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[@HayekAndKeynes](/creator/twitter/HayekAndKeynes)
"Current state of the London office market 😂"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947330897876767095) 2025-07-21 16:20:40 UTC 153K followers, 8331 engagements


"All three crypto bills just passed in the U.S. House GENIUS Act CLARITY Act Anti-CBDC Act"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945923832402817464) 2025-07-17 19:09:29 UTC 153K followers, 70.6K engagements


"Greece has a budget surplus Its CDS are now pricing in the same default risk as America"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1937237942449373612) 2025-06-23 19:54:52 UTC 153K followers, 25K engagements


"Very interesting that even Bessent is starting to nudge Powell"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947631634297114664) 2025-07-22 12:15:41 UTC 153K followers, 14.5K engagements


"The next Fed chair will have a dovish bias like Yellen that is clear but will they also be as political Thats not as clear"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948697539185967169) 2025-07-25 10:51:13 UTC 153K followers, 7938 engagements


"One reason (outside of tech) there are so few banger stocks in Europe is because many are privately held family owned businesses"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948773736452096356) 2025-07-25 15:53:59 UTC 153K followers, 20.9K engagements


"10% = $300bn a year = $3tn over 10y Offsets most of the incremental deficits from Big Beautiful Bill deficits its always been the plan"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1941594736961224947) 2025-07-05 20:27:13 UTC 153K followers, 27K engagements


"Vol is too cheap. Puts and calls for next Wednesday cost 50bps. 66bps through Friday. You have earnings and FOMC coming up"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948747739862368544) 2025-07-25 14:10:41 UTC 153K followers, 14.1K engagements


"Headed straight to Europe autos are target #1"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946964400981905744) 2025-07-20 16:04:20 UTC 153K followers, 11.6K engagements


"America has no real way to meet the coming power demand surge from AI and industrialization. In the video below the Nextera CEO argues battery + solar is much cheaper than gas and even if it was it doesnt matter because he cant get turbines for years"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1940439009789960499) 2025-07-02 15:54:46 UTC 153K followers, 56.9K engagements


"US equities are massively outperforming Europe since Liberation Day and still flat if you want to include a weaker dollar"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945243257375498403) 2025-07-15 22:05:08 UTC 153K followers, 14K engagements


"While looking at pain points in potential trade agreements I discovered this totally insane stat. Arkansas supplies 1/4 of Japans rice imports"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945441063671345302) 2025-07-16 11:11:08 UTC 153K followers, 38K engagements


"@robin_j_brooks Or they just hedged USD while buying the assets"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948165013862010936) 2025-07-23 23:35:09 UTC 153K followers, 1136 engagements


"@KlendathuCap I argue a lot about this elsewhere but this tweet was an attempt to be neutral/objective. Country is changing in a big way. Some good some bad. Biggest shift is that we will be way more emotional like Brazil IMO"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948708693530620269) 2025-07-25 11:35:32 UTC 153K followers, XXX engagements


"No signs of tariff inflation Core goods inflation in the US is lower than the rest of the world"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945720517647868235) 2025-07-17 05:41:35 UTC 153K followers, 36.6K engagements


"Survey data is showing a bit more inflation pressure than hard data (it led last time on the way up) but still nothing terribly concerning (unless you wanted huge rate cuts now)"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948720010077057456) 2025-07-25 12:20:30 UTC 153K followers, 9477 engagements


"Retail is back. But that should have been obvious from $COIN $PLTR $CVNA and others"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945035859041861673) 2025-07-15 08:21:00 UTC 153K followers, 22K engagements


"Feverish retail buying is leading to one of the largest quant drawdowns in years"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948134730685104310) 2025-07-23 21:34:49 UTC 153K followers, 73.5K engagements


"London offices are always twice as nice as NY"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947271330895675879) 2025-07-21 12:23:58 UTC 153K followers, 9535 engagements


"@randomal974199 @Stimpyz1 @LukeGromen They aint ready for those headlines yet"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945144761960013945) 2025-07-15 15:33:44 UTC 153K followers, 2721 engagements


"Getting ready to bring this theme back from the dead"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948055519715074273) 2025-07-23 16:20:03 UTC 153K followers, 14.6K engagements


"I suspect banks will move in which will expand their ability to take deposits from all around the world. Players like $COIN have a narrow window to buy banks and custodians like $BK with massively inflated stock prices if they act quickly. Otherwise I think this is the top for those guys"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946634039546319181) 2025-07-19 18:11:36 UTC 153K followers, XXX engagements


"Market is turning into a strange place where people are trading ideas not future cash flows"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948116572591042612) 2025-07-23 20:22:39 UTC 153K followers, 46.1K engagements


"@JJS36038159 Definitely pushed GUI ahead and helped pioneer touch"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948741456069296591) 2025-07-25 13:45:43 UTC 153K followers, XXX engagements


"The New World is about to boomerang right back to Europe via Spain especially as Trump effectively shuts the US border. Spain offers residency in two years and then you can migrate anywhere in the EU. Cheap housing/cost of living great weather and lax enforcement (you dont even need a visa) will encourage human migration. Its just ramping up"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946650799951540225) 2025-07-19 19:18:12 UTC 153K followers, 25.6K engagements


"You now have US Europe Korea and China with their foot on the fiscal gas while global central banks cut rates"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1943784107655266649) 2025-07-11 21:26:59 UTC 153K followers, 25.2K engagements


"Just finished my London macro circuit the most common themes are exactly what youd expect 1) Short USD (global overallocation) 2) Steepeners (cuts + issuance) 3) AI/Defense More subtle themes were 1) China continues to dump excess capacity on Europe as US tariffs go up (autos/green energy) 2) Moderately more hawkish ECB as German stimulus is front loaded 3) European PMs think Trump is crazy but at the same time are not worried about tariffs 4) Stimulus is a global phenomenon 5) No concerns about recession risk What to look for next year 1) Brazil - elections + XX% real rates 2) More BOJ"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1948058158481518890) 2025-07-23 16:30:32 UTC 153K followers, 31.2K engagements


"A single $160bn infrastructure project thats half of what US tariffs are expected to be in this year for context a typical hurricane in the US will cause insured losses of $30-50bn. The sheer scale of investment is hard to describe"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947206787402174946) 2025-07-21 08:07:30 UTC 153K followers, 18.2K engagements


"Stable coins are just lousy bank accounts he thinks most USD-backed stablecoins are really just deposit accounts on which the depositor is paid no interest nor other consideration but whose sponsor is able to generate net interest income by investing the deposited assets (typically in highly liquid and very short-duration assets) just like a typical checking account but without FDIC insurance. -Morgan Stanley Research"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946496963069038865) 2025-07-19 09:06:54 UTC 153K followers, 17.4K engagements