Marco
@mgmontini1.bsky.social
Retired Systems Analyst/Auditor, Accountant & Financial Analyst.
Interested in🌎 justice & beauty. Intent on the study of economics & financial markets.
Interested in🌎 justice & beauty. Intent on the study of economics & financial markets.
Reposted by Marco
The link to this morning's conversation on CNBC with Carl Quintanilla and Sara Eisen.
Thank you Carl and Sara for having me on Squawk on the Street.
www.cnbc.com/video/2025/1...
#economy #markets #federalreseve
Thank you Carl and Sara for having me on Squawk on the Street.
www.cnbc.com/video/2025/1...
#economy #markets #federalreseve
Mohamed El-Erian: Deep Fed divisions show lack of a ‘strategic view’
Mohamed El-Erian, Allianz Chief Economic Advisor, joins CNBC's 'Squawk on the Street' to discuss macro outlooks.
www.cnbc.com
November 14, 2025 at 6:32 PM
The link to this morning's conversation on CNBC with Carl Quintanilla and Sara Eisen.
Thank you Carl and Sara for having me on Squawk on the Street.
www.cnbc.com/video/2025/1...
#economy #markets #federalreseve
Thank you Carl and Sara for having me on Squawk on the Street.
www.cnbc.com/video/2025/1...
#economy #markets #federalreseve
Reposted by Marco
The cover of this week’s edition of The Economist
November 14, 2025 at 10:09 PM
The cover of this week’s edition of The Economist
Reposted by Marco
Good morning.
Please don't miss my weekly look at the global economy and markets. You'll find the full note via the link, with the introduction previewed below.
Thank you!
mohamedelerian.substack.com/p/the-weekly...
#economy #markets
Please don't miss my weekly look at the global economy and markets. You'll find the full note via the link, with the introduction previewed below.
Thank you!
mohamedelerian.substack.com/p/the-weekly...
#economy #markets
November 15, 2025 at 1:30 PM
Good morning.
Please don't miss my weekly look at the global economy and markets. You'll find the full note via the link, with the introduction previewed below.
Thank you!
mohamedelerian.substack.com/p/the-weekly...
#economy #markets
Please don't miss my weekly look at the global economy and markets. You'll find the full note via the link, with the introduction previewed below.
Thank you!
mohamedelerian.substack.com/p/the-weekly...
#economy #markets
Reposted by Marco
China's export softness reported this week was notable, given its really the only growth engine given policymakers continue to choose domestic malaise over adequate stimulation.
bobeunlimited.substack.com/p/xi-chooses...
bobeunlimited.substack.com/p/xi-chooses...
November 8, 2025 at 4:11 PM
China's export softness reported this week was notable, given its really the only growth engine given policymakers continue to choose domestic malaise over adequate stimulation.
bobeunlimited.substack.com/p/xi-chooses...
bobeunlimited.substack.com/p/xi-chooses...
bsky.app/profile/bobe... I expected this since🇪🇺had to increase defense spending
European markets pushing to new highs lately as actual earnings growth surprised very depressed expectations. Emblematic of the Eurozone sweet spot discussed a couple months ago.
bobeunlimited.substack.com/p/europe-low...
bobeunlimited.substack.com/p/europe-low...
November 16, 2025 at 1:36 AM
bsky.app/profile/bobe... I expected this since🇪🇺had to increase defense spending
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
THIS IS OUR MOMENT • NY WFP 101 · New York Working Families Party
## **THIS IS OUR MOMENT, NEW YORK!**
### **JOIN US** on Wednesday, Nov 19th for a mass call covering how YOU can be a part of our long-term strategy to build power for working people.
Our historic...
www.mobilize.us
November 16, 2025 at 1:30 AM
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
😊
November 16, 2025 at 1:26 AM
😊
Reposted by Marco
Now that the Sept and Oct data are (belatedly) in, it looks like 2025 will be the second warmest year in the record (~80% probability). The last three years are in a class of their own.
November 15, 2025 at 4:54 PM
Now that the Sept and Oct data are (belatedly) in, it looks like 2025 will be the second warmest year in the record (~80% probability). The last three years are in a class of their own.
Reposted by Marco
Yes, sadly it is real.
November 15, 2025 at 6:45 PM
Yes, sadly it is real.
Reposted by Marco
Amazon announced 14,000 layoffs. Its CEO made over $40M last year.
UPS announced 48,000 layoffs. Its CEO made over $24M last year.
Intel announced 20,000 layoffs. Its new CEO's pay package is valued at nearly $69M.
This is what I mean when I say the system is rigged.
UPS announced 48,000 layoffs. Its CEO made over $24M last year.
Intel announced 20,000 layoffs. Its new CEO's pay package is valued at nearly $69M.
This is what I mean when I say the system is rigged.
November 15, 2025 at 9:30 PM
Amazon announced 14,000 layoffs. Its CEO made over $40M last year.
UPS announced 48,000 layoffs. Its CEO made over $24M last year.
Intel announced 20,000 layoffs. Its new CEO's pay package is valued at nearly $69M.
This is what I mean when I say the system is rigged.
UPS announced 48,000 layoffs. Its CEO made over $24M last year.
Intel announced 20,000 layoffs. Its new CEO's pay package is valued at nearly $69M.
This is what I mean when I say the system is rigged.
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
THIS IS OUR MOMENT • NY WFP 101 · New York Working Families Party
## **THIS IS OUR MOMENT, NEW YORK!**
### **JOIN US** on Wednesday, Nov 19th for a mass call covering how YOU can be a part of our long-term strategy to build power for working people.
Our historic...
www.mobilize.us
November 16, 2025 at 12:42 AM
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
THIS IS OUR MOMENT • NY WFP 101 · New York Working Families Party
## **THIS IS OUR MOMENT, NEW YORK!**
### **JOIN US** on Wednesday, Nov 19th for a mass call covering how YOU can be a part of our long-term strategy to build power for working people.
Our historic...
www.mobilize.us
November 15, 2025 at 9:52 PM
I'm attending New York Working Families Party's event, “THIS IS OUR MOMENT • NY WFP 101” - sign up now to join me! www.mobilize.us/ny-wfp/event...
Reposted by Marco
One ~182km x ~211km solar thermal plant could provide all of America’s electricity, including a fully-electrified land transport sector.
100% clean power from just 0.39% of U.S land.
That’s why renewables are constantly under attack from the fossil fuel industry and their paid mouthpieces.
100% clean power from just 0.39% of U.S land.
That’s why renewables are constantly under attack from the fossil fuel industry and their paid mouthpieces.
November 14, 2025 at 12:36 PM
One ~182km x ~211km solar thermal plant could provide all of America’s electricity, including a fully-electrified land transport sector.
100% clean power from just 0.39% of U.S land.
That’s why renewables are constantly under attack from the fossil fuel industry and their paid mouthpieces.
100% clean power from just 0.39% of U.S land.
That’s why renewables are constantly under attack from the fossil fuel industry and their paid mouthpieces.
Reposted by Marco
"300 agents stormed the building, rappelled from a helicopter, knocked down doors and hurled flash-bang grenades. Agents ziptied and detained many US citizens for hours..."
Prosecutors have not filed a *single* criminal charge against anyone arrested that night:
www.propublica.org/article/chic...
Prosecutors have not filed a *single* criminal charge against anyone arrested that night:
www.propublica.org/article/chic...
“I Lost Everything”: Venezuelans Were Rounded Up in a Dramatic Midnight Raid but Never Charged With a Crime
Authorities said Tren de Aragua “terrorists” had taken over the building. A ProPublica investigation found little evidence to back up the government’s claims. For the first time, the Venezuelans arres...
www.propublica.org
November 15, 2025 at 1:39 AM
"300 agents stormed the building, rappelled from a helicopter, knocked down doors and hurled flash-bang grenades. Agents ziptied and detained many US citizens for hours..."
Prosecutors have not filed a *single* criminal charge against anyone arrested that night:
www.propublica.org/article/chic...
Prosecutors have not filed a *single* criminal charge against anyone arrested that night:
www.propublica.org/article/chic...
Reposted by Marco
At the deepest lake in America, scientists are racing to understand how climate change breaks the fundamental physics of deep freshwater systems. @rachelnuwer.bsky.social reports: www.quantamagazine.org/mixing-is-th...
Mixing Is the Heartbeat of Deep Lakes. At Crater Lake, It’s Slowing Down. | Quanta Magazine
The physics of mixing water layers — an interplay of wind, climate and more — makes lakes work. When it stops, impacts can ripple across an ecosystem.
www.quantamagazine.org
November 14, 2025 at 3:42 PM
At the deepest lake in America, scientists are racing to understand how climate change breaks the fundamental physics of deep freshwater systems. @rachelnuwer.bsky.social reports: www.quantamagazine.org/mixing-is-th...
Reposted by Marco
Reposted by Marco
More Military personnel are calling legal military non-profit agencies seeking advice for orders they received.
The DOJ has issues a order that all orders are legal & the personnel are immune from prosecution. Right there is the red flag, the prosecution immunity.
www.pbs.org/newshour/sho...
The DOJ has issues a order that all orders are legal & the personnel are immune from prosecution. Right there is the red flag, the prosecution immunity.
www.pbs.org/newshour/sho...
Military personnel seek legal advice on whether Trump-ordered missions are lawful
Military service personnel have been seeking outside legal advice about some of the missions the Trump administration has assigned them. The strikes against alleged drug traffickers and deployments to...
www.pbs.org
November 14, 2025 at 1:24 PM
More Military personnel are calling legal military non-profit agencies seeking advice for orders they received.
The DOJ has issues a order that all orders are legal & the personnel are immune from prosecution. Right there is the red flag, the prosecution immunity.
www.pbs.org/newshour/sho...
The DOJ has issues a order that all orders are legal & the personnel are immune from prosecution. Right there is the red flag, the prosecution immunity.
www.pbs.org/newshour/sho...
Reposted by Marco
LIVE: Kyiv after Russian attack
www.youtube.com/live/_U5aWw3...
www.youtube.com/live/_U5aWw3...
LIVE: Kyiv after Russian attack
YouTube video by Reuters
www.youtube.com
November 14, 2025 at 10:41 AM
LIVE: Kyiv after Russian attack
www.youtube.com/live/_U5aWw3...
www.youtube.com/live/_U5aWw3...
🤨🫣😱
We're in trouble; Especially since ,🔜GDP📉;&🇺🇸 Budget Deficit ⤴️"real interest rate"📈, combined with inflation 📈🫴🏽"inflation premium"📈➡️"nominal Interest rate"⤴️.👈🏽🤔💭🔛2008"housing crisis";interest rate⤴️➡️🏡💲value📉,together➡️🏦"Collateral"⤵️↪️!Together with 💻AI🌬️🫧S&P,🔜massive wealth destruction;🤔💭1929-32!
We're in trouble; Especially since ,🔜GDP📉;&🇺🇸 Budget Deficit ⤴️"real interest rate"📈, combined with inflation 📈🫴🏽"inflation premium"📈➡️"nominal Interest rate"⤴️.👈🏽🤔💭🔛2008"housing crisis";interest rate⤴️➡️🏡💲value📉,together➡️🏦"Collateral"⤵️↪️!Together with 💻AI🌬️🫧S&P,🔜massive wealth destruction;🤔💭1929-32!
November 14, 2025 at 11:19 PM
🤨🫣😱
We're in trouble; Especially since ,🔜GDP📉;&🇺🇸 Budget Deficit ⤴️"real interest rate"📈, combined with inflation 📈🫴🏽"inflation premium"📈➡️"nominal Interest rate"⤴️.👈🏽🤔💭🔛2008"housing crisis";interest rate⤴️➡️🏡💲value📉,together➡️🏦"Collateral"⤵️↪️!Together with 💻AI🌬️🫧S&P,🔜massive wealth destruction;🤔💭1929-32!
We're in trouble; Especially since ,🔜GDP📉;&🇺🇸 Budget Deficit ⤴️"real interest rate"📈, combined with inflation 📈🫴🏽"inflation premium"📈➡️"nominal Interest rate"⤴️.👈🏽🤔💭🔛2008"housing crisis";interest rate⤴️➡️🏡💲value📉,together➡️🏦"Collateral"⤵️↪️!Together with 💻AI🌬️🫧S&P,🔜massive wealth destruction;🤔💭1929-32!
Reposted by Marco
Exclusive: European financial stability officials are debating whether to create an alternative to Federal Reserve funding backstops by pooling dollars held by non-US central banks in a bid to reduce their reliance on the US under the Trump administration, sources say reut.rs/47OPvJf
November 13, 2025 at 6:06 PM
Exclusive: European financial stability officials are debating whether to create an alternative to Federal Reserve funding backstops by pooling dollars held by non-US central banks in a bid to reduce their reliance on the US under the Trump administration, sources say reut.rs/47OPvJf
👍🏽:1️⃣Tariffs alone➡️GDP📉& Inflation📈without any🤔💭🔛"productivity"with existing🇺🇸🏭in"🇺🇸Supply⛓️"that have absolutely no imported inputs,2️⃣"Productivity"📉within existing🇺🇸🏭(that don't import any input)as🇺🇸🏭🫴🏽output📈to fill shortfall from lost imports(🫳🏽GDP📉↪️)!Euler math➡️"Returns to Scale"must be variable!
November 14, 2025 at 1:36 AM
👍🏽:1️⃣Tariffs alone➡️GDP📉& Inflation📈without any🤔💭🔛"productivity"with existing🇺🇸🏭in"🇺🇸Supply⛓️"that have absolutely no imported inputs,2️⃣"Productivity"📉within existing🇺🇸🏭(that don't import any input)as🇺🇸🏭🫴🏽output📈to fill shortfall from lost imports(🫳🏽GDP📉↪️)!Euler math➡️"Returns to Scale"must be variable!
Reposted by Marco
The UK Adjustment Ahead
Weak growth plus coming austerity creates pressures on the BoE to cushion the building weakness and with it bring both lower rates and a weaker pound ahead.
open.substack.com/pub/bobeunli...
Weak growth plus coming austerity creates pressures on the BoE to cushion the building weakness and with it bring both lower rates and a weaker pound ahead.
open.substack.com/pub/bobeunli...
November 13, 2025 at 11:10 AM
The UK Adjustment Ahead
Weak growth plus coming austerity creates pressures on the BoE to cushion the building weakness and with it bring both lower rates and a weaker pound ahead.
open.substack.com/pub/bobeunli...
Weak growth plus coming austerity creates pressures on the BoE to cushion the building weakness and with it bring both lower rates and a weaker pound ahead.
open.substack.com/pub/bobeunli...
Reposted by Marco
Good. Except for the apology part. Why should you apologize when all you did was tell the TRUTH!
youtu.be/WDLYCTLdeVM?...
youtu.be/WDLYCTLdeVM?...
BBC apologises to Donald Trump but refuses to pay $1bn compensation | BBC News
YouTube video by BBC News
youtu.be
November 14, 2025 at 1:14 AM
Good. Except for the apology part. Why should you apologize when all you did was tell the TRUTH!
youtu.be/WDLYCTLdeVM?...
youtu.be/WDLYCTLdeVM?...
Reposted by Marco
November 13, 2025 at 2:06 PM