ontrd.bsky.social
@ontrd.bsky.social
How to slash government debt-to-GDP

A cunning plan we don’t recommend
How to slash government debt-to-GDP
A cunning plan we don’t recommend
ontrd.com
June 12, 2025 at 5:53 AM
No tariff inflation yet

And copper distortions
No tariff inflation yet
And copper distortions
ontrd.com
June 12, 2025 at 5:53 AM
Oil prices surge on fears of escalation between US and Iran

Washington orders removal of non-essential personnel from parts of Middle East
Oil prices surge on fears of escalation between US and Iran
Washington orders removal of non-essential personnel from parts of Middle East
ontrd.com
June 12, 2025 at 2:58 AM
South Korean investors bet new president can end market’s long-standing ‘discount’

Kospi hits three-and-a-half-year high on hopes Lee Jae-myung can pass governance reforms to boost valuations
South Korean investors bet new president can end market’s long-standing ‘discount’
Kospi hits three-and-a-half-year high on hopes Lee Jae-myung can pass governance reforms to boost valuations
ontrd.com
June 12, 2025 at 2:54 AM
US moves to repeal Biden-era limits on pollution from power plants

Proposals are Trump’s most significant efforts to unpick green regulations since returning to White House
US moves to repeal Biden-era limits on pollution from power plants
Proposals are Trump’s most significant efforts to unpick green regulations since returning to White House
ontrd.com
June 11, 2025 at 9:31 PM
U.S. budget deficit hit $316 billion in May, with annual shortfall up 14% from a year ago

The U.S. government drifted further into red ink during May, with a burgeoning debt and deficit issue getting worse.
U.S. budget deficit hit $316 billion in May, with annual shortfall up 14% from a year ago
The U.S. government drifted further into red ink during May, with a burgeoning debt and deficit issue getting worse.
ontrd.com
June 11, 2025 at 6:13 PM
Ex-Credit Suisse executive gave ‘false picture’ of Greensill report, court told

Eric Varvel gives testimony in lawsuit between lender, SoftBank and group founded by financier
Ex-Credit Suisse executive gave ‘false picture’ of Greensill report, court told
Eric Varvel gives testimony in lawsuit between lender, SoftBank and group founded by financier
ontrd.com
June 11, 2025 at 5:33 PM
Investing naysayers let gloom override judgment under Trump

The 2020s may be on their way to becoming the progeny of the combined 1980s and 1990s disinflationary bull markets
Investing naysayers let gloom override judgment under Trump
The 2020s may be on their way to becoming the progeny of the combined 1980s and 1990s disinflationary bull markets
ontrd.com
June 11, 2025 at 3:17 PM
Vance joins Trump in bashing Powell, says Fed committing ‘monetary malpractice’ by not cutting rates

President Donald Trump and Vice President JD Vance are now double-teaming the Fed in an effort to get lower interest rates.
Vance joins Trump in bashing Powell, says Fed committing ‘monetary malpractice’ by not cutting rates
President Donald Trump and Vice President JD Vance are now double-teaming the Fed in an effort to get lower interest rates.
ontrd.com
June 11, 2025 at 1:45 PM
US inflation rose less than expected to 2.4% in May

Trade war fuels price pressures ahead of Federal Reserve meeting next week
US inflation rose less than expected to 2.4% in May
Trade war fuels price pressures ahead of Federal Reserve meeting next week
ontrd.com
June 11, 2025 at 12:54 PM
U.S. inflation rises 0.1% in May from prior month, less than expected

The consumer price index was expected to rise 0.2% in May, with a 12-month inflation rate of 2.4%.
U.S. inflation rises 0.1% in May from prior month, less than expected
The consumer price index was expected to rise 0.2% in May, with a 12-month inflation rate of 2.4%.
ontrd.com
June 11, 2025 at 12:46 PM
Gold overtakes euro as global reserve asset, ECB says

Bullion second only to US dollar in 2024 after record central bank purchases
Gold overtakes euro as global reserve asset, ECB says
Bullion second only to US dollar in 2024 after record central bank purchases
ontrd.com
June 11, 2025 at 11:28 AM
Zara owner suffers slowdown from trade war and strong euro

Spain’s Inditex has disappointed investors in recent quarters
Zara owner suffers slowdown from trade war and strong euro
Spain’s Inditex has disappointed investors in recent quarters
ontrd.com
June 11, 2025 at 11:28 AM
The Bank of England’s balancing act

QT stays in the the MPC’s hands… for now
The Bank of England’s balancing act
QT stays in the the MPC’s hands… for now
ontrd.com
June 11, 2025 at 11:05 AM
Gold overtook euro as global reserve asset in 2024, ECB says

Bullion second only to US dollar after record central bank purchases
Gold overtook euro as global reserve asset in 2024, ECB says
Bullion second only to US dollar after record central bank purchases
ontrd.com
June 11, 2025 at 8:23 AM
The razor’s edge deficit theory

And cable network spin-offs
The razor’s edge deficit theory
And cable network spin-offs
ontrd.com
June 11, 2025 at 5:48 AM
Congressional alpha: examining the trades of US Congress

Profit senator accounting
Congressional alpha: examining the trades of US Congress
Profit senator accounting
ontrd.com
June 11, 2025 at 5:48 AM
Trading firm Tower Research to launch fund for outside investors

High-frequency market makers are seeking new avenues for growth as competition rises
Trading firm Tower Research to launch fund for outside investors
High-frequency market makers are seeking new avenues for growth as competition rises
ontrd.com
June 11, 2025 at 4:44 AM
Private market funds lag US stocks over short and long term

State Street private equity index outpaced by S&P 500 over 3 months and 1, 3, 5 and 10 years for first time since 2000
Private market funds lag US stocks over short and long term
State Street private equity index outpaced by S&P 500 over 3 months and 1, 3, 5 and 10 years for first time since 2000
ontrd.com
June 11, 2025 at 4:43 AM
How smuggled US fuel funds Mexico’s cartels

Sophisticated criminal networks are illegally importing huge volumes of fuel — and piling pressure on Mexico’s president
How smuggled US fuel funds Mexico’s cartels
Sophisticated criminal networks are illegally importing huge volumes of fuel — and piling pressure on Mexico’s president
ontrd.com
June 11, 2025 at 4:43 AM
Monzo’s customers aren’t yet ready to put a ring on it

Bank customers are notoriously sticky, which makes it hard for any newcomer to break into a developed market
Monzo’s customers aren’t yet ready to put a ring on it
Bank customers are notoriously sticky, which makes it hard for any newcomer to break into a developed market
ontrd.com
June 11, 2025 at 4:43 AM
Winners and losers of UK spending review

Health and defence will receive a bump, but other departments face a further squeeze
Winners and losers of UK spending review
Health and defence will receive a bump, but other departments face a further squeeze
ontrd.com
June 11, 2025 at 4:43 AM
US and Switzerland end stalemate over client information

Agreement lifts blockade on approvals of new Swiss investment advisers to pursue American wealth management
US and Switzerland end stalemate over client information
Agreement lifts blockade on approvals of new Swiss investment advisers to pursue American wealth management
ontrd.com
June 10, 2025 at 10:42 PM
US oil output set for first annual drop since pandemic

Blow to Donald Trump’s ‘energy dominance’ goal as EIA predicts production decline in 2026
US oil output set for first annual drop since pandemic
Blow to Donald Trump’s ‘energy dominance’ goal as EIA predicts production decline in 2026
ontrd.com
June 10, 2025 at 9:50 PM
Private capital group Blackstone plots $500bn expansion in Europe

Co-founder Stephen Schwarzman sees ‘signs of change’ across the region
Private capital group Blackstone plots $500bn expansion in Europe
Co-founder Stephen Schwarzman sees ‘signs of change’ across the region
ontrd.com
June 10, 2025 at 8:35 PM