Dario Perkins

Rachel Reeves with an emergency speech to reset the narrative... or "Tuesday" as it is otherwise known

Clocks With No Hands (Prod Cut) by DarioPerkins East Coast hip-hop, boom-bap drums, aggressive punchy delivery, dark minor key piano stabs, layered synth bass, tight snares, menacing mood, confrontational energy, sharp articulate female vocals, 95 ...

After the Miran diss track, my latest: a rap about the AI bubble.

Its f***ing amazing www.producer.ai/song/7b40e9a...

This is amazing 🤣

The first verse is particularly good. I tried to make a video but it put me in a queue for a week and wouldn't complete. Think I just put someone's electricity bills up...

Now that is good

This is a work of staggering genius:

🤣

Dot Plot Casualty — Verse 1 Highlight (45s, fades) by DarioPerkins Aggressive 90s West Coast battle rap, hard-hitting boom-bap drums, menacing sub-bass, sparse minor-key piano stabs, vinyl crackle texture, confrontational male vocals, raw stripped-down production, mi...

I asked AI to write a 90s-style diss track from Jay Powell to the new FOMC member - with very little prompt- and the results were, er, SPECTACULAR
Now I just need to make a video. And clone Powell's voice 🤣

www.producer.ai/song/b8f520e...

Fed Hikes in 2026?

Dario/Freya: No cut in December; worldwide reflation in '26; Fed capture may prevent hikes; long end will tighten financial conditions. @darioperkins.bsky.social

(I believe fed/treasury accord fades away in '26, some version of YCC rolls out.)

open.spotify.com/episode/6rPO...

PMI surveys indicate elevated US price growth as tariffs drive inflation differential with rest of world

www.spglobal.com/marketintell...

How the Cycle Ends and the Bubble Bursts Podcast Episode · GlobalData TS Lombard: Perkins Vs Beamish · 10/15/2025 · 42m

Fun pod from @darioperkins.bsky.social and Freya - The Fed kills cycles and they will murder this one too; Fed will not protect real rates; efficiency gains are not from ai; K-shaped economy/wealth effect is not real.

@robarmstrong.bsky.social and @darioperkins.bsky.social doing a valuable public service in this morning’s Unhedged newsletter:
on.ft.com/4nOovPA

Reaccelerating into an Inflation Crisis? Podcast Episode · GlobalData TS Lombard: Perkins Vs Beamish · 10/02/2025 · 42m

Near the end of this @darioperkins.bsky.social frames out the pressures on the Fed in the late ‘60s that look similar to present day. I think you can also hear some recognition of this in Fed speeches this week.

podcasts.apple.com/us/podcast/g...

Investors keep asking why the US economy is "behaving so bizarrely". Imagine a teacher turns up to school in a clown outfit, acts erratically all day, and keeps dishing out arbitrary rewards and expulsions. Would you ask why the kids are so distracted?

As the usual observation goes, dig only a little bit under every piece of BS in US society and you have better than even odds you'll find Regan...

by @darioperkins.bsky.social at hub.tslombard.com/chart-story/... via @adamtooze.bsky.social

The UK is in a hole and this govt thinks it can fix it with a shovel

Unhinged

Trump press conference

Wtf am I watching

yeah thats what he meant by "risk management". Insurance against a specific risk - in this case the jobs market collapsing

FOMC members haven't agreed on much in recent months, but they all agree that Miran is wrong about where interest rates should be. He managed to unite them 🤣

People seem confused by Jay Powell, but his message was a complicated one. Both demand and supply are deteriorating, which isnt *that* disinflationary, but there is a chance demand deteriorates FASTER than supply - esp. if the labour market cracks. That's what they are watching for

Arsonists blaming the fire brigade for turning up late

The irony of *that* FOMC dot is that it will only be correct if the administration's policies have tanked the economy

my thoughts exactly. He regretted choosing Powell within MONTHS. Surely he wont make that "mistake" again

wishful thinking

🤣

yeah.. until Trump 2.0

1967....

oops sorry! I thought I had kept them the same 🤣