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# ![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2939007435.png) @HayekAndKeynes The Long View

The Long View posts on X about london, china, $coin, tariffs the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::2939007435/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +38%
- X Year XXXXXXXXXX +147%

### Mentions: XX [#](/creator/twitter::2939007435/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +67%
- X Months XXX +73%
- X Year XXX +103%

### Followers: XXXXXXX [#](/creator/twitter::2939007435/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:followers.svg)

- X Week XXXXXXX +0.06%
- X Month XXXXXXX +0.36%
- X Months XXXXXXX +7.60%
- X Year XXXXXXX +11%

### CreatorRank: XXXXXXX [#](/creator/twitter::2939007435/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2939007435/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  #1030 [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[london](/topic/london) 3.33%, [china](/topic/china) 3.33%, [$coin](/topic/$coin) 3.33%, [tariffs](/topic/tariffs) #303, [rates](/topic/rates) 2.22%, [inflation](/topic/inflation) 2.22%, [spain](/topic/spain) 2.22%, [searches](/topic/searches) 1.11%, [$googl](/topic/$googl) 1.11%, [venice](/topic/venice) XXXX%

**Top accounts mentioned or mentioned by**
[@stimpyz1](/creator/undefined) [@returnofbeeks](/creator/undefined) [@blacklioncta](/creator/undefined) [@johnyscipio](/creator/undefined) [@broccoli_tech](/creator/undefined) [@mitchcallmc7](/creator/undefined) [@zachpinnell](/creator/undefined) [@gundulfdecandia](/creator/undefined) [@corchomatheu](/creator/undefined) [@randomal974199](/creator/undefined) [@lukegromen](/creator/undefined) [@steventduffy](/creator/undefined) [@andrea_texas_82](/creator/undefined) [@andrewjames3200](/creator/undefined) [@noc40](/creator/undefined) [@dindjic](/creator/undefined) [@notzoltanlol](/creator/undefined) [@texasgermanbre](/creator/undefined) [@mattlockfl](/creator/undefined) [@bouje99](/creator/undefined)

**Top assets mentioned**
[Mario Coin (COIN)](/topic/$coin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Carvana Co. (CVNA)](/topic/$cvna) [Bank of New York Mellon Corp (BK)](/topic/$bk)
### Top Social Posts [#](/creator/twitter::2939007435/posts)
---
Top posts by engagements in the last XX hours

"Google searches were up 20%+ last year However with the rollout of their AI summaries no click throughs have grown from XX% to 69%"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946122245350305984) 2025-07-18 08:17:55 UTC 152.9K followers, 13.6K engagements


"@MattlockFL @Bouje99 @DKThomp Im not from there and havent been in ages but this just seems like a terrible idea anyway. Looks like Venice but with regular 20ft storm surges. All that Sheetrock and mold. Seems like they should just pack it up and move elsewhere"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947212414501478627) 2025-07-21 08:29:51 UTC 152.9K followers, XX engagements


"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, 8324 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, 70.5K engagements


"Key to life is having a good spouse. Key to fulfilment is having kids. This is why most millennials are miserable"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1944413838524268784) 2025-07-13 15:09:19 UTC 152.9K followers, 92.1K 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, 9295 engagements


"Why does everyone keep saying rates are spiking They have been here for two years"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945132399492317576) 2025-07-15 14:44:37 UTC 152.9K followers, 51.2K 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, 56.6K 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, 1045 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, 36.5K 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, 21.9K 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, 65.6K 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, 9519 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, 2706 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, 14.4K 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


"20% tariffs and a XX% decline in USD yet X% goods inflation"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1945122497373872452) 2025-07-15 14:05:16 UTC 152.9K followers, 121.8K 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, 43.8K 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 152.9K followers, 25.2K engagements


"@steventduffy Hoover dam interstate highway system"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1947428179054104960) 2025-07-21 22:47:14 UTC 153K followers, XX engagements


"Latin America is the new growth of Europe Monroe was a fool. Puerto Rico still belongs to Spain in spirit"  
![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2939007435.png) [@HayekAndKeynes](/creator/x/HayekAndKeynes) on [X](/post/tweet/1946646444393287847) 2025-07-19 19:00:53 UTC 152.9K followers, 10.5K 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, 30.6K 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, 18.1K 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

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HayekAndKeynes Avatar @HayekAndKeynes The Long View

The Long View posts on X about london, china, $coin, tariffs the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX -XXXX%
  • X Months XXXXXXXXXX +38%
  • X Year XXXXXXXXXX +147%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +67%
  • X Months XXX +73%
  • X Year XXX +103%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.06%
  • X Month XXXXXXX +0.36%
  • X Months XXXXXXX +7.60%
  • X Year XXXXXXX +11%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries XXXXX% finance XXXX% stocks XXXX% technology brands XXXX% travel destinations XXXX% currencies #1030 exchanges XXXX% celebrities XXXX%

Social topic influence london 3.33%, china 3.33%, $coin 3.33%, tariffs #303, rates 2.22%, inflation 2.22%, spain 2.22%, searches 1.11%, $googl 1.11%, venice XXXX%

Top accounts mentioned or mentioned by @stimpyz1 @returnofbeeks @blacklioncta @johnyscipio @broccoli_tech @mitchcallmc7 @zachpinnell @gundulfdecandia @corchomatheu @randomal974199 @lukegromen @steventduffy @andrea_texas_82 @andrewjames3200 @noc40 @dindjic @notzoltanlol @texasgermanbre @mattlockfl @bouje99

Top assets mentioned Mario Coin (COIN) Alphabet Inc Class A (GOOGL) Palantir (PLTR) Carvana Co. (CVNA) Bank of New York Mellon Corp (BK)

Top Social Posts #


Top posts by engagements in the last XX hours

"Google searches were up 20%+ last year However with the rollout of their AI summaries no click throughs have grown from XX% to 69%"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-18 08:17:55 UTC 152.9K followers, 13.6K engagements

"@MattlockFL @Bouje99 @DKThomp Im not from there and havent been in ages but this just seems like a terrible idea anyway. Looks like Venice but with regular 20ft storm surges. All that Sheetrock and mold. Seems like they should just pack it up and move elsewhere"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-21 08:29:51 UTC 152.9K followers, XX engagements

"Current state of the London office market 😂"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-21 16:20:40 UTC 153K followers, 8324 engagements

"All three crypto bills just passed in the U.S. House GENIUS Act CLARITY Act Anti-CBDC Act"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-17 19:09:29 UTC 153K followers, 70.5K engagements

"Key to life is having a good spouse. Key to fulfilment is having kids. This is why most millennials are miserable"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-13 15:09:19 UTC 152.9K followers, 92.1K engagements

"Greece has a budget surplus Its CDS are now pricing in the same default risk as America"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-06-23 19:54:52 UTC 153K followers, 25K engagements

"Very interesting that even Bessent is starting to nudge Powell"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-22 12:15:41 UTC 153K followers, 9295 engagements

"Why does everyone keep saying rates are spiking They have been here for two years"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-15 14:44:37 UTC 152.9K followers, 51.2K engagements

"Headed straight to Europe autos are target #1"
@HayekAndKeynes Avatar @HayekAndKeynes on X 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 @HayekAndKeynes on X 2025-07-02 15:54:46 UTC 153K followers, 56.6K engagements

"US equities are massively outperforming Europe since Liberation Day and still flat if you want to include a weaker dollar"
@HayekAndKeynes Avatar @HayekAndKeynes on X 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 @HayekAndKeynes on X 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 @HayekAndKeynes on X 2025-07-23 23:35:09 UTC 153K followers, 1045 engagements

"No signs of tariff inflation Core goods inflation in the US is lower than the rest of the world"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-17 05:41:35 UTC 153K followers, 36.5K engagements

"Retail is back. But that should have been obvious from $COIN $PLTR $CVNA and others"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-15 08:21:00 UTC 153K followers, 21.9K engagements

"Feverish retail buying is leading to one of the largest quant drawdowns in years"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-23 21:34:49 UTC 153K followers, 65.6K engagements

"London offices are always twice as nice as NY"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-21 12:23:58 UTC 153K followers, 9519 engagements

"@randomal974199 @Stimpyz1 @LukeGromen They aint ready for those headlines yet"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-15 15:33:44 UTC 153K followers, 2706 engagements

"Getting ready to bring this theme back from the dead"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-23 16:20:03 UTC 153K followers, 14.4K 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 @HayekAndKeynes on X 2025-07-19 18:11:36 UTC 153K followers, XXX engagements

"20% tariffs and a XX% decline in USD yet X% goods inflation"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-15 14:05:16 UTC 152.9K followers, 121.8K engagements

"Market is turning into a strange place where people are trading ideas not future cash flows"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-23 20:22:39 UTC 153K followers, 43.8K 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 @HayekAndKeynes on X 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 @HayekAndKeynes on X 2025-07-11 21:26:59 UTC 152.9K followers, 25.2K engagements

"@steventduffy Hoover dam interstate highway system"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-21 22:47:14 UTC 153K followers, XX engagements

"Latin America is the new growth of Europe Monroe was a fool. Puerto Rico still belongs to Spain in spirit"
@HayekAndKeynes Avatar @HayekAndKeynes on X 2025-07-19 19:00:53 UTC 152.9K followers, 10.5K 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 @HayekAndKeynes on X 2025-07-23 16:30:32 UTC 153K followers, 30.6K 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 @HayekAndKeynes on X 2025-07-21 08:07:30 UTC 153K followers, 18.1K 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 @HayekAndKeynes on X 2025-07-19 09:06:54 UTC 153K followers, 17.4K engagements

creator/x::HayekAndKeynes
/creator/x::HayekAndKeynes