Classical Globalmacro

Metals, Global Macro & Energy Research | Raghavendra Majlikar

[Richard Baldwin @BaldwinRE]

.

[Gold Market Chartbook @goldchartbook]

First gold beat bonds and cash

Now it's beating stocks

But here's a question....

What will the world look like if the black line were to catch up to the others?

Chart from: https://t.co/EjVzpM6MzP

[François Chollet @fchollet]

Evaluating the potential of LLMs to help with scientific discovery. In short: new ideas are direly needed to move AI towards invention.

LLMs can be useful as brainstorming partners though.

https://t.co/Zd0EKf8Z3n

[EU EnvironmentAgency @EUEnvironment]

This year at EEA has been marked by significant collective achievement. Enjoy this year's last editorial by our Executive Director, @YlaLeena: https://t.co/j4H2ITmNQT...

#Environment #Sustainability #Climate #EuropesEnvironment2025 #Europe

[International Tax Observatory @taxobservatory]

A decade of reforms promised to curb financial secrecy, but have they delivered? Dive into the debate at our transparency conference.

2 days of engaging academic & policy discussions, featuring a keynote by @PSaintAmans.

🗓️ 3–4 Feb
📍 @PSEinfo

Sign up: https://t.co/lwkGnZ2PWv

[UN Trade and Development @UNCTAD]

Critical minerals – new partnerships needed to build fair value chains.

@UNCTAD deputy chief outlined a strategy for partnerships that help developing countries expand domestic refining & processing and better connect mining to other economic sectors.

▶️ https://t.co/tp5sP8k2g1

[CEPR @cepr_org]

New CEPR Discussion Paper - DP20879
Dilution vs. Risk Taking: Capital Gains Taxes and Entrepreneurship
Eduardo Azevedo @Penn @Wharton, Florian Scheuer @Florian_Scheuer @econ_uzh @UZH_en, Kent Smetters @Penn @Wharton, Min Yang @UZH_en
https://t.co/mG9p4twmeh
#CEPR_LE, #CEPR_PE, #CEPR_BCF #EconTwitter

[Bank for International Settlements @BIS_org]

The rise of #nonbanks – what does this mean for #MonetaryPolicy? Find out in this new #BISBulletin

https://t.co/P3GTdcVOnl

[Classical Globalmacro @MetGloEn]

Thailand is a Scenic Country Embellished with Rich Cultural Heritage and Friendly People - Arrived in Thailand for Meetings - Been here Couple of Times in the Past - One of My Mentors and Close Friend Principal Verokutte is from #Thailand #Globalmacro

[FinTech Futures @FinTech_Futures]

Bank of England, MAS, and Bank of Thailand test cross-border FX settlement system https://t.co/me2a7a9cIJ

[Mathias Cormann @MathiasCormann]

The @OECD Council adopted the 2025 update to the #OECD Model Tax Convention, a key tool to facilitate cross-border trade.

It brings clearer guidance on:

➡️ Cross-border remote work
➡️ Taxation of natural resource extraction.

🔗 https://t.co/JwJYOu97VH

[Classical Globalmacro @MetGloEn]

Macro Research - #Southeast Asia's Digital Economy #Globalmacro

https://t.co/NwEbpIKZYG

[Julian Jessop @julianHjessop]

Chart of the Day 🤓

Until recently the UK National Living Wage was set at a relatively realistic level, minimising the costs especially in terms of lost jobs.

But we're now catching up with France where the unemployment rate is 7.5%, or 18.1% for young people... 🤔

[Interoperable Europe @InteroperableEU]

⏰Registration📝 for the webinar on #AI for #DigitalReadyPolicymaking is closing already on 19 November!

Be on time and explore on 21 November how #LFDS, #DS, and #AI4DRPM help you to streamline your #InteroperabilityAssessments through the use of #AI.

👉https://t.co/kJeEE9D27O

[Classical Globalmacro @MetGloEn]

Macro - AI theme to continue to be a major driver and most likely central banks will continue easing to support softening labour markets #Globalmacro

[The FSB @FinStbBoard]

This first report from our strategic review of implementation monitoring outlines 15 years of implementation history of several key G20 financial reforms. Check it out: https://t.co/jYyXwkqDRm

[OECD Economics @OECDeconomy]

📉 What drives successful public debt reduction?
A new @OECD paper analyses 34 debt reduction episodes in OECD countries since the late 1970s. It looks at how economic conditions, fiscal choices and spending shifts have shaped outcomes.
Read more: https://t.co/VkqO2G30Ys

[Bank of Thailand @bankofthailand]

Economic Update | สรุปประเด็นสำคัญจากการประชุม กนง. ครั้งที่ 5/2568 | 8 ต.ค. 68✨
.
คณะกรรมการฯ มีมติ 5 ต่อ 2 เสียงให้คงอัตราดอกเบี้ยนโยบายไว้ที่ 1.50% ต่อปี ทั้งนี้ 2 เสียงให้ลดอัตราดอกเบี้ยนโยบาย 0.25% จาก 1.50% เป็น 1.25%
.
เศรษฐกิจในปี 2568 และ 2569 มีแนวโน้มขยายตัวใกล้เคียงกับที่เคยประเมินไว้ โดยภาคส่งออกเริ่มได้รับผลกระทบจากมาตรการภาษีสหรัฐฯ ขณะที่การท่องเที่ยวและอุปสงค์ในประเทศมีแนวโน้มชะลอลงก่อนจะทยอยฟื้นตัวในระยะข้างหน้า ด้านอัตราเงินเฟ้อทั่วไปต่ำกว่าที่ประเมินไว้จากราคาในหมวดพลังงานและอาหารสดเป็นสำคัญ แต่ยังไม่เห็นสัญญาณการปรับลดลงของราคาสินค้าเป็นวงกว้าง ด้านสินเชื่อรวมยังหดตัวและคุณภาพสินเชื่อกลุ่มเปราะบางยังด้อยลง
.
อ่านรายละเอียดเพิ่มเติมได้ที่นี่ครับ📝
https://t.co/JhxkIyT8jV
.
#แบงก์ชาติ #เศรษฐกิจ

[Classical Globalmacro @MetGloEn]

A Futuristic Ecosystem with Ethical Commerce - ICE (Intelligent Consumer Ecosystem) - I am honoured to partner with Sir Daniel Lee from California on this startup, we are creating next generation ecosystem that enhances value of life globally

https://t.co/FefnEMDsfF

[Economics Observatory @EconObservatory]

Visit our Data Hub to explore and create your own charts 👇 https://t.co/8F1xrFaart