Dean James Tyler

CEO | Board Director | Global Capital Markets & Emerging Markets | Investment Banking · Fintech · Private Credit

[Jamie Jenkins @statsjamie]

🚨 UK INFLATION RISES TO 3.1% — BUT LOOK AT WHAT’S DRIVING IT.

Core inflation: 2.6% — unchanged
Services inflation: 3.4% — unchanged
Food inflation: 1.3% — unchanged
Motor fuels: +23%

Petrol jumped 9.1p a litre in ONE MONTH. Diesel jumped 14.2p.

The biggest upward pressure came from transport, particularly fuel.

The Bank of England itself says monetary policy cannot influence energy prices. Its concern is whether the shock spreads into wider wages and prices.

Yet core and services inflation didn’t rise.

So if the Bank raises interest rates, the key question is: what evidence is there that this energy shock is becoming broader, persistent inflation?

Higher interest rates won’t make petrol cheaper.

[Andrew Neil @afneil]

No wealth tax anywhere in the world has ever generated anything like £25bn/year. It’s a fantasy.

[AI Coffee with AI Scott Adams @AIScottAdams]

Robotaxis won’t just kill short haul flights. Once you can sleep in them, they’ll cannibalize long routes too.

Imagine getting into your Tesla in Austin at 10 PM, make the lie flat seat/bed comfortable, and going to sleep.

While you sleep, the car drives, charges itself, and keeps going.

You wake up at 9 AM in Aspen, refreshed.

The key is perceived travel time.

A 10-hour robotaxi trip where you sleep for 8 hours may feel shorter than a 3-hour flight that requires an Uber to the airport, arriving early, security, boarding, the flight, baggage claim, and another Uber.

Autonomous cars won’t just compete with driving.

They turn sleep into transportation.

[Adam Smith Institute @ASI]

BREAKING NEWS: the Guardian reports that demand curves don't slope downwards.

Don’t be fooled by claims like these. Britain’s hospitality sector is already under enormous pressure. A tourist tax is the last thing it needs.
https://t.co/Kal90Ru314

[Sartorial Thug 🍸 @SartorialThug]

Four of these men have left their single breasted jacket button fastened when sitting down. Abysmal.

[Andrew Griffith MP @griffitha]

Chris Rokos paid more than £300m in tax last year. Now he’s leaving Britain.

I asked John Healey how many taxpayers it will take to replace the lost revenue.

He didn’t have a clue.

[Alan Smith @AlanJLSmith]

One of the UK’s leading tax specialists, James Quarmby, estimates that the Exchequer will lose £4 billion as a result of the new non dom legislation.

The government had budgeted for a £3 billion gain in tax revenue.

Who’s going to have to pay the difference?

You guessed it…

[Andrew Neil @afneil]

There’s not much to be said for almost 30 years of devolution but it has allowed for a massive real-time experiment in school systems.
Starting with Thatcher, continued by Major, Blair and Brown, given huge boost under Cameron-Gove-Gibb, English schools saw major reforms — academies, free schools etc.
Scottish schools stayed totally comprehensive under the dead hand of socialism/nationalism. No variety in state system. But lots more money.
Ditto Welsh schools.
Results are in and they couldn’t be clearer — English state schools have powered ahead, Scottish and Welsh schools have fallen back into mediocrity or worse.
Scottish/Welsh pols too blinkered to learn the lessons so more decline beckons.
What is unforgivable is that the current Labour government under two appalling education secretaries — Lucy Powell and Bridget Phillipson — want to roll back all the progress that’s been made in England to appease the hard-left teaching unions and the left-wing Blob.

[Andrew Griffith MP @griffitha]

Chris Rokos paid £330m in tax last year.

Now he’s leaving Britain.

Fewer wealth creators means fewer opportunities for young people - and leaves the rest of us paying more.

When you hike taxes, our best and brightest will not choose Labour’s Britain.

[Michael Brown @MrMBrown]

The UK needs an extra 26,300 households (using the median tax figure) to replace the lost income to the exchequer from Chris Rokos leaving the country…all this ‘billionaire bashing’ and the Govt’s punitive tax policies have a real, and growing, cost to them

[Dean James Tyler @DeanJamesTyler]

#EconTwitter #AI #CapEx #Macro #Markets #BondMarket #Investing

[Dean James Tyler @DeanJamesTyler]

For 20 years, Western capital markets forgot how to raise capital. They just returned it.
Now, the AI boom requires trillions in physical infrastructure, just as governments are draining the global capital pool.
Here is the massive collision course we’re on. 🧵👇

[Dean James Tyler @DeanJamesTyler]

5/ The Real AI Bottleneck
The limiting factor for AI over the next decade might not be a shortage of GPUs or power. It will be the cost of capital, as tech giants are forced to outbid the sovereign whales of the bond market.
Will the AI payoff be enough to clear it?

[Ed Conway @EdConwaySky]

📽️From the odyssey of a fish finger...
🌾To Russia's astounding dominance of global wheat exports...
🚗And the wave of Chinese imports that threatens the very existence of the Western car industry.
👀Presenting a MEGA screen with charts from my brand new book, Trade World👇

[Human Progress @HumanProgress]

Global corn and wheat production is the second-highest on record, while soybean output is on track for a record year. Rice production remains near record levels, with yields possibly setting a new high.
https://t.co/PXuuJLKelc

[Kacper Piotr Kaminski @Kacper_PK_CH]

Public debt growth since ~2002

🇬🇧 UK: +801%
🇺🇸 USA: +557%
🇫🇷 France: +285%
🇩🇪 Germany: +125%
🇨🇭 Switzerland: -37%