Iván Weigandi

[Iván Weigandi @IvanWeigandi]

@JoacoWaldman compre orbital (el cual me gusto, y me pego un poco) porque me habia cruzado el posteo anterior pero no me acordaba de quien era. Asi que gracias! que sigan las recomendaciones

[Iván Weigandi @IvanWeigandi]

@AlejandroPh_C @FazzariSteven Mis felicitaciones al BCRP!

[Iván Weigandi @IvanWeigandi]

@GuidoZack Guido, muy interesante el reporte. En este gráfico tiene sentido usar el TC oficial para los que mencionas como asociados al turismo (restaurantes, etc)? Tanto para turistas en Arg, como para argentinos afuera, el costo relativo no debería usar el TC tarjeta/MEP/Blue para 2023?

[Tomas Williams @twilliams8]

New working paper: Demand Shocks in Equity Markets and Firm Responses

Institutional investors now allocate huge amounts of global capital.

When they mechanically buy/sell stocks, do firms actually change behavior? 🧵

[FedResearch @FedResearch]

New #IFDPPaper shows that lower retail inventories raise price margins, and incorporating inventories into the Phillips curve greatly improves its fit—capturing both the 2009–2011 missing disinflation and the COVID-era surge. https://t.co/4QipsaQQ0s

[Iván Weigandi @IvanWeigandi]

Feliz día

[Asociación Argentina de Economía Política @AAEPoficial]

Sumate!!!
Mañana martes 12 de agosto al Ciclo de Seminarios Permanentes organizado por @EconUdesa

Mas info en https://t.co/2awwh1rCaO

[Iván Weigandi @IvanWeigandi]

@EconSanti Buenas. Tienen WP o filminas que se puedan compartir? estoy trabajando el tema

[Iván Weigandi @IvanWeigandi]

😬

[Iván Weigandi @IvanWeigandi]

Aca el paper y su gráfico https://t.co/Yt6Xpzu8CV

El ciclo fue cambiando con el tiempo, por eso el gráfico no se parece tanto al original https://t.co/f7Lq6qyosz

[Iván Weigandi @IvanWeigandi]

Este gráfico de @Marangus77 me hizo acordar al propio de Cieslak, Morse y Vissing-Jørgensen (2019), donde documentan un ciclo en los retornos de EUA en torno al calendario del FOMC.

Como se ven los retornos del Merval en ese mismo ciclo? Me da masomenos asi

[Angus @Marangus77]

🇦🇷 #MERVAL en días de FOMC.

[Iván Weigandi @IvanWeigandi]

@Lbaini Leeds no olvida

[FedResearch @FedResearch]

New #FEDSNote: The International Role of the U.S. Dollar – 2025 Edition: https://t.co/FyVg8TR2YN #EconTwitter

[Xiang Li @Veralixiang]

Our new paper explores the role of global banks' macroeconomic expectations on their credit supply using syndicated loan data. Macro expectation matters for financial intermediations and credit cycle. https://t.co/EhcKxJi01K

[Payment Infrastructure News @payment_infrast]

BREAKING: The @federalreserve has implemented #ISO20022 for Fedwire to improve cross-border payments, reports @BankingExchange. This is the first report indicating that the migration was apparently successful. https://t.co/aUIN5gJJQa

[FedResearch @FedResearch]

New #FEDSNote using novel data on dealers and banks finds that the U.S. repo market is over $12 trillion in outstanding: substantially larger than previously estimated: https://t.co/J0SWtI5IB9 #EconTwitter

[Bank for International Settlements @BIS_org]

In recent years, the strength of the dollar and high currency hedging costs due to elevated short-term dollar interest rates had discouraged non-US investors from hedging their US dollar exposures. https://t.co/kZP8go3xDb

#hedging #dollar #forex #markets #BISBulletin

[Bank for International Settlements @BIS_org]

FX swaps are a key barometer of risk-taking and global financial conditions. FX derivatives like swaps and forwards connect global #BondMarkets, enable cross-border #Investments and transmit financial shocks globally #Finance #GlobalMarkets https://t.co/BhooySx6Kn

[Bank for International Settlements @BIS_org]

A new survey across 29 economies shows #Inflation bursts can leave a lasting imprint on households’ inflation expectations. https://t.co/eCbo7PBtLJ

#BISBulletin

[Jon Sindreu @jonsindreu]

In my column today, I express skepticism that the U.S.'s trade deficit or its net external position tell us anything about how low the dollar can go. For one, the large negative NIIP and the expensive dollar are both related to U.S. equity outperformance. https://t.co/JZlRbLafUh