Bond Investors Raise Specter Of Hasset-Liability Mismatch

This video of Chicagoans intervening to save a man from being abducted off the streets by ICE is making the rounds on Instagram. Community action works. Source: www.instagram.com/reel/DPZL2AL...

Why would we lend the Americans money to buy our stuff and/or defend us instead of using that money to give our people that money to buy our stuff and/or to build stuff to defend ourselves is the Eureka moment of global rebalancing.

much serious country. very reserve currency. wow

lifted from a friend on IG who’s as angry at this criminal admin as I am

Next he sets the Reichstag on fire and blames the communists. All horribly predictable.

Confused over who's in the running to become the next pope? But you do have some knowledge of financial-crisis era central bankers? This is the thread for you!

"The EU should thus move to fund the entire cost of its planned rearmament with EU debt, similarly to NGEU." @smerler.bsky.social on the global role of the euro in light of American chaos. www.bruegel.org/first-glance...

There's @katie0martin.ft.com on the tellybox surrounded by tits

Manipulate Grift Repeat

If you really really have to go to the US, just go via Dublin, and do all the immigration checks etc. at departure, in Dublin 🤷🏻‍♂️

Italian newspaper: “Trump kisses markets’ ass” (fr fr)

In vigilantes we trust.

That 5D chess plan to bring down yields in full.

When do we get to the “buy US CDS but not from an American bank” point?

A nice touch would be announcing an EU-China trade deal, it could be symbolic,but just to taunt those nazi fucks

Talks with China. Who could’ve imagined… ec.europa.eu/commission/p...

Hey @vonderleyen.ec.europa.eu Can we ban ASML exports to the US, pretty please? Someone needs to learn what commerce between allies is about.

There will be, you know, signs… (HT @preachypreach.bsky.social )

I really think the penguins are winning the trade war right now

In other words, more than ten years worth of projected tariff “revenue”. 🤡

No way! (from exemptions list)

“Two weeks after the [Aix-Marseille University] programme was launched there have been about 100 applications, with researchers from Yale, Nasa and Stanford among those who have expressed interest. The university continues to receive about 10 applications a day” www.theguardian.com/us-news/2025...

Over $1.75 trillion was wiped out from the US stock market today. Trump owns all of this.

giant leaps towards irrelevance

Here’s to hoping this good crisis won’t go to waste.

Shout loudly and carry a small stick

-Germany making exceptions on how it counts deficit; -Merz saying “whatever it takes”; -Bunds tanking on an expected deluge of issuance. Convergence in Europe is happening, but it’s the core converging to the periphery.

Excellent stuff. “Starmer announces that the UK government will allow Ukraine to use £1.6bn of UK export finance to buy more than five thousand air defence missiles. He says these will be made in Belfast, creating jobs in the UK's defence sector” www.bbc.co.uk/news/live/cn...

Touchy feely White Housey

Italy’s determination to stop job losses in banking shows how European states are failing to clear even the first hurdle on the road to Mario Draghi’s vision for a stronger, more competitive EU >> Italy's Defense of Bank Jobs Is EU’s Problem @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Putting a cap on bonuses keeps banks healthier, says the Fed libertystreeteconomics.newyorkfed.org/2025/01/do-p...

First they came for Greenland

MAGA takes notes…

Must-read 🧵 about incoming “contrarian” Treasury Sec

Thus Putin successfully retreated from his latest red line with his credibility (maybe) partially salvaged through a combination of further rhetorical escalation and the actual use of an experimental missile against a target in Ukraine.

Things sent to Ukraine that won’t cause WWIII: -Javelins -HIMARS -ATACMS -Tanks -Jets -Permission to hit Russia with the above Things likely to cause WWIII: -Appeasing genocidal autocrats -Enriching expansionist dictators -Failing to respond when the above sabotage and attack us

Bingo. Not being conscious of the impact the information environment is having on your views and thinking is a dangerous choice in life.

Excellent article on Russia’s mounting economic & Defence industrial woes that - busts the myth of inevitable Russian victory - shows the need for ‘Competitive Strategies’ that turn the screws & exacerbate Russia’s weaknesses foreignpolicy.com/2024/11/14/r... Marc deVore & Alexander Mertens

You think supporting Ukraine is costly? You are cute. But also stupid. Figure how much would it cost to permanently host up to 20 million refugees who want to escape certain genocide. Unless you think they should left to die, in which case you disgust me, please unfriend and block me.

Trump to rely on forces that brought him to power — Russian presidential aide tass.com/politics/187...

Nothing says efficiency like creating a new government department

My first Old London(ish) FinTwit Starter Pack landed well. Problem is that you can only fit 150 onto a Starter Pack, and there are LOADS more great accounts to follow than that. So here's my first stab at Part II, which may help new arrivals. go.bsky.app/Bm3MeUR

Big flow of new followers. Lmk if we were mutuals in the other place, decent starter pack from @tobyn.bsky.social here bsky.app/starter-pack...

10yr Bund vs swap is the real, all time shitshow.

It’s quite a world in EGB space when Italy is more politically stable than France and Germany.