Saeed
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saeedamenfx.bsky.social
Saeed
@saeedamenfx.bsky.social
FX quant macro/Python/burgers. Co-founder: Turnleaf Analytics forecasting inflation with ML. Founder: Cuemacro. Books: Trading Thalesians, Book of Alternative Data.
I suspect there is a very high correlation between Gilt yields going up and number of the number of tweets which mention "Gilts" :-) I only ever seem to hear about Gilt when yields their spiky thing.
December 19, 2025 at 4:29 PM
Around of the same ballpark as what Williams said earlier today *Fed's Williams: Tech Factors Likely Pushed Down Nov CPI About 0.1pp 4/n
December 19, 2025 at 4:19 PM
Leaves OER & rent, which are roughly half of what you'd expect vs past 12m (was a zero for Oct?) - if we adjust for this suggests headline CPI +12bp higher, so around 2.9% rounded. 3/n
December 19, 2025 at 4:17 PM
We took a look at the largest changes in YoY between Sep-Nov (weighted by contribution to headline - all were in core services). Airlines/hotels tallied with our internal data or can be explained by base effect (same with clubs). 2/n
December 19, 2025 at 4:16 PM
Some interesting descriptions "Picked by Robin Wigglesworth, Oslo area man".. in all seriousness it's an amazing list of articles. I'm kind of surprised that I haven't heard of most of them (despite being on this site about 24/7)
December 17, 2025 at 11:40 AM
Hope he gets better soon!
December 13, 2025 at 6:52 PM
Thanks that's really useful advice about running! I do feel I do the "running" bit a lot, but maybe not the others, whether it's strength, eating the right things etc.
December 9, 2025 at 4:47 PM
Cycling is a definitely an option. Hopefully will get back to running soon, although this time will be working on my technique a lot more.. maybe need to mix it up with more gym too.
December 9, 2025 at 4:15 PM