iiinova — where your digital self keeps evolving

Reposted by Gabriel Sterne

Toby Nangle @tobyn.bsky.social · 30/08/2026

🚨 G7 countries on track to lock in $50bn addl int costs by Q127 due to higher bond yields since Op Epic Fury. www.ft.com/content/6331...

My estimate as to the additional financing costs so far locked in by G7 countries since Operation Epic Fury began, and how much G7 countries will need to complete their bond issuance programs by Q12027.

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Gabriel Sterne @gabrielsterne.bsky.social · 27/07/2026

The eurocrisis is officially too long ago for strategists to remember. From a note by large asset manager: "Sovereign risk premia have never been more sensitive to political fragility, and institutions matter more than the level of fragility."

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Reposted by Gabriel Sterne

Joseph Cotterill @jsphctrl.ft.com · 11/06/2026

People say British politicians don't get bond markets but this one absolutely gets the concept of palming off creditors with vaguely defined value recovery instruments. www.ft.com/content/fc90...

On Thursday Burnham rowed back from the idea of a direct payout, hours after his spokesperson said he was “committed to looking at” the case for compensation.

“He accepts the final decision has been made in relation to financial compensation but has indicated an openness to considering similar schemes on the Greater Manchester model,” the spokesperson said on Thursday.

The Greater Manchester model is a reference to non-financial compensation. Cut-price travel tickets could be considered, Burnham’s team added, pointing out that as mayor he has “supported Waspi women in the city-region with early access to concessionary travel, providing some recompense to them within affordability limits”.

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Reposted by Gabriel Sterne

MrPaulRobinson @mrpaulrobinson.bsky.social · 10/06/2026

Utter woke nonsense

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Reposted by Gabriel Sterne

Peter Smith @redpeter99.bsky.social · 10/06/2026

Great news. School absences down. Foodbank use down. All good news that a government should be trumpeting. Labour isn't.

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Reposted by Gabriel Sterne

Rory Smith @rorysmith.bsky.social · 10/06/2026

Of all the scandals that FIFA have made for themselves around this World Cup, the ticket one might be the hardest to shake. But it’s part of a trend of cultural events being taken over by/staged for the corporate class. On the commodification of experience: observer.co.uk/news/sport/a...

observer.co.uk

From Burning Man to burning fans: a World Cup story

The world’s game is being repackaged for an elite audience

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Gabriel Sterne @gabrielsterne.bsky.social · 10/06/2026

“We’re not sure if Musk will ever put humans on Mars. But the rash of index methodology changes mean he’ll be exerting a gravitational pull on portfolio purses pretty much immediately.” Excellent analysis on @alphaville.ft.com by @tobyn.bsky.social www.ft.com/content/d406...

ft.com

Not having an opinion on SpaceX is going to cost you

How much must you pay not to play?

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Gabriel Sterne @gabrielsterne.bsky.social · 01/06/2026

There is not, and never will be an excess supply of data centres..... of course not... but just imagine if there was.. what would they get converted into? A rave multiplex? A skatepark for giants? The worlds longest indoor speedskating track?

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Gabriel Sterne @gabrielsterne.bsky.social · 21/05/2026

BBC coverage of Chancellor breathing down necks of supermarkets was too sympathetic…. to supermarkets. Greedflation was only a slightly unfair term. It’s optimal for businesses to slip in price rises when lots of other prices around them arechanging. Appropriate for politicians to warn them off

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Gabriel Sterne @gabrielsterne.bsky.social · 12/04/2026

Surely the Board of Peace can secure a lasting ceasefire, maybe if supplemented with a reduction in tariffs on The region and a withdrawal of the threat to invade Greenland

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Gabriel Sterne @gabrielsterne.bsky.social · 13/03/2026

Ive checked all over Polymarket, but I cant find odds on the date at which Trump berates European leaders for not warning him that the Straits of Hormuz may get closed for longer than a day.

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Reposted by Gabriel Sterne

Jainam Parmar @jainamparmar.bsky.social · 10/03/2026

BREAKING: Claude can now research like a Stanford PhD student. Here are 9 insane Claude prompts that turn 40+ research papers into structured literature reviews, knowledge maps, and research gaps in minutes (Save this)

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Reposted by Gabriel Sterne

Sal Cap0ne @salimotxo.bsky.social · 10/03/2026

What she said. Didn't think I had the staying power for a long read about the royal family, but this is MENTAL

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Gabriel Sterne @gabrielsterne.bsky.social · 23/01/2026

Board of P****. I applaud myself for so much self-restraint, and then I chastise myself for so much self restraint

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Gabriel Sterne @gabrielsterne.bsky.social · 22/01/2026

Id really like to see estimates of the deadweight costs of all the fantastic analysis done by people like myself that doesnt get done because we are running around like headless chickens calibrating the impact of the latest Trump utterings. ... Dont all scream "zero!" at once

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Reposted by Gabriel Sterne

Simon Wren-Lewis @sjwrenlewis.bsky.social · 20/01/2026

New post: Greenland mainlymacro.blogspot.com/2026/01/gree... The key thing to recognise, and what is missing from much UK analysis, is that opposition within the US military and Congress makes Trump's position on this issue is very fragile.

mainlymacro.blogspot.com

Greenland

There is no doubt that Trump wants to be able to say that he and the United States ‘owns’ Greenland. This has nothing to do with US strat...

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Gabriel Sterne @gabrielsterne.bsky.social · 14/01/2026

The Bank of England surely comes bottom of the central bank visuals competition. What the chuff is that? It looks like they asked google AI to produce something that ChatGPT wouldnt have imagined. www.ecb.europa.eu/press/blog/d...

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Reposted by Gabriel Sterne

Andy Bruce (Reuters) @bruceandy.bsky.social · 12/01/2026

Crime chart crime

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Gabriel Sterne @gabrielsterne.bsky.social · 14/12/2025

An obituary to the IMF's chief nemesis and a lovely caring man, Peter Doyle . Thanks to my co-author and substack host @generaltheorist.bsky.social moneyinsideout.substack.com/p/peter-doyle

moneyinsideout.substack.com

Peter Doyle

Tribute to a good salty man

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Reposted by Gabriel Sterne

Tom Hart @thrh.bsky.social · 13/12/2025

Very sad to hear that Peter Doyle has died. May he rest in peace. He was an all-too-rare iconoclastic voice in international macro. Do read @gabrielsterne.bsky.social and @generaltheorist.bsky.social's tribute to him: open.substack.com/pub/moneyins...

open.substack.com

Peter Doyle

Tribute to a good salty man

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Gabriel Sterne @gabrielsterne.bsky.social · 08/12/2025

One of Peter’s final posts. Uncompromising (and impolite!) campaigner for improvements at IMF to the end.

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Gabriel Sterne @gabrielsterne.bsky.social · 07/12/2025

So so sad that my dear friend Peter Doyle (@retepelyod.bsky.social) has passed away after a short illness. One of a kind. A brilliant, relentless and uncompromising campaigner for institutional improvement and economic justice for the world’s disadvantaged. And a lovely friend who blossomed with age

on.ft.com

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Gabriel Sterne @gabrielsterne.bsky.social · 25/11/2025

Ireland, having other peoples cake and eating other peoples cake

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Gabriel Sterne @gabrielsterne.bsky.social · 25/11/2025

EM bonds got more robust in global risk off episodes nowadays. Partly because creditor composition of EM debt got safer relative to advanced economies (AEs). In last 5 years (i) EM domestic funding markets got bigger (ii) foreign non-banks hold more AE debt and (ii) QT reduced holdings of loyal cbs

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Gabriel Sterne @gabrielsterne.bsky.social · 18/11/2025

Looking for a "10% off Stablecoin" Black Friday deal. Surely somebody knows about one

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Gabriel Sterne @gabrielsterne.bsky.social · 07/11/2025

Not often I disagree with my colleague Sergi Lanau but I think his wild claim that Senegal's bonds could be 25% overvalued may be a bit..... well.... optimistic for bondholders Unmissable note should you be one of our clients my.oxfordeconomics.com/reportaction...

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Gabriel Sterne @gabrielsterne.bsky.social · 07/11/2025

Uzbekistan to invest on average more than 10% of GDP in US every year over next decade (wink emoji, wink emoji, wink emoji) www.bloomberg.com/news/article...

bloomberg.com

Trump Says Uzbekistan to Invest More Than $100 Billion in US

Uzbekistan will invest more than $100 billion in the US over the next decade, President Donald Trump said.

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Reposted by Gabriel Sterne

Katie Martin @katie0martin.ft.com · 03/10/2025

more than a whiff of self-censorship in markets at the moment. No-one wants to call BS on, ya know, everything, for fear of angering the president on.ft.com/4pRyTHp

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Gabriel Sterne @gabrielsterne.bsky.social · 24/09/2025

Trump's Argentine bail out could set up biggest sovereign story of the decade. If Argentina defaults despite the bail out, Trump will want seniority, but IMF cant give it. You can imagine how this descends into a colossal row between IMF and its biggest shareholder www.ft.com/content/4127...

ft.com

Bessent says US in talks with Argentina over $20bn swap line

Proposed measure comes as Trump administration seeks to support Javier Milei’s libertarian government

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Gabriel Sterne @gabrielsterne.bsky.social · 12/08/2025

EM Asia now clearly the most vulnerable in my latest global tariff rankings.

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Gabriel Sterne @gabrielsterne.bsky.social · 05/08/2025

A silver cigarette box, with Eddie George's hand offering them to Bank of England youngsters (those selected for one of his "tea with the Deputy Governor" office hours) www.bbc.co.uk/news/article...

bbc.co.uk

Bank of England: What will the new banknotes look like?

Young people are among those suggesting new themes for the biggest change to banknotes in 50 years.

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Gabriel Sterne @gabrielsterne.bsky.social · 10/07/2025

OK I admit it, nobody is perfect, I cant write research as quickly as Trump can write letters

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Gabriel Sterne @gabrielsterne.bsky.social · 23/06/2025

Losing a 287 day Duolingo streak turned out to be surprisingly liberating. The tinge of sadness far outweighed by the satisfaction of sticking 2 fingers up at a nauseatingly nagging algorithm

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Gabriel Sterne @gabrielsterne.bsky.social · 12/05/2025

Trump caves in to pressure to make chart scales more suitable for non-Chinese economies

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Gabriel Sterne @gabrielsterne.bsky.social · 29/04/2025

My own bit of paradise after London Marathon. Blew up in last 5k but still got PB of 3.03. Amazing support so much appreciated. Love the way Brits become the most friendly folk in world to those with marathon medal

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Gabriel Sterne @gabrielsterne.bsky.social · 25/04/2025

A 19pt swing in net approval since inauguration... even before Main St endures tariff impact. When are the mid-terms? When will he start to lose his grip on US inc. and Republican politicians? www.natesilver.net/p/trump-appr...

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Gabriel Sterne @gabrielsterne.bsky.social · 22/04/2025

Good news for Japan, Korea, Germany. Its not just about how much the US is tariffing you, but also how much the US is tariffing your competitors... For now thats mainly an issue of how much you compete with China in US markets, but that could change faster than you can say the word "liberation"

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Gabriel Sterne @gabrielsterne.bsky.social · 22/04/2025

Trump and Lula, brothers in self-defeating credibility destruction. "BCB will be forced to address market backlash following perception that appointments and decisions represent dovish turn from central bank, causing the BCB to convince public otherwise." @fcamargo.bsky.social (2024)

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Gabriel Sterne @gabrielsterne.bsky.social · 22/04/2025

Interesting IMF GFSR piece on financial spillovers from EMs having increased since GFC, though I wonder how much of that is down to a China story that is based on what happened a few years ago www.imf.org/~/media/Webs...

imf.org

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Gabriel Sterne @gabrielsterne.bsky.social · 21/04/2025

Political attacks like this typically mean policy needs to tighten to offset credibility loss… Lula’s foolish interventions in Brazil the most glaring example www.ft.com/content/1cd3...

ft.com

Dollar weakens after Trump attacks on Fed

Gold price climbs while Swiss franc reaches 10-year high

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Gabriel Sterne @gabrielsterne.bsky.social · 16/04/2025

Non-China Asia is a big relative* winner at this stage of the tariff war season, having had a terrible start on liberation day. Their own-tariff rates have fallen dramatically relative to their competitors in US import markets (China's pain, others gain) *Pretty much everyone is an absolute loser

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Gabriel Sterne @gabrielsterne.bsky.social · 14/04/2025

You couldn't make it up. You just couldn't. Trump's rant against US sending condoms to Hamas was based on the fact that US was sending condoms to Gaza... ... that's Gaza Mozambique, which suffers from the highest AIDs in Mozambique www.wsj.com/world/africa...?

wsj.com

In the Other Gaza, Trump’s War on Waste Baffles Mozambique

The White House claimed U.S. aid workers shipped 3.3 billion condoms to Hamas. They didn’t.

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Reposted by Gabriel Sterne

Katie Martin @katie0martin.ft.com · 12/04/2025

I needed this. Quality #content.

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Gabriel Sterne @gabrielsterne.bsky.social · 09/04/2025

Makes Liz Truss look like a winner

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Gabriel Sterne @gabrielsterne.bsky.social · 09/04/2025

Do you remember the days when you used to go to New York to buy consumer electronics?

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