Camilo
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ascendedyield.bsky.social
Camilo
@ascendedyield.bsky.social
interested in international macroeconomics, geoeconomics and econometrics


more active on: x.com/AscendedYield
Are We Cooked?

Rising Yields, Stagnant Growth

open.substack.com/pub/lambethr...
Are We Cooked?
Rising Yields, Stagnant Growth
open.substack.com
December 18, 2024 at 10:32 PM
UK macro stress intensifies: 10y gilt yields >4.5%, UK-German spreads at ’90 highs, persistent inflation overshooting BoE forecasts now December’s steepest ex-pandemic jobs drop since 2009.

£40bn tax rise doing little to improve our fiscal position

🥬
December 18, 2024 at 10:29 PM
Labour Market Update
Rising Costs, Shrinking Participation, and Misaligned Wages
open.substack.com
December 11, 2024 at 7:19 PM
China has the capacity to produce over 40 million internal combustion engine (ICE) cars a year.
December 11, 2024 at 7:15 PM
December 10, 2024 at 9:56 AM
Hiring falling more sharply in the UK than in other major economies on.ft.com/4gufTcP
Hiring falling more sharply in the UK than in other major economies
Slowdown in British recruitment is unusual because it involves low wage sectors, according to data from website Indeed
on.ft.com
December 10, 2024 at 9:55 AM
December 9, 2024 at 11:34 PM
If you want an idea of the sectors that the Trump Administration will target with tariffs
November 16, 2024 at 7:36 PM
Advocates of NAFTA anticipated that it would gradually narrow the wage gap between the United States and Mexico.

Instead, the opposite occurred: real wages in Mexico have declined since 1994.
November 16, 2024 at 7:29 PM
The Trump Administration doesn’t get enough credit for their pro labour approach to trade deals

The renegotiation of NAFTA was a net win for American workers
November 16, 2024 at 7:29 PM