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Amazing chart that speaks a clear language. H/t to Dario Perkins who highlighted it in his note today

Among the levers Trump could use to lower oil prices, Saudi spare capacity could be a significant one VKMacro

This is worth a read. I'm sympathetic to the argument that Trump's going to run the economy hot.

What a victory, 3-2 Milan. Go on Sergio ❤️

Great points made here by Llyods on the Gilt supply outlook and the options available

Most scrappy game in a while 🤣 Two errors via playing at the back and two crosses leading to goals. #WHUFUL

Just keep in mind: Micro and Macro are not the same. The DeepSeek shock has one set up implications at the micro level, for specific US companies (with less moat) But the implications at the macro level can be entirely different (less moat meaning more productivity...) The two

Only the EU & UK have legally binding net-zero targets. The US, Japan, China, and Russia, just policy commitments. No legal enforcement. Let's see how this unfolds going forward

Tied to the below, given the interlinkages noahpinion.blog/p/its-time-for…

Great chart from Torsten Slok showing how foreign portfolio exposure to the U.S. has evolved. As referenced in the FT article, the scenario of taxing capital inflows could shift the dynamics of U.S. foreign investment. Food for thought ft.com/content/b1bf08…

A big picture comment on today's news: Sometimes events are tactical, sometimes events are strategic. Tactical events, like NFP releases, can be digested in the market quickly (sometimes within seconds) But strategic events, such as a historical shift in trade policy, will not

Until next time Colorado 🇺🇸