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@MacroJason
"Why EM central banks should not keep their currency strong through artificial intervention: - Romanian Leu (RON) in blue Polish Zloty (PLN) in purple. #EURRON #EURPLN - Blue line is suspiciously smooth because the Romanian central bank regularly intervenes whereas the Polish central bank does not and lets its currency trade based on free market forces. - Artificial RON strength punishes Romanian exporters and makes the economy dependent on imports. Result: salaries in Bucharest are XX% lower than in Warsaw but restaurant prices are XX% higher and milk prices are XX% higher. - When Poland"
X Link @MacroJason 2025-05-07T01:37Z 1281 followers, 4675 engagements
"Kazakhstan's Halyk Bank $HSBK is up XX% YTD + XX% dividend yield. It's a great example of how certain EMs offer value + growth + yield"
X Link @MacroJason 2025-10-07T15:41Z 1281 followers, 1629 engagements
"$WBETH (binance's staked $ETH) went below $XXX on binance. Those who had their alerts set up and stables ready were rewarded bigly"
X Link @MacroJason 2025-10-10T22:36Z 1281 followers, XXX engagements
"Return to tradition arch - Hotels airbnbs - Bloomberg twitter fake news / biat - Stonks & tradfi griftoe"
X Link @MacroJason 2025-10-13T11:46Z 1281 followers, XXX engagements
"If the haka actually worked - then the Mori wouldnt have been colonised"
X Link @MacroJason 2025-10-10T18:03Z 1281 followers, XXX engagements
"Quick maths: - Entry at #EURUSD XXXX on the X year bond at XXXX% - Assume #EURUSD recovery to XXXX by end Year X - Exit at X% YTM - Total return in USD: XX% (11% ARR) As good as it gets for Eurozone sovereign debt IMO"
X Link @MacroJason 2025-02-07T07:49Z 1281 followers, XXX engagements
"Eastern Europe policy rate projections. The idea is to ride out the CEE rate cuts in 2026 (esp Poland and Romania) - then rotate to CIS region before they start cutting rates bigly in 2027. Mainly had real estate and bonds in mind but potentially applicable for equities too. These forecasts tend to be as accurate as flipping a coin so there's that. #USDPLN #EURPLN #USDKZT #WIG #WIG20 #HSBK #KSPI"
X Link @MacroJason 2025-10-01T18:51Z 1281 followers, XXX engagements