Marco Annunziata

Perhaps, in this case, nobody should speak. Just for a while. Say, for the next 3 1/2 years

Mark Sobel @sobel_mark

Administrations need verbal discipline w/r to financial markets. Team Trump totally lacking. Only Treasury Sec should speak. Of course, nobody can stop Trump. Lutnick, Navarro & Miran creating cacophony and further undermining confidence. They should be quiet.

For those who wonder, "when will the adults be back in charge?"... https://t.co/9MTsDJsZIn

ha intelligence decoupled from us a while ago, though not in the way that AI enthusiasts suggest

vitrupo @vitrupo

Eric Schmidt says intelligence is about to decouple from us. “The computers are now doing self-improvement.. They don’t have to listen to us anymore.” Within six years: a mind smarter than the sum of humans -- scaled, recursive, free. We have no language for what’s coming. https://t.co/rZttuWpxxY

Highly recommended if you have not subscribed already. Few can write with the clarity, linear logic and pragmatism of the "Grumpy" - and even fewer actually do.

John Cochrane @JohnHCochrane

Tariffs, saving and investment at Grumpy Economist https://t.co/OhRMZslBjb

well, or at least the right to dream about such things...

Angel Ubide @AngelUbide

This has been the case for a long time - but Europe lacked the communication skills to show it, more focused on settling internal arguments among its members than about projecting its virtues outside. Now the contrast is just too evident for others to miss.

We need to talk about those financial markets. And we need to raise our standards. Insanity Check (Part II), by @marcoannunziata https://t.co/7CN6PdY1Po https://t.co/X8FNuszlgi

Across the board tariffs are insane. So is pretending that trade imbalances do not matter. Insanity Check (Part I), by @marcoannunziata https://t.co/ntfKw0i5UL https://t.co/SpMLpmVNd7

True on both counts

James Melville 🚜 @JamesMelville

Yes Minister was one of the finest political satires of all time. Sadly, comedies like this aren’t being made anymore. https://t.co/alvkb5Z5iF

Unimpeachable orthodox economics. Of course by this logic, EU and others should not be worried that US tariffs on China will get their own markets flooded with Chinese goods. They should welcome 'more things at cheaper prices'. Yet worried they are...

Arnaud Bertrand @RnaudBertrand

I'm normally not a big fan, but this is an absolutely brilliant answer by Larry Summers to the oft-repeated argument that China is somehow "cheating" in trade. In fact it's probably the best answer I've ever heard on this. It goes back to the point I was making https://t.co/bnqRykzTGK

RT @tomkeene: tweet of the day

This is an excellent and nuanced analysis by Wolfgang Munchau's @EuroBriefing . The metaphor of tariffs as a gun on the table reminds me of Checkov: "If you place a gun on the table in the first act, in the second it should be fired"

Wolfgang Munchau @EuroBriefing

Here is my column in https://t.co/o80JPZKwxN on what happens when the irresistible force of global finance hits the irresistible force of Donald Trump. https://t.co/7LDELDMWsN

This is the best version yet

Not Jerome Powell @alifarhat79

Who did this? https://t.co/KRmcHLIr9v

This is perhaps the single most important message to get out there at the moment. Great piece by @csmart Get Mad! But Don't Get Even! https://t.co/C9c5XSJ5UF

Lend Me Your Ears, by @marcoannunziata https://t.co/BLV8hTfRst I come to bury global trade, not to praise it With Marc Antony's help, my latest post reflects on the dynamics behind the decline and fall of the global trade empire, and what lies ahead. https://t.co/3l4v8WU35Z

True. We are about to see if Trump is an outlier, or if has simply breached a dam which was ready to burst. Fingers crossed

Wolfgang Munchau @EuroBriefing

The impact of Trump’s tariffs will depend more on how the rest of the world reacts to them than on the tariffs themselves. The smartest response by the rest of the world would be to deepen multilateral trade, focus less on the US, and let Trump be Trump. https://t.co/5k79LAUuoq

Musk Madness, by @marcoannunziata https://t.co/hrnxs1DHN2 https://t.co/Ch4WFoVB4h

I agree almost completely, except that I see Gemini's "search it yourself!" attitude refreshing and encouraging. Maybe there's hope for LLMs after all

Sabine Hossenfelder @skdh

I genuinely don't understand why some people are still bullish about LLMs. I use GPT, Grok, Gemini, Mistral etc every day in the hope they'll save me time searching for information and summarizing it. They continue to fabricate links, references, and quotes, like they did from