Dom White @domw.bsky.social · 19hIs the truth that you’re a long way past it and only carrying on in the hope of scoring 1000 goals? 191
Dom White @domw.bsky.social · 30/09/2026As had been trailed, there were some pretty meaty revisions to the core PCE deflator in today's release. Mostly concentrated in non-housing, non-healthcare services and, within that, portfolio management. 040
Dom White @domw.bsky.social · 29/09/2026static.klipy.comWoman Laughs and Spits DrinkALT: Woman Laughs and Spits Drink 1123
Reposted by Dom WhiteBen Chu @benchu.bsky.social · 29/09/2026What's happened to crude oil flows from the Middle East since the US war on Iran began? 🛢️ Has Iran effectively choked off the Strait of Hormuz? Or is the Strait now basically open as the US claims? & what's happened to other exit routes? Here's a helpful way of visualising it...📊 👇1/8 22815
Dom White @domw.bsky.social · 29/09/2026If you loved bonds when they were yielding 4%, you're going to really love bonds now they're yielding 5%. No? Oh, ok then. 3184
Dom White @domw.bsky.social · 26/09/2026If the Premier League had a sense of humour it would wait until the last weekend of the season before handing out a points deduction just large enough to take them from the top of the league into the relegation zone. 280
Reposted by Dom WhiteTony Tassell @tonytassell.bsky.social · 26/09/2026JPMorgan and the broking fetish for conviction calls - and why William Butler Yeats would not have done well as head of research at an investment bank -great column by @dsquareddigest.bsky.social as.ft.com/r/6862e493-c...as.ft.comJPMorgan and the broking fetish for conviction callsAn admission by some analysts at the bank of an inability to form a baseline view should be thanked rather than mocked 4309
Dom White @domw.bsky.social · 26/09/2026Not the point of the article, but I appreciate the passing dig at the Fed balance sheet vs s&p500 charts. 3142
Dom White @domw.bsky.social · 26/09/2026Nothing can compete with a “best of” list to get rage levels up. 6182
Dom White @domw.bsky.social · 25/09/2026There are a few reasons why this is depressing but on a simple level it exposes that the PM’s main advisor wasn’t familiar with some basic aspects of the public finances . 0273
Reposted by Dom WhiteRyan Cummings @weakinstrument.bsky.social · 25/09/20261/2 Me+@jaredb-econ.bsky.social are out w/ a new piece examining how much revenue is needed to justify hyperscaler AI capex. We estimate that incremental AI revenue is currently b/n $86-$188.1B for the hyperscalers, but they need $13.1-$18.7 *trillion* over the next decade for that to pencil out. 5175
Reposted by Dom WhitePaul McNamara @mpaulmcnamara.bsky.social · 25/09/2026Paddy Power quick off the mark here. FA’s lawyers hold open-top bus parade 55826
Dom White @domw.bsky.social · 25/09/2026What kind of economist describes themselves as a scientist?! Red flag right here. 9734
Dom White @domw.bsky.social · 24/09/2026Interesting how Gilts have been serene relative to the bloodbath happening in Treasurys. 2111
Reposted by Dom WhiteAlastair Meeks @alastairmeeks.bsky.social · 24/09/2026I've nothing but admiration for Andy Carroll deciding to talk publicly about this. www.bbc.co.uk/sport/footba...bbc.co.ukAndy Carroll: Former England striker reveals he was sexually assaulted in 2021Former England striker Andy Carroll reveals he was sexually assaulted in 2021, by a man who has subsequently been jailed for three years. 04310
Dom White @domw.bsky.social · 24/09/2026This move in expectations for the Fed funds rate has been so so rapid. Markets have moved from discounting 1, maybe 2 hikes a month ago to now pricing roughly equal probabilities of 3 or 4 hikes on top of the one already delivered. 2173
Dom White @domw.bsky.social · 24/09/2026Just checking in on how that asymmetric information is working out 280
Dom White @domw.bsky.social · 23/09/2026What’s everyone’s favourite theories about why the big AI companies are doing this? 21231
Dom White @domw.bsky.social · 23/09/2026I can’t get over how much this looks like something Chris Morris would’ve done on the Day Today. 39916
Dom White @domw.bsky.social · 23/09/2026Interesting piece from Hanno Lustig, though I find myself disagreeing with quite a bit of it. thetwocents.substack.com/p/global-bon...thetwocents.substack.comGlobal bond markets. Marked to Market. Part I.Government debt is being marked to market. We're now relying on price-sensitive investors to absorb sovereign bond issuance going forward. 1122
Reposted by Dom WhiteRyan Cummings @weakinstrument.bsky.social · 22/09/20261/n: Because of record-breaking diesel prices, the Trump Admin is reportedly considering a diesel export ban. There is one part of the country that this would squeeze tremendously, risking physical shortages that would prevent people from heating their homes in winter: New England (PADD 1A). 1117969
Reposted by Dom WhiteMichael Derby @michaelsderby.bsky.social · 22/09/2026Fed paper: "We find that the Treasury market has become increasingly price-sensitive over time, driven by the declining participation of less price-sensitive foreign official investors and the rising role of more price-sensitive hedge funds and other private investors."federalreserve.govEstimating Yield Impacts of Treasury Demand and Supply ChangesThe Federal Reserve Board of Governors in Washington DC. 1114
Dom White @domw.bsky.social · 22/09/2026If you’re an economics/finance/markets type and you’re not following @winmonroe.bsky.social and @vkmacro.bsky.social then you probably should be. 4185
Dom White @domw.bsky.social · 22/09/2026The other problem with this argument is that "crowding out" is mostly a load of old bollocks. 2142
Dom White @domw.bsky.social · 22/09/2026Anyone under the age of 30 is going to be *so* confused by the picture accompanying this article. (Interesting article tho) 060
Dom White @domw.bsky.social · 22/09/2026Just one example of why an FT subscription is good value. 0193
Reposted by Dom WhiteMinneapolis Fed @minneapolisfed.bsky.social · 21/09/2026Labor market indicators in 2026 remain steady despite recent shocks, @amandamichaud.bsky.social explains. Her research identifies new metrics that can capture key dynamics in employment and labor market trends. bit.ly/46Cmlvg 021
Reposted by Dom WhiteTW @twesq.bsky.social · 20/09/2026this is fantastic and I learned something new 562782417
Dom White @domw.bsky.social · 20/09/2026A frequent occurrence at home. Wife: “Alexa, make announcement.” Alexa: “What’s the announcement?” Wife: “Come down for dinner.” Alexa: “……” Wife: “Alexa, make announcement!” Alexa: “Announcing … ‘Alexa, make announcement!’” Wife: “oh FFS” 3100
Reposted by Dom WhiteGiles Wilkes @gilesyb.bsky.social · 19/09/2026Relax, everybody cepr.org/voxeu/column...cepr.orgNew jobs in 140 years of data: Why the AI displacement fear is overstated — and what to worry about insteadForecasts of AI-driven job destruction rest on counting automatable tasks. But labour markets hire, pay, and fire whole occupations, not tasks – and occupations have proved far more durable than task ... 496
Dom White @domw.bsky.social · 19/09/2026An interesting thing about Jim Ratcliffe is that, as far as I can tell, all of his extra-business interests have been failures. Eg, he bought the most successful cycling team in the world and made them mediocre, he’s failed to turn Man Utd around, etc www.bbc.co.uk/news/article...bbc.co.ukBillionaire Manchester United owner Sir Jim Ratcliffe says he has lost confidence in UKIneos founder Sir Jim Ratcliffe tells the BBC he thinks the country is "on the slide" and calls for more investment in the North Sea. 3264
Reposted by Dom Whitediego@estupido.fyi @estupido.fyi · 18/09/2026posting this to share in a DM, please disregard www.aljazeera.com/amp/news/202... 1122
Dom White @domw.bsky.social · 18/09/2026Genuine question here: why are these hybrid attacks (and others like them) not considered an attack on a NATO member? 129713
Dom White @domw.bsky.social · 18/09/2026Lots of people dunking on this, but it seems like an entirely reasonable assessment and progression of views to me 🤷♂️ 75510
Reposted by Dom WhiteJulia Ritchey @juliaritchey.bsky.social · 16/09/2026This is how brief they're getting under Kevin Warsh. 091
Dom White @domw.bsky.social · 16/09/2026Only take on the Fed is this: where they set the funds rate is less important than what they’re trying to achieve. They’re not (yet) actively trying to slow demand. 2142
Dom White @domw.bsky.social · 16/09/2026Here's a chart you probably shouldn't pay much attention to: 1121
Dom White @domw.bsky.social · 16/09/2026Clare Lombardelli has only made three public speeches since being appointed deputy governor of the Bank of England over two years ago, and her last was 16 months ago. 430
Dom White @domw.bsky.social · 16/09/2026BBC News currently acting as the propaganda arm of the Reform party. 912618