Luke

[Peter Berezin @PeterBerezinBCA]

Peak optimism?

[Luke @lukeod3]

@bryan_johnson Issues proportional to time zone difference?

[Luke @lukeod3]

@Rory_Johnston In your view, what is the biggest factor that was underappreciated by oil bulls at the start of the conflict?

[Luke @lukeod3]

@bryan_johnson Any thoughts on grounding / EMFs yet?

[Luke @lukeod3]

@bryan_johnson @TheAmanita Any additional thoughts / researching into laughter?

[Luke @lukeod3]

@LukeGromen Do you think CNY yields catch up to the other ones in the chart?

[Luke @lukeod3]

@FreightAlley Hi Craig, interested if you are seeing any supply chain disruptions or issues due to the Iran conflict? Many thanks in advance

[Luke @lukeod3]

@typesfast Hi Ryan, interested if you are seeing any wider impacts on ports / shipping from the Iran conflict? Any comparisons to 2022 would be much appreciated. Thanks!

[Luke @lukeod3]

@MusicalChairs14 Any thoughts on the impact of petrol prices for NZ eco & RBNZ reaction?

[Bryan Johnson @bryan_johnson]

UPDATE 3:

I had to collect a vial of his spit. It was not easy.

We just hit “peak” and completed a few measurements:

+ Brain scan via @KernelCo
+ Blood pressure
+ Adrenal stress profile via saliva

Lots of laughter…. hard to stay on task. Keeps talking about the universe and how we’re all one.

He wants to go back to his bed and “return to the playground”

[Christopher Michel @chrismichel]

"When my husband died, because he was so famous and known for not being a believer, many people would come up to me-it still sometimes happens-and ask me if Carl changed at the end and converted to a belief in an afterlife. They also frequently ask me if I think I will see him again. Carl faced his death with unflagging courage and never sought refuge in illusions. The tragedy was that we knew we would never see each other again. I don't ever expect to be reunited with Carl. But, the great thing is that when we were together, for nearly twenty years, we lived with a vivid appreciation of how brief and precious life is. We never trivialized the meaning of death by pretending it was anything other than a final parting. Every single moment that we were alive and we were together was miraculous-not miraculous in the sense of inexplicable or supernatural. We knew we were beneficiaries of chance. . . . That pure chance could be so generous and so kind. . . . That we could find each other, as Carl wrote so beautifully in Cosmos, you know, in the vastness of space and the immensity of time. . . . That we could be together for twenty years. That is something which sustains me and it’s much more meaningful. . . . The way he treated me and the way I treated him, the way we took care of each other and our family, while he lived. That is so much more important than the idea I will see him someday. I don't think I'll ever see Carl again. But I saw him. We saw each other. We found each other in the cosmos, and that was wonderful.”
― @AnnDruyan @carlsagandotcom

[Luke @lukeod3]

@wclemente why "really hate bonds"?

[Musical Chairs @MusicalChairs14]

Latest jobs and employment data have evidently blown RBNZ hopium forecasts out the water. Don't worry though, we'll get *another* revised forecast in a couple of weeks.
Ah well, at least our central bank being wrong all the time doesn't have any real world impact. Oh, wait...

[Luke @lukeod3]

@Andre_Dragosch Interesting thanks - could just be foreigners stepping in given JGBs screening very cheap?

[Luke @lukeod3]

@JeremyWS @romzcarats Even the move in 10y2y... spread between 10y2y and 5y2y at 100bps. Would think next 5 years more likely to see hikes & curve flatten while inflation high rather than the following 5 years. Any thoughts on how you would position in JGB market?

[Daniel von Ahlen @Daniel_VonAhlen]

US tariff collection running at 1.2% of GDP annualized in June

[Luke @lukeod3]

@PeterLBrandt Hi Peter, any thoughts on long dated JGBs? Chart looks attractive (both from a yield and price perspective), but am no expert on TA. Keen on your thoughts! Thanks

[Luke Gromen @LukeGromen]

A trade deal between the two biggest current account debtors in the world economy is like two drunks propped up against each other to stand.

[Luke @lukeod3]

@ctsstats Do you have any data that shows the impact of tariffs so far?