Caconym

[Caconym @purchaja]

@WillieDelwiche Depends on your inflation forecast?

[Caconym @purchaja]

@t0nyyates @asentance Is this not preferable to a wage/price spiral?

[Caconym @purchaja]

@hmacbe @SoberLook Could this time be different?

Unlike 70s/80s central banks are independent. Core inflation looks persistent but all leading inputs signal disinflation ahead (commodity prices, PMIs, supply chain indicators, etc). Thanks

[Brad Setser @Brad_Setser]

Japan's intervention in the fx market has renewed interest in the role foreign creditors in general and Japanese investors in particular play in US bond markets.

Over the last 4qs, foreign investors have bought about 1/2 of net Treasury issuance. Japan was $50b of $500b.

1/

[Caconym @purchaja]

@BurggrabenH FinTwit: look how bad Austria 100y is

Bond RV traders:

[Caconym @purchaja]

@julianHjessop No one thinks 100% of the rate move this year is due to Truss. Yes, there’s a been a global rates tightening, but it’s disingenuous to imply this wasn’t a total blunder. Data speaks for itself 👇

[Caconym @purchaja]

@DuncanWeldon Can we have fiscally responsible Liz back? 🙏

[Caconym @purchaja]

@nicholastreece Good luck with this

[Caconym @purchaja]

@AndyJBlack1 @AndreasSteno Buy bonds 👍

[Caconym @purchaja]

@jimcramer @RemindMe_OfThis in 30 days

[Caconym @purchaja]

@EddyElfenbein ECB’s track record isn’t great either..

[Caconym @purchaja]

@ChrisGiles_ 11.36% inflation.. pretty close to where headline RPI will print next month funnily enough.

[Caconym @purchaja]

@macrokurd Always has been 🌑👩‍🚀🔫