Geoff Cutmore

@moz_analyst All good, thanks 🙏

@GeoffCutmore .. Belated Happy New Year Geoff .. What recipe up to ? hope life’s being kind ! 👍👍

@chilternrailway This appears to be a daily occurrence. The board information is too late and your staff appear to be clueless as to what’s going to happen next. Get a grip !

@emerald_fm Thank you. That’s very thoughtful.👍

@GeoffCutmore Happy birthday to you, mister Cutmore!😀

@AtlasPulse When do we get the book?

In 2005 I set up the HSBC Global Trend Fund. It was a global equity momentum fund. I tell the story here for the first time. bytetree.com/research/2024/…

@JoumannaTV Ouch! You have my sympathy. I’m trying to forget what that’s like.

5am show <GO>

@allendevans Interested to hear the itinerary.

@GeoffCutmore Planning my itinerary. Will (eventually) send pics from each. Ty.

@GeoffCutmore — travel suggestions I intend to tour Europe 3 months this year, via an all inclusive Eurorail pass. Do you have any fave spots?

@SimVall4 Hi, I’ve said goodbye to the day job - now working a bit, golfing a bit and not getting up before the sun! All good.👍

@JoumannaTV Absolutely, and I guess the 194 billion euros Italy due to get for covid recovery won’t hurt 😆

I recall the conversations we had into Italian elections BTP spreads kept tightening post Meloni

@JoumannaTV Perhaps vote for right in EU parli elex is a vote for fiscal responsibility and rejection current eu spending plans.

@JoumannaTV Reserve currency brings privileges, but some of the recent poor auctions suggest the bond market is wary on US spending. My point on europe is a broader one re debt mutualisation and shared obligations. EU green policies, growth policies and immigration policies = more spending.

So, if french bonds keep widening, do ECB have to trigger TPI 🫠 or is this widening “warranted”…

@JoumannaTV Very exciting. Looking forward to watching.

SET YOUR CALENDARS! Our new show : Bloomberg Horizons Middle East & Africa launches this Monday. We cannot wait to get going! 8am Dubai time, every weekday. Tune in!

More bad news in the media space this week, but what does it mean for the news business? Here's my view: lnkd.in/eWD9rU68

Just when UK govt protects vital sandeel populations for our seabirds - the EU wants to exploit them. The same EU that brought about the environmental catastrophe of the CAP…

@SRoach_econ I’m on the same page on this one. lnkd.in/eQpgkMgN

Ray Dalio likes the market and Chinese stocks have risen since the CDF pow-wow in Beijing last week. So what’s new? lnkd.in/eQpgkMgN

@SRoach_econ I think I heard the Premier say they will remove barriers for foreign companies, improve market access etc. The same message for the last decade with the same outcome….

@moz_analyst Lucky you! ☺️

@GeoffCutmore ….Good Morning Geoff from cloudy Southbourne ! ..😇..You’ve been replaced by Farah Fawcett …dearie me 😂😂

@SRoach_econ Be interesting to see what reception you get after the Hong Kong is over article.