ManuCB (@manu_cb) 's Twitter Profile
ManuCB

@manu_cb

Global Macro with an EM twist - 🇦🇷🇬🇧🇮🇹🇳🇱

ID: 750103986

calendar_today10-08-2012 21:43:47

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ManuCB (@manu_cb) 's Twitter Profile Photo

probably a good idea to compute the headroom's beta to oil px (or any other relevant exogenous price) to assess the vulnerability of the UK's fiscal stance

Karthik Sankaran (@rajakorman) 's Twitter Profile Photo

This came to me, as if in a vision, which is weird because I’ve been complaining about people attributing to DA what is rightfully MW’s for years.

This came to me, as if in a vision, which is weird because I’ve been complaining about people attributing to DA what is rightfully MW’s for years.
ManuCB (@manu_cb) 's Twitter Profile Photo

for the global oil market there's no going back to the state of affairs six weeks ago - six weeks ago one of the premises for pricing oil was that Iran would never be able to close Hormuz; that's gone out the window. For good.

ManuCB (@manu_cb) 's Twitter Profile Photo

Natalia Gurushina i think it's entirely possible that there will be downside surprises, assuming the 2022 shock has increased the beta of expectations to supply side shocks in the energy market

ManuCB (@manu_cb) 's Twitter Profile Photo

i don't pay much attention to strategy recommendations so i'm a bit puzzled at the following and wonder how normal it is to come across recommendations like this: "BUY 2y gilts at 4.30% taking profit at 4.25%, then 4.20%"

ManuCB (@manu_cb) 's Twitter Profile Photo

one of Iran’s biggest wins is that what was shortly ago a virtual impossibility is now Trump’s biggest demand for striking a deal

ManuCB (@manu_cb) 's Twitter Profile Photo

Except England colonised the North American territory and implanted British population in foreign soil in the South Atlantic.