identify the omitted variable

Just watch this

We think Ecuador's Noboa can handle funding needs next year and get along with IFIs. Near-term default risk is low. Given low prices and the high coupon on the 2030s, Gabriel Sterne 's bond calculator screams buy and clip coupons!!

The case for a mistake: Have monetary policymakers blundered into over-tightening? moneyinsideout.exantedata.com/p/the-case-for…

Close to 5/USD, the BRL is roughly fairly valued according to our BEER framework. The BEER model is an attempt to correct purchasing power parity distortions from real exchange rates using productivity differentials either directly or using proxies.

Roses are red violets aren't white corporate valentines day rhymes are a load of s***e x.com/ecb/status/175…

Its a sweet spot for EM assets, according to the person on this video (who closely resembles me) as favourable conjunctural and structural forces are both helpful youtube.com/watch?t=2&v=Hg…

"There has actually been a rise in extremist activity that is seeking to hijack our democratic institutions," says Rishi Sunak, who continues to refuse to hand back £10 million from a man who made extreme violent and racist comments about an elected member of parliament #pmqs

My views on a better sovereign debt restructuring framework published as a letter in the Financial Times today. Countries in debt distress need an effective global advocate to get timely debt relief from bilateral official creditors. ft.com/content/a29249…

Oxford Economics versus Argentina Sergi Lanau chart has riled the government... raises deep political economy questions about Argentina's tolerance for austerity. infobae.com/economia/2024/…

My rebuttal to Barry Eichengreen et al on Jamaica and debt. on.ft.com/3UfE8TR Dani Rodrik

During my career I worked with many with high ambitions, plenty who “made it”. I think Rachel Reeves is the best suited of all of them to be Chancellor. UK is lucky Rachel Reeves showed business a sharper edge as committee chair on.ft.com/452eDZH

Day 1 of new govt I would threaten to windfall tax every FTSE 500 companies for the full amount of tax avoidance arising from employing people as contractors (paying corporation tax) as opposed to employees paying higher rates of income tax. Give them a month to move people over

Another for the Sunak og bingo card Rishi Sunak went without ‘lots of things’ including Sky TV as a child (yahoo.com)

Photo ID for voting penalises those with poor memory and it’s not funny. My elderly mum walked a long distance to polling station with her zimmer to be turned away for not having photo ID. When she got home she realised she had it all along. Surely elderly should be exempt

Would never have won if Sunak was still PM

Capital flows to Turkey surged in May and the current account deficit was unusually small for this time of the year. A tailwind for the ongoing carry trade but not a structural shift. Policies will eventually loosen too much and vulnerability will re-emerge.

Prices on Ukraine's bonds have boomed on restructuring euphoria. But given the high likelihood of further restructuring they are way above fair value now (from my work with evghenia sleptsova )

Elon Musk shared a made up headline this morning posted by the co-leader of Britain First. He later deleted the post, after it racked up more than 1.5 million views. No such news article exists and the original post now has a community note.

Ignore this spiteful nonsense criticism Rachel Reeves and get over to bluesky