Spyros Andreopoulos @thinicemacro.bsky.social · 17/06/2026My thoughts on the implications of the #US-#Iran deal for the #ECB on Bloomberg 000
Spyros Andreopoulos @thinicemacro.bsky.social · 14/05/2026In case you were wondering why #Taiwan, and not #trade, is the most important issue for #Xi. #USChina #summit #TrumpXi 000
Spyros Andreopoulos @thinicemacro.bsky.social · 02/04/2026#eurozone selling price expectations saw a sharp rise in March, but so far only for #industry. #inflation #oil #Iran #ThinIceMacro #globalmacro 000
Spyros Andreopoulos @thinicemacro.bsky.social · 01/04/2026Resilience: world #exports vs #US effective #tariff rate #ThinIceMacro #globalmacro 000
Spyros Andreopoulos @thinicemacro.bsky.social · 31/03/2026Stunning performance of #China #exports since the #Trump #tariffs 👇 #ThinIceMacro #globalmacro 000
Spyros Andreopoulos @thinicemacro.bsky.social · 02/03/2026🛢️Fun fact on #US #economy and #oilprice spike👇 share of #gasoline and #energy in #US #consumer #spending at all-time low of 2% in Dec 2025 (latest PCE), equal to Jan 2002 and lower only during Covid (WTI 19$). #FOMC #Iran #war #oil #oilprice #ThinIceMacro #globalmacro 001
Spyros Andreopoulos @thinicemacro.bsky.social · 06/01/2026The next #ECB Pres should be German 🇩🇪, I argued - reprinted by the @financialtimes.com (thank you @olafstorbeck.ft.com). With plenty of qualified people around for the position, 🇪🇺 can afford to make a choice for the right #political, even #geopolitical, reasons. Link to the full piece 👇 110
Spyros Andreopoulos @thinicemacro.bsky.social · 01/09/2025Frankfurt, We Have a (China) Problem #Decoupling between import #volumes – soaring – and values in #EUR – moving sideways: increased #China #price #competitiveness, no doubt helped by the #depreciation of the #yuan against the EUR. This is not lost on the #ECB. Expect lower rates in Q4. 011
Spyros Andreopoulos @thinicemacro.bsky.social · 10/07/2025My Thin Ice Macroeconomics #blog on #Substack has been growing nicely. But having a #Nobel #economist subscribe feels like a special recognition 😊 (🙏 @pkrugman.bsky.social) If you haven’t yet, make sure you subscribe, it’s free: open.substack.com/pub/thinicem... #thinicemacro #thinicemacroeconomics 000
Spyros Andreopoulos @thinicemacro.bsky.social · 17/06/2025The #oilprice is up 15%+ past days. That’s not moving the needle for #USconsumers - the share of #gasoline and other #energy products in total #consumption spending (#PCE) is a v low 2%. The divergence has increased since the #pandemic due to strong income growth. #Fed #thinicemacro #globalmacro 000