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NEW BLOG: How to be a central banker
The 10 rules of central banking.
(this time with a free link that actually works without signups etc)
hub.tslombard.com/download/PUBPE…
Dario Perkins
48.8K posts
Dario Perkins
@darioperkins
MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
London, England
Joined June 2009
- Your economy was the envy of the world. Wtf are you doing?
- So now the left want to buy tanks, the right want to buy EVs, the UK Labour govt is pro-austerity, the Austrians have an affinity for QE, the Chinese are looking to boost consumption & the Germans are fiscal keynesians. And Trump took office less than two months ago
- The best thing about Liberation Day is that they had to delay it 24 hours to avoid April 1st. What does it say about your flagship economic policy that you are worried it will be mistaken for an April Fools' joke?
- Economists have predicted 5 out of the last 153 recessions (IMF research)
- Germany to invest in data center. there you go, top is in...
- The idea this is a master plan to reduce yields... just NO.. If you wanted to do that, you'd announce a credible plan to cut govt spending gradually & get the Fed on board alla Rubinomics. You wouldn't destroy confidence & risk a recession, while tying Fed's hands with tariffs
- People hated this chart when I posted it 12 months ago. But I still kinda like it.. Based on history, either inflation had to come down ("transitory") or equity valuations were in trouble. still a way to go...
- Goldman gets it...Replying to @Nunofb86 @darioperkins and 2 othersWeekend reading: A Primer on the Impact of AI on the GDP Statistics GS
- many people are saying this is the best summary of tariffs in the world...
- THE RECESSION THAT DIDNT HAPPEN (so far..). 🧵 Why was the consensus wrong? 1) People fooled by bullwhip in manufacturing (fake cycle) 2) The big squeeze on real incomes is fading 3) Fiscal overhang (excess savings, energy subsidies in EU) 4) Misled by Phillips curve (again!)
