Eurasianomics

Focus on macroeconomics, options trading and robo-advisory fintech trends.
Tweets are my opinion, DYODD.
BSc Economics, MSc Finance.

[Jon Turek @jturek18]

To me there are four key themes right now in macro for Q1:

1) China re-open
2) The BoJ pivot
3) The Fed is in the area of where they want to be
4) ECB hawks + EGB supply

What is interesting potentially about '23 is these themes don't all intersect "cleanly" across FX and rates.

[Eurasianomics @eurasianomics]

@JP84607746 @cfromhertz the answer is within the tweet, you just buy the $TUR etf without getting into local purchase..

[Karl Sharro @KarlreMarks]

First time the USA leaves a Middle Eastern country so quickly

[Le Shrub🌳 @agnostoxxx]

If you are buying crypto now, you are that guy who was buying banks in summer 2008…

[cevo @cryptocevo]

The greatest comeback

[Eurasianomics @eurasianomics]

I know I shouldn’t be but these kinda videos and cyrptomaniacs make me feel good after all this FTX saga

[ Q-Cap  @qcapital2020]

There was no red flags.

[Alessio @AlessioTMAD]

UBS housing bubble index

Toronto the biggest housing bubble of the world @StephenPunwasi do something

[Eurasianomics @eurasianomics]

@hmeisler and IBKR for me also a mistery

[Mark Nelson @energybants]

How it started //~// How it's going

[𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype]

So many bbg screenshots of CS CDS levels and talking about massive default prob numbers. Zero people actually using same terminal to look at default risk screen...

[Eurasianomics @eurasianomics]

me in Asia time zone trying to go to sleep with crazy intraday moves in US market

[Wall Street Memes @wallstmemes]

happy end of Q3 everyone

[Charlie Bilello @charliebilello]

This is now the longest S&P 500 correction (peak to trough) since the March 2009 low at 269 days and counting. $SPX

[Geiger Capital @Geiger_Capital]

MUST WATCH:

Incase you don’t realize how bad our debt/bubble situation is… listen now.

Druckenmiller playing no games today

[Eurasianomics @eurasianomics]

Way to go boss

[Bloomberg @business]

Jamie Dimon: crypto tokens are "decentralized Ponzi schemes" https://t.co/0wZZbVwtwY

[Alf @MacroAlf]

A very interesting Fed meeting.

As always, the devil is in the details.

Let's have a look at some of the most interesting nuances and market implications.

A thread.

1/

[Eurasianomics @eurasianomics]

@simon_ree indeed and last few days have been like the former for me.. today is another one probably with FOMC whipsaw

[PyQuant News 🐍 @pyquantnews]

My master's degree completely failed to teach me Python for quant finance (they taught me MATLAB).

So I watched 200 YouTube videos.

And the truth is, 96% of them were a complete waste of time.

But these 8 taught me more than all my PhD professors combined:

[𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐅𝐚𝐦𝐨𝐮𝐬 @BusinessFamous]

Laser eyes, gone.

Bitcoin in bio, gone.

Pretty soon he’ll be tweeting about dividend stocks

[Eurasianomics @eurasianomics]

@Price_to_Value what is the time span in question ?

[Javier Blas @JavierBlas]

Since the G7 oil price cap was announced on Friday, Russia has retaliated cutting gas supply to Germany to zero, and joining forces with Saudi Arabia and others at OPEC+ to reduce global oil production.

I'm going to go to the pub to drink some beer now.