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usdhuga.bsky.social
Hedge fund manager. Former Classics professor. Poet. Author of three books. Hyperpolyglot. Columbia PhD (2006), Harvard postdoc (2008). Londoner in Toronto. Author website: https://www.usdhuga.com Academic website: https://columbia.academia.edu/UmitDhuga
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This may come as a shock, but the Bank of Japan is still buying JGBs every day. Now imagine what JGB yields would be without this intervention: they'd be much higher. We live in an age where central banks are the only thing that stands between us and a debt crisis. Not just Japan. The Euro zone too.

submitted 3 hours ago • 3 comments

Not great, Bob. www.ctvnews.ca/toronto/loca...

submitted 10 hours ago • 1 comment

A very good thread.

submitted 10 hours ago • 0 comments

Per the WH pool, Trump said a replacement for Fed chair is coming soon. Asked specifically about Kevin Warsh, who is seen as a front runner, the president said “he’s very highly thought of."

submitted 14 hours ago • 1 comment

MCCLENNAN: “.. The inversion of the yield curve which occurred from November 2022 to November 2024 has been telling us to expect a dip in the economy. This usually works with about a 15-month lag time .. So a recession appearing anytime between now and February 2026 would still be right on time.”

submitted 13 hours ago • 9 comments

No cuts. None. Not one bp of rate cuts will 2025 see. This is not financial advice. Thank you for your attention to this matter.

submitted 16 hours ago • 0 comments

Elegantly put by Sebastian Boyd:

submitted 16 hours ago • 2 comments

Dad do you like this? New Lil Wayne just dropped. music.apple.com/ca/album/bel...

submitted 19 hours ago • 0 comments

Followers will note that whilst both $TSLA and $DJT sold off amidst today’s row, TIPS held up very well. Represented here by $SCHP Not financial advice.

submitted 1 day ago • 2 comments

What fresh hell is this? on.ft.com/3FGy0PQ Trump Media seeks to launch ‘Truth Social bitcoin ETF’

submitted 1 day ago • 1 comment

So it’s a tariff tactic www.bloomberg.com/news/article...

submitted 1 day ago • 0 comments

Who wants to write the musical with me?

submitted 1 day ago • 2 comments

Hang this in the Louvre.

submitted 1 day ago • 0 comments

no cap >>>> many hats

submitted 1 day ago • 0 comments

“But he isn’t even an elected official”, oil on canvas

submitted 1 day ago • 0 comments

I sincerely believe that each and every one of us is, today, thankful for our attention to this matter.

submitted 1 day ago • 0 comments

A very good prayer to utter tonight is one of gratitude to God that you are neither like Trump nor like Musk.

submitted 1 day ago • 1 comment

So does one short $PLTR tomorrow? Not investment advice.

submitted 1 day ago • 5 comments

I think this is all an elaborate setup for a wrestling match.

submitted 1 day ago • 1 comment

I’m collaging.

submitted 1 day ago • 0 comments

Market wrap music.apple.com/ca/album/its...

submitted 1 day ago • 0 comments

submitted 1 day ago • 3 comments

BREAKING

submitted 1 day ago • 0 comments