Antonio Fatás | Lightnews

Iñaki Aldasoro @aldasoro.bsky.social · 9h

With reference to our recent bulletin on the changing financing patterns of the AI boom.

👂POD TIME👂
me and @robarmstrong.bsky.social on:

- Trump unleashed 🌎
- markets unfazed 😌
- even when he "has a screw-around with the corporate economy" 🤷🏻
- AI: credit vs equity 🫧
- kill the nudify stuff with fire 🔥

www.ft.com/content/140d...

Outlook 2026

How long can the markets ignore world events?

www.ft.com

Antonio Fatas @antoniofatas.bsky.social · 1d

They are aware and providing content to support a platform that commits ilegal activities. Posts on X are the product that is being sold. So glad that they are seriously (?) looking into this matter.

European Commission @ec.europa.eu · 2d

"We are very well aware of the fact that X for Grok is now offering a spicy mode showing explicit sexual content.

This is not spicy. This is illegal. This is appalling. This is disgusting.

I can confirm we are very seriously looking into this matter."

— Spokesperson @thomasregnier.ec.europa.eu

Dani Rodrik @drodrik.bsky.social · 1d

Argentina pays US swap back, but apparently no-one knows where the country obtained the dollars www.ft.com/content/b721...

Argentina repays US financial lifeline as Milei emerges from market crisis

Buenos Aires hands back $2.5bn it drew under swap line ahead of pivotal election in October

www.ft.com

European Commission @ec.europa.eu · 2d

"We are very well aware of the fact that X for Grok is now offering a spicy mode showing explicit sexual content.

This is not spicy. This is illegal. This is appalling. This is disgusting.

I can confirm we are very seriously looking into this matter."

— Spokesperson @thomasregnier.ec.europa.eu

Antonio Fatas @antoniofatas.bsky.social · 3d

www.ft.com/content/918f...

Putting the US AI boom(let) in perspective

Smaller than you might’ve thought

www.ft.com

Iñaki Aldasoro @aldasoro.bsky.social · 4d

Y’all look like you a need a break from the news cycle. Why not read our new Bulletin on the how the financing of the AI boom is shifting from cash flow to debt financing!?

www.bis.org/publ/bisbull...

Financing the AI boom: from cash flows to debt

www.bis.org

Antonio Fatas @antoniofatas.bsky.social · 4d

Very good summary of why 2025 was not business as usual for the world economy and instead it was the year when everything changed. From Gita Gopinath (former First Deputy Managing Director and Chief Economist of the IMF).

Don’t be fooled — everything has changed for the global economy

Damage caused by US tariffs has so far been muted but that won’t last

www.ft.com

Romesh Vaitilingam @econromesh.bsky.social · 4d

Real-time indicator of #Eurozone economy rose slightly in December 2025; positive indications for the performance of services continued to support #Eurocoin, which also benefited from signs of recovery in the construction sector, @cepr.org @voxeu.org

cepr.org/about/news/e...

€-coin rose slightly in December

Positive indications for the performance of services continued to support €-coin, which also benefited from signs of recovery in the construction sector.

cepr.org

Michael Clemens @mclem.org · 5d

A new paper by George Borjas—who served this past year in the Trump White House designing some of its anti-immigration policies—claims to display evidence of ideological bias among researchers who study immigration.

doi.org/10.1126/scia...

🧵 Thread—>

Katie Martin @katie0martin.ft.com · 5d

Who’s who at X, the deepfake porn site formerly known as Twitter - as.ft.com/r/2f3e7a51-e...

Who’s who at X, the deepfake porn site formerly known as Twitter

[FREE TO READ] A look inside Elon Musk’s big tent

as.ft.com

Financial Times @financialtimes.com · 7d

Denmark tells Trump to stop threatening to seize Greenland ft.trib.al/Gzzizn9

Denmark tells Trump to stop threatening to seize Greenland

Danish Prime Minister Mette Frederiksen says US has no right to annexe the Arctic island

ft.trib.al

Antonio Fatas @antoniofatas.bsky.social · 7d

A path to transition to democracy not one of them.

Financial Times @financialtimes.com · 7d

Breaking news: US secretary of state Marco Rubio has laid out a series of demands that Washington expects Venezuela’s remaining rulers to meet, saying it would weigh its next steps with Caracas based on whether the conditions were met ft.trib.al/4P0bFvH

Financial Times @financialtimes.com · 7d

Breaking news: US secretary of state Marco Rubio has laid out a series of demands that Washington expects Venezuela’s remaining rulers to meet, saying it would weigh its next steps with Caracas based on whether the conditions were met ft.trib.al/4P0bFvH

Menzie Chinn @mchinn.bsky.social · 7d

Nonfarm payroll employment estimates @philadelphiafed.bsky.social #Econsky
econbrowser.com/archives/202...

Scott Horton @robertscotthorton.bsky.social · 7d

Trump's plan appears to be for Venezuela to remain under the day-to-day rule of a senior chavista, with its democratically elected leaders excluded and its wealth controlled by American corporations. It's a scheme worthy of a mob boss. www.economist.com/the-americas...

Donald Trump wants to run Venezuela, and dominate the western hemisphere

Snatching Nicolás Maduro and attempting to take control of Venezuela and its oil is an extraordinary display of the new “Donroe doctrine”

www.economist.com

Adam Posen @adamposen.bsky.social · 8d

New interview in Le Monde (en francais)

The US can bully, but Europe has more agency than it thinks. Yet Europe cannot succeed trying to play the same game as China or US. It has to employ attraction to counter and compete with threats.

www.lemonde.fr/economie/art...

Adam Posen, économiste : « La hausse des droits de douane, c’est cher et ça n’a aucun sens »

Le président du Peterson Institute, think tank indépendant, analyse avec sévérité la politique de l’administration Trump axée sur les taxes douanières. Une stratégie incohérente et irréaliste, selon l...

www.lemonde.fr

Antonio Fatas @antoniofatas.bsky.social · 12d

cepr.org/voxeu/column...

Thank you, Richard Baldwin: A founder’s legacy and VoxEU’s next chapter

VoxEU launched in June 2007 with a simple but ambitious idea: that rigorous economics could speak clearly, quickly, and accessibly to the world’s most urgent policy debates. As its founding Editor-in-Chief Richard Baldwin steps down, this column marks this moment with thanks for his vision, his energy, and his service to the economics profession and to the public.

cepr.org

Antonio Fatas @antoniofatas.bsky.social · 12d

Interesting. First CBDC that I know offering interest on balances. But this is a dilemma that all future CBDCs will face when commercial banks pay interest on accounts that are connected to payment systems.

Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 12d

#China's response to #US dominance of #stablecoins is to facilitate the use of the#digital #yuan or #E-CNY by offering interest on its holdings and also reducing the 100% reserve requirement on banks' E-CNY deposits to avoid disintermediation via @caixin www.caixinglobal.com/2025-12-29/c...

China to Allow Interest on Digital Yuan in Major Overhaul

The new framework will allow banks to bring digital yuan balances onto their balance sheets and cover them with deposit insurance from 2026

www.caixinglobal.com

Toby Nangle @tobyn.bsky.social · 12d

Searching (fruitlessly, for something else in) the IMF's Oct GFSR, I can see why this chart gives them the heebie-jeebies.

UST mkt has flunked both its last two tests as global risk-free asset. www.imf.org/-/media/file...

Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 12d

#China's response to #US dominance of #stablecoins is to facilitate the use of the#digital #yuan or #E-CNY by offering interest on its holdings and also reducing the 100% reserve requirement on banks' E-CNY deposits to avoid disintermediation via @caixin www.caixinglobal.com/2025-12-29/c...

China to Allow Interest on Digital Yuan in Major Overhaul

The new framework will allow banks to bring digital yuan balances onto their balance sheets and cover them with deposit insurance from 2026

www.caixinglobal.com

Antonio Fatas @antoniofatas.bsky.social · 12d

Good analysis of how tariffs shaped (or not) world trade and the global economy in 2025.

giftarticle.ft.com/giftarticle/...

Charts of the year: Trump’s attempt to reshape world trade

The US president’s ‘liberation day’ tariffs spooked markets but the global trading system has proved to be resilient

giftarticle.ft.com

Julia Coronado @jc-econ.bsky.social · 12d

Agreed, but I think of policies/practices laser focused on dismantling the institutions/values/norms that have made the US into the bastion of stability & innovation as more than missteps and I worry about lasting consequences...can breakdown in the rule of law be consistent w/ a productivity boom?

The Guardian @theguardian.com · 13d

Why haven’t Trump’s tariffs crashed the US economy? | Jeffrey Frankel

Effects on inflation and employment have not been as bad as feared – but could still materialise with full force in 2026

www.theguardian.com

Antonio Fatas @antoniofatas.bsky.social · 16d

It is not about how your views have changed or about your feed. It is about you providing content for such platform. Content is the only reason why platforms exist.

Tony Yates @t0nyyates.bsky.social · 17d

The guy proceeds to set out the costs and benefits for himself. Seems oblivious to the fact that the collective effect of people like him doing those evaluations is to sustain the platform, its traffic, and the reach of Musk's propaganda project. It's not that hard guys!

Menzie Chinn @mchinn.bsky.social · 17d

Employment v. output indicators #EconSky
econbrowser.com/archives/202...

Jason Furman @jasonfurman.bsky.social · 20d

Tragic death of John Leahy. An amazing economist, wonderful adviser, consistently modest and kind, he will be greatly missed.

May his memory be a blessing.

Antonio Fatas @antoniofatas.bsky.social · 27d

This all sounds right but the devil is in the details. Discussions on digital money somehow keep ignoring the difficulties in managing the details and they obsess too much with some broad concepts (decentralization, tokens..) that cannot be on their own a solution to anything.

Bruegel @bruegel.org · 27d

🪙 The European Union should embrace decentralised finance and make it safe

🌐 Could a hybrid system, utilising both a digital euro and regulated private money, address the risk of digital dollarisation?

🔍 Read the Analysis by Lucrezia Reichlin
🔗 buff.ly/31PMp1H
#EconSky

The European Union should embrace decentralised finance and make it safe

A hybrid system with a digital euro and regulated private money would safeguard the EU from dollar-denominated stablecoin dominance

buff.ly

Bruegel @bruegel.org · 27d

🪙 The European Union should embrace decentralised finance and make it safe

🌐 Could a hybrid system, utilising both a digital euro and regulated private money, address the risk of digital dollarisation?

🔍 Read the Analysis by Lucrezia Reichlin
🔗 buff.ly/31PMp1H
#EconSky

The European Union should embrace decentralised finance and make it safe

A hybrid system with a digital euro and regulated private money would safeguard the EU from dollar-denominated stablecoin dominance

buff.ly

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