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Christophe Barraud🛢 Profile picture
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Feb 24 • 4 tweets • 2 min read
🇬🇧 🇷🇺 *JOHNSON: MUST END DEPENDENCE ON #RUSSIA #GAS - BBG
*U.K. TO FREEZE ASSETS OF RUSSIA'S VTB BANK IMMEDIATELY
*RUSSIA TO BE BARRED FROM RAISING SOVEREIGN DEBT IN U.K. MARKETS
*U.K. TO FREEZE ASSETS OF ALL MAJOR RUSSIAN BANKS: JOHNSON
🇬🇧 🇷🇺 *U.K. TO SUSPEND DUAL-USE EXPORT LICENSES TO #RUSSIA: JOHNSON - BBG
*U.K. IMPOSES SANCTIONS ON OVER 100 RUSSIA INDIVIDUALS, ENTITIES
*JOHNSON: BANNING EXPORT OF HIGH-TECH COMPONENTS TO RUSSIA
*JOHNSON: BRINGING FORWARD ECONOMIC CRIME BILL
🇬🇧 🇷🇺 *JOHNSON: `MISSION' TO SQUEEZE #RUSSIA FROM GLOBAL ECONOMY - BBG
*U.K. WANTS RUSSIA BARRED FROM SWIFT PAYMENT SYSTEM: JOHNSON

⬇

🇬🇧🇷🇺 *RUSSIAN AIRLINE AEROFLOT TO BE BANNED IN THE U.K.: JOHNSON - BBG

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More from @C_Barraud

Christophe Barraud🛢 Profile picture
Feb 24
🇺🇸 🇷🇺 *BIDEN, G7 LEADER AGREE TO RESPOND SWIFTLY TO #RUSSIA:WHITE HOUSE - BBG
*G-7 TO IMPOSE 'UNPRECEDENTED' COSTS ON RUSSIA: WHITE HOUSE
*WESTERN ALLIES SEE KYIV FALLING TO RUSSIAN FORCES WITHIN HOURS
🇺🇸 🇷🇺 *RUSSIA TO BE ISOLATED FROM GLOBAL FINANCIAL SYSTEM, TRADE: U.S. - BBG
*BIDEN IMPOSING STRONG SANCTIONS, NEW LIMITS ON RUSSIA
*BIDEN: IMPACT ON U.S., ALLIES WILL BE MINIMIZED
🇺🇸🇷🇺 *BIDEN: WE WILL LIMIT RUSSIA ABILITY TO DO BUSINESS IN DOLLARS - BBG
*BIDEN: RUSSIA ABILITY TO DEAL IN YENS, EUROS TO BE LIMITED
*BIDEN: SANCTIONING RUSSIA BANKS
Read 6 tweets
Christophe Barraud🛢 Profile picture
Feb 21
🇷🇺 🇺🇦 *PUTIN BEGINS TELEVISED ADDRESS ON DONBAS SEPARATIST RECOGNITION - BBG
*PUTIN: UKRAINIAN STATE WAS CREATED BY RUSSIA
🇷🇺🇺🇦 *PUTIN: UKRAINE COULD DEVELOP TACTICAL NUCLEAR WEAPONS - BBG

*RUBLE WEAKENS TO 80 PER DOLLAR
🇷🇺🇺🇦 *PUTIN: WEST WILL IMPOSE SANCTIONS ON #RUSSIA NO MATTER WHAT - BBG
Read 6 tweets
Christophe Barraud🛢 Profile picture
Feb 3
🇪🇺 #ECB Meeting (1) | Lagarde conference was more hawkish than ECB statement as she clearly opens the door to some adjustments.
*It suggests that the governing council is feeling uncomfortable with #inflation.
*It suggests that a hike in 2022 is no longer excluded.
🇪🇺 #ECB Meeting (2) | Markets reacted immediately and are now pricing a hike in June.
🇪🇺 #ECB Meeting (3) | It looks extreme. My view remains that #inflation will be higher than expected but there is nothing in the data right now that suggests it won't normalize from H2.
Read 7 tweets
Christophe Barraud🛢 Profile picture
Jan 31
🇺🇸 #Macro Update (1) | Latest reports confirmed that #inflation remains a key issue that has affected consumer confidence and spending.
🇺🇸 #Macro Update (2) | The problem is that #Biden advisors and economists didn’t see it coming, thinking that #inflation was transitory. As a result, Biden approval rating ⬇ sharply and is for the first time below #Trump's at this time in the presidency.
🇺🇸 #Macro Update (3) | Now they woke up (a part of #inflation is of course durable), they think that raising short-term rates as fast as possible before midterms will solve the problem, which confirms that they still don’t understand inflation dynamic and markets’ reaction.
Read 6 tweets
Christophe Barraud🛢 Profile picture
Jan 27
🇺🇸 #FOMC (1) | Statement and other releases were mostly in line with Street expectations, which had been looking for signal to lay groundwork for March liftoff.
🇺🇸 #FOMC (2) | However, at press conference, #Fed Powell tried his best to send hawkish signals.
🇺🇸 #FOMC (3) | Powell press conference was clearly more aggressive than the statement, suggesting that he could be more on the hawkish side of the committee.
Read 12 tweets
Christophe Barraud🛢 Profile picture
Jan 20
🇪🇺 Christine Lagarde sent a clear warning to the market which suggests that the #ECB is still unlikely to hike rates anytime soon.

🇪🇺 🇺🇸 There are at least four big divergences with the U.S.:

1/ Most of #inflation comes from #energy prices (~50%) as the EU is more dependent. After winter and/or if geopolitical tensions ease, the effect should reverse creating huge negative base effects in 2H22.
2/ In Eurozone, market #rents are not rising by 15% or more YoY and it will never happen ⚠ with several cities already implementing caps.

3/ Positive base effect from the spike of German VAT will normalize.
Read 4 tweets

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