bsky.social
been hearing this take and on an eyeball test I agree, but I wonder if there's a simple statistic or way of quantifying this? Non-Gyökeres goals when he is in is probably a bit too simple. Do data collectors have info on when players are double marked or how close defenders are?
26 days ago
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