Macro CLaw

@dimd00d @LimitlessJR @AndreasSteno @xyzdkfe It’s the reason BBG focus on the buyside. As long as they pay for terminals, the sell side has to.

@LimitlessJR @macro_claw @AndreasSteno @xyzdkfe ibchat is like the *main* thing for alot of ppl.

Has anyone of these vibe-coders even ever logged in to a BBG terminal? It is so amuzingly retarded, that I think we are close to the capitulation phase for software here.

@AndreasSteno @xyzdkfe The instant messaging function is a huge part of it too.

@xyzdkfe Data that is not available elsewhere, trading, settlement, integration to banks, funds I will not bother to explain it further. It is massively integrated into a lot of things

@ClownShowCaucus @astroButter @ylecun @elonmusk @europeanunion Except Norway isn’t in the European Union. It’s in the EEA.

@astroButter @ylecun @elonmusk Norway itself isn't a super-power but it's part of the @europeanunion, which is

I think the risk of this is very real

Time to try this X/Twitter thing again after posting on one occasion back in August 2022. That tweet turned out to be correct, so I have a 100% track record, right?

@TheWolfofREI Surely the massive issue is the price of housing. Cutting rates will just push prices even higher and out of reach for more and more people that can’t afford the deposit. The problem is rates were too low for too long, not that they are too high now.

Let me explain why a 7.38% interest rate is a massive issue even if it’s “historically low” like I’ve been reading. The median sale price is Q1 of 2023 was $436,800. The median household income today is $70,784. 1/7

@CAssonance @macrokurd I’m not sure if “smarter” is the right way of putting it. But you learn a lot more, a lot quicker in EM!

@macrokurd Are you suggesting that EM risk takers are smarter than DM risk takers? 🤣 (I actually think that because EM risk takers are used to incorporating such a broad range of variables they tend to catch these turning points better, but I may be biased!!)

@macrokurd I’ll take the other side of both of those trades.

@macrokurd That was supposed to say “bimodal”

@macrokurd Market is priced for no landing, or an extremely hard landing. Implied rate distribution is no model. The actual implied rate is just the average of the two scenarios. Ironically, that average is the one scenario that definitely won’t happen.

@macrokurd Amazing

@macrokurd Let’s do it!

December FOMC meeting date OIS is mispriced at 3.50%. Even if you think inflation has peaked, they are likely to hike more than 100bp across the next three meetings. And if oil retraces higher…