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Jeremy

@JeremyWS

G10 & EM Macro … FX/Rates/Vol. https://xitter.cf/t.co/PRYnQS3xLl

 London
jwsmacro.substack.com
Joined April 2009
  • Tweets19.9K
  • Following777
  • Followers8K
Hey guys, First of all, thanks for the interactions, support, and feedback given to me along with my publications. I've recently graduated and am actively seeking a full-time role in trading or research. If you come across any opportunities or leads, please DM me. Your help would mean a lot to me.
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Trying to smuggle physical CNY cash through the Tian Shan with @JeremyWS
Image from Ionian Macro (@IoniMac)
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The most likely US election outcome that I can see is a Joe Biden presidency and a Republican Senate. Here's why: bclmacro.substack.com/p/the-…
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bclmacro.substack.com/p/agai… The idea that the stock of money is the money supply isn't helping
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bclmacro.substack.com/p/macr… @StephenSpratt @JeremyWS @moyeenislam @notayesmansecon Oh yes I am begging for RTs, new here and all that...
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WORST DAY FOR STOCKS + BONDS EVER! (TLT + SPX down by the most since at least Dec 2002, when the former began)
Image from Luke Kawa (@LJKawa)
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RBI cuts 35bps : 3+5 = 8 Next MPC meet on 1,3 & 4th of Oct = 1+3+4 = 8 RBI governor born on 26th Feb : 2+6 = 8 See, what an interesting policy it was?
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“Why has no one put a Premier League club kit launch on a desert island?” 🏝 #SayntsFestival has arrived…

Saynts Festival is here!

Watch the documentary of the greatest kit launch that never happened, as Mbilly McFarmer attempts to sell his dream of hosting Southampton's 2019/20 reveal on a desert island.

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Replying to @SouthamptonFC @NathanRedmond22 @IngsDanny @Mattytargett @JVestergaard7 @Alex_Macca23 @yan_valery @ShaneLong7 @chazaustin10 @MayaYoshida3
86: GET IN THERE!!!!!!!!!!!!!!!!!! @chazaustin10!!!!!!! #saintsfc [3-2]
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Kylian Mbappe wasn't even born when France won the 1998 World Cup. And look at you. You were born. And what have you done with your life? Ah well. It's Saturday. Let's order pizza.
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2/2 …#EmergingMarkets #inflation rate for commodity-exporting countries have substantially declined since it has peaked in July 2015 while inflation for manufacturers has gradually increased for the past 2 years
Image from Patrick Zweifel (@PkZweifel)
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Risk premium anyone? Global PMI highest since 2011, but US 10y yield lowest since early November 2016
Image from Martin Enlund ⚡️🦆🚁 (@enlundm)
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Here’s a primer on how I construct majority of my longer term ideas/trades. Devil’s in the deets, but this is a start:
Image from Martingale_Macro (@MartingaleMacro)
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EM inflation rate reached a record low of 3% in July. This will maintain accommodative monetary policies and historically low interest rates
Image from Patrick Zweifel (@PkZweifel)
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90: YES! YES! YES! @chazaustin10 makes no mistake from the spot. (3-2)
Image from Southampton FC (@SouthamptonFC)
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The latest from MM: What I Think About When Thinking About Mexican Rates goo.gl/fb/PPxhfP
What I Think About When Thinking About Mexican Rates

What I Think About When Thinking About Mexican Rates

macro-man.blogspot.com
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The floor is EU
Image from WhosAshik? (@JustAshik99)
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New post with some thoughts about the current vol regime and short vol strategies with limited risk macrobreakdown.wordpress.com…
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CARS <GO> for your Brexit-mobile
Image from The CDS Trader (@thecdstrader)
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last FX: last tune bit.ly/2oppP16
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