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Kit
@kitjuckes.bsky.social
A fool on a moor… born in Kitale, brought up in Les Alluets, studied economics at UCL and fell in love. 40 years later I’m still trying to figure out how it all works.
184 followers40 following32 posts
Kkitjuckes.bsky.social

Ueda has done a great job of stalling the yen bounce before it caused trouble, now he can let the market stew til after the election and the start talking about a Dec hike again?

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Kkitjuckes.bsky.social

I’m not sure, unless you keep rubble on bookshelves, that this solves the problem….

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Kkitjuckes.bsky.social

That’s a good q! Up with A$ and NZ$, partly on hopes of a Chinese stimulus package; deffo having a better day than I expected but maybe shorts covered just in case Beijing does something

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Kkitjuckes.bsky.social

The (developed)world needs to huddle

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Kkitjuckes.bsky.social

Getting?

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Kkitjuckes.bsky.social

Rebels bite their bottles free?

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Kkitjuckes.bsky.social

Boeing struck?

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Kkitjuckes.bsky.social

Weak demand and strong exports imply weak domestic investment, and that hamstrings future growth. The US has strong domestic investment and strong growth, financed by Europe’s ageing economies. Which is great until US growth slows and investors get nervous. No clear answer but the US wins so far

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K
Kit
@kitjuckes.bsky.social
A fool on a moor… born in Kitale, brought up in Les Alluets, studied economics at UCL and fell in love. 40 years later I’m still trying to figure out how it all works.
184 followers40 following32 posts