Daniela Gabor
@danielagabor.bsky.social
look @benbraun.bsky.social - Germany's chief carbon shock therapist is top contender for ECB head
November 10, 2025 at 5:29 PM
look @benbraun.bsky.social - Germany's chief carbon shock therapist is top contender for ECB head
Stephen Miran, the Trump appointed Fed Governor may be good at many things, but he's not that good on money/central banking.
his latest speech on stablecoins is riddled with bad theory (loanable funds) and misunderstandings (stablecoins are not a savings instrument)
his latest speech on stablecoins is riddled with bad theory (loanable funds) and misunderstandings (stablecoins are not a savings instrument)
November 10, 2025 at 5:06 PM
Stephen Miran, the Trump appointed Fed Governor may be good at many things, but he's not that good on money/central banking.
his latest speech on stablecoins is riddled with bad theory (loanable funds) and misunderstandings (stablecoins are not a savings instrument)
his latest speech on stablecoins is riddled with bad theory (loanable funds) and misunderstandings (stablecoins are not a savings instrument)
the Greens surge on an affordability crisis platform, Labour government bleeding support for embracing New Labour, and Martin Wolf's advice: stay New Labour
www.ft.com/content/b88e...
www.ft.com/content/b88e...
The disturbing victory of Old Labour over New Labour
In education, labour and housing we risk going back towards what we know will not work
www.ft.com
November 10, 2025 at 9:50 AM
the Greens surge on an affordability crisis platform, Labour government bleeding support for embracing New Labour, and Martin Wolf's advice: stay New Labour
www.ft.com/content/b88e...
www.ft.com/content/b88e...
Muchas gracias a @xanlopez.xyz por la invitación
Día dos del Woodstock del clima, como lo llama @xanlopez.xyz. Debate fantástico sobre regímenes macro-financieros verdes con @danielagabor.bsky.social y @benbraun.bsky.social.
November 8, 2025 at 11:09 AM
Muchas gracias a @xanlopez.xyz por la invitación
In climate politics :)
«I love the State because I don't have anything else to love». –Daniela Gabor (@danielagabor.bsky.social)
November 8, 2025 at 10:56 AM
In climate politics :)
Reposted by Daniela Gabor
The US is the world's largest oil and gas producer. Yet, "China is now making more money from exporting green technology than America makes from exporting fossil fuels."
China’s clean-energy revolution will reshape markets and politics
The world’s biggest manufacturer now has an interest in the world decarbonising
www.economist.com
November 7, 2025 at 11:05 AM
The US is the world's largest oil and gas producer. Yet, "China is now making more money from exporting green technology than America makes from exporting fossil fuels."
Fondly recalling the debates around IRA derisking with Biden bros who saw green in giant EV trucks
FORD IS CONSIDERING STOPPING THE F-150 LIGHTNING DUE TO $13 BILLION IN EV LOSSES AS DEMAND FOR LARGE ELECTRIC TRUCKS DROPS AND DETROIT MOVES TOWARD SMALLER, MORE AFFORDABLE ELECTRIC VEHICLES 🚗🔋
November 6, 2025 at 9:08 PM
Fondly recalling the debates around IRA derisking with Biden bros who saw green in giant EV trucks
Reposted by Daniela Gabor
Fascinating.
The bluffers guide to the railway bubble vs the actual historians.
And why Britain has such a lousy railway system.
The bluffers guide to the railway bubble vs the actual historians.
And why Britain has such a lousy railway system.
November 6, 2025 at 6:10 PM
Fascinating.
The bluffers guide to the railway bubble vs the actual historians.
And why Britain has such a lousy railway system.
The bluffers guide to the railway bubble vs the actual historians.
And why Britain has such a lousy railway system.
Reposted by Daniela Gabor
ICYMI, good stuff from the folks at @cmmonwealth.bsky.social.
A Lucas Plan for the Twenty First Century: From Asset Manager Arsenal to Green Industrial Strategy
Building on the Lucas Plan, a new industrial strategy can redirect productive capacity and skills from the military industry towards the development of green manufacturing.
transitionsecurity.org
November 5, 2025 at 4:08 PM
ICYMI, good stuff from the folks at @cmmonwealth.bsky.social.
Friar is right, she was calling for derisking state not for backstops - an important nuance that should be considered together with Jensen Huang claiming China ‘will win’ AI race with US at the same time.
Capital wants Trump to activate subsidies, invoking China card that worked so well w Biden.
Capital wants Trump to activate subsidies, invoking China card that worked so well w Biden.
They’re calling it “the most well-taken comment in history”
November 6, 2025 at 9:27 AM
Friar is right, she was calling for derisking state not for backstops - an important nuance that should be considered together with Jensen Huang claiming China ‘will win’ AI race with US at the same time.
Capital wants Trump to activate subsidies, invoking China card that worked so well w Biden.
Capital wants Trump to activate subsidies, invoking China card that worked so well w Biden.
Class politics is soooo back
The Spectator are confused.
It's not going to be cost free.
Billionaires are going to pay more.
Join.greenparty.org.uk
It's not going to be cost free.
Billionaires are going to pay more.
Join.greenparty.org.uk
November 6, 2025 at 9:19 AM
Class politics is soooo back
Reposted by Daniela Gabor
You don’t raze entire towns and cities street by street with controlled demolitions and bulldozers for any military objective. You do it because the aim is to wipe those places out of existence forever, and it’s not like they’ve been hiding this.
Inside Gaza, BBC sees total devastation after two years of war
With endless rubble and destroyed streets as far as the eye can see, any plans for Gaza's future are a far cry from where it is today, writes Lucy Williamson.
www.bbc.co.uk
November 6, 2025 at 8:41 AM
You don’t raze entire towns and cities street by street with controlled demolitions and bulldozers for any military objective. You do it because the aim is to wipe those places out of existence forever, and it’s not like they’ve been hiding this.
Reposted by Daniela Gabor
The de-risking state lives!
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada launches C$2bn Critical Minerals Sovereign Fund
Canada will establish a $2-billion Critical Minerals Sovereign Fund to accelerate investment in strategic mining projects and strengthen national security supply chains, Finance Minister François-Phil...
www.miningweekly.com
November 5, 2025 at 5:18 PM
The de-risking state lives!
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
A five women team! If Mamdani governs like he's transitioning, we're in for a joyride
TRANSITION CO-CHAIR LINA KHAN!?!?!??!
November 5, 2025 at 6:50 PM
A five women team! If Mamdani governs like he's transitioning, we're in for a joyride
Everything everywhere all Democrat at once!
exciting day for social democracy in the US today...
November 5, 2025 at 7:07 AM
Everything everywhere all Democrat at once!
Reeves this morning on 'circumstances facing budget':
1. 'Black hole' (dear god)
2. Global conditions, supply-led inflation
3. Cost of government borrowing up everywhere
4. Pressure to increase defence spending
1. 'Black hole' (dear god)
2. Global conditions, supply-led inflation
3. Cost of government borrowing up everywhere
4. Pressure to increase defence spending
November 4, 2025 at 9:27 AM
Reeves this morning on 'circumstances facing budget':
1. 'Black hole' (dear god)
2. Global conditions, supply-led inflation
3. Cost of government borrowing up everywhere
4. Pressure to increase defence spending
1. 'Black hole' (dear god)
2. Global conditions, supply-led inflation
3. Cost of government borrowing up everywhere
4. Pressure to increase defence spending
exciting day for social democracy in the US today...
November 4, 2025 at 9:12 AM
exciting day for social democracy in the US today...
Reposted by Daniela Gabor
Join us at UWE Bristol! We are advertising a fully-funded PhD position on Political Connectedness and Access to Resources in Central Asia. Deadline: 31/01/2026. More details here: ce0164li.webitrent.com/ce0164li_web...
November 3, 2025 at 3:18 PM
Join us at UWE Bristol! We are advertising a fully-funded PhD position on Political Connectedness and Access to Resources in Central Asia. Deadline: 31/01/2026. More details here: ce0164li.webitrent.com/ce0164li_web...
yesterday at the cinema, the adds included one from the Gates Foundation, and left me very puzzled - why would the Gates Foundation pay good money to market itself to British cinema goers? what am I missing?
November 3, 2025 at 3:14 PM
yesterday at the cinema, the adds included one from the Gates Foundation, and left me very puzzled - why would the Gates Foundation pay good money to market itself to British cinema goers? what am I missing?
for research project w @cnewf.bsky.social been reading old World Bank:
'By controlling finance, the Korean government became an effective risk-sharing partner with the industrialists. It could thus encourage their venturesomeness and induce them to have long-term horizons for their companies'
'By controlling finance, the Korean government became an effective risk-sharing partner with the industrialists. It could thus encourage their venturesomeness and induce them to have long-term horizons for their companies'
November 3, 2025 at 3:09 PM
for research project w @cnewf.bsky.social been reading old World Bank:
'By controlling finance, the Korean government became an effective risk-sharing partner with the industrialists. It could thus encourage their venturesomeness and induce them to have long-term horizons for their companies'
'By controlling finance, the Korean government became an effective risk-sharing partner with the industrialists. It could thus encourage their venturesomeness and induce them to have long-term horizons for their companies'
as I finish draft report for European Parliament on a looming AI Minsky moment, the US Federal Reserve is pumping > USD 30 billions via repo operations, while others park billions into its reverse repo facility:
funding pressures for cash-poor institutions + uncertainty for cash-rich institutions
funding pressures for cash-poor institutions + uncertainty for cash-rich institutions
November 3, 2025 at 9:27 AM
as I finish draft report for European Parliament on a looming AI Minsky moment, the US Federal Reserve is pumping > USD 30 billions via repo operations, while others park billions into its reverse repo facility:
funding pressures for cash-poor institutions + uncertainty for cash-rich institutions
funding pressures for cash-poor institutions + uncertainty for cash-rich institutions
Remarkable that Powell said AI boom is not a bubble because productivity gains ...
Maybe Trump finally got to him.
Maybe Trump finally got to him.
My view on the mediocre real economy ROI of the Hyperscaler CAPEX inspired a lot of conversation this week across socials, so I'm opening it up to all as my free post of the week:
bobeunlimited.substack.com/p/the-ai-boo...
bobeunlimited.substack.com/p/the-ai-boo...
The AI Boom’s Real Economy Problem
While AI CAPEX is exploding, the payoff isn’t. Meta’s $70B/yr is only notching $3-5bln in incremental revenue. The kind of poor sector ROI exposing the diff between the dream and real economy reality.
bobeunlimited.substack.com
November 1, 2025 at 10:53 AM
Remarkable that Powell said AI boom is not a bubble because productivity gains ...
Maybe Trump finally got to him.
Maybe Trump finally got to him.
The real enemy for the Labour government is...Labour, not a decade/half of Tory austerity.
November 1, 2025 at 10:18 AM
The real enemy for the Labour government is...Labour, not a decade/half of Tory austerity.
Reposted by Daniela Gabor
September 12, 2025 at 1:10 AM
unbelievable
UNITED STATES HAS CHOSEN TO STRIKE VENEZUELA'S MILITARY TARGETS, ACCORDING TO MIAMI HERALD
October 31, 2025 at 12:39 PM
unbelievable