Genevieve Signoret @gsignoret.bsky.social · 08/10/2026The piece is well argued and highly plausible. Also, the cause could be higher expected long-run economic growth, expectations of greater global investment demand, or just plain uncertainty about the distant future. 000
Reposted by Genevieve SignoretJason Furman @jasonfurman.bsky.social · 08/10/2026This is what crowd out looks like. 30612200
Reposted by Genevieve SignoretCarl Quintanilla @carlquintanilla.bsky.social · 06/10/2026GOLDMAN: “.. S&P excluding AI stocks has fallen roughly 7% from its late-August peak, giving back its entire summer rally." @yahoofinance.com 12371132
Reposted by Genevieve SignoretBrad DeLong @braddelong.bsky.social · 05/10/2026...surplus, & increasing the scope for capital deepening: “AI” is batting not 0 for 3 and not 3 for 3, but 2 for 3. TFP is the one that has not yet arrived at the picnic... < braddelong.substack.com/p/aggregate-... > 2026-10-05 2/ENDbraddelong.substack.comAggregate Total Factor Productivity & “Artificial Intelligence”: CHART OF THE DAYTFP, creating user surplus, & increasing the scope for capital deepening: “AI” is batting not 0 for 3 and not 3 for 3, but 2 for 3. TFP is the one that has not yet arrived at the picnic... 062
Genevieve Signoret @gsignoret.bsky.social · 04/10/2026Links to NYT article that reports: "Most alarming, the document says that Russia intends to force Ukraine’s three operating nuclear plants — the backbone of its power infrastructure — to shut down." www.nytimes.com/2026/10/02/w...nytimes.comRussia Is Planning Its Most Powerful Blow Yet to Try to Freeze Ukraine (Gift Article)Ukraine showed European partners what it said were intercepted Russian plans to cut off major cities from power, heat and water this winter. 010
Genevieve Signoret @gsignoret.bsky.social · 04/10/2026I suspect that there's more evil over there largely because over there is more populated. The only time I have ever come under attack online was so traumatizing that, to recover, I stayed away for months. That episode occurred not on X but rather on Bluesky. 000
Genevieve Signoret @gsignoret.bsky.social · 04/10/2026By my reading, the takeaway for investors is that, because the oil curve is so strongly backwardated, a carefully constructed long commodity-futures position that captures the roll yield may still be attractive, even though the market expects spot oil prices to fall sharply by next spring. 000
Genevieve Signoret @gsignoret.bsky.social · 04/10/2026I can't tell whether he recommends it or not. Call me old fashioned, but I judge book reviews by their clarity on that question. (I should write reviews of book reviews!) 110
Genevieve Signoret @gsignoret.bsky.social · 03/10/2026Check out segment on corporate profits at around minute 35. Bob and Aahan explain how they break down impulses to corporate profits and what risks they see to their growth sustainability. Also interesting: Bob's awe at +80% in Korean exports. 040
Reposted by Genevieve SignoretEric Lipton NYT @ericlipton.nytimes.com · 03/10/2026JUST POSTED: Jared Kushner and Steve Witkoff have pushed a multibillion oil deal with Russia as part of peace talks that will bring profits to their family business partners. A new front for Trump-era conflicts of interest. www.nytimes.com/2026/10/03/u...nytimes.comU.S.-Russia Talks on Ukraine Now Involve an Oil Deal Tied to Trump Allies (Gift Article)President Vladimir V. Putin brought up a sale of Russian energy assets with President Trump’s envoys, Jared Kushner and Steve Witkoff, pushing a deal that raises new questions about conflicts of inter... 24730691799
Reposted by Genevieve SignoretEric Lipton NYT @ericlipton.nytimes.com · 03/10/2026The pending oil deal involves Russian Lukoil international assets (now sanctioned by the US) that would be acquired at a big discount by a Trump campaign donor, a UAE-based investor in Trump/Witkoff family crypto company, and Kushner/Ivanka's Qatari-based real estate partners. 18531219
Genevieve Signoret @gsignoret.bsky.social · 02/10/20261. I’ll wait for Europe to say it. 2. If true but the conflict goes , the resulting relief will not last. 000
Genevieve Signoret @gsignoret.bsky.social · 02/10/2026Oops. By saying “alone” and “sole” in that post, I was redundant. 010
Genevieve Signoret @gsignoret.bsky.social · 02/10/2026The oil market is in steep backwardation. Expectations alone are not the sole factor shaping the futures curve, but backwardation is consistent with the market view, “This is an acute crisis, but we do not currently price it as a permanent one.” 110
Reposted by Genevieve SignoretConor Sen @conorsen.bsky.social · 02/10/2026Talarico up to 65% on Kalshi: 8644
Reposted by Genevieve SignoretSteve Randy Waldman @interfluidity.com · 30/09/2026this is a real problem, but cartel is a bad solution, for very obvious reasons. (it is the main solution we currently use in Western economies, which explains why our economies have turned extractive rentier, 'cuz there's no limiting principle to cartel.) can i interest you in a better solution?drafts.interfluidity.comIncome driven repayment of fixed capitaldrafts @ interfluidity 181
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026The relevant choice is between imperfect regulation and an imperfect market. 3/3 100
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026standards, prohibiting especially dangerous conduct), for example. "Historically, how good are we at that?” is the right question only if the alternative is a well-functioning market. We lack one. 2/3 200
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026Government can't set optimal limits on market power. But, having identified a market failure, it can intervene in ways that improve outcomes. Safety regulation (safety testing, imposing liability, requiring disclosure of serious incidents, security 1/n 100
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026Give me a few days to think about this through and get back to you. 000
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026It's fine! I like substantive conversations. 000
Genevieve Signoret @gsignoret.bsky.social · 01/10/2026He's good at this. How Middle East Oil Exports Started Recovering www.nytimes.com/video/busine...nytimes.comVideo: How Middle East Oil Exports Started RecoveringOur business reporter Peter Eavis describes how oil exports from the Middle East have rebounded this month, getting closer to the levels seen before the Iran war. 010
Reposted by Genevieve Signoretian bremmer @ianbremmer.com · 30/09/2026we’re past peak-trump (and the world knows it) @france24.com 46315
Genevieve Signoret @gsignoret.bsky.social · 29/09/2026Its more pro-poor to address this problem sustainably. 000
Genevieve Signoret @gsignoret.bsky.social · 29/09/2026It could have been accomplished with a one-off. Bad solution to real problem. 000
Genevieve Signoret @gsignoret.bsky.social · 29/09/2026It's an insane policy. It's har to even grasp how it could ever have been proposed or adopted. 010
Genevieve Signoret @gsignoret.bsky.social · 25/09/2026My dad’s company distributed woodworking machinery. He would tell a customer to buy a less expensive machine if their choice was overkill. They trusted him. 020
Reposted by Genevieve SignoretKyle Cheney @kyledcheney.bsky.social · 25/09/2026JUST IN: A federal judge (Trump-appointed Stephanie Gallagher) has held the Trump administration in contempt for deporting a man to El Salvador in violation of three court orders. She's ordering the government to return him. storage.courtlistener.com/recap/gov.us... 622914955
Reposted by Genevieve SignoretCarl Quintanilla @carlquintanilla.bsky.social · 25/09/2026“.. a surreal week in the life of Washington. The president of the United States barred American reporters .. and rolled out a literal red carpet for the communist president of China ..” @nytimes.com www.nytimes.com/2026/09/24/u... 921939688
Genevieve Signoret @gsignoret.bsky.social · 25/09/2026This seems so obvious to me. I can't figure out the hesitation. 031
Genevieve Signoret @gsignoret.bsky.social · 25/09/2026It would also be bad for Americans. US gasoline and jet fuel production would also decline, and import prices would rise. 000
Reposted by Genevieve SignoretKyle Cheney @kyledcheney.bsky.social · 25/09/2026Tonight’s state dinner guests at the White House with President Xi include: • Chief Justice John Roberts, • Jane Sullivan Roberts, Spouse • Justice Amy Coney Barrett • Jesse Barrett, Spouse • Justice Brett Kavanaugh • Ashley Estes Kavanaugh, Spouse 26621731041
Reposted by Genevieve SignoretOwen Winter @owenwntr.bsky.social · 17/09/2026Dems up to 59% chance of winning the Senate on the strength of this new polling www.economist.com/interactive/... 2167
Reposted by Genevieve SignoretCarl Quintanilla @carlquintanilla.bsky.social · 17/09/2026BOOCKVAR: “.. I had to go back to 1981 to see the last time expectations for prices received in the Philly mfr'g survey was this high.” 625051
Reposted by Genevieve SignoretCarl Quintanilla @carlquintanilla.bsky.social · 17/09/2026JPM: “.. we now look for both Euro area and UK headline inflation to peak close to 4%. Recent gains in agricultural commodity prices add to the upside, reinforcing our expectations of a renewed rise in food inflation into early 2027 as adverse weather combines with the energy shock.” 320945
Genevieve Signoret @gsignoret.bsky.social · 18/09/2026I didn’t even know that that other species of human beings existed. 010