Nick Ingram

[Nick Ingram @33nick33]

@PPGMacro Whilst I know nothing about the man, I’d choose him on CV alone above Streeting/Rayner/Burnham

[Nick Ingram @33nick33]

@MichaelAArouet Trump NATO talk is meaningless, he has no authority to take US out.
US withdrawal requires 66% senate vote and obviously the idea has minimal support outside the white house.

[Nick Ingram @33nick33]

@fbermingham The UK has virtually no manufacturing base to hollow out.

We are the beneficiaries of the incoming EU-CN margin compression price war.

Equally given the hostile disdain from Brussels towards the UK since Brexit, “loyalty” to the EU on trade simply shouldn’t feature.

[Nick Ingram @33nick33]

@fbermingham No argument, those are 3,2,1
All far ahead of the comparatively banal bureaucratic options listed.

[Nick Ingram @33nick33]

@GMIgorSmirnov QF8

[Nick Ingram @33nick33]

@WhiteNoise1879 It would be the ultimate slap in Tony K’s face to bring AL-B off the bench instead of Jonah……

[Nick Ingram @33nick33]

@WhiteNoise1879 The whole article is a bit of a farce tho, none of those tickets will ever actually transact.
If I had a season ticket, I’d happily list every game on there for £800.
Expect nothing, but maybe 1 match goes to a tourist and then the rest of the season is free!

[Nick Ingram @33nick33]

@WhiteNoise1879 No

[Nick Ingram @33nick33]

@PPGMacro Hasn’t had a single thing of value to offer since he and Bill Gross left PIMCO in my view.
Never got the hype

[Nick Ingram @33nick33]

@ONS Can we not send Ed Milliband to China….? Permanently.

[Nick Ingram @33nick33]

@ShanghaiMacro You shouldn’t read too much into this. It is a 90-day postponement of tariffs. Listen to the conference and there are still insurmountable hurdles on “subsidies for labour and industry” amongst others.
Obviously this is a positive, but we aren’t across any arbitrary finish line.

[Nick Ingram @33nick33]

@AviTillu1 @KobeissiLetter “The deal we struck” trade secretary Greer.
Agree with your sentiment. And the quote likely overstates, but it is there.

[Nick Ingram @33nick33]

@WhiteNoise1879 In hindsight scouting department have been top class. They have both been awesome signings and it was always an either/or for us.
A lot of landmines dodged given CDMs elsewhere

[Nick Ingram @33nick33]

@Serbiantennis77 @FulhamFC I take your point, but Adama vs his own standards was such an improvement in end product. Sasa obviously far more consistent

[Nick Ingram @33nick33]

@AviTillu1 @michaelxpettis @ForeignAffairs Without tariff carve outs for low skill production, there is no incentive to relocate production and it is simply a tax. An economically regressive tax at that too.
For higher end I can see a capex/relocation impulse.

[Nick Ingram @33nick33]

@AviTillu1 @michaelxpettis @ForeignAffairs US manufacturing base is far broader than UK and closer to balanced in mid-high end industry.
I’m guessing there will be NAFTA carve outs or other such FTAs with low unit wage cost partners to facilitate relocation of low end consumer goods away from China.Otherwise policy fails

[Nick Ingram @33nick33]

@WhiteNoise1879 Kebano was massively underrated in that capacity

[Nick Ingram @33nick33]

@PPGMacro CPB shows the same. Import volumes more relevant here

[Nick Ingram @33nick33]

@WhiteNoise1879 Tactically. All done on phone apps now so easy to do.
In summer we have programs to get bedrooms down to temp 30 mins before we head upstairs.
If you’re out you can turn it on from the car before you arrive home etc.