Daniela Gabor

Professor of Economics/MacroFinance. Critical macrofinance, central banks, repos, shadow banking, WallStreetConsensus

[Daniela Gabor @DanielaGabor]

It's now official.
The #WallStreetConsensus will soon be a book - about the return of the transformative state.
There may be some Taylor Swift/Travis Kelce macrofinancial jokes (she inflation targeting, he Big Finance) in it.

[Daniela Gabor @DanielaGabor]

On the pages of the NYT but not in the actual sight of the state that supposedly sent her there.
This would be a plot too ridiculous for a Netflix series

https://t.co/jsNhxEE7JE

[Eleanor Olcott @EleanorOlcott]

It is also notable that the Chinese spy agency was itself digging for information on Alice Huang.

[Daniela Gabor @DanielaGabor]

Blowing up Huang's open secret affair same week that Democrat tsunami swept midterms tell us new Silicon Valley strategy:

ramp up national security angle Amdoei been pushing to get restrictions on Chinese AI open models eating their lunch + bailouts if bubble explodes

[Daniela Gabor @DanielaGabor]

the secret spy that roamed the pages of the New York Times a YEAR ago

https://t.co/hQRZzZNCYg

[Daniela Gabor @DanielaGabor]

Our Prime Minister has gone greenwashing at COP31
https://t.co/LS64U4bSrb via @ft

[Daniela Gabor @DanielaGabor]

this will go down in economic history as the singularly stupid self-destruction of a lucrative export sector driven by the hysteria of getting migrant numbers dwon

https://t.co/KQs6E5W7hw

[Daniela Gabor @DanielaGabor]

And some home truths about the connection between Silicon Valley billionaires and Israel's genocide in Palestine

[Daniela Gabor @DanielaGabor]

At #websummit and I'm learning intriguing things about The European High Performance Computing Joint Undertaking (EuroHPC JU) - like it won't make public the private entities it subsidises w free compute power

[Daniela Gabor @DanielaGabor]

I often joke about capital's impeccable timing, but was there a better/stranger time to be delivering Minskyan takes at #WebSummit2026 on the geopolitics and macrofinance of the AI race?

[Daniela Gabor @DanielaGabor]

Waiting for Democrats to do something about this truly scandalous attack on Cuba.

[Christiane Amanpour @amanpour]

Barbados Prime Minister Mia Mottley warns that there’s a humanitarian crisis in Cuba: unless we all make sure that Cubans have access to basic food and energy, “we put at risk people's lives, from babies to elderly people.”

[Daniela Gabor @DanielaGabor]

A year ago, I wrote a report for the EP warning about the short-term risks of an AI Minsky moment.
The AI bloodbath is happening

[Daniela Gabor @DanielaGabor]

new report for @Europarl_EN 'TransAtlantic Faultlines'
- short-term risk of AI Minsky moment
- state capacity for transformative policies
- run on Eurodollar stablecoins and low-ambitions for digital Euro

[Daniela Gabor @DanielaGabor]

Got to give it to Bank of England, impeccable timing to raise rates just as US AI stocks are imploding

[Crypto Rover @cryptorover]

🚨 INSANE CRASH

In just 60 minutes, $2.5 TRILLION has been wiped from US stocks, while another $150 BILLION has been erased from crypto.

It's an absolutely bloodbath...

[Daniela Gabor @DanielaGabor]

Ahem

https://t.co/bJu46hQwvM

[Gary Marcus @GaryMarcus]

Absolute slaughter.

Double digit losses for many AI companies. SpaceX 10% below IPO price, CoreWeave about to drop below its IPO price. Nvidia is down almost 10%

The AI industry’s day of reckoning may have finally come.

[Daniela Gabor @DanielaGabor]

the people deflating the largest bubble in history, Hyman Minsky smiling from his grave

[J.D. Capelouto @jdcapelouto]

👨‍💻 THREAD on how data center-related ballot measures are faring tonight

data centers are on the ballot in ~40 localities across 13 states, including proposed bans, votes on specific projects, and recalls of pro-data center politicians

[Daniela Gabor @DanielaGabor]

@nssylla Votre Excellence.

[Daniela Gabor @DanielaGabor]

My favourite economist on the FT podcast!

[Ndongo Samba Sylla/nssylla.bsky.social @nssylla]

A pleasure to appear on @FT's "The Story of #Money" Podcast, with Gillian Tett and Robin Wigglesworth. We exchanged on @Fpigeaud and I’s book “Africa’s Last Colonial Currency: The #CFA franc story”. Below the link to the episode "Colonialism by Currency"
https://t.co/CdIfCdjnJ3

[Isabella M Weber @IsabellaMWeber]

The Democrats have won. Now they must deliver real change for common people. And urgently.

🔗 I answered your questions on affordability for the @guardian. Link below.

[Daniela Gabor @DanielaGabor]

@oliver_lalani Ouch, I shall delete

[Patrick Kaczmarczyk @pat_kaczmarczyk]

Deutsche Sozis und Grüne feiern US-Demokraten, von denen sie sich in Deutschland unterwürfig distanzieren und sie hier politisch isolieren würden.

[Daniela Gabor @DanielaGabor]

Oh look, the wall street consensus

[Bloomberg @business]

Development lenders, governments and regulators need to deepen African markets so that every dollar they deploy can attract $10 more of commercial capital, an official at the World Bank’s private-sector arm said. https://t.co/epdJpdEzON

[Daniela Gabor @DanielaGabor]

@andyburnham @chakrabortty @piercepenniless Healy didn't mean destroying state that neoliberalism built - independent central banks, government policed by bond investors, retirement savings in hands of private equity destroying public goods.

He meant devolution, your mayor bribing capital to build un/affordable houses.

[Daniela Gabor @DanielaGabor]

Healey promised 'a radical rewiring of the state' that would deliver @andyburnham farewell to neoliberalism

W @chakrabortty and @piercepenniless we discussed why the Burnham budget is not radically rewiring the neoliberal state

https://t.co/0Q1cG9W5EN

[Andrew Kersley @AndrewKersley]

Last month, the British Library decided to turn three of its reading rooms into paid-for WeWork-style coworking spots.

I exclusively spoke with staff on the inside about the last three years of chaos, from disastrous hacks to having four different CEOs.

https://t.co/4180BNajuE