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@ThematicMarkets "Repeat after me: Relative prices do not drive general price inflation. In XX years doing this - with perhaps the best record of anyone forecasting trend inflation - I've never seen someone successfully forecast inflation beyond the coming month using disaggregated prices"
@ThematicMarkets on X 2025-07-23 09:36:24 UTC 1984 followers, XXX engagements

"Extracting expert wisdom on how to manage risk in the age of Trump from Noel Dixon (State Street) Francis Lacan (Wolters Kluwer) Andy Lyon (Citi) & Britta Achmann (NatWest) as moderator of a panel on MAGAs Mercurial Markets at RiskLiveEurope. While they provided insights I let my socks speak for me"
@ThematicMarkets on X 2025-06-23 16:18:10 UTC 1987 followers, XXX engagements

"New at Seriously Marvin Identity Crisis: How China manipulates global trade using accounting identities not ideology. Article linked below. #SeriouslyMarvin #ThematicMarkets"
@ThematicMarkets on X 2025-07-24 10:04:26 UTC 1986 followers, XXX engagements

""Brought inflation down from X% to 2%" That's an interesting way to put it or rather starting point. Hmmm. who was Fed Chair during the worst inflation in XX years & one of the worst episodes of inflation since the Fed was founded in 1913 Hmmm who was that masked man"
@ThematicMarkets on X 2025-07-23 10:25:46 UTC 1986 followers, XXX engagements

"Trump hands Powell a list of real estate he could have bought for $X billion instead of upgrading X low-rise buildings on the National Mall: X. Central Park Tower luxury Manhattan residential building overlooking Central Park ($3bn). X. Washington Commanders NFL stadium & mixed-use district including residential retail & parks ($3.7bn). X. Apple's new "spaceship" campus headquarters (reportedly $3bn+). X. Riverside South large-scale mixed residential office & retail towers development in Manhattan ($3bn). X. Resorts World Miami massive mixed-use and casino complex in downtown Miami ($3.2bn)."
@ThematicMarkets on X 2025-07-25 12:37:09 UTC 1987 followers, XXX engagements

"@Brad_Setser Brad any comment on J&J's announcement earlier this year to spend $XX billion expanding US production to bring all its advanced drug manufacturing back to the US What's driving that"
@ThematicMarkets on X 2025-07-23 09:09:58 UTC 1986 followers, XXX engagements

"Siri: Do current accounts need to equate across countries & equal savings less investment for each country Answer: Yes @georgemagnus1 tariffs may change the pattern of trade across countries & goods but that isn't evidence of transhipment. Just accounting identities"
@ThematicMarkets on X 2025-07-23 08:44:18 UTC 1984 followers, XXX engagements

"Will the Epstein Files Be Trumps Tipping Point House Speaker Mike Johnsons decision to close Congress early avoiding a vote on Epstein-related documents is the latest twist in the ongoing saga. In my latest piece I explore how this scandal could undermine Trumps political revolutionalienating his supporters and potentially altering the course of his presidency. Is this the end of his revolution or just another scandal he survives #SeriouslyMarvin #ThematicMarkets"
@ThematicMarkets on X 2025-07-23 16:30:18 UTC 1987 followers, XXX engagements