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TriCap

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Markets. Universalism | Tolerance | Trust

⟳ Репост от TriCap

www.nature.com/articles/d41...

Nobel-winning chemist leaves US to direct AI materials lab in ChinaOmar Yaghi’s move comes amid cuts to US science and a campaign in China to recruit top international talent.www.nature.com
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U.S. Treasury Secretary Bessent: Many Asian currencies track yen now, including Korean won and Chinese yuan, Nikkei reports

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Speaking of REITs, did you know there's a pure-play post office REIT? $PSTL only owns assets leased to USPS.

Top Postal Property Owners | Postal Realty TrustPostal Realty Trust is the first and only publicly traded REIT dedicated to properties leased by USPS, offering investors access to a diverse portfolio of USPS facilities nationwidepostalrealtytrust.com
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saw the odyssey. Anne Hathaway in those scenes with Spiderman was like LeBron playing with Jr Smith

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Wage growth has likely bottomed absent a new shock to labor demand (which is the opposite of what looks to be happening at the moment).

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Thought someone on here might know someone: we're looking to add a mid-level commodities analyst in our alternative products group (we do hedging for corporates/asset managers). They need to do analysis and write at a high level about rates, energy, metals, ag, etc (1/2)

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US Treasury's Bessent: Reasonable for Fed to consider upsizing FIMA reut.rs/4gbrOic

US Treasury's Bessent: Reasonable for Fed to consider upsizing FIMAIt would be reasonable for the Federal Reserve to increase the size of a stopgap liquidity facility ​that Japanese authorities are eyeing for use in ‌their effort to prop up the yen given the bond market has grown since the facility was launched, Treasury Secretary Scott ​Bessent said on Tuesday.reut.rs
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Defense and Offense degraded, IMPEACH POTUS. IMPEACH SecDef.

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It's all so stupid *BESSENT ON BUY-YEN IN NOTEPAD: AIMED TO ENSURE REPORTERS SAW *BESSENT: WANTED TO MAKE SURE REPORTERS KNEW THE SYMBOL 'JPY'

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FT's Chris Giles on Warsh's press conference: "This is exactly the sort of communication that makes an unelected institution appear unaccountable and illegitimate in a democracy" shorturl.at/6MZ3f

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My opinion guaranteed to annoy most people mis that it is fine for DM Central Banks to use the domestic versus foreign asset composition of their large balance sheets to influence the exchange rate in some kind of rule based framework, but this should be done independently of the fiscal authority.

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From a macroeconomic standpoint, the #Rhine illustrates how physical infrastructure has become a #climate -sensitive production factor.

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#soybeans 88% blooming vs. 84% last year and on average, 62% setting pods vs. 56% ly and 55% on average, 63% good to excellent(0) an 9% poor to very poor(0)

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The CBOE Implied Correlation index has a long-run average of about 30, so the current reading of 5.5 is extremely low. The CBOE Constituent Volatility Index has a long-term average of about 31, so the current 45 is very high. The VIX is somewhat below average at 15.8, so dispersion remains high.

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"MOFCOM is correct, China is competitive. But what foreign firms compete against isn't just supple, hard-driving Chinese firms but a whole-of-state approach to industry. Foreign firms stand little chance against a Leninist developmental state of China’s size, wealth & modernity"

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