Lluís Dalmau Taulés

EM Economist | frmr @IMFNews @SERCatalunya | @SAISHopkins alumn | Barcelona made | All views my own

[Lluís Dalmau Taulés @Lluisdt]

🚨 How does the closure of the #Hormuz Strait impact Emerging Markets? From Gulf GDP hits to EM recession risk, Asian supply shocks, and the emergence of a targeted energy risk premium. The repricing has begun. The divergence will deepen. https://t.co/PtVGXwVCQS

[Karim Sadjadpour @ksadjadpour]

Ayatollah Khamenei was more willing to die than to compromise. Days after his killing, no one in the regime currently has the legitimacy, authority, or the will to reverse a 47-year culture of resistance. At the moment the regime appears more prepared to break than to bend.

[Sanam Vakil صنم وكىل @SanamVakil]

Khamenei can be despised and mourned simultaneously. Few will miss him, but now the system (should it survive) can move on untethered without him. He held back reform and reformists since 2000, moderation internally, and accommodation with the West. His second revolution,, launched in 2019, failed to restore legitimacy. He died as a martyr in a resistance war with the US and Israel, which, by my view, was the only face-saving way to go out.

[BBC News Africa @BBCAfrica]

Watch the moment Mahamudu Bawumia, the New Patriotic Party candidate, Vice President, conceded defeat in this weekend's presidential election in Ghana.

Despite Bawumia's concession, no official results have been declared.

#Election2024 #GhanaPolls2024 #GhanaDecides2024

[Ziad Daoud @ZiadMDaoud]

Could the shift of the war from Gaza to Lebanon cause more harm to the world economy?

Oil movement suggests that markets view that as a tail risk, not a base case

Read the full analysis on the @TheTerminal, translated into Arabic by @AsharqBusiness

3/3
https://t.co/RvXTaFvA09

[Lluís Dalmau Taulés @Lluisdt]

Good to reread https://t.co/4rMh9DwEXX

[Jessica Berlin @berlin_bridge]

Georgia is Europe.

[The Economist @TheEconomist]

The New York Times faces a “dangerous problem”, a former editor warns https://t.co/vg0iMgAv0F 👇

[Onye Nkuzi @cchukudebelu]

What is happening across West and Central Africa is not strange to ordinary Africans, but then again, Western analysts don't have a history of listening to ordinary Africans.

[Sergey Radchenko @DrRadchenko]

Let's talk about where we are with Russia.
For the second time in three days, Putin addressed the Russian people to condemn an "armed rebellion." In this second iteration, he came across as much angrier. Yet, in the end, he simply repeated that Wagner can leave for Belarus.

[Arkady Ostrovsky @ArkadyOstrovsky]

This is episode 1 of our new podcast series about free thinking Russians. And my first experience as a host. https://t.co/qg5qPYfjFO

[Lluís Dalmau Taulés @Lluisdt]

Yaoundé vibes 🇨🇲

[Lluís Dalmau Taulés @Lluisdt]

"Energy security has a price"

[Emma Graham @themmagraham]

Many in Washington say they see the decision to cut 2 million BPD as an act of aggression against the West. So is OPEC+ using energy as a weapon? CNBC's @_HadleyGamble asks Saudi Arabia's Energy Minister to respond.

[Lluís Dalmau Taulés @Lluisdt]

Things are moving fast in the Middle East. Crucial UAE siding with Moscow and Riyadh

[Bloomberg Middle East @middleeast]

LATEST: Oil holds a two-day surge after an OPEC+ panel recommended the biggest supply cut since 2020 to revive prices
https://t.co/dOoWqSuKmi

[Lluís Dalmau Taulés @Lluisdt]

Insightful spaces on the impacts of a hawkish #FED and strengthening dollar to a highly #USD indebted world. BoE and BoJ interventions were only the beginning...

[Demetri Kofinas @kofinas]

https://t.co/LhWjhqGZND

[Kevin T. Dugan @KevinTDugan]

I spoke with @SantiagoAuFund last week about what the hell is going on with the global economy, and what the Almighty Dollar has to do with it

https://t.co/eHpO4kREN5

[Lluís Dalmau Taulés @Lluisdt]

Are Western and global leaders ready to respond to a nuclear threat and potential nuclear use in Ukraine?

[CNN Breaking News @cnnbrk]

Russian President Vladimir Putin announces annexation of four areas of occupied Ukraine, a process the West has condemned as illegal https://t.co/uvM6JHR04Q

[Daniel V. Guisado @danielvguisado]

🇮🇹🗳️Ipsos acaba de sacar su análisis postelectoral de las elecciones en Italia.

🧵Un mini-hilo porque trae cosas interesantes.

[Lluís Dalmau Taulés @Lluisdt]

En Occident, nous devons changer nos cadres mentaux pour cesser de voir l’Iran comme révolutionnaire ou pro-ouest, l’avenir pourrait se situer entre les deux. Mais, c’est l’avenir maintenant? https://t.co/Hd62ZSszSS

[Financial Times @FT]

IMF bailouts hit record high as global economic outlook worsens https://t.co/SukNoMzT0t