Simon White

[Simon White @LondonSW]

@InvesmentKeep @carolmassar 👍

[Simon White @LondonSW]

@InvesmentKeep @carolmassar Deposit insurance schemes lead to less banking stability, and the more generous the scheme, leads to more instability: https://t.co/ouBKfJ7SHl

[Simon White @LondonSW]

@ClausVistesen @ClausVistesen was looking at similar

[Simon White @LondonSW]

@Fritz844 One of my favourite films … you should submit this as an article to a magazine!

[Simon White @LondonSW]

It might not seem like it after today’s inflation numbers out of Europe, but global CPI is likely peaking

[Simon White @LondonSW]

Equities become ever less relatively attractive in elevated inflation regimes. As happened in the 70s, this may prompt a large rebalancing from stocks - at record overweights today - to bonds

[Simon White @LondonSW]

With the market finally doing the Fed’s work and helping, not hindering, tight monetary policy, peak Fed hawkishness is near

[Simon White @LondonSW]

Dollar rally has led to extreme selling of official reserve assets

[Simon White @LondonSW]

Whether the Chancellor goes or not, the bar is high for the Bank of England to deliver on the well over 300 bps of rate hikes expected

[Simon White @LondonSW]

The Fed pivot the market is expecting looks vulnerable if inflation doesn’t soon start coming down hard

[Simon White @LondonSW]

Long-dated UK gilts: Fortune favours the opportunistic

[Simon White @LondonSW]

If rates rise as projected, UK mortgage repayments are poised to jump to the levels of the financial crisis

[Simon White @LondonSW]

@AndreasSteno Hi Andreas. Well the fx forward for EURUSD has it at 1.57 in 30y time, but i presume you don’t take that as a serious forecast! ;-)

[Simon White @LondonSW]

@mrchrisaddison On Britbox, and watch (or rewatch) Auf Widersehen Pet. It’s dated in bits of course, but it’s so well acted and scripted you stop to notice. An absolute gem

[Simon White @LondonSW]

@AndreasSteno @michaelxpettis for sure. I Recommend his latest book he co-write too, Trade Wars Are Class Wars

[Simon White @LondonSW]

@Dominic2306 Highly recommend Beyond Bad by Chris Paley. In a nutshell, morals are nothing more than signalling devices to enable humans to form (divisive) groups. Thus the way to change behaviour isn’t to convert them, it’s to convince them they’re already converted-moralists do not get this

[Simon White @LondonSW]

@FraserNelson If you assume the average of the last 2 weeks’ testing, adjust for people to test ratio (harder to get accurate data on that), then multiply by prevailing test positivity ratio through time, you’ll get something similar

[Simon White @LondonSW]

@dylangrice Comparatively much less social distancing going on as well

[Simon White @LondonSW]

@AndreasSteno End of tax year rebalancing. May have started earlier this year due to cheap opportunity, but if you look GBPUSD has been up ~18 of the last 20 Aprils

[Simon White @LondonSW]

@VictoriaCoren 8d in today’s Times Quick Crossword: Nothing but Bond seen in this TV programme (4,7) ... you’ll never get it