James @JB_Macro_

James Bennett, economist Manchester, England Joined February 2022

Tweets

29
Followers

45
Following

401
Likes

208

James @JB_Macro_

3 days ago

President Trump loooooves investment. But will he get the investment boom he craves? I’m unsure his strategy of introducing shit tonnes of uncertainty and some fairly…. unorthodox… policies is a good approach. jbmacro.substack.com/p/why-would-yo…

0 0 1 8 1

James @JB_Macro_

2 months ago

Has Trump found his Mini-Me in Fed Governor Waller? I dig into it in my latest note jbmacro.substack.com/p/waller?r=2to…

0 0 0 5 0

Download Image

James @JB_Macro_

2 months ago

Check out my latest blog for unique insights: "While China is uniquely fucked, there are some other markets that actually have some excellent demographics." jbmacro.substack.com/p/what-in-the-…

0 0 0 2 0

Download Image

James @JB_Macro_

2 months ago

Macro risks are severe. Everyone is happy to ignore the macro. That means downside protection is cheap. Downside protection might be sensible. Job done. open.substack.com/pub/jbmacro/p/…

0 0 0 2 0

Download Image

James @JB_Macro_

2 months ago

Why was yield curve inversion over 2022-23 not followed by recession? And will a negative YC slope be a decent signal in the future? I cover those big q’s, and more, in my recent note open.substack.com/pub/jbmacro/p/…

0 0 0 49 0

James @JB_Macro_

4 months ago

Is the US economy in the shitter? Find out, via my latest note open.substack.com/pub/jbmacro/p/…

0 0 0 6 0

Download Image

James @JB_Macro_

5 months ago

At this point, the higher likelihood of major US monetary stimulus/debasement should probably be considered, assuming this massive #Tariff mess isn't sorted ASAP. Another reason to be #bullish #gold.

0 0 0 19 0

Download Image

James @JB_Macro_

5 months ago

Day 7 of recipricol tariffs, still can't spell recipricol #tariffs

0 0 1 27 0

James @JB_Macro_

5 months ago

Gold breaking down below 3,100 amid broader selling/uncertainty is ominous. Are we entering liquidate everything territory? Right now the narrative is threats to USD predominance. If risk off goes to far we could get an ah shit all my liabilities are denominated in USD narrative.

0 0 0 12 0

James @JB_Macro_

5 months ago

The Office of the US Trade Representative has produced a thorough 397 page report on #tariffs, released today, which we can all safely ignore given there is no way #Trump will read it.

0 0 0 19 0

Download Image

James @JB_Macro_

5 months ago

Can we stop calling them “recipricol tariffs” please. Recipricol tariffs are when you put the same tariff on a country as they have on your country. That is not what is being discussed right now. #tariffs

0 0 0 40 0

James @JB_Macro_

5 months ago

The UK fiscal framework is stupid jbmacro.substack.com/p/the-uk-fisca… #reeves #uk #economics #budget

0 0 1 18 0

Download Image

James @JB_Macro_

5 months ago

Everyone said you need to take Donald Trump seriously, but not literally (including me). I'm starting to think that you need to just take him literally. That means 2 April is not going to be nice for Europe. #TrumpTariffs

0 0 0 11 0

James @JB_Macro_

8 months ago

Here is a completely self-serving rant about just how degenerate the #crypto/#Bitcoin / #MSTR hype has got. Not to say there aren't good arguments out there for why Bitcoin is the future, I just haven't seen one yet. I've seen plenty of crap though. jbmacro.substack.com/p/bitcoin-mstr…

0 0 0 77 0

Download Image

Peter Virovacz @PeterVirovacz

2 years ago

#Hungary is experiencing the longest technical recession in its modern history (since 1995). Not even in the Great Financial Crisis did we see the #GDP shrink for four consecutive quarters. Although the current #recession is longer, it's not nearly as deep as the 2008-2009 crisis