Gabriela Marques ری ٹویٹ کیا
Gabriela Marques
419 posts

Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا
Gabriela Marques ری ٹویٹ کیا

@VALUBULL28 Feels like 4–6 weeks is just the first shock The real drag comes from supply shifts, inflation and second-order effects
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Silly in many ways, but specifically: given that we're already 4 weeks into the Iran War, it seems as if Slok here is implying that the Trump admin will achieve durable and favourable Iranian regime change between the weekend and two weeks from now?
Feels like a tall order.
Luke Kawa@LJKawa
The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”
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