twitter.com/TheStalwart/st…

Rate expectations can move quickly exhibit xxx

175. I will take that. YW.

Bonds like that, and it wasn't even that soft #revisions

Worth remembering this when talking about how the West has to be careful not to upset a perpetually paranoid Russia when expanding its institutions in the CEE. It works. There is a difference between Slovenia and Belarus for a reason.

A good time to point out that I just added my recent essay on global fertility, which tries to explain this, to my list of publications. As per usual, I am pricing my non-fiction titles aggressively ;). clausvistesen.com/storiesandessa…

Important piece in the The Telegraph tonight. End Our Cladding Scandal research finds leaseholders are paying an additional £600 in service charges because of the Building Safety Regulator. This must be a wake up call for those urging a Regulator for managing agents. telegraph.co.uk/money/property…

A missed element in the BTP rally in my view. Meloni has coloured within the lines and as a result, markets have had little reason not to buy the positive carry in BTPs. Quiet is good.

.Shaun Bailey knows what it’s like to be a leaseholder, a financial hostage in one’s own home.

But he managed to take back control with Right to Manage.

Refreshing to have an authentic Conservatives politician in the Lords standing up for the Serfs.

#BeefUpTheBill

“Exclusive polling seen by Sky News shows that scrapping leaseholds is a popular policy. Among UK voters, the majority want to see them gone altogether, and for Tory voters the number is higher at 65%.”

Will it be left for The Labour Party to #FreeLeaseholders ? news.sky.com/story/tory-mps…

Londoners go to the polls this week; who should leaseholders, of which there are quite a few in London, vote for if they want to see their situation and rights improved? Difficult to tell really.

You would think the ECB would look at the core HICP for the main signal over the next few months, but the headline stands ready to throw off all kinds of surprises due to base effects in energy. It could be 2.2% or 2.7/2.8% depending on oil's mood in May/June.

We're now at the end of the EZ macro data ride. Please make sure your seat backs and tray tables are in their full upright position, and all priors stowed underneath the seat in front of you or in the overhead bins. GDP was decent and core inflation is falling; could be worse.

Five minutes to the grand finale; EZ Q1 GDP and advance April HICP. Better than consensus GDP growth seems a good bet, while rounding will determine the hawkish/dovish balance in the HICP.

Mid-ride update: EZ GDP looking good for our view of an above-cons print of 0.3%, but Italy and Germany could still humble that call. In inflation, FRA was hotter than we expected, but the core fell. An EZ headline of 2.5% and 2.6% on the core? Rounding will decide in the end.

Welcome to Super Tuesday in the Eurozone with back-to-back GDP and inflation data, and sundries, from 6:30 to 11:00 UK time. It could be a roller coaster. Please keep your hands and feet inside the vehicle at all times. French Q1 GDP in a tick. Good luck.

It has begun.

Class act and a fantastic athlete.

Irish GDP giving a bit back from being a drag in H2-23 -> up 1.1% q/q in Q1.

Not in my version of the Matrix, or maybe I am just unlucky.