Dom White
@domw.bsky.social
Chief economist at Absolute Strategy Research in London. But all of the nonsense I spout on here is mine and mine alone. RTs are not endorsements unless they are.
Let me guess - the diamond slippers you found don’t fit you either?
November 28, 2025 at 7:29 PM
Let me guess - the diamond slippers you found don’t fit you either?
Reposted by Dom White
When it comes back on, it'll ask you to hit "Yes, Publish, or Cancel". Hit "Cancel", do not hit "Yes or Publish".
November 27, 2025 at 11:38 AM
When it comes back on, it'll ask you to hit "Yes, Publish, or Cancel". Hit "Cancel", do not hit "Yes or Publish".
How long before Arsenal's first team consists entirely of school children?
Arsenal's Munoz becomes youngest UEFA Youth League player at 13 reut.rs/4ip1Ib6
Arsenal's Munoz becomes youngest UEFA Youth League player at 13
Arsenal’s Luis Munoz became the youngest player to feature in a UEFA Youth League match on Wednesday when the 13-year-old came off the bench in the closing stages of their 4-2 win over Bayern Munich in the under-19 competition.
reut.rs
November 27, 2025 at 10:59 AM
How long before Arsenal's first team consists entirely of school children?
Feels like the most important Budget chart from a market point of view. Same game being played again.
November 27, 2025 at 10:02 AM
Feels like the most important Budget chart from a market point of view. Same game being played again.
Reposted by Dom White
Today the OBR finally published employment impacts of Govt’s (remaining) disability benefit cuts, which weren’t ready in the spring. Confirms @jrf-uk.bsky.social analysis at the time that these huge cuts to disabled people’s incomes come with relatively few expected to move into work. 🧵1/3
November 26, 2025 at 4:08 PM
Today the OBR finally published employment impacts of Govt’s (remaining) disability benefit cuts, which weren’t ready in the spring. Confirms @jrf-uk.bsky.social analysis at the time that these huge cuts to disabled people’s incomes come with relatively few expected to move into work. 🧵1/3
Reposted by Dom White
And honestly I don't give a fuck if it's popular or not. It's going to make a lot of kids' lives better. That's the point of government. Not an opinion poll.
November 26, 2025 at 1:12 PM
And honestly I don't give a fuck if it's popular or not. It's going to make a lot of kids' lives better. That's the point of government. Not an opinion poll.
Reposted by Dom White
November 26, 2025 at 1:35 PM
This is a surprise, no?
UK OBR: NICS on salary-sacrifice pensions raise 4.7 bln stg in 2029-30
November 26, 2025 at 11:49 AM
This is a surprise, no?
All of a sudden Chris Waller is favourite to get the Fed Chair nomination.
November 25, 2025 at 4:07 PM
All of a sudden Chris Waller is favourite to get the Fed Chair nomination.
So ... wait ... the rate of change in the rate of change is still positive but it's rising at a decreasing rate?
Man, am I confused.
Man, am I confused.
GOLDMAN DESK, on hyperscaler capex:
“.. deceleration in the second derivative is partly what seems to be in the air right now. .. I still don’t want to fight the flow of capital .. but I’m lowering my expectations for how much this will excite the market on a going forward basis.” [Pasquariello]
“.. deceleration in the second derivative is partly what seems to be in the air right now. .. I still don’t want to fight the flow of capital .. but I’m lowering my expectations for how much this will excite the market on a going forward basis.” [Pasquariello]
November 25, 2025 at 11:58 AM
So ... wait ... the rate of change in the rate of change is still positive but it's rising at a decreasing rate?
Man, am I confused.
Man, am I confused.
What next, a tax on avocado toast?
November 25, 2025 at 11:51 AM
What next, a tax on avocado toast?
My “we’re not Enron” t-shirt has a lot of people asking questions already answered by the shirt.
Barron’s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.
Nvidia Says It’s Not Enron in Private Memo Refuting AI Accounting
In a private memo to Wall Street analysts, Nvidia says its business “does not resemble historical accounting frauds.”
www.barrons.com
November 24, 2025 at 8:32 PM
My “we’re not Enron” t-shirt has a lot of people asking questions already answered by the shirt.
It would be legitimately funny if this attempt to improve transparency ended up killing the bird site because ... the lack of transparency is its USP for a good chunk of its user base.
November 24, 2025 at 5:22 PM
It would be legitimately funny if this attempt to improve transparency ended up killing the bird site because ... the lack of transparency is its USP for a good chunk of its user base.
A pretty good survey, beneath that headline figure.
November 24, 2025 at 3:39 PM
A pretty good survey, beneath that headline figure.
Today I learned that the S&P500 is not in an "optimism regime"
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
Maybe the S&P 500 will triple?
Stephen Miran’s old shop reckons that stocks are ‘not even close’ to a bubble
on.ft.com
November 24, 2025 at 2:27 PM
Today I learned that the S&P500 is not in an "optimism regime"
Confidence is a preference for the habitual voyeur
Of what is known as …
Of what is known as …
November 23, 2025 at 10:07 PM
Confidence is a preference for the habitual voyeur
Of what is known as …
Of what is known as …
Reposted by Dom White
Found the culprit for the global selloff:
November 21, 2025 at 5:26 PM
Found the culprit for the global selloff:
Mo is short bonds
EL-ERIAN WARNS MARKETS ON WILLIAMS’ DOVISH REMARKS Economist Mohamed El-Erian cautioned markets not to overreact to NY Fed President John Williams’ comments suggesting a near-term rate cut. He noted that Fed Chair Powell still faces a tough fight to unify the FOMC ahead of
November 21, 2025 at 4:55 PM
Mo is short bonds
Reposted by Dom White
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
November 21, 2025 at 2:51 PM
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
Reposted by Dom White
@usbls.bsky.social seems to be real
It is really them!
November 21, 2025 at 2:45 PM
@usbls.bsky.social seems to be real
Reposted by Dom White
7.2 million job openings in August 2025 #BLSData www.bls.gov/opub/ted/202...
November 20, 2025 at 4:32 PM
7.2 million job openings in August 2025 #BLSData www.bls.gov/opub/ted/202...
Is there anything more beautiful in this life than seeing Australian wickets get knocked over?
November 21, 2025 at 9:33 AM
Is there anything more beautiful in this life than seeing Australian wickets get knocked over?
Reposted by Dom White
Best reasonably priced breakfast on or near Brick Lane please, Hive Mind?
November 21, 2025 at 9:22 AM
Best reasonably priced breakfast on or near Brick Lane please, Hive Mind?