Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Sebastian Sienkiewicz Profile picture
Sebastian Sienkiewicz
@Amdalleq
CFA Level II Passed, MSc Investment Analyst, University of Stirling(UK) graduated as the top student Tweet=opinion Equity Research currently
May 2, 2020 • 19 tweets • 7 min read
It's been almost three months since the crisis started. However, we've had strong signs that a global recession is coming before that which I've been reporting since January. I've started with an article:
Are we heading for a global recession? THREAD /1
sebinvestmentresearch.com/2020/01/are-we… I concluded: China's gargantuan credit pilling may turn out to be ineffective due to debt saturation and central banks' actions will materialize later than it usually has been the case which eventually will lead to a global recession after Q1 2020.. /2
sebinvestmentresearch.com/2020/01/are-we…
Apr 1, 2020 • 13 tweets • 5 min read
In the last 6 weeks, we've witnessed the quickest bear market in history, a dramatic turmoil in the credit markets and then a very strong rebound. I'll quickly recap the recent events and describe(I call) THE THIRD STAGE OF THE FINANCIAL CRISIS-THREAD /1
sebinvestmentresearch.com/2020/03/the-th… The S&P 500 recorded a 34% drop in just 6 weeks. The indices around the world followed. Investment-grade (high-quality) and non-investment grade (junk – low quality) corporate bonds spreads in the US have spiked vertically as a result of rapid corporate bond liquidations. /2
Mar 19, 2020 • 23 tweets • 11 min read
On Monday, I published an article titled Global Central Banks' Capitulation (Coordination) summarizing developments of the central banks all over the world during this month...

Since then we've seen even more action which I sum up in this THREAD!! /1
sebmarketwrap.blogspot.com/2020/03/global… At the beginning let's remind us that it has all started on March 3 when the Reserve Bank of Australia has cut rates by 0.25% to 0.50% level. Subsequently, the Federal Reserve has cut rates by 0.50% after the first emergency meeting since October 2008 or the last fin. crisis /2
Oct 11, 2019 • 23 tweets • 25 min read
It's been 4 weeks since the last European Central Bank policy meeting. I think this is a good time to sum up the most important developments over this period.
MEGA THREAD 1/
bloomberg.com/news/articles/… The most important decision of the ECB was to cut deposit rate to -0.5% (from -0.4%) and the announcement of the new asset purchase programme(Quantitative Easing - QE) for an unlimited period ,at a monthly pace of €20 billion as of Nov. 1. 2/
ft.com/content/9b2c29…