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@ZavCorin
"This quote from an ex Credit Suisse DCM desk is. mind blowing " Some bankers in the group who asked not to be named when speaking about private matters referred to their work as clubbing seals because clients were loaded with cash but often naive""
X Link @ZavCorin 2025-10-12T16:28Z 2651 followers, 2453 engagements
"@modestproposal1 But AIs impact on stock market and - thus on risk premium for economy and via wealth effect - on consumption housing etc is totally different from say a random infrastructure investment that would happen if no crowding out so AIs impact on gdp AI spend #noughsaid 🤓"
X Link @ZavCorin 2025-10-29T19:23Z 2650 followers, XXX engagements
"Has anybody got decent historical data on difference between FED rate cut implied from CME Stir contracts vs the punters from Kalshi ( ideally on rolling 2nd next meeting contract to remove some noise )"
X Link @ZavCorin 2025-10-29T19:51Z 2651 followers, XXX engagements
"@KobeissiLetter Ahah this Truth post is completely delusional South Korea exports 125Bn$/yr to US US exports half the amount. The idea they would pay XXX% of this just to lower there tariffs from current level is complete b.s even if spread on 10y period"
X Link @ZavCorin 2025-10-29T22:56Z 2650 followers, XXX engagements