luzi44.bsky.social
@luzi44.bsky.social
Macro, finance, politics. I came here, so that I no longer have to be there.
Looks like tariff front-loading is flattering 2025 growth data too to some extent. We might get the opposite next year, no uptick in headline data, but better details
December 7, 2025 at 7:51 PM
Very informative thread, thank you!
November 29, 2025 at 5:50 PM
Agree, expectations are very low. Everyone hates sterling! Good luck
November 26, 2025 at 7:30 AM
Easier to do in (even) worse liquidity conditions
November 23, 2025 at 7:50 PM
Despite this recent drop, Bitcoin’s overvaluation remains close to #DIV0!
November 20, 2025 at 8:09 PM
Well played
November 9, 2025 at 1:23 PM
“Sparking discussions”
a bald man in a blue shirt is giving a peace sign .
ALT: a bald man in a blue shirt is giving a peace sign .
media.tenor.com
November 9, 2025 at 8:34 AM
They can certainly try.. 🤷
November 4, 2025 at 7:18 PM
You beat me to it 😂
November 1, 2025 at 7:52 PM
‘Routine MRI scan’
a close up of a man in a suit and tie smiling .
ALT: a close up of a man in a suit and tie smiling .
media.tenor.com
October 27, 2025 at 8:28 PM
That’s bullish!
October 14, 2025 at 6:59 PM
Sounds more like an inequality problem in Germany than an argument against transfers from an overall richer to an overall poorer member state..
October 5, 2025 at 2:59 PM