Duncan Kerr

Managing editor at large. Love lochs, leverage and Lilt. Views mine.

[KKGB @INArteCarloDoss]

I need to speak up because this stupid war has reached the point when the final escalation bears consequences that are no longer linear. From here there will be no more de-escalation. Widespread infra destruction, human losses, long lasting energy crisis, regime changes,…
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[Duncan Kerr @dak_err]

Five miles down the road from Wembley Stadium and I can still hear those Manc boys giving it some... #OasisLive25 #OasisLondon

[Duncan Kerr @dak_err]

Rates traders/investors have their own unique language: "belly-cheapening butterflies"

🦋

[Duncan Kerr @dak_err]

@bennpeifert Interesting to hear as an outsider. Generally across markets just assumed most traders are a hostage to BBG's might. Most but not all clearly.

[Duncan Kerr @dak_err]

Minor mind blow. There is another way.

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

to be clear for those who misunderstood, we don't use Bloomberg at all, hence why we celebrate

[Duncan Kerr @dak_err]

Lenghi's on #Deliveroo?!

[Annmarie Hordern @annmarie]

Looks like food was just delivered to the US-China trade talks in London.

If you’re familiar with London it’s from the well known Ottolenghi

[Gabriel Gatehouse @ggatehouse]

This is mental

[Liam Vaughan @liamvaughanBBG]

Two years after it was hacked, the SEC said it cracked the case. But what if the hapless day traders it blamed were innocent? Blessed to work with
@bykenarmstrong on this tale of scapegoats, gangsters, a hacker named Olga and a giant bag of 'shrooms.
https://t.co/XJgk5Bya8T

[Duncan Kerr @dak_err]

Ask those credit investors how they're playing the #tacotrade in the bond market...

[Sonali Basak @sonalibasak]

Rainy in New York but on my way to California. Bring me your questions for Goldman’s annual leveraged finance event — 100 issuers and 350 investors I hear will be there, and interviews on BTV all day.

A lot of credit investors with their eyes on that 4.5% 10-year and on watch for that 5% danger zone. Buckle up.

[Duncan Kerr @dak_err]

Stocks are soaring. But the dollar still languishes.

Here's an interesting take on why...

https://t.co/dw5nZ2y8Ij

[Duncan Kerr @dak_err]

Got to hand it to #Bessent. He's getting through. Post-chaos. But getting through.

[Annmarie Hordern @annmarie]

Trump says he had no intention of firing Powell.

“Never did,” Trump tells reporters.

“The press runs away with things. No, I have no intention of firing him. I would like to see him be a little more active in terms of his idea to lower interest rates.”

[Duncan Kerr @dak_err]

@garlandrg @milken_cookies @WillDyess Superpowers come with a combination of port and cheese

[Duncan Kerr @dak_err]

Finally, something European #Trump supports...

[Duncan Kerr @dak_err]

Run for the Alps...

Striking rotation out of European credit for investors.

Biggest ever outflow in April (since JPM started collecting data in 2010)

[Duncan Kerr @dak_err]

Once big buyers out there are now big sellers...

#fiancialwarfare

[Duncan Kerr @dak_err]

Quite an interview this.

Russia, Canada and Mexico exempt. China faces tariffs of up to 79% (cumulative total) on certain goods.

https://t.co/4XkqIhhHLH

[Duncan Kerr @dak_err]

Unlike the bond crowd, equity types have such poor taste in clubs.

[Sarah Butcher @MadameButcher]

"I lost my equity sales job because I didn't frequent a pretentious London club" https://t.co/ntwhwyV0FO

[Duncan Kerr @dak_err]

Elite level local reporting. You could also buy 'The Kingdom' for that.
https://t.co/FXSea5ufGV via @thecourieruk

[Duncan Kerr @dak_err]

@faisalislam Music to the Davos crowd's ears

[Duncan Kerr @dak_err]

“It sounded like it was munching on some raw radish."

Excellent piece. Quite fancy a career change.

https://t.co/J1UmpvDAKr