Zav Corin

Mission accomplished yet ?

Translated from French …

Fed needs to hike

My take on Iran - here is a 56 Skeets thread about the next 5 yeardb

‘The Worst-Case Outcome Is Complete Chaos’ Donald Trump’s plans to oust the Iranian regime, which led to the death of Ayatollah Ali Khamenei, made some of his advisers nervous, The Atlantic reports. Read about what went into the decision to at...

www.theatlantic.com/national-sec...

OpenAI has been Tesla-Ed...

Post a pic you took, no context, to bring some Zen to the feed

If only they had asked Claude 4.6 about optimal asset allocation and risk management …

#noughsaid

I M P E A C H

Europe's productivity keeps outpacing the US A closer look at some famous statistics.

Music to my ears...

sethackerman.substack.com/p/europes-pr...

still unclear to me how the species made it this far

Who knew?

Looking awesome !

From the horse's mouth...

‘She did kill. There’s no grey area there’: Labour MP Naz Shah on the day she and her mother were arrested for murder The politician was 18 when she and her mum were hauled off to a police station for the killing of the man she’d considered an uncle. What happened next would shape her future. She talks Labour’s woes, making mistakes, and why it’s finally time to share her own traumatic story

‘She did kill. There’s no grey area there’: Labour MP Naz Shah on the day she and her mother were arrested for murder

So far this year, U.S.-domiciled investors have pulled $52 billion out of US equity products — “the most in the first eight weeks of the year since at least 2010.” 😔

@reuters.com #ByeAmerica
www.reuters.com/business/buy...

"Uncertainty is gone" ... 20.02.26...

Entre Aulas qui parle de la météo quand on lui pose une question qui l obligerait a se positionner sur un sujet sensible et Manuel Bompard qui, comme a son habitude refuse de repondre aux questions posées et botte en touche, attaque et refuse l'evidence de la violence de son discours, jolie matinee!

Lewandowski and Noem, who are both married, have publicly denied the reports of the affair, but people said they do little to hide their relationship inside the department. The DHS spokeswoman said the department “doesn’t waste time with salacious, baseless gossip.” The pair have lately been using a luxury 737 MAX jet, with a private cabin in back, for their travel around the country, according to people familiar with the matter. DHS is leasing the plane but is in the process of acquiring it for approximately $70 million. DHS has previously used other planes through the Coast Guard or other agencies for the secretary’s use. The purchase would be double the cost of each of seven other commercial planes the department is also buying at the pair’s direction to carry out deportations. In official documents, the luxury plane is earmarked for “high-profile deportations,” the people said. Staff have jokingly started referring to it as the secretary’s “big, beautiful jet,” after the bill that provided the funding for it.

"high-profile deportations" 👀

This is not just embarrassing.... this IS the rule of law being dismantled in front of everyone... Any foreign investor seeing this knows what it means the entire apparel is likely falling apart in coming years....

This is not even Argentina-isation, this is Venezuela-isation of US rule of law

Great work, CFTC

Trump: "So I put on a 30% tariff, which is very low. I got an emergency call from I believe the prime minister of Switzerland. She was very aggressive ... I didn't really like the way she talked to us, so instead of giving her a reduction, I raised it to 39%."

What does Jan Hatzius think ?

t.l.d.r : oui....

More chatter about tomorrow’s revisions. 👀

I wrote up some Dallas Fed work last year on this question. On the Street, a big note from Barclays and interesting work from Joe Lupton at JPM were the best I found www.ft.com/content/351c...

Question for Economists : when looking at US gdp/capita and productivity, does it account for the fact that the denominator is actually significantly higher than official # ? And how would a repatriation of - say - 2M illegals impact US actual GDP ? @tobyn.bsky.social @darioperkins.bsky.social ?

unicredit vs nvidia since '22