Win Monroe

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Win Monroe

Win Monroe

@WinMonroe

Another economist. Views and bad hot takes are my own, if even that. Likes & RTs =/= endorsements.

Copenhagen Katılım Mayıs 2014
3.5K Takip Edilen2.2K Takipçiler
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Simon Kuestenmacher
Simon Kuestenmacher@simongerman600·
Ireland’s population chart remains a wild one to look at. The country has still not recovered from the Great Famine (1845-52).
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Frederik Ducrozet
Frederik Ducrozet@fwred·
Subtle but important point. The ECB's baseline incorporates nearly two rate hikes. The adverse and severe scenarios use the same assumptions, and thus may require more than two hikes to bring inflation back to target. Only makes things sligthly less bad😭
Econostream@EconoStream

‼️ Small clarification: the scenarios do not assume no monetary policy change; they assume no additional policy reaction beyond the baseline, which already includes the market-implied hiking path. See below for the ECB’s explanation accompanying the projections:

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Jan Rosenow
Jan Rosenow@janrosenow·
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to fossil fuel price shocks.
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Frederik Ducrozet
Frederik Ducrozet@fwred·
🇬🇧 BoE unanimous and unambiguously hawkish. Brace for impact.
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Robin Wigglesworth
Robin Wigglesworth@RobinWigg·
While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. ft.com/content/320156…
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Nick Timiraos
Nick Timiraos@NickTimiraos·
Donald Trump has spent months talking about how badly he wants Jay Powell out of the Federal Reserve. On Wednesday, Powell signaled the administration’s own actions have had the opposite effect: He’s prepared to stay longer than he otherwise would have. wsj.com/economy/centra…
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Nick Timiraos
Nick Timiraos@NickTimiraos·
Takeaways from the March Fed meeting: • The era of 'easy' cuts could be over. Last year's were a recalibration; the next ones have to be earned with better inflation data or downside risks being realized. • The dots weren't as hawkish as feared, but Powell told markets not to put much weight on them given the uncertainty. • The lack of progress on core services ex-housing is "frustrating." If the Fed can't explain why that's stuck, it's harder to have confidence the inflation problem solves itself. • The DOJ probe is backfiring: Powell says he's staying until it's over, and the appeal is freezing Warsh's confirmation. wsj.com/video/fed-leav…
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Win Monroe
Win Monroe@WinMonroe·
2) is clever
Heather Long@byHeatherLong

Summary of Fed Chair Powell today: 1) He'll stay as Chair until a new chair is confirmed by Senate 2) He'll stay at Fed until criminal investigation is "truly over" 3) No rate cut today. Only 1 cut likely for 2026 4) No one knows impact of oil shock 5) This is NOT stagflation (in Powell's view). It's "nothing like 1970s" 6) There's "effectively ZERO job growth," but he doesn't see that as troubling because no labor supply growth

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Heather Long
Heather Long@byHeatherLong·
Summary of Fed Chair Powell today: 1) He'll stay as Chair until a new chair is confirmed by Senate 2) He'll stay at Fed until criminal investigation is "truly over" 3) No rate cut today. Only 1 cut likely for 2026 4) No one knows impact of oil shock 5) This is NOT stagflation (in Powell's view). It's "nothing like 1970s" 6) There's "effectively ZERO job growth," but he doesn't see that as troubling because no labor supply growth
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Win Monroe
Win Monroe@WinMonroe·
Flight reading
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Peter McCrory
Peter McCrory@PeterMcCrory·
I want to share a bit more about my vision for the Economic Research team at Anthropic in the coming years. This is a forward-looking vision. Some pieces we’ve yet to develop. Aspects of this work will surely change. Consider joining the effort. 1/6 #heading=h.j1ij8p6h22u5" target="_blank" rel="nofollow noopener">docs.google.com/document/d/1OM…
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The xG Philosophy
The xG Philosophy@xGPhilosophy·
0.02(xG) What a hit, Ebere Eze 🚀
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Mariana Mazzucato
Mariana Mazzucato@MazzucatoM·
North London forever!!!!! Go Gunners !!! ⁦⁦@Arsenal⁩ !
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Adam Ozimek
Adam Ozimek@ModeledBehavior·
In a new report out today, @SarahEckha89223 and I estimate the federal, state, and local impact of H-1B visa holders. The average H-1B household contributes a net of $30,050 at the federal level. At the state and local level, they contribute $5,040 per H-1B household and are positive in 49 states. TONS more detail here eig.org/fiscal-impacts…
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Bank for International Settlements
Bank for International Settlements@BIS_org·
Hélène Rey, Professor of Economics at @LBS, is appointed as Economic Adviser and Head of the Monetary and Economic Department, replacing Hyun Song Shin, from 1 September 2026 bit.ly/4skt7zc
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Keşfet

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