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Профиль

Will

Профиль Vively

EM macro watcher

I keep being fed Gary Stevenson content by the algos and it's got me wondering He claims to have been betting on inequality getting worse for 15y and making great returns from it How *do you* structure a trade that is long inequality?

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The NEET problem is very different by region

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Give me fiscal sustainability but not yet

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It's just common sense (derogatory)

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A whole lot of US airforce lift today

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This feels like a paragraph that could be extremely famous one day

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Brazil faces unforgiving economics after election - www.ft.com/content/d47f... via @FT "If the primary budget surplus rose to 1 per cent in 2027, 1.75 per cent in 2028 and 2.5 per cent thereafter while nominal growth was near 6.5 per cent, net debt could stabilise around 68 per cent of GDP by 2030"

Brazil faces unforgiving economics after electionWhoever wins the presidential race will have to face up to the need for fiscal consolidationwww.ft.com
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Reminder that flows never really recovered from the first time around

Shipwreck

Trump on Red Sea and Bab Al-Mandeb: “If something like that happens, we take care of it,” Trump says. “We’ve done it with the Houthis before.” “If there is something like that, we’ll just have to take care of business.”

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There's stories that Andy Burnham will increase international aid spending from the current 0.2% of GDP to 0.7% of GDP If he does it will be one of the best uses of money the UK does and he should be incredibly proud of what it means

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Construction output down 0.8% m/m (est. -0.3%); down 1.8% y/y We should obviously stimulate the construction sector

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It's amazing that we're on the cusp of having a prime minister whose views and priorities are basically a complete mystery

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The ‘innovators and disrupters’ hired to bring AI to the UK public sector - www.ft.com/content/4df5... via @FT "Tarr creates custom AI tools that save prison officers thousands of hours of bureaucratic drudgery each month" Super

The ‘innovators and disrupters’ hired to bring AI to the UK public sectorGovernment fellowship scheme places tech experts on ‘high-impact tours of duty’ to improve serviceswww.ft.com
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