Ioannis Lazaridis
22.3K posts
Pope Leo XIV on AI: “Artificial intelligence needs to be disarmed. The word [disarmed] is strong I know, but deliberately chosen because this moment needs words capable of attracting attention, awakening consciences, and indicating paths forward for humanity.”
Shaping up to be the biggest and most embarrassing geopolitical defeat in U.S. history. By a large margin.
US AND IRAN CLOSE TO EXTENDING CEASEFIRE BY 60 DAYS, SAY MEDIATORS
My new book Surplus: The History of Too Much and the End of Economic Primacy is available for pre-order on Amazon. Out November 3, 2026 from Prometheus Books (@prometheusbks). Pre-order: a.co/d/01LoPCWw
Go down the rabbit hole of bond pricing, inflation, and term premiums. We get it right. Also, opening up two prior posts on this subject, which have been documented over the past three years.
Iran and Oman discussing a permanent Hormuz toll - Iranian envoy via BBG.
FED RATE CUT BEFORE 2027 SLIPS TO 33% Kalshi traders now price just a 32.9% chance of a Fed rate cut before 2027, the lowest level in months. Odds have collapsed from over 90% earlier this year, with markets increasingly pricing a “higher for longer” rate path into 2027. kalshi.com/markets/kxrate…
9 new equity stakes in quantum companies will take the US gov't equity portfolio to 20+ companies valued at $50 billion+. At current pace, US will likely own 100+ stakes by end-2028. Gov't equity can have a place. But Congress needs to set clear rules and step up oversight.
Hubbard: The Fed is running a credibility deficit at the moment. I think that’s fair to say with economists and the public. And to move the goalposts, whatever the direction of change, in the middle of a credibility problem strikes me as unwise. #ECNY #FederalReserve #Inflation #MonetaryPolicy #EconomicOutlook #ECNYHubbardBlinder
