Sebastian Sejr Pedersen

Here to learn and discuss. Macro, Pharma, Digital Health, Cycling and whatever else is trending #PharmaTech

[Sebastian Sejr Pedersen @SejrPedersen]

@dickbut @nickgiva1 When was this? Just recently?

[Sebastian Sejr Pedersen @SejrPedersen]

@dampedspring @naval yup

[Sebastian Sejr Pedersen @SejrPedersen]

@BickerinBrattle Thanks George!

[Sebastian Sejr Pedersen @SejrPedersen]

@BickerinBrattle Hi George,
Thought you might find Patrick's latest vid interesting. Would appreciate your thoughts - https://t.co/LPj448Zb9p

[Sebastian Sejr Pedersen @SejrPedersen]

@taobanker You like it here?

[Sebastian Sejr Pedersen @SejrPedersen]

@BickerinBrattle No all good take ur time just checking in

[Sebastian Sejr Pedersen @SejrPedersen]

@capital_mindset Thanks!
And view on OSCR?

[Sebastian Sejr Pedersen @SejrPedersen]

@17juzz @BickerinBrattle Would you mind DMing me as well? Or posting here?

[Sebastian Sejr Pedersen @SejrPedersen]

@commonsenseplay @MartinShkreli do u have any positions that are not from Shkreli? :D

[Sebastian Sejr Pedersen @SejrPedersen]

@BickerinBrattle @JackFarley96 @SteveMiran George, would u mind sharing latest tariff data? and planning a monetary frontier post soon?

[Sebastian Sejr Pedersen @SejrPedersen]

@EconBerger @stevehou How so?

[Sebastian Sejr Pedersen @SejrPedersen]

@FairweatherPhD Cmon really? ur gonna respond with a fox headline of a bessent statement? I'll leave it at that

[Sebastian Sejr Pedersen @SejrPedersen]

@FairweatherPhD Fed cutting rates doesnt impact mortgages rates really. I think you are looking to short term at narrowly at CPI and rates.
Rates are more a function of nominal growth, and tariffs negatively impact nominal growth. Thus, undoing tariffs will increase nominal growth and rates

[Sebastian Sejr Pedersen @SejrPedersen]

@FairweatherPhD Not really, no.
They do impact price-levels have definitely affected CPI numbers this year. However, over longer time frames they are anti-growth and thus disinflationary. Short term price spike but longer term de-growth. That's why you see rates spike

[Sebastian Sejr Pedersen @SejrPedersen]

@FairweatherPhD disagree. tariffs is a tax and revoking them will fuel econ and therefore you saw rates spike as market digested the hearing

[Sebastian Sejr Pedersen @SejrPedersen]

@jbulltard1 no way....