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[notes @cynicstuff]

@INArteCarloDoss I'm a bit surprised there isn't more discussion about the various ways the France banks-bonds-politics-ECB-IMF nexus might pan out.
When it was all about the PIIGS discussion was wall-to-wall.
Where is it happening?

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@robin_j_brooks "...if periphery spreads keep widening..." is a bit 'the last war' isn't it?

France is almost as central as Germany - and arguably both are sliding into populist right-wing governance.

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@DhavalVJoshi @DavidTavadian It can be excessively - and unrealistically prudent. It probably would be in this case.

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@DhavalVJoshi @DavidTavadian Have you tried to reconcile it with the Central Bank's view?
Here's a more general point. If you, by comparison the US, genarally bank finance (France) you use savings to generate corp bank debt. Counting debt gives you a one-sided view, doesn't it?

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@RaconteurR2D2 Why shouldn't we just think: That's effectively what already happens in maths except the experts who's expertise basically no one else can understand aren't machines?

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@DerrickJoeptlz @AndrewCurran_ Could you, by any chance, reword that so it's understandable to those people?

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@DhavalVJoshi @DavidTavadian It does when they're intra-group &there's a lot of that in france.

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@INArteCarloDoss Come off it we all know Hunter's paintings raked in more than 6 bil

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@front_ukrainian Looks like the mig is inverted before firing ready to dive out of the way - it that right?

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@WMcmoon @INArteCarloDoss The Volker comparison is a reference to what follows the inflation getting out of hand.

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@poshover @Telegraph @TalkTV @GoodwinMJ @DailyMail @andrewpierceexc @Alexarmstrong @GBNEWS Does President Trump usually judge things correctly?

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@INArteCarloDoss gld seems to have ignored 10y reals & gone crazy parabolic for 2 yrs from early '24.
Behaving again last 6 mths but in contexte of v high price range.
But does that pocketed divergence => at odds over inflation path, $ FX risk, or what?

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@physicsgeek Seems really bizarre the way what should be a careful police investigation and potential jury trial is routinely argued over in public by politicians, as if they were prosecuting or defence lawyers trying to sell a point of view to a jury.
How does it not prejudice any trial?

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@OwenCallan It's classic stuff. They should forget selling for spares, get the necessary welding done, put fresh petrol in and see if they can restart https://t.co/ipdANpiVCb

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@INArteCarloDoss Introducing the concept of superior and inferior humans is an interesting strategy.

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@ChrisUKSharp You'd have thought they would be more ambitious than 3 white vans with basically nothing in them.

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@BGatesIsaPyscho Why are you desperate for that to be true?

How could 3 basically empty vans and a handful of guys with no weapons be the biggest terrorist attack in British history?

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@LeeHarris Why do you want to believe it's insane in capital letters?
It might be INSANE it's not occurred to you the 5 people arrested might be petty criminals with no idea what was going on just hired to go and lurk around there.

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@chuck_canada @WarMonitor3 Did you not notice they were all British?

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@SeddSezz Do you believe it was Burnham's decision and do you believe MI5 don't have a firmer idea what's going on than you?