anubis @upperouestside
Journeying, studying, eating. Macro PM. Mostly want a nap. New York, NY Joined August 2015-
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anubis retweeted
🇪🇸The Spanish national team hired an Iranian chef to prepare Iranian dishes for them during the 2026 World Cup.
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anubis retweeted
We really deserved to have Waller as Fed Chair. This is how you communicate: lay out a clear framework for your reaction function without relying on committed forward guidance. 👏 👏 👏
@BehavioralMacro think this bounce still has legs?
@BrianLe_Blanc Is this all in nominal terms? Wouldn't inflation (especially of goods) explain the bulk of lower income cohort spending increase?
@policytensor x.com/i/status/20645… Wouldn't you read this as refraining from escalating with an explicit cessation and warning?
Iran's IRGC says its naval forces launched a drone attack against the U.S. Fifth Fleet in Bahrain in response to U.S. strikes on Jask, Sirik, and Qeshm that reportedly damaged a telecommunications tower and destroyed two water tanks in Sirik's. The IRGC says clashes are ongoing.
@gbrew24 Could this not be some sort of back door approach to get the funds back to Iran vis a vis Gulf without the optics of handing over "pallets of cash?'
@policytensor Dropsite is referencing a fake account. @Ebrahimazizi33 is the real one
@policytensor Doesnt this feel a bit kabuki to you?
anubis retweeted
There's a 0.00000000000000000000000000000001% chance Trump had any idea what Xi was referring to.
Xi in his opening statement says the world is wondering: "Can China and the United States overcome the thucydides trap?"
@alon_mizrahi Is there actual/genuine negotiation on the part of US or is it strictly theater per your substack? Or something in the middle?
@gbrew24 Do you read this as flexibility on the heu removal toward a deal?
anubis retweeted
𝚝𝚑𝚎 𝚜𝚙𝚒𝚌𝚎 𝚌𝚘𝚖𝚎𝚜 𝚏𝚛𝚘𝚖 𝚘𝚗𝚎 𝚙𝚕𝚊𝚗𝚎𝚝. 𝚊𝚛𝚛𝚊𝚔𝚒𝚜. 𝚝𝚑𝚎 𝚏𝚛𝚎𝚖𝚎𝚗 𝚔𝚗𝚘𝚠 𝚎𝚟𝚎𝚛𝚢 𝚐𝚛𝚊𝚒𝚗 𝚘𝚏 𝚜𝚊𝚗𝚍. 𝚊𝚗𝚍 𝚜𝚝𝚒𝚕𝚕, 𝚘𝚞𝚝𝚜𝚒𝚍𝚎𝚛𝚜 𝚘𝚠𝚗 𝚝𝚑𝚎 𝚑𝚊𝚛𝚟𝚎𝚜𝚝...
@BehavioralMacro do you think think the recent px movement has rejected the downside scenario, coupled with beta to end of war ebullience?
@gbrew24 How do you see the HEU issue being reconciled?
anubis retweeted
“China stands ready to further step up its efforts to de-escalate the situation and end the fighting, continue to facilitate the launch of peace talks, and play a greater role in restoring peace and tranquility in the Middle East.”
Chinese FM Wang Yi held talks with Iranian FM Seyed Abbas Araghchi in Beijing. The current regional situation is at a critical stage of whether the conflict could end. A comprehensive cessation of hostilities brooks no delay, restarting the conflict would be even more
CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports. @Rory_Johnston @gbrew24 this looks to be much different than a full on Hormuz blockade?
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