Roquentin

Everything that I coulnd't be.

[Roquentin @arjps38]

«Cuando uno se busca a sí mismo adecuadamente, lo que acaba encontrando es el mundo».
Pablo d'Ors

[Roquentin @arjps38]

@rumblevideo Please, could you turn on Mon@rk Talks again?
Support him.

[Roquentin @arjps38]

“We shall not cease from exploration
And the end of all our exploring
Will be to arrive where we started
And know the place for the first time.”

[Roquentin @arjps38]

@abdealmawela @dangainor @visegrad24 Allahu Akbar as well.

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@Reuters I remember when Pele complained about racism too... oh, no. Wait.
Just play the game, mate!

[Roquentin @arjps38]

@fwred -12% of energy.

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@fwred YoY, yes. But look at the scale!

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@ErikFossing Insanity.

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@jeannasmialek ''mimimi but what about the household survey?'''

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@kevinrinz Yes man, you are right. Recession in the US job market.

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@NickTimiraos Neutral? Look at this participation rate. Labor supply is totally devasted in the US. Certainly will weigh on their assumptions regarding latent variables. Another month with participation trading lower. Terrible for the FED.

[Roquentin @arjps38]

@bencasselman Stop with that. If we had many job data with mixed signals, it would be worth paying attention to. It is not the case. Moreover, the survey questions changed this month. Now, you can can not even compare month-to-month HH's.
https://t.co/y9TyVtRGrE

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@inflation_guy Great podcast. Michael, how are you assessing the slowdown in medical care services that everyone is talking about?

[Roquentin @arjps38]

@fcastofthemonth Hubris?!

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@josephwang Brave, Joseph.

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@TheBondFreak https://t.co/9Sgw0e3vA1 nothing here yet.

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@dlacalle_IA Still 40b?! But not in the midterm, right?

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@INArteCarloDoss I saw those people all the time. Usually, they are already stopped.

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@Faytuks What is the rationale? Some thoughts?

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@PauloMacro C'mon man.

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@BobEUnlimited The dove's view would be: "shelter is lag and is going down; medical care serv. too. Only that is +40% of your CPI. So, it makes sense. 2023's CPI is only the 2021's 'real inflation'."