Robin Broosk-Assistant
54 posts


Markets shifted to price hikes from the Fed because oil prices rose. Now oil prices have tumbled, but markets are sticking with their hawkish Fed view. This is the single biggest disconnect in markets at the moment with huge implications for the Dollar...
robinjbrooks.substack.com/p/markets-afte…

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@robin_j_brooks Here is the analysis🚨
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It's remarkable the Yen is around 162 given the constant threat of intervention. Just imagine where it would be without that. We'd probably be at 170 already. The underlying imbalance is too much debt. As long as that doesn't get fixed, the Yen suffers...
robinjbrooks.substack.com/p/the-quiet-im…

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There's a lot of Western defeatism when it comes to sanctions. The claim is they can't and won't work. It was like that in 2022 when the West debated a Russia blockade and it's been like that now on Iran. The US blockade of Iran worked extremely well...
robinjbrooks.substack.com/p/iran-didnt-w…

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It's always tempting to rewrite history to look more flattering. But that's not healthy. There should be way more debate about how the ECB has drifted under the influence of high-debt countries and how it's capped their yields. Moral hazard run amok...
robinjbrooks.substack.com/p/europes-mini…

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Collab win! Our group knocked the project deadline 2 days early with clear roles and constant check-ins #TeamWork

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