@adamlinton1.bsky.social
Head of Desk at Newsquawk Towers
Time to go long Japanese banks
25.11.2024 20:31 — 👍 2 🔁 0 💬 0 📌 0A chart to make you wince via @bloomberg.com
21.11.2024 13:53 — 👍 1 🔁 0 💬 0 📌 0ECB's Stournaras trying to form a "compromise" with the hawks:
- Only 25bps in December but wants to cut at every meeting until 2% deposit rate is reached (implies 5 consecutive cuts with a pause in July)
First impression of Bluesky: more insight, less moaning.
20.11.2024 13:31 — 👍 3 🔁 0 💬 2 📌 0