Sunray

Markets

[Sunray @MacroSunray]

@annaturley You must have hated every second at Oxford with that enormous chip on your shoulder.

[Sunray @MacroSunray]

@DanielJHannan What did we win again?

[Sunray @MacroSunray]

@PolitlcsUK @Tony_Diver But who will chief fluffer fluff if he’s the PM?

[Sunray @MacroSunray]

@TorstenBell We don’t solve for a decent childhood or smooth roads. You still don’t get it. They are by-products of a well functioning society. You solve for employing their parents, removing this deplorable dependency culture and generating an environment that fosters household formation.

[Sunray @MacroSunray]

@AllisonCGardner Once again performative crap- straight out of The Thick of It. 11 weeks of letting those ships pass freely and then McSweeney or another of his fluffers suggest a show of force having lost all his defence staff. You honestly take us for fools.

[Sunray @MacroSunray]

@SaulStaniforth @shashj Literally the only thing worse than a sycophant is a blind sycophant.
I don’t know what bearing we must take but whatever bearing Keir takes is the right one. No wonder Al Carns could only suffer 2yrs of this crap

[Documenting Saylor @saylordocs]

This is the GREATEST video of all time!

[Sunray @MacroSunray]

@InTheTrenchesUK Beautifully put. Now do Liz Kendall, Ed wrecking ball Miliband and Lisa Nandy. The private sector bit shouldn’t take too long to pen.

[Sunray @MacroSunray]

@TorstenBell £3trio economy, 22 cabinet members, c.85 years of private sector, real world experience. 50 of those split between 4 lawyers. Or 18 ministers, 35 years collectively pitting their wits against the market for human capital, circled by a flange of intellectual fluffers like Torsten.

[Sunray @MacroSunray]

@paulmasonnews @MarketBlondes Good on you but utterly pointless. We have a Cabinet with about 30 hours of private sector work experience between them. As a finance person I say let them burn it all down. Then amidst the rubble of the state we can talk seriously about triple lock and welfare spending.

[Sunray @MacroSunray]

@DreyfusJames @DanielJHannan If performative politics was an Olympic event Starmer would be a gold medalist. He reminds me of a trader with no conviction. Overly verbose but scratch the surface no market views. Hobbled by adverse market moves, he stops quickly out of his position with one inevitable outcome.

[Sunray @MacroSunray]

@bbcnickrobinson @paulmasonnews @ZackPolanski Not one utterance from clowns like Polanski on what happened in Sudan- why? because it’s not politically expedient. A despicable man whose very existence on daily broadcasts demeans our news culture, symptomatic of 25 years of a failed political class

[Sunray @MacroSunray]

@KrishnaRSGuha @elerianm To be clear QE losses of this magnitude was a choice, a disastrous scandal. Bonds could have been sold prior to raising the policy rate as I, with many other urged the CB to consider. The private sector was crying out for duration, 30 year real yields were negative in 2021.

[Sunray @MacroSunray]

@M_PaulMcNamara @RobinWigg I hear there is an intrameeting hike priced into the Sonia stub to round off the EM analogy

[Sunray @MacroSunray]

@jeannasmialek @ojblanchard1 @asdomash @LHSummers U need to read the new Zoltan piece :)

[Sunray @MacroSunray]

@bbcquestiontime @AngelaHaggerty Possibly the most inarticulate unintelligible ‘broadcaster’ I have ever seen on QT

[Sunray @MacroSunray]

@Alea_ @Brad_Setser @sdonnan @TrumanTed Don’t you think liquidity needs to be extended by respective cbs to non-bank entities, where the funding stress originates?

[Sunray @MacroSunray]

@joegilster Spec shorts into fomc were large. Monthend and quarter end buyers clearly waiting for the Powell content before starting to buy and a large issue hit market yday too.

[Sunray @MacroSunray]

@AlexManzara It’s OVer 41 bid again lol