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Viraj Patel
@VPatelFX
The real takeaway is that sharp BoE rate cuts are a real risk in ‘23 $GBP pic.twitter.com/N0DALICMEb
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Viraj Patel
@VPatelFX
What we’ve learnt so far from the #ToryLeadershipRace debates (from a markets lens):
1. Senior UK cabinet very w… twitter.com/i/web/status/1…
1. Senior UK cabinet very w… twitter.com/i/web/status/1…
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Viraj Patel
@VPatelFX
The UK has little fiscal dry powder left to cut taxes & increase spending today. UK debt path already on the ver… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Bullard likely to vote for a 75bps hike... question is will Powell ignore his outlier hawkish cries. Will be dif… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
"Avoid European currencies at all costs" has been my message since the start of the Ukraine war. There's no amou… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Crib sheet on how $GBP would trade if UK PM Boris Johnson begins to face 'no confidence' votes. Worst-case outco… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Positioning says high-beta FX can outperform on China policy easing & bottom in equity sell-off. Commodity plays… twitter.com/i/web/status/1…
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Viraj Patel
@VPatelFX
Anyone that's closely watched the Fed since '13 will know the link between taper & rate hikes has always been lo… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Big fall in the US unemployment rate (and U-6 rate). Suggests labor market improving and pent-up job gains from p… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
One US jobs report doesn't break the US economy but there's some glimmer of hope if you look at participation & t… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Staying short $EUR is our preferred way to position for the growing left-tail risks to the Eurozone economy. ECB… twitter.com/i/web/status/1…
...but wait! There's more!
12.
fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
