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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Will
Профиль VivelyEM macro watcher
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"
Reminder that flows never really recovered from the first time around
ShipwreckTrump 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.”
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