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Gustavo Baratta

@gusbaratta.bsky.social
1.6K followers 903 following 95 posts

Bonds, running, one Europe. Ex market-maker turned portfolio manager. Hibernia.

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Gustavo Baratta @gusbaratta.bsky.social · 12/02/2026
Who ended up paying for Trump’s tariffs? Turns out it’s the US companies and US consumers, says the New York Fed… libertystreeteconomics.newyorkfed.org/2026/02/who-...
libertystreeteconomics.newyorkfed.org
Who Is Paying for the 2025 U.S. Tariffs? - Liberty Street Economics
Over the course of 2025, the average tariff rate on U.S. imports increased from 2.6 to 13 percent. In this blog post, we ask how much of the tariffs were paid by the U.S., using import data through No...
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Karthik Sankaran @rajakorman.bsky.social · 03/12/2025
Bond Investors Raise Specter Of Hasset-Liability Mismatch
ft.com
Bond investors warned US Treasury over picking Kevin Hassett as Fed chair
Some market participants worried candidate for top central bank job will be swayed by Trump on interest rates
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Cristian Farias @cristianfarias.com · 05/10/2025
This video of Chicagoans intervening to save a man from being abducted off the streets by ICE is making the rounds on Instagram. Community action works. Source: www.instagram.com/reel/DPZL2AL...
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Karthik Sankaran @rajakorman.bsky.social · 06/04/2025
Why would we lend the Americans money to buy our stuff and/or defend us instead of using that money to give our people that money to buy our stuff and/or to build stuff to defend ourselves is the Eureka moment of global rebalancing.
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Katie Martin @katie0martin.ft.com · 16/07/2025
much serious country. very reserve currency. wow
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Vandy, C.A. @cavandy.bsky.social · 05/07/2025
lifted from a friend on IG who’s as angry at this criminal admin as I am
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Gustavo Baratta @gusbaratta.bsky.social · 08/06/2025
Next he sets the Reichstag on fire and blames the communists. All horribly predictable.
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Lorcan Roche Kelly @lorcanrk.bsky.social · 22/04/2025
Confused over who's in the running to become the next pope? But you do have some knowledge of financial-crisis era central bankers? This is the thread for you!
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Christian Odendahl @codendahl.bsky.social · 11/04/2025
"The EU should thus move to fund the entire cost of its planned rearmament with EU debt, similarly to NGEU." @smerler.bsky.social on the global role of the euro in light of American chaos. www.bruegel.org/first-glance...
bruegel.org
More EU debt issuance would be the best response to Trump’s tariffs
The European Union should think strategically and seize the opportunity to fill the void created by Trump
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Lorcan Roche Kelly @lorcanrk.bsky.social · 11/04/2025
There's @katie0martin.ft.com on the tellybox surrounded by tits
Tv screen grab of split screen news report. Trump is on the left with his wife, Xi and his wife. On the extreme right is a news story about breast cancer drug developments illustrated with images from a mammogram. 
Financial markets doyenne and all-round good egg Katie Martin is between both images looking like she is questioning the life choices that led her to this situation
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Gustavo Baratta @gusbaratta.bsky.social · 10/04/2025
Manipulate Grift Repeat
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Gustavo Baratta @gusbaratta.bsky.social · 09/04/2025
If you really really have to go to the US, just go via Dublin, and do all the immigration checks etc. at departure, in Dublin 🤷🏻‍♂️
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Tomas Hirst @tomashirstecon.bsky.social · 09/04/2025
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Gustavo Baratta @gusbaratta.bsky.social · 09/04/2025
Italian newspaper: “Trump kisses markets’ ass” (fr fr)
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Moyeen Islam @moyeen.bsky.social · 09/04/2025
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Gustavo Baratta @gusbaratta.bsky.social · 09/04/2025
In vigilantes we trust.
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Katie Martin @katie0martin.ft.com · 09/04/2025
That 5D chess plan to bring down yields in full.
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Dave @davedaveson.bsky.social · 09/04/2025
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Gustavo Baratta @gusbaratta.bsky.social · 09/04/2025
When do we get to the “buy US CDS but not from an American bank” point?
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Grodaeu @groda.eu · 07/04/2025
A nice touch would be announcing an EU-China trade deal, it could be symbolic,but just to taunt those nazi fucks
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Gustavo Baratta @gusbaratta.bsky.social · 08/04/2025
Talks with China. Who could’ve imagined… ec.europa.eu/commission/p...
ec.europa.eu
Read-out of the phone call between President von der Leyen and Chinese Premier Li Qiang
President von der Leyen held today a phone call with Premier Li Qiang to discuss the state of EU-China relations, as 2025 marks the 50th anniversary of diplomatic ties. The two leaders held a construc
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Gustavo Baratta @gusbaratta.bsky.social · 07/04/2025
Hey @vonderleyen.ec.europa.eu Can we ban ASML exports to the US, pretty please? Someone needs to learn what commerce between allies is about.
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Gustavo Baratta @gusbaratta.bsky.social · 07/04/2025
There will be, you know, signs… (HT @preachypreach.bsky.social )
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Gustavo Baratta @gusbaratta.bsky.social · 07/04/2025
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Operative_X @operativexray.bsky.social · 07/04/2025
I really think the penguins are winning the trade war right now
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Carl Quintanilla @carlquintanilla.bsky.social · 04/04/2025
In other words, more than ten years worth of projected tariff “revenue”. 🤡
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Gabriel Sterne @gabrielsterne.bsky.social · 03/04/2025
No way! (from exemptions list)
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Matt Steinglass @mattsteinglass.bsky.social · 25/03/2025
“Two weeks after the [Aix-Marseille University] programme was launched there have been about 100 applications, with researchers from Yale, Nasa and Stanford among those who have expressed interest. The university continues to receive about 10 applications a day” www.theguardian.com/us-news/2025...
theguardian.com
European universities offer ‘scientific asylum’ to US researchers fleeing Trump’s cuts
Academics from US hoping to escape funding freezes and ideological impositions are being actively recruited
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The Lincoln Project @lincolnproject.us · 10/03/2025
Over $1.75 trillion was wiped out from the US stock market today. Trump owns all of this.
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Gustavo Baratta @gusbaratta.bsky.social · 09/03/2025
giant leaps towards irrelevance
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Gustavo Baratta @gusbaratta.bsky.social · 06/03/2025
Here’s to hoping this good crisis won’t go to waste.
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Gustavo Baratta @gusbaratta.bsky.social · 06/03/2025
Shout loudly and carry a small stick
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Gustavo Baratta @gusbaratta.bsky.social · 05/03/2025
-Germany making exceptions on how it counts deficit; -Merz saying “whatever it takes”; -Bunds tanking on an expected deluge of issuance. Convergence in Europe is happening, but it’s the core converging to the periphery.
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Gustavo Baratta @gusbaratta.bsky.social · 14/02/2025
Touchy feely White Housey
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Paul J Davies @pauljdavies.bsky.social · 14/01/2025
Italy’s determination to stop job losses in banking shows how European states are failing to clear even the first hurdle on the road to Mario Draghi’s vision for a stronger, more competitive EU >> Italy's Defense of Bank Jobs Is EU’s Problem @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Chart of bank branches per 100,000 population in European countries. France, 49; Spain, 37; Italy, 34; Germany, 23; UK, 12.
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Gustavo Baratta @gusbaratta.bsky.social · 08/01/2025
Putting a cap on bonuses keeps banks healthier, says the Fed libertystreeteconomics.newyorkfed.org/2025/01/do-p...
libertystreeteconomics.newyorkfed.org
Do Payout Restrictions Reduce Bank Risk? - Liberty Street Economics
A look at the payout restrictions issued by the Federal Reserve in response to the COVID-19 crisis and whether these restrictions reduce bank risk.
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Gustavo Baratta @gusbaratta.bsky.social · 07/01/2025
First they came for Greenland
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Gustavo Baratta @gusbaratta.bsky.social · 03/12/2024
MAGA takes notes…
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Vandy, C.A. @cavandy.bsky.social · 23/11/2024
Must-read 🧵 about incoming “contrarian” Treasury Sec
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Sergey Radchenko @radchenko.bsky.social · 22/11/2024
Thus Putin successfully retreated from his latest red line with his credibility (maybe) partially salvaged through a combination of further rhetorical escalation and the actual use of an experimental missile against a target in Ukraine.
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Jessica Berlin @berlinbridge.bsky.social · 18/11/2024
Things sent to Ukraine that won’t cause WWIII: -Javelins -HIMARS -ATACMS -Tanks -Jets -Permission to hit Russia with the above Things likely to cause WWIII: -Appeasing genocidal autocrats -Enriching expansionist dictators -Failing to respond when the above sabotage and attack us
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Benjamin Tallis @bctallis.bsky.social · 14/11/2024
Excellent article on Russia’s mounting economic & Defence industrial woes that - busts the myth of inevitable Russian victory - shows the need for ‘Competitive Strategies’ that turn the screws & exacerbate Russia’s weaknesses foreignpolicy.com/2024/11/14/r... Marc deVore & Alexander Mertens
foreignpolicy.com
Russia’s War Economy Is Hitting Its Limits
Key weapons are running out as Moscow tries to mobilize ever more labor and resources.
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Francesco Nicoli 🇪🇺 🎓 @francesconicoli.bsky.social · 14/11/2024
You think supporting Ukraine is costly? You are cute. But also stupid. Figure how much would it cost to permanently host up to 20 million refugees who want to escape certain genocide. Unless you think they should left to die, in which case you disgust me, please unfriend and block me.
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Gustavo Baratta @gusbaratta.bsky.social · 14/11/2024
Trump to rely on forces that brought him to power — Russian presidential aide tass.com/politics/187...
tass.com
Trump to rely on forces that brought him to power — Russian presidential aide
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Eric B @ericbeebo.bsky.social · 13/11/2024
Nothing says efficiency like creating a new government department
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Toby Nangle @tobyn.bsky.social · 12/11/2024
My first Old London(ish) FinTwit Starter Pack landed well. Problem is that you can only fit 150 onto a Starter Pack, and there are LOADS more great accounts to follow than that. So here's my first stab at Part II, which may help new arrivals. go.bsky.app/Bm3MeUR
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Paul McNamara @mpaulmcnamara.bsky.social · 12/11/2024
Big flow of new followers. Lmk if we were mutuals in the other place, decent starter pack from @tobyn.bsky.social here bsky.app/starter-pack...
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Gustavo Baratta @gusbaratta.bsky.social · 07/11/2024
10yr Bund vs swap is the real, all time shitshow.
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