London, UK
Joined November 2016
Thanks for following! Check my website with all my articles, videos and books 🇺🇲 🇬🇧 English content: dlacalle.com/en/ Amazon Book Page: amazon.com/Daniel-Lacalle/e/… 🇬🇧🇺🇲 English-only YouTube Channel: youtube.lurkmore.com/channel/UCLOgSB3…
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The Fed is expected to say it will double the pace of its bond purchase taper, while also likely hinting at more aggressive rate hikes in 2022. It will mark at least the fourth significant policy change under Chairman Jerome Powell’s leadership. cnbc.com/2021/12/08/another-…
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Is this a joke?
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Europe CO2 emission permit prices soar. A hidden tax. EU states will collect more than €20 billion in 2021 from this concept.
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*POLISH CENTRAL BANK RAISES MAIN RATE TO 1.75%; EST. 1.75% vs 1.25% prior ie 50 bps hike.
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Capital Economics revises down its euro-zone Q4 GDP growth forecast down to 0.2% q/q and "the risks are still to the downside".
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ECB excess liquidity stands at 4.5 trillion euro. Yet you will continue to hear that more financial repression is needed. via Bloomberg
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ECB balance sheet is now 81% of Eurozone GDP vs Federal Reserve's 37% and BoE 42%. Bank of Japan 134%. Printing to stagnation.
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Value added shortfall in euro area main economies.
🇪🇺 Value added shortfall in Q3 2021 relative to pre-pandemic level (Q4 2019). Still room for catch-up: - in services spending, especially in 🇪🇸, 🇫🇷 and 🇮🇹 - in industry, especially in 🇩🇪
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Global recovery improves in the fourth quarter according to JP Morgan's Nowcast, driven by better US and China data.
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'8th straight session where intraday moves in S&P500 were at least 1.5%.  Value factor was derailed after four strong sessions, as investors rushed back into Momentum names. Basket of most shorted names rallied 3.6%".
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High yield coal bonds... The best performers of 2021. Via BBG
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7th of December and I have already lost Whamageddon. Damn!
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US productivity collapse 👇
U.S. Q3 productivity fell 5.2%, the biggest quarterly drop in 62 years, as unit labor costs surged 9.6%. Rising labor productivity is the only way real wages can rise. Nominal wage gains will lag far behind soaring consumer prices. The worst #inflation in U.S. history has begun!
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Daniel Lacalle retweeted
Opinion💭by @dlacalle_IA The best kind of relationship a government should have with the IMF is the same as one should have with borrowing. The objective of the IMF is to provide liquidity and help governments maintain their credit position. theepochtimes.com/emerging-m…
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