Roaring 20s Redux
@mishoiliev.bsky.social
Lives in Belgium. Politics. History. Used to do law then got a degree in economics. Fan of Keynesian economics, therefore, by MAGA’s standards, I am a communist 😂
It would have been so much smarter if the US, EU, Canada and Australia all set up a united front against China back in 2017.
October 8, 2026 at 7:01 AM
It would have been so much smarter if the US, EU, Canada and Australia all set up a united front against China back in 2017.
Brussels. Chaussee de Waterloo
October 7, 2026 at 11:10 AM
Brussels. Chaussee de Waterloo
Which means that either someone else will have to hold US debt (but that will require higher yields) or China will still hold it (provided the yield is high enough).
October 6, 2026 at 9:08 AM
Which means that either someone else will have to hold US debt (but that will require higher yields) or China will still hold it (provided the yield is high enough).
I’m not one bit surprised about this. We’ve reached tipping point in many countries around the world where social breakdown is practically irreversible. And the US is one of those places too. Yes, Dems will win this time and in 2028. But that’s won’t be the end of it.
October 6, 2026 at 6:09 AM
I’m not one bit surprised about this. We’ve reached tipping point in many countries around the world where social breakdown is practically irreversible. And the US is one of those places too. Yes, Dems will win this time and in 2028. But that’s won’t be the end of it.
Reposted by Roaring 20s Redux
China News Update: "There is an awkward question lurking beneath this enormous restructuring: if a struggling bank disappears into a bigger bank, where does its bad debt go?"
chinanewsupdate.com/chinas-banki...
chinanewsupdate.com/chinas-banki...
China’s Bank Closures: Why Mergers Won’t Erase Bad Debt Risk
China is consolidating banks at unprecedented speed, while Britain weighs EV tariffs and Taiwan faces growing uncertainty. The key question: where does bad debt go when weak lenders disappear?
chinanewsupdate.com
October 5, 2026 at 4:06 PM
China News Update: "There is an awkward question lurking beneath this enormous restructuring: if a struggling bank disappears into a bigger bank, where does its bad debt go?"
chinanewsupdate.com/chinas-banki...
chinanewsupdate.com/chinas-banki...
Reposted by Roaring 20s Redux
French central bank head warns country at risk of being ‘strangled by interest rates’ ft.trib.al/TqqqMYm
French central bank head warns country at risk of being ‘strangled by interest rates’
Emmanuel Moulin says France can still reassure bond investors despite ‘serious and worrying’ market moves in recent days
ft.trib.al
October 5, 2026 at 5:16 PM
French central bank head warns country at risk of being ‘strangled by interest rates’ ft.trib.al/TqqqMYm
Reposted by Roaring 20s Redux
Reposted by Roaring 20s Redux
FT STOCK PICKING GAME
pit your wits and see if you can beat the supermarket manager from Surrey who made 36% last time. 🎩
(If *he* beats that then a hedge fund somewhere needs to sign him up)
as.ft.com/r/493895dd-6...
pit your wits and see if you can beat the supermarket manager from Surrey who made 36% last time. 🎩
(If *he* beats that then a hedge fund somewhere needs to sign him up)
as.ft.com/r/493895dd-6...
The FT’s stock picking game starts today
Take on other subscribers in a race to win £1,000
as.ft.com
October 5, 2026 at 8:45 AM
FT STOCK PICKING GAME
pit your wits and see if you can beat the supermarket manager from Surrey who made 36% last time. 🎩
(If *he* beats that then a hedge fund somewhere needs to sign him up)
as.ft.com/r/493895dd-6...
pit your wits and see if you can beat the supermarket manager from Surrey who made 36% last time. 🎩
(If *he* beats that then a hedge fund somewhere needs to sign him up)
as.ft.com/r/493895dd-6...
Reposted by Roaring 20s Redux
Bond turbulence means it’s time for the ECB to put QT on hold ft.trib.al/W7QKU2H
Bond turbulence means it’s time for the ECB to put QT on hold
Prudence suggests a halt by the central bank until more stable conditions are restored
ft.trib.al
October 5, 2026 at 10:38 AM
Bond turbulence means it’s time for the ECB to put QT on hold ft.trib.al/W7QKU2H
Reposted by Roaring 20s Redux
#Fed rate hike bets plummet
(blue line) implied probability of a Fed #hike in Oct 2026: 18.3%
(yellow line) implied probability of a #Fed hike in Dec 2026: 78.9%
chart @bloomberg.com TV live
(blue line) implied probability of a Fed #hike in Oct 2026: 18.3%
(yellow line) implied probability of a #Fed hike in Dec 2026: 78.9%
chart @bloomberg.com TV live
October 5, 2026 at 9:32 AM
#Fed rate hike bets plummet
(blue line) implied probability of a Fed #hike in Oct 2026: 18.3%
(yellow line) implied probability of a #Fed hike in Dec 2026: 78.9%
chart @bloomberg.com TV live
(blue line) implied probability of a Fed #hike in Oct 2026: 18.3%
(yellow line) implied probability of a #Fed hike in Dec 2026: 78.9%
chart @bloomberg.com TV live
Reposted by Roaring 20s Redux
Saudi Aramco chief warns world’s oil stockpiles are ‘scarily thin’ ft.trib.al/kwX9IRY
Saudi Aramco chief warns world’s oil stockpiles are ‘scarily thin’
Amin Nasser says inventories depleted by Middle East conflict could take up to two years to rebuild
ft.trib.al
October 5, 2026 at 9:21 AM
Saudi Aramco chief warns world’s oil stockpiles are ‘scarily thin’ ft.trib.al/kwX9IRY
Another way Middle Ages mentality creeps in. Build your own fortress and defend it.
October 5, 2026 at 7:32 AM
Another way Middle Ages mentality creeps in. Build your own fortress and defend it.
France is in trouble. Risk of contagion in focus. Greek yields are slightly up today, Italian are flat.
October 5, 2026 at 6:47 AM
France is in trouble. Risk of contagion in focus. Greek yields are slightly up today, Italian are flat.
It was very alarming in early 2025. But the level of alarm in Europe has dropped significantly by now. Dare I say that by mid 2027 there will be fairly little alarm left and by around 2029 America might be more alarmed at what it had done to itself
October 4, 2026 at 1:45 PM
It was very alarming in early 2025. But the level of alarm in Europe has dropped significantly by now. Dare I say that by mid 2027 there will be fairly little alarm left and by around 2029 America might be more alarmed at what it had done to itself
Reposted by Roaring 20s Redux
Alito weighs retirement. We MUST win the Senate so we can block any Trump judicial nominee. www.politico.com/news/2026/10...
Justice Alito confirms he is considering retirement
The conservative Supreme Court justice said in a CBS News interview that he’ll revisit the issue next year.
www.politico.com
October 3, 2026 at 8:22 PM
Alito weighs retirement. We MUST win the Senate so we can block any Trump judicial nominee. www.politico.com/news/2026/10...
Robert Kennedy’s political path is absolutely astonishing. Starting as a staffer for Joseph McCarthy, being one of the technocrats in the morally rudderless Kennedy administration and finally transforming himself into a crusader for and the moral consciousness of the American progressivism
October 3, 2026 at 9:15 PM
Robert Kennedy’s political path is absolutely astonishing. Starting as a staffer for Joseph McCarthy, being one of the technocrats in the morally rudderless Kennedy administration and finally transforming himself into a crusader for and the moral consciousness of the American progressivism
Reposted by Roaring 20s Redux
“I am the house.”
- Sept 8
“I can’t control the bond market.”
- Oct 3
@bloomberg.com
www.bloomberg.com/news/article...
- Sept 8
“I can’t control the bond market.”
- Oct 3
@bloomberg.com
www.bloomberg.com/news/article...
October 3, 2026 at 7:24 PM
“I am the house.”
- Sept 8
“I can’t control the bond market.”
- Oct 3
@bloomberg.com
www.bloomberg.com/news/article...
- Sept 8
“I can’t control the bond market.”
- Oct 3
@bloomberg.com
www.bloomberg.com/news/article...
Reposted by Roaring 20s Redux
#German Govt #debt has emerged as the pre-eminent haven in the global bond rout, as concerns about an overheating US economy and fiscal worries elsewhere in Europe leave investors with few other places to turn, chart @data.ft.com
www.ft.com/content/9302...
www.ft.com/content/9302...
October 3, 2026 at 6:11 AM
#German Govt #debt has emerged as the pre-eminent haven in the global bond rout, as concerns about an overheating US economy and fiscal worries elsewhere in Europe leave investors with few other places to turn, chart @data.ft.com
www.ft.com/content/9302...
www.ft.com/content/9302...
Reposted by Roaring 20s Redux
Maga and half of the ignorant US Congress.
October 2, 2026 at 3:20 PM
Maga and half of the ignorant US Congress.
This is an optimistic view that presumes that America will turn out to have sufficient social cohesion to sustain a big revamp.
Americans are relearning the lesson we learned during the Gilded Age of the late 1890s, when robber barons ran the government and the economy for their own benefit: Oligarchy is incompatible with the common good.
I'm hopeful we'll respond with a new progressive movement.
I'm hopeful we'll respond with a new progressive movement.
October 2, 2026 at 8:34 PM
This is an optimistic view that presumes that America will turn out to have sufficient social cohesion to sustain a big revamp.
The advent of Digital Feudalism in three phases
October 2, 2026 at 8:29 PM
The advent of Digital Feudalism in three phases
Hard to imagine that one weak jobs report will stop the regime change that is afoot
October 2, 2026 at 3:29 PM
Hard to imagine that one weak jobs report will stop the regime change that is afoot
So the yield on the German 10Y Bund is back where it was a month ago. While the US 10Y is 9% up over the same period.
What a reversal to the storyline that only Europe has yield and inflation problems while the US is all great.
What a reversal to the storyline that only Europe has yield and inflation problems while the US is all great.
October 2, 2026 at 12:27 PM
So the yield on the German 10Y Bund is back where it was a month ago. While the US 10Y is 9% up over the same period.
What a reversal to the storyline that only Europe has yield and inflation problems while the US is all great.
What a reversal to the storyline that only Europe has yield and inflation problems while the US is all great.
Reposted by Roaring 20s Redux
I for one think it’s bad that the president can just say crazy stuff all day every day and 99% of it doesn’t make the news because we’ve normalized having an insane president
September 30, 2026 at 9:58 PM
I for one think it’s bad that the president can just say crazy stuff all day every day and 99% of it doesn’t make the news because we’ve normalized having an insane president
In America the wealth per household of the 0.1% is $186 million. The wealth of the bottom 50% per household is $63,000.
Source: WSJ
Source: WSJ
September 30, 2026 at 8:14 PM
In America the wealth per household of the 0.1% is $186 million. The wealth of the bottom 50% per household is $63,000.
Source: WSJ
Source: WSJ