Daniel Belfer

[Daniel Belfer @Dbelfer]

@MacroAlf

[Daniel Belfer @Dbelfer]

@LynAldenContact In inflationary times the right curve to look at is the real yield curve. And that is even further away from recession than 10y vs 3m spread

[Daniel Belfer @Dbelfer]

@TheProblem They failed to address impact of technology and globalization on growth of inequalities (much bigger impact than changes in corporate tax). Imho, the missing element in policy was preparing our youth to deal with a changing world which Jamie Dimon was also talking about.

[Daniel Belfer @Dbelfer]

@gioschpe imagina como foi a noite la na quinta!!

[Ricardo Amorim @Ricamconsult]

Dilma no banco traseiro de um carro sem motorista. Bela metáfora do Brasil atual.

[Daniel Belfer @Dbelfer]

CRANS-MONTANA, SWITZERLAND #VSCO http://t.co/lF7c4WZ8qS

[Daniel Belfer @Dbelfer]

CRANS-MONTANA, SWITZERLAND #VSCO http://t.co/Bk0O3ZVOw6

[Daniel Belfer @Dbelfer]

Wow! http://t.co/KxAUvvDz