Dario Perkins
@darioperkins.bsky.social
MD Global Macro, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Pinned
Dario Perkins
@darioperkins.bsky.social
· Nov 16
The 10 rules of central banking - after this I will never get invited to another BoE xmas party... hub.tslombard.com/download/PUB...
hub.tslombard.com
I've discovered how to pin this, just in case Trump drops by and needs some help taking on the most important job in the role (Fed chair)
Reposted by Dario Perkins
Scott Bessent diss track www.producer.ai/song/b8e8dab...
No Principles (Boom Bap Remix) by DarioPerkins
boom bap, old school hip hop
www.producer.ai
November 10, 2025 at 8:36 PM
Scott Bessent diss track www.producer.ai/song/b8e8dab...
Scott Bessent diss track www.producer.ai/song/b8e8dab...
No Principles (Boom Bap Remix) by DarioPerkins
boom bap, old school hip hop
www.producer.ai
November 10, 2025 at 8:36 PM
Scott Bessent diss track www.producer.ai/song/b8e8dab...
I....cant... anymore.....😭
take the change in job openings by industry. Plot it against the change in employment by industry. The sectors with the biggest REDUCTIONS in job openings also saw the largest INCREASES in employment.
US, France, UK all the same story
ChatGPT my ass
take the change in job openings by industry. Plot it against the change in employment by industry. The sectors with the biggest REDUCTIONS in job openings also saw the largest INCREASES in employment.
US, France, UK all the same story
ChatGPT my ass
November 5, 2025 at 3:51 PM
I....cant... anymore.....😭
take the change in job openings by industry. Plot it against the change in employment by industry. The sectors with the biggest REDUCTIONS in job openings also saw the largest INCREASES in employment.
US, France, UK all the same story
ChatGPT my ass
take the change in job openings by industry. Plot it against the change in employment by industry. The sectors with the biggest REDUCTIONS in job openings also saw the largest INCREASES in employment.
US, France, UK all the same story
ChatGPT my ass
Twitter's "most important chart in the world"... about America's "K-shaped" economy... also works for FRANCE. So maybe its not about ChatGPT?!
November 5, 2025 at 12:05 PM
Twitter's "most important chart in the world"... about America's "K-shaped" economy... also works for FRANCE. So maybe its not about ChatGPT?!
Rachel Reeves with an emergency speech to reset the narrative... or "Tuesday" as it is otherwise known
November 4, 2025 at 8:42 AM
Rachel Reeves with an emergency speech to reset the narrative... or "Tuesday" as it is otherwise known
After the Miran diss track, my latest: a rap about the AI bubble.
Its f***ing amazing www.producer.ai/song/7b40e9a...
Its f***ing amazing www.producer.ai/song/7b40e9a...
Clocks With No Hands (Prod Cut) by DarioPerkins
East Coast hip-hop, boom-bap drums, aggressive punchy delivery, dark minor key piano stabs, layered synth bass, tight snares, menacing mood, confrontational energy, sharp articulate female vocals, 95 ...
www.producer.ai
November 3, 2025 at 9:26 PM
After the Miran diss track, my latest: a rap about the AI bubble.
Its f***ing amazing www.producer.ai/song/7b40e9a...
Its f***ing amazing www.producer.ai/song/7b40e9a...
Reposted by Dario Perkins
This is amazing 🤣
I asked AI to write a 90s-style diss track from Jay Powell to the new FOMC member - with very little prompt- and the results were, er, SPECTACULAR
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Dot Plot Casualty — Verse 1 Highlight (45s, fades) by DarioPerkins
Aggressive 90s West Coast battle rap, hard-hitting boom-bap drums, menacing sub-bass, sparse minor-key piano stabs, vinyl crackle texture, confrontational male vocals, raw stripped-down production, mi...
www.producer.ai
November 2, 2025 at 3:57 PM
This is amazing 🤣
Reposted by Dario Perkins
This is a work of staggering genius:
I asked AI to write a 90s-style diss track from Jay Powell to the new FOMC member - with very little prompt- and the results were, er, SPECTACULAR
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Dot Plot Casualty — Verse 1 Highlight (45s, fades) by DarioPerkins
Aggressive 90s West Coast battle rap, hard-hitting boom-bap drums, menacing sub-bass, sparse minor-key piano stabs, vinyl crackle texture, confrontational male vocals, raw stripped-down production, mi...
www.producer.ai
November 2, 2025 at 2:24 PM
This is a work of staggering genius:
I asked AI to write a 90s-style diss track from Jay Powell to the new FOMC member - with very little prompt- and the results were, er, SPECTACULAR
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Dot Plot Casualty — Verse 1 Highlight (45s, fades) by DarioPerkins
Aggressive 90s West Coast battle rap, hard-hitting boom-bap drums, menacing sub-bass, sparse minor-key piano stabs, vinyl crackle texture, confrontational male vocals, raw stripped-down production, mi...
www.producer.ai
November 2, 2025 at 12:36 PM
I asked AI to write a 90s-style diss track from Jay Powell to the new FOMC member - with very little prompt- and the results were, er, SPECTACULAR
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Now I just need to make a video. And clone Powell's voice 🤣
www.producer.ai/song/b8f520e...
Reposted by Dario Perkins
Dario/Freya: No cut in December; worldwide reflation in '26; Fed capture may prevent hikes; long end will tighten financial conditions. @darioperkins.bsky.social
(I believe fed/treasury accord fades away in '26, some version of YCC rolls out.)
open.spotify.com/episode/6rPO...
(I believe fed/treasury accord fades away in '26, some version of YCC rolls out.)
open.spotify.com/episode/6rPO...
Fed Hikes in 2026?
open.spotify.com
October 30, 2025 at 7:08 PM
Dario/Freya: No cut in December; worldwide reflation in '26; Fed capture may prevent hikes; long end will tighten financial conditions. @darioperkins.bsky.social
(I believe fed/treasury accord fades away in '26, some version of YCC rolls out.)
open.spotify.com/episode/6rPO...
(I believe fed/treasury accord fades away in '26, some version of YCC rolls out.)
open.spotify.com/episode/6rPO...
Reposted by Dario Perkins
PMI surveys indicate elevated US price growth as tariffs drive inflation differential with rest of world
www.spglobal.com/marketintell...
www.spglobal.com/marketintell...
July 4, 2025 at 3:46 PM
PMI surveys indicate elevated US price growth as tariffs drive inflation differential with rest of world
www.spglobal.com/marketintell...
www.spglobal.com/marketintell...
Reposted by Dario Perkins
Fun pod from @darioperkins.bsky.social and Freya - The Fed kills cycles and they will murder this one too; Fed will not protect real rates; efficiency gains are not from ai; K-shaped economy/wealth effect is not real.
How the Cycle Ends and the Bubble Bursts
Podcast Episode · GlobalData TS Lombard: Perkins Vs Beamish · 10/15/2025 · 42m
podcasts.apple.com
October 15, 2025 at 5:34 PM
Fun pod from @darioperkins.bsky.social and Freya - The Fed kills cycles and they will murder this one too; Fed will not protect real rates; efficiency gains are not from ai; K-shaped economy/wealth effect is not real.
Reposted by Dario Perkins
@robarmstrong.bsky.social and @darioperkins.bsky.social doing a valuable public service in this morning’s Unhedged newsletter:
on.ft.com/4nOovPA
on.ft.com/4nOovPA
October 9, 2025 at 8:53 AM
@robarmstrong.bsky.social and @darioperkins.bsky.social doing a valuable public service in this morning’s Unhedged newsletter:
on.ft.com/4nOovPA
on.ft.com/4nOovPA
Reposted by Dario Perkins
Near the end of this @darioperkins.bsky.social frames out the pressures on the Fed in the late ‘60s that look similar to present day. I think you can also hear some recognition of this in Fed speeches this week.
podcasts.apple.com/us/podcast/g...
podcasts.apple.com/us/podcast/g...
Reaccelerating into an Inflation Crisis?
Podcast Episode · GlobalData TS Lombard: Perkins Vs Beamish · 10/02/2025 · 42m
podcasts.apple.com
October 3, 2025 at 3:27 PM
Near the end of this @darioperkins.bsky.social frames out the pressures on the Fed in the late ‘60s that look similar to present day. I think you can also hear some recognition of this in Fed speeches this week.
podcasts.apple.com/us/podcast/g...
podcasts.apple.com/us/podcast/g...
Investors keep asking why the US economy is "behaving so bizarrely". Imagine a teacher turns up to school in a clown outfit, acts erratically all day, and keeps dishing out arbitrary rewards and expulsions. Would you ask why the kids are so distracted?
October 2, 2025 at 7:31 AM
Investors keep asking why the US economy is "behaving so bizarrely". Imagine a teacher turns up to school in a clown outfit, acts erratically all day, and keeps dishing out arbitrary rewards and expulsions. Would you ask why the kids are so distracted?
Reposted by Dario Perkins
As the usual observation goes, dig only a little bit under every piece of BS in US society and you have better than even odds you'll find Regan...
by @darioperkins.bsky.social at hub.tslombard.com/chart-story/... via @adamtooze.bsky.social
by @darioperkins.bsky.social at hub.tslombard.com/chart-story/... via @adamtooze.bsky.social
October 1, 2025 at 7:22 PM
As the usual observation goes, dig only a little bit under every piece of BS in US society and you have better than even odds you'll find Regan...
by @darioperkins.bsky.social at hub.tslombard.com/chart-story/... via @adamtooze.bsky.social
by @darioperkins.bsky.social at hub.tslombard.com/chart-story/... via @adamtooze.bsky.social
The UK is in a hole and this govt thinks it can fix it with a shovel
September 23, 2025 at 4:00 PM
The UK is in a hole and this govt thinks it can fix it with a shovel
Wtf am I watching
September 22, 2025 at 8:51 PM
Wtf am I watching
FOMC members haven't agreed on much in recent months, but they all agree that Miran is wrong about where interest rates should be. He managed to unite them 🤣
September 18, 2025 at 7:48 AM
FOMC members haven't agreed on much in recent months, but they all agree that Miran is wrong about where interest rates should be. He managed to unite them 🤣
People seem confused by Jay Powell, but his message was a complicated one. Both demand and supply are deteriorating, which isnt *that* disinflationary, but there is a chance demand deteriorates FASTER than supply - esp. if the labour market cracks. That's what they are watching for
September 18, 2025 at 7:42 AM
People seem confused by Jay Powell, but his message was a complicated one. Both demand and supply are deteriorating, which isnt *that* disinflationary, but there is a chance demand deteriorates FASTER than supply - esp. if the labour market cracks. That's what they are watching for
Arsonists blaming the fire brigade for turning up late
Yes, “too late Jerome” is basically a mea culpa isn’t it?
September 17, 2025 at 9:09 PM
Arsonists blaming the fire brigade for turning up late
The irony of *that* FOMC dot is that it will only be correct if the administration's policies have tanked the economy
September 17, 2025 at 8:50 PM
The irony of *that* FOMC dot is that it will only be correct if the administration's policies have tanked the economy
wishful thinking
September 17, 2025 at 2:51 PM
wishful thinking
Reposted by Dario Perkins
