Adam Linton (@Adamlinton1) header
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Macro Strategist and Squawker at Bloomberg

London, England
Joined July 2009
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Adam Linton retweeted
JPMorgan’s commodities team: “For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”
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Adam Linton retweeted
Bonds
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*TRUMP ADMIN TO SPEND AT LEAST $900M ON WHITE HOUSE RENOS: WAPO
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MOF competing with Situational Awareness to see who can incinerate the most funds in July
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Adam Linton retweeted
BoE gives us 9 different versions of forward guidance, while Warsh wont even answer simple questions about stuff that has already happened. Cant we find some happy medium? OMG is the ECB *it*?! 🤣
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Attacking Europe on Trade and talking about Greenland... We have gone back to January *TRUMP: GREENLAND IS A BIG PROBLEM *TRUMP: SPAIN IS A WASTED CAUSE, DON'T WANT TO DO TRADE
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*BOE'S BAILEY: OIL & GAS FUTURES TERRIBLE INDICATORS IN HISTORY Second to MPC members
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Italy fighting back *MELONI IS CONSIDERING CALLING ITALIAN ELECTION AS SOON AS APRIL
We are getting our 7th PM in 10 years. It’s 30C outside. And we are playing well in a World Cup. We have become Italy…
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Just in time to congratulate England winning the world cup on July 19th... *UK COULD HAVE NEW PM BY JULY 17 OR 18 IF ONLY ONE CANDIDATE
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Adam Linton retweeted
If Starmer remains as PM until mid-September then the average term of PMs since Theresa May commenced in office will have been 743 days. If Starmer goes in mid-July that average will have been 730 days. The average term of a Premier League Manager since 2016/17 has been 787 days.
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Adam Linton retweeted
EXC: Keir Starmer's chief of staff has announced to Number 10 staff he is resigning
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Just when you think it couldn't get worse... *UK ONS: JULY LABOUR MARKET STATS TO BE OF LOWER QUALITY
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To me, the main takeaway for the ECB is that there isn't really a takeaway. They are flying blind like the rest of us. If you think this was a one and done, you will still think that. If you think this is the first of a series of hikes, you will still think that.
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Agentic credit cards are now a thing 🤯 (via @matt_levine)
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Steady $NVDA pre-market but we saw this after Q4 results in Feb only for them to puke just before the cash open and close down 5.5% with a bulk of the move done in the first hour of trade. Nov also saw pre-market gains swiftly surrendered
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And now... *KOREA NPS MAY HIKE DOMESTIC STOCK HOLDING TARGET BY 5PPTS:MAEIL
Korea's Kospi closes up 8.42%, fourth biggest one-day jump on record. The Index has had nine 5%+ moves just in 2026
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*STARMER: REEVES WILL SET OUT MORE PLANS TOMORROW
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Wow. This really has been a big week for bonds
Statement from Amazon MGM Studios: “The search for the next James Bond is underway. While we don’t plan to comment on specific details during the casting process, we’re excited to share more news with 007 fans as soon as the time is right.”
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Adam Linton retweeted
If a newspaper doesn't use WESIGNATION as a headline tomorrow, I will be very disappointed
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