ManuCB

Global Macro with an EM twist - 🇦🇷🇬🇧🇮🇹🇳🇱

[ManuCB @Manu_CB]

in the universe of financial market narrative, i think the use of labels is a deliberate effort to create confusion

[ManuCB @Manu_CB]

Bailey offering his views on the equity markets and AI... 🤦‍♂️

[ManuCB @Manu_CB]

...

[ManuCB @Manu_CB]

at least we’re funding state of the art health care, exceptional social security, top notch schools, and armed forces that secure the UK’s leadership in the global geopolitical arena

[Zoe Schneeweiss @ZSchneeweiss]

UK has most taxes since era after Napoleonic Wars, study shows https://t.co/FjXrNPvlRd via @tomelleryrees

[ManuCB @Manu_CB]

@lucasllach la asistencia del Negro Enrique!!!! nunca habia reparado en esa otra coincidencia

[ManuCB @Manu_CB]

cero credibilidad

el estudiante de economia ya entiende la relacion independencia y credibilidad

y aunque no estudies economia, el cuento del pastorcito es suficiente

[Martin Rapetti @mgrapetti]

Mi columna de hoy en La Nacion - La economía no está bien - https://t.co/jeYTkwnFiX

[ManuCB @Manu_CB]

help me find the current fifa wc champion or the record breaking player taking part in his 6th fifa wc tournament

[ManuCB @Manu_CB]

Japan oil trade balance IMPROVED in April despite the rally in crude prices... how come? The closure of Hormuz collapsed volume by 63% yoy.

[ManuCB @Manu_CB]

so EMesque, it hurts

[Michael Brown @MrMBrown]

What an utterly moronic idea

[ManuCB @Manu_CB]

@alferdez volve al nicho, bigote

[ManuCB @Manu_CB]

if you ask AI to create a real life picture of Kent Brockman

[ManuCB @Manu_CB]

🙋‍♂️ faster than you can say Indiana Jones

[Cycling on TNT Sports @cyclingontnt]

Paul Magnier changing his shoe on the go! 🔄👞

Hands up, who else would be in a ditch if they tried this? 🙋‍♂️

[ManuCB @Manu_CB]

era con Tarsicio, no con Flavio!!!

[Tarcísio Gomes de Freitas @tarcisiogdf]

A voz vai embora, mas as entregas ficam.

E agora foi a vez do Viva+ aqui em Diadema. Um centro médico modernizado e ampliado, com mais estrutura, novos equipamentos, novos exames e mais capacidade de atendimento pra população.

Porque quem depende da saúde pública não pode esperar.

Aqui o investimento sai do papel e chega na ponta, melhorando o atendimento, ampliando o acesso e trazendo mais dignidade pras pessoas.

E se tem gente surpresa com o tanto de entrega, pode se preparar… porque ainda vem muito mais pela frente.

[ManuCB @Manu_CB]

@IyerC @ajb_powell Agreed. That's why I would maintain all day he was wrong and will only entertain the idea that maybe he was biased or influenced politically (a lesser point).

[ManuCB @Manu_CB]

Also, he did a terrible job (just check his inflation record) and arguably lowered his head before the Biden administration by pumping the Fed's balance sheet to accommodote its fiscal plans.

[ManuCB @Manu_CB]

@IyerC @ajb_powell Even before ARPA the economy was well on track to recovering its footing (take GDP, employment, etc). And the sheer size and timing of ARPA only made the cost/benefit of sticking to emergency-like monetary policy even more obviously wrong.

[ManuCB @Manu_CB]

@IyerC @ajb_powell The last one. Big time.

[ManuCB @Manu_CB]

@ajb_powell if you think that fiscally stimulating aggregate demand didn't help deal with the shock, why do you think stimulating aggregate demand via monetary policy was the correct thing to do?

[ManuCB @Manu_CB]

@ajb_powell or didn't help. Whatever is your opinion.

[ManuCB @Manu_CB]

@ajb_powell I didn't say so. I asked you a genuine question to explain my point of view. So if you don't mind replying: how sending checks to people help deal with supply chain disruptions?

[ManuCB @Manu_CB]

@ajb_powell every (most, anyway) fiscal + monetary responses were similar; and i would argue that the US was leading rather than following others. Do you agree?

Secondly, how sending checks to people help deal with supply chain disruptions?