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Bank guy @ Finrestra | Videos and podcast: https://t.co/qB83uyR0jw | Author: Bankers are people, too https://t.co/VPnbDw3EhH
Dec 14, 2022 4 tweets 2 min read
If the @ecb raises the deposit facility rate to 2% tomorrow, banks' deposits will be four times as profitable as their other assets🤔 Net deposits = deposits minus remaining TLTROs.
Read the blog here:
positivemoney.eu/2022/12/banks-…
Sep 30, 2022 22 tweets 7 min read
What's the deal with Europe's inflation?
Find out in my latest video: Image If you want links to sources and extra analyses, read the blog post (with 15 footnotes, like in the good old times 🥲)
blog.janmusschoot.be/2022/09/28/ene…
Jul 25, 2022 5 tweets 2 min read
Same graphs with country labels:
1) inflation vs energy intensity 2) inflation vs unemployment
Jul 25, 2022 8 tweets 5 min read
Energy use per GDP explains the vastly different inflation rates between European countries. Unemployment has no effect on inflation in Europe
May 7, 2020 37 tweets 5 min read
Net interest margin in 2019: 1,95% CEO Johan Thijs: 9% increase non-life insurance fees (KBC is bank-insurance company)
Mar 25, 2020 17 tweets 2 min read
All the doomers, America-haters, EU-haters, permabears, moralizing nutters, communists, and libertarians are crawling out of the woodwork due to the coronavirus. However, I expect they will be proven wrong again. #timestamp #prediction
Mar 22, 2020 28 tweets 7 min read
I just got off the phone with a friend who runs a company that builds exhibition stands. How bad is the impact of the coronavirus? It's a disaster. All conferences, fairs and exhibitions have been postponed till after the summer.
Nov 15, 2019 27 tweets 5 min read
Conference on cross border financial services at National Bank of Belgium today Goetz von Peter (BIS): deglobalization post 2008 driven by European banks (see third panel in picture)