Jeremy
19.7K posts
Jeremy
@JeremyWS
EM Macro … FX/Rates/Vol/Credit. new blog found at https://t.co/PRYnQS3xLl
London Katılım Nisan 2009
739 Takip Edilen7K Takipçiler
UK tech salaries are really bad, no develop at jpm in London is making $38k a yr. This person never got offered a tech job in London at a bank.
Symoné B. Beez@SymoneBeez
UK tech salaries are disrespectful
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ECB staff projections were taken on Feb 11th.
They refd higher HICP 2026 estimates to 2.7%.
If you look at inflation swaps on that day. They were trading 2.7%… we are now 3.8%.
These staff estimates are meaningfully out of date by now.
Jeremy@JeremyWS
EUR 1y HICP now trading just shy of 4%
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Current HICP swaps are priced *somewhere* between the Adverse scenario & Severe scenario.
There is a meaningful difference in the second order impacts across the two when looking at 2027 fcasts.
Jeremy@JeremyWS
ECB staff projections were taken on Feb 11th. They refd higher HICP 2026 estimates to 2.7%. If you look at inflation swaps on that day. They were trading 2.7%… we are now 3.8%. These staff estimates are meaningfully out of date by now.
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@kabylebull I *dont* think so. It’s 50:50 priced rn so a coin toss. June or July seem likelier to me.
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@SirOfFinance This is the city. Keep that sht to the provinces (zone 2 and beyond)
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@JeremyWS Im impressed they didnt nick your phone whilst taking that picture...
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Reminder for London-based participants…the FOMC decision is out at 6pm GMT tonight, with Chair Powell’s penultimate presser following 30mins later
An hour earlier than usual for us…don’t get caught out!
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@JeremyWS Mine too; the little water fountain by the cafe looks out of this world. I make it a point to walk through Temple when going from Fleet Street towards the riverside :)
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@STIR_Trader_ Resisting the urge to make “Sadiq’s London” jokes here hard…
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Have markets gotten smarter about inflation or more complacent?
Helmut🔅Reisen@HrReisen
Are markets smarter than hawks? via @johnauthers @opinion #OOTT
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