Gabriel Sterne
@gabrielsterne.bsky.social
Emerging markets, central banks, other stuff.
Economist, Oxford Economics, previously Exotix, BoE, IMF, CB of Solomon Islands (ODI)
Economist, Oxford Economics, previously Exotix, BoE, IMF, CB of Solomon Islands (ODI)
Looking for a "10% off Stablecoin" Black Friday deal. Surely somebody knows about one
November 18, 2025 at 4:23 PM
Looking for a "10% off Stablecoin" Black Friday deal. Surely somebody knows about one
Not often I disagree with my colleague Sergi Lanau but I think his wild claim that Senegal's bonds could be 25% overvalued may be a bit..... well.... optimistic for bondholders
Unmissable note should you be one of our clients my.oxfordeconomics.com/reportaction...
Unmissable note should you be one of our clients my.oxfordeconomics.com/reportaction...
November 7, 2025 at 9:48 AM
Not often I disagree with my colleague Sergi Lanau but I think his wild claim that Senegal's bonds could be 25% overvalued may be a bit..... well.... optimistic for bondholders
Unmissable note should you be one of our clients my.oxfordeconomics.com/reportaction...
Unmissable note should you be one of our clients my.oxfordeconomics.com/reportaction...
Uzbekistan to invest on average more than 10% of GDP in US every year over next decade (wink emoji, wink emoji, wink emoji)
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Trump Says Uzbekistan to Invest More Than $100 Billion in US
Uzbekistan will invest more than $100 billion in the US over the next decade, President Donald Trump said.
www.bloomberg.com
November 7, 2025 at 9:05 AM
Uzbekistan to invest on average more than 10% of GDP in US every year over next decade (wink emoji, wink emoji, wink emoji)
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Gabriel Sterne
Reposted by Gabriel Sterne
more than a whiff of self-censorship in markets at the moment. No-one wants to call BS on, ya know, everything, for fear of angering the president
on.ft.com/4pRyTHp
on.ft.com/4pRyTHp
October 3, 2025 at 5:29 PM
more than a whiff of self-censorship in markets at the moment. No-one wants to call BS on, ya know, everything, for fear of angering the president
on.ft.com/4pRyTHp
on.ft.com/4pRyTHp
Trump's Argentine bail out could set up biggest sovereign story of the decade. If Argentina defaults despite the bail out, Trump will want seniority, but IMF cant give it. You can imagine how this descends into a colossal row between IMF and its biggest shareholder www.ft.com/content/4127...
Bessent says US in talks with Argentina over $20bn swap line
Proposed measure comes as Trump administration seeks to support Javier Milei’s libertarian government
www.ft.com
September 24, 2025 at 12:30 PM
Trump's Argentine bail out could set up biggest sovereign story of the decade. If Argentina defaults despite the bail out, Trump will want seniority, but IMF cant give it. You can imagine how this descends into a colossal row between IMF and its biggest shareholder www.ft.com/content/4127...
EM Asia now clearly the most vulnerable in my latest global tariff rankings.
August 12, 2025 at 9:49 AM
EM Asia now clearly the most vulnerable in my latest global tariff rankings.
A silver cigarette box, with Eddie George's hand offering them to Bank of England youngsters (those selected for one of his "tea with the Deputy Governor" office hours)
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Bank of England: What will the new banknotes look like?
Young people are among those suggesting new themes for the biggest change to banknotes in 50 years.
www.bbc.co.uk
August 5, 2025 at 7:36 AM
A silver cigarette box, with Eddie George's hand offering them to Bank of England youngsters (those selected for one of his "tea with the Deputy Governor" office hours)
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Im outing myself as a "Which?" lover www.which.co.uk/news/article...
The Which? Shoddies 2025 - Which?
Find out which products and services we think deserve the spotlight for all the wrong reasons
www.which.co.uk
July 18, 2025 at 9:09 AM
Im outing myself as a "Which?" lover www.which.co.uk/news/article...
OK I admit it, nobody is perfect, I cant write research as quickly as Trump can write letters
July 10, 2025 at 10:12 AM
OK I admit it, nobody is perfect, I cant write research as quickly as Trump can write letters
Losing a 287 day Duolingo streak turned out to be surprisingly liberating. The tinge of sadness far outweighed by the satisfaction of sticking 2 fingers up at a nauseatingly nagging algorithm
June 23, 2025 at 7:03 AM
Losing a 287 day Duolingo streak turned out to be surprisingly liberating. The tinge of sadness far outweighed by the satisfaction of sticking 2 fingers up at a nauseatingly nagging algorithm
Trump caves in to pressure to make chart scales more suitable for non-Chinese economies
May 12, 2025 at 8:18 AM
Trump caves in to pressure to make chart scales more suitable for non-Chinese economies
My own bit of paradise after London Marathon. Blew up in last 5k but still got PB of 3.03.
Amazing support so much appreciated. Love the way Brits become the most friendly folk in world to those with marathon medal
Amazing support so much appreciated. Love the way Brits become the most friendly folk in world to those with marathon medal
April 29, 2025 at 5:28 AM
My own bit of paradise after London Marathon. Blew up in last 5k but still got PB of 3.03.
Amazing support so much appreciated. Love the way Brits become the most friendly folk in world to those with marathon medal
Amazing support so much appreciated. Love the way Brits become the most friendly folk in world to those with marathon medal
A 19pt swing in net approval since inauguration... even before Main St endures tariff impact. When are the mid-terms? When will he start to lose his grip on US inc. and Republican politicians?
www.natesilver.net/p/trump-appr...
www.natesilver.net/p/trump-appr...
April 25, 2025 at 6:57 AM
A 19pt swing in net approval since inauguration... even before Main St endures tariff impact. When are the mid-terms? When will he start to lose his grip on US inc. and Republican politicians?
www.natesilver.net/p/trump-appr...
www.natesilver.net/p/trump-appr...
Good news for Japan, Korea, Germany. Its not just about how much the US is tariffing you, but also how much the US is tariffing your competitors...
For now thats mainly an issue of how much you compete with China in US markets, but that could change faster than you can say the word "liberation"
For now thats mainly an issue of how much you compete with China in US markets, but that could change faster than you can say the word "liberation"
April 22, 2025 at 12:45 PM
Good news for Japan, Korea, Germany. Its not just about how much the US is tariffing you, but also how much the US is tariffing your competitors...
For now thats mainly an issue of how much you compete with China in US markets, but that could change faster than you can say the word "liberation"
For now thats mainly an issue of how much you compete with China in US markets, but that could change faster than you can say the word "liberation"
Trump and Lula, brothers in self-defeating credibility destruction.
"BCB will be forced to address market backlash following perception that appointments and decisions represent dovish turn from central bank, causing the BCB to convince public otherwise." @fcamargo.bsky.social (2024)
"BCB will be forced to address market backlash following perception that appointments and decisions represent dovish turn from central bank, causing the BCB to convince public otherwise." @fcamargo.bsky.social (2024)
April 22, 2025 at 10:32 AM
Trump and Lula, brothers in self-defeating credibility destruction.
"BCB will be forced to address market backlash following perception that appointments and decisions represent dovish turn from central bank, causing the BCB to convince public otherwise." @fcamargo.bsky.social (2024)
"BCB will be forced to address market backlash following perception that appointments and decisions represent dovish turn from central bank, causing the BCB to convince public otherwise." @fcamargo.bsky.social (2024)
Interesting IMF GFSR piece on financial spillovers from EMs having increased since GFC, though I wonder how much of that is down to a China story that is based on what happened a few years ago
www.imf.org/~/media/Webs...
www.imf.org/~/media/Webs...
www.imf.org
April 22, 2025 at 10:22 AM
Interesting IMF GFSR piece on financial spillovers from EMs having increased since GFC, though I wonder how much of that is down to a China story that is based on what happened a few years ago
www.imf.org/~/media/Webs...
www.imf.org/~/media/Webs...
Political attacks like this typically mean policy needs to tighten to offset credibility loss…
Lula’s foolish interventions in Brazil the most glaring example
www.ft.com/content/1cd3...
Lula’s foolish interventions in Brazil the most glaring example
www.ft.com/content/1cd3...
Dollar weakens after Trump attacks on Fed
Gold price climbs while Swiss franc reaches 10-year high
www.ft.com
April 21, 2025 at 6:42 AM
Political attacks like this typically mean policy needs to tighten to offset credibility loss…
Lula’s foolish interventions in Brazil the most glaring example
www.ft.com/content/1cd3...
Lula’s foolish interventions in Brazil the most glaring example
www.ft.com/content/1cd3...
Non-China Asia is a big relative* winner at this stage of the tariff war season, having had a terrible start on liberation day. Their own-tariff rates have fallen dramatically relative to their competitors in US import markets (China's pain, others gain)
*Pretty much everyone is an absolute loser
*Pretty much everyone is an absolute loser
April 16, 2025 at 11:59 AM
Non-China Asia is a big relative* winner at this stage of the tariff war season, having had a terrible start on liberation day. Their own-tariff rates have fallen dramatically relative to their competitors in US import markets (China's pain, others gain)
*Pretty much everyone is an absolute loser
*Pretty much everyone is an absolute loser
You couldn't make it up. You just couldn't.
Trump's rant against US sending condoms to Hamas was based on the fact that US was sending condoms to Gaza...
... that's Gaza Mozambique, which suffers from the highest AIDs in Mozambique
www.wsj.com/world/africa...?
Trump's rant against US sending condoms to Hamas was based on the fact that US was sending condoms to Gaza...
... that's Gaza Mozambique, which suffers from the highest AIDs in Mozambique
www.wsj.com/world/africa...?
In the Other Gaza, Trump’s War on Waste Baffles Mozambique
The White House claimed U.S. aid workers shipped 3.3 billion condoms to Hamas. They didn’t.
www.wsj.com
April 14, 2025 at 7:46 AM
You couldn't make it up. You just couldn't.
Trump's rant against US sending condoms to Hamas was based on the fact that US was sending condoms to Gaza...
... that's Gaza Mozambique, which suffers from the highest AIDs in Mozambique
www.wsj.com/world/africa...?
Trump's rant against US sending condoms to Hamas was based on the fact that US was sending condoms to Gaza...
... that's Gaza Mozambique, which suffers from the highest AIDs in Mozambique
www.wsj.com/world/africa...?
Reposted by Gabriel Sterne
I needed this. Quality #content.
I’m glad people are out there asking the important questions about emerging technologies.
Such as “why DO so many AI company logos look like bum holes?”
velvetshark.com/ai-company-l...
Such as “why DO so many AI company logos look like bum holes?”
velvetshark.com/ai-company-l...
Why do AI company logos look like buttholes?
A humorous exploration of the uncanny resemblance between AI company logos and human anatomy. Discover why circular, gradient-based designs dominate the AI industry, and what this design convergence t...
velvetshark.com
April 12, 2025 at 9:30 AM
I needed this. Quality #content.
Makes Liz Truss look like a winner
April 9, 2025 at 5:59 PM
Makes Liz Truss look like a winner
Do you remember the days when you used to go to New York to buy consumer electronics?
April 9, 2025 at 10:24 AM
Do you remember the days when you used to go to New York to buy consumer electronics?
Supply chain disrupters www.forexlive.com/news/propose...
Proposed U.S. shipping rules could disrupt trade and ports, industry warns - From April 17 | Forexlive
Steep fees—up to US$1.5 million per port call—on vessels made in China or owned by carriers with such ships
www.forexlive.com
April 9, 2025 at 5:52 AM
Supply chain disrupters www.forexlive.com/news/propose...