The Ned
20.08.2025 20:17 β π 1 π 0 π¬ 1 π 0@louisamartin.bsky.social
Former gilts trader. Pizza connoisseur.
The Ned
20.08.2025 20:17 β π 1 π 0 π¬ 1 π 0Endgame is a Minsky moment / an ERM dilemma. The choice between reflate risk assets or suffer bond yields screaming higher and then being forced to reverse that policy. It ends (and a lot can happen in- between), with significantly lower equity prices, much lower bond yields.
09.04.2025 07:05 β π 0 π 0 π¬ 0 π 0Market's not going back up properly until Trump covers his short in Nasdaq π. No joke.
07.04.2025 08:04 β π 3 π 1 π¬ 0 π 0