Marc Franklin

Buy-side. Macro, micro and everything in between. Looking to join the dots. London-Hong Kong-The Hague-Hong Kong-Singapore

[Marc Franklin @MarcRFranklin]

#China - important not to ignore important developments: 1 Credit impulse (credit growth-GDP growth) topping and rolling over, 2 PBOC drained liquidity from markets for 3rd day in row, 3China vowed to curb steel production. All signs of China deleveraging - #reflation challenges.

[Marc Franklin @MarcRFranklin]

@JimJame74888138 If you look at the pace of money growth, completely agree that the unspoken intent is to run it hot

[Marc Franklin @MarcRFranklin]

@modestproposal1 Y

[Marc Franklin @MarcRFranklin]

@quakes99 Hi John, what do you think explains the -5.8% drop in U-U's NAV today? Given recent positive momentum in spot U308 prices, was quite surprised. Thanks

[Marc Franklin @MarcRFranklin]

@darioperkins I think he is covering a black eye administered by Mrs Macron

[Marc Franklin @MarcRFranklin]

@sdav1986 Prison is no cakewalk

[Marc Franklin @MarcRFranklin]

@AlasdairGold Naming rights negotiations for the stadium - potential airline/aerospace partners?

[Marc Franklin @MarcRFranklin]

@thespursweb Djed Spence. Great athleticism gets the team up the pitch. Bowen also kept quiet.

[Marc Franklin @MarcRFranklin]

@FreightAlley Louwman Museum in The Hague is great - one of the largest private collections of vintage cars in the world

[Marc Franklin @MarcRFranklin]

@thespursweb @mousadembele Still totally baffled by the decision to sell him. 31 is no age

[Marc Franklin @MarcRFranklin]

@Lilywhite_Rose @HotspurCaIIum It's a great tournament. Live in SG and my daughter plays for JSSL's academy in the 14s category. In Spurs' group there's also Borussia Dortmund.

[Marc Franklin @MarcRFranklin]

@thespursweb @alex_crook What about Chris Davies? Bring him back as #1 this time. Great job at BCFC and Spurs have gone backwards after he left as #2 where he was driving training.

[Marc Franklin @MarcRFranklin]

@thespursweb Johnson's lack of effort is 👎

[Marc Franklin @MarcRFranklin]

@Baddiel With the toothpaste tube lurking dangerously nearby, make sure you grab the right tube in the shower, especially if the toothpaste is a charcoal one

[Marc Franklin @MarcRFranklin]

@UreshP Magnesium 375mg is helpful

[Marc Franklin @MarcRFranklin]

@Baddiel @GWR And yet, it looks like you polished it all off!

[Marc Franklin @MarcRFranklin]

@pokeefe1 Honestly, Spurs are also doing daft things by themselves. Those goalkick routines are suicidal. Son would be great behind Solanke not isolated on the wing, and Johnson is too afraid to take his full back on. Udogie looks like he overslept.

[Europe Early Edition @EuropeEarlyCNBC]

Manulife Investment Management's Marc Franklin talks yield differentials after that hot U.S. CPI print.

@tanvirgill2 @willkoulouris @manulifeim #CPI #Fed #UST #JGB #BOJ

[Marc Franklin @MarcRFranklin]

If your base case scenario is a soft landing (and an ongoing rally in Rates) but retain some worry that the inflation cat maybe let out of the bag due to premature easing, then unhedged (duration) shorter dated TIPs are probably worth a look here.

[Marc Franklin @MarcRFranklin]

@Dan_KP Getting Ossie Ardiles vibes from that lineup

[Marc Franklin @MarcRFranklin]

@Baddiel RIP Terry V. Have heard people tribute him today as being avuncular. So true. He wrote a lovely message on my bday card (I kept) encouraging me and my football development when I was 13 after my dad approached him when he was guest speaking at a work conference. Such a diamond.