Genevieve Signoret
gsignoret.bsky.social
Genevieve Signoret
@gsignoret.bsky.social
Asset manager, wealth manager, entrepreneur, international macroeconomist, writer. Based in Querétaro, Mexico. President and Head of Asset Allocation at TransEconomics.
I see Cezanne’s influence. Modeling with color planes, architectural brushstroke, compositional solidity, tension between flatness and depth.
November 11, 2025 at 2:52 AM
Reposted by Genevieve Signoret
I'm also not sure there is a realistic history in which the US and EU basically get together to stop China's growth and maintain their own pre-eminence, not least after the financial crisis reduced confidence in their own economies.
November 10, 2025 at 7:22 PM
Reposted by Genevieve Signoret
Am I getting my DOGE check or my tariffs check first?
November 10, 2025 at 5:47 PM
Oh!
November 10, 2025 at 9:21 PM
Sorry, I’m lost. How does one make money by using X?
November 10, 2025 at 8:22 PM
Reposted by Genevieve Signoret
The firm-level analysis compares firms with more EU exposure (via imports and exports, migration, EU regulation, directors who are EU nationals) to those with less. Striking that it finds investment, productivity and employment effects similar to the macro studies (if somewhat smaller).
November 10, 2025 at 11:47 AM
Blessings.
November 10, 2025 at 8:10 PM
Maybe Mark Galeotti will share his insight on the question on his podcast. (Or has already. I’m a bit behind in listening.)
November 9, 2025 at 5:10 PM
So, what do you think is going on?
November 9, 2025 at 3:59 PM
3) Whether the Supreme Court will rule Trump tariffs illegal and if so what remedy to they will demand.

Answers to questions 2 and 3 will drive policy rates (or errors) and thus asset valuations.
November 9, 2025 at 12:58 AM
2) Which force from the Trump labor and trade policy supply shocks will outweigh the other, the downward pressure on growth or the upward pressure on inflation.

2/n
November 9, 2025 at 12:55 AM
I love this photo.
November 8, 2025 at 6:50 PM
on.ft.com/47KtCcJ Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
Both sides must abandon false moral certainties and oversimplified historical narratives if the cycle of violence is to be broken
on.ft.com
November 8, 2025 at 2:04 PM