Steen Jakobsen
Chief Economist & CIO
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RT @IpekOzkardeskay: #us #inflation depending on where you look at. https://t.co/gxn7QrYXfC
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RT @trevornoren: "Visualizing Top 20 Most Valuable Companies of All Time: Eight companies have reached a market capitalization of more than…
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RT @BBC_CurrAff: Correspondents’ Look Ahead... Tonight @bbclysedoucet is joined by @BBCJonSopel @BBCkatyaadler @faisalislam @BBCMorelle an…
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RT @sentimentrader: Over the past 38 sessions, Trump's stock market touts have averaged almost 1 per day. Gettin' close to that January 201…
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RT @dlacalle_IA: New record: USD 235 billion in repo intervention The highest value in 2008 was USD 133 billion in July, 18th 2008. Two mo…
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RT @next_china: China’s had another record year of corporate bond defaults. That’s not a crisis. It’s a plan https://t.co/Ucb9SDSV0r
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RT @topdowncharts: Back at the start of the year this was one of a few key charts that helped lay out the bullish case for equities (along…
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RT @epomboy: World Industrial Production posts first negative y/y print since the recession as World Trade Volume posts 5th straight month…
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RT @jessefelder: 'Oil is interesting. Everybody’s assuming the world’s going to not use oil for the next 20 years, or next year. I’m buying…
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RT @SkyNews: Australia bushfires: Acres of a charred, moon-like landscape everywhere https://t.co/DWXvf8t3LP
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A gold-oil reversal in fortunes is one of this bank's ‘outrageous predictions’ for 2020 - The National https://t.co/d56LNN6khr
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RT @zurich_trader: "Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth" Marcus Aurelius
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RT @fwred: What a chart to end the year! German consumer confidence sees income expectations falling to a 6-year low, while propensity to s…
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RT @johnjhardy: He's baaaaack..... (Pozsar).... This Credit Suisse analyst foresaw the recent trouble in the repo market. He says it’s not…
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RT @johnjhardy: We just recorded a podcast on our readers' response to this year's Saxo Outrageous predictions for 2020. A great conversati…
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Trade war: China’s trading partners wary of phase one deal, while analysts puzzle over US$200 billion import figure… https://t.co/hehIP3WPwq
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RT @johnjhardy: Our penultimate podcast for this year - 2019: The Year in Review and a Look Ahead at 2020 -> https://t.co/B0g8ePyz9U With…
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RT @fwred: It's official! Europe’s craziest, sorry most courageous central bank is the first to exit Negative Interest Rates Policy after 5…
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RT @johnjhardy: Today's Market Call podcast - the last daily call, but not last podcast of the year - https://t.co/Xo6NpNHvRM Today with…
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RT @TradeFloorAudio: China MOFCOM Spokesman : China-US Trade Teams Are Maintaining Close Communications On Signing The Phase 1 Deal China…
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RT @sdypbuktkallman: Investors are piling into EM again, but the trade truce is no game changer for China/EM (where the key issue is lack o…
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RT @KimbleCharting: FedEx's 10-year bull market about to come to an end? Big test of support is in play after a 50% decline. https://t.co/…
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RT @vernermark: From the FedEx call: “So it’s really a tale of two economies, and the stock market of course is very bullish, but the indus…
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RT @Schuldensuehner: The end of monetarism? #ECB could be about to demolish a key pillar of its policy design as link between money supply…
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RT @dlacalle_IA: Since 1988 we had only seen this level of multiple expansion in 2009. https://t.co/isOhKpK9UN
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RT @htsfhickey: Micron with a 1 penny EPS beat!! Whoohoo! If you can just ignore the 84% plunge in EPS Y/Y, the 86.2% collapse in operating…
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RT @AndreasSteno: So have they actually agreed on the same things? Probably not. https://t.co/1IicLWATgd
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RT @ChadBown: US-China Phase One Agreement • US average tariff on imports from China to decline slightly to 19.3%, from current level of 2…
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RT @next_china: The U.S. is weighing new limits on sales of chips and other vital components to China’s Huawei, sparking another furious ro…
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RT @GeelyHolding: Geely and @saxobank form tech JV to introduce financial and regulatory technology solutions to Chinese financial institut…
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China Capital Market Summit which organized by Cailian press. Delivered speech on China seen from Europe. Message:… https://t.co/YQLFewt3Jy
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RT @johnjhardy: Do yourself a favour and turn off all notifications and other distractions and pop in a pair of headphones and listen to th…
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The Economist China’s Mr Wu Chen calls for a new corporate role: Chief PURPOSE Offícer !! Very interesting … https://t.co/fKz1nvDLR0
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Great to be back in Shanghai even more so as I’m tonight joined by Mr. Wu Chen, Managing Editor, The Economist Glob… https://t.co/bnpbPX0O7n
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@BlakeFox7 10 years from now : two competing platforms in technology, trade, currency and politics - Early indicat… https://t.co/QI84jwSTee
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Shanghai: Sunday night dinner w my dear friend Dr Charles Su. a great strategist and intellectuel . Eveything I kno… https://t.co/PrFkbotKrX
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RT @onlyyoontv: Chatter in Beijing if Xi will take @realDonaldTrump deal. Reasons he would do it: 1) #China needs >food imports esp. before…
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RT @onlyyoontv: 5) One big reminder I got today: Communist Party derives legitimacy from economic performance. Xi and other leaders in big…
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Macro priorities next 30 years will be driven by in order of magnitude to growth & change by: climate, tech and con… https://t.co/RdvCT2poUN
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PM Abe’s 3 Arrows strategy made sense, but Japan never used 3rd arrow: Structural reform: 10 m ppl left work force,… https://t.co/saeyAF57Yv
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Tokyo morning run around Imperial Palace - stunning morning here https://t.co/r90cd8Zrtm
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RT @BloombergAsia: Japan’s large manufacturers unexpectedly lost optimism for the first time in 6+ years, highlighting concerns over weakne…
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RT @business: Traders in Japan’s bond market seem to be shrugging off PM Shinzo Abe’s multi-billion dollar bid to revive the economy https:…
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RT @Lingling_Wei: @WSJ Beijing could also point to a slashing of existing tariffs as a win. But having a a balanced agreement remains a pri…
OP 2020: The sudden arrival of stagflation rewards value over growth
Steen Jakobsen
Chief Economist & CIO
Macro Digest: The UK General Election finally agreed, Brexit not so much
Steen Jakobsen
Chief Economist & CIO
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