Founder of AI firm Complete Intelligence: https://t.co/AEg5IcRkYo. Former The Economist & IHS Markit. My hobby is NerdRoaster (https://t.co/YBHY7HBzS7). Misophoniac.
Oct 22, 2022 • 9 tweets • 2 min read
🇨🇳OK so I've received some requests for comment on the exit of #Hu, thoughts on #Xi, etc. So here goes. You're going to disagree. That's okay. 🧵
I haven't believed Xi has been the center of power since ~2015/2016. I was working at the NDRC then & had a unique view as a foreigner. This is not a clueless think tank point of view, but many will say this is disqualifying. I don't care. Won't give more details on this.
Dec 20, 2021 • 18 tweets • 4 min read
I'll be going on @ChannelNewsAsia "Asia First" in a few hours. Here are some of my talking points:
Turkish Lira volatility
•Turkey’s president Erdogan vowed to reduce interest rates
•Central bank reduced rates from 15% to 14% last week
•Turkey’s inflation is 21%, expected to approach 30% in 2022
•TRY fell 10% this morning (to 18.4/USD) – down 40% over the past 5 weeks
Nov 24, 2021 • 6 tweets • 1 min read
I contributed to this, so here are my comments in English:
The administration's release of 50m barrels from the SPR is about 2 1/2 days of oil consumption in the US. Although the amount is legally questionable (the law limits the release to 30m barrels), markets had already priced in a larger release.
