William Blair Santos Allen
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willballen.bsky.social
William Blair Santos Allen
@willballen.bsky.social
570 followers 140 following 470 posts

Retired consultant in international macro finance and capital markets. Converted to MMT as truth.

Now humble second career as lover of all things nautical and USCG licensed Master Mariner.

Finally doing something socially productive? .. more

Videos
Economics 76%
Political science 18%
Posts Replies Media Videos

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 3d
Thanks for the detail on this story. Always enjoyed IFR before my retirement. As one of founding generation of derivatives from the 1980s, I never cease to be amazed where the kids are pushing these casino tools these days.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 3d
They forgot to include Trotsky

Reposted by William A. Allen

karl-schamotta.bsky.social
Karl Schamotta @karl-schamotta.bsky.social · 3d
Maddening, really, that a quick piece from @brianromanchuk.bsky.social offers more clarity and insight on FX markets than what most of us in the full-time FX commentariat have produced. Worth reading. bondeconomics.substack.com/p/sell-the-d...
"Sell The Dollar": Think Price, Not Flows
The “sell the dollar” trade is coming up in the chatter I see.
bondeconomics.substack.com

Reposted by William A. Allen

realjakebroe.bsky.social
Jake Broe @realjakebroe.bsky.social · 4d
Nobody in America is safe. If Trump’s secret police force will execute a government employed VA nurse on camera for us all to see and then lie about it, then they won’t hesitate to kill you next and lie about you.

This is fascism. They are Nazis.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 7d
Kerman and Eisenhower need to go.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 8d
GOO seemed to work for me

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 8d
Trump’s lips were moving. So he was lying.

Reposted by Brendan Nyhan, John Horgan, Eric Goldman , and 9 more

atrupar.com
Aaron Rupar @atrupar.com · 8d
Trump: "Sometimes you need a dictator."

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 9d
Love the navigation analogies. Of course I would!

Reposted by Stephen M. Walt, Joanna Bryson, Marc Lynch , and 80 more

davidho.bsky.social
David Ho @davidho.bsky.social · 9d
This is the most astonishing graph of what the Trump regime has done to US science. They have destroyed the federal science workforce across the board. The negative impacts on Americans will be felt for generations, and the US might never be the same again.

www.nature.com/immersive/d4...
This line graph illustrates the percentage change in agency staff levels from the previous year for nine major U.S. federal scientific and health organizations between the fiscal years 2016 and 2025. The agencies tracked include the CDC, Department of Energy, EPA, FDA, NASA, NIH, NIST, NOAA, and NSF. For the majority of the timeline between 2016 and 2023, the agencies show relatively stable fluctuations, generally staying within a range of +5% to -5% change per year. However, there is a dramatic and uniform plummet starting in the 2024–25 period. Every agency depicted shows a sharp downward trajectory, with staffing losses ranging from approximately -15% to over -25%. The Environmental Protection Agency (EPA) shows the most significant decline, dropping to roughly -26%, while the National Institute of Standards and Technology (NIST) shows the least severe but still substantial drop at approximately -15%.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 9d
I can think of many other adjectives describing Fink. But I know you are trying to keep it clean here.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
Powell standing up to Trump on Cook charges? Better late than never

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
Why would EU do retaliatory tariffs? They can just clamp down on some of big US tech companies and their CEOs will bribe Trump to TACO out.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
“Trump is a cancer on civilization.”
ivanthek.bsky.social Ivan the K ™☑️ @ivanthek.bsky.social · 10d
US stock and bond markets are closed today. However, there is limited futures trading. Futures on both stock indices and Treasury bonds are lower. The USD is also lower. There is no US safe haven.

Trump is a cancer on civilization.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
Davos is a waste of time. Good for them skipping it.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
That would hurt most those of us with European roots that love and respect Europe and travel there frequently to visit family. Please, no. Think it through.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
Still looking for something on rugby. Especially with Dix Nations approaching.

Reposted by William A. Allen

stephaniekelton.bsky.social
Stephanie Kelton @stephaniekelton.bsky.social · 10d
My latest, with a big lift from @wbmosler.bsky.social
stephaniekelton.substack.com/p/warren-mos...
Warren Mosler to Robin Brooks on Japan's Fiscal Situation
Early this morning, I took a break from working on my book to trade text messages with Warren Mosler, the canonical “father” of MMT.
stephaniekelton.substack.com

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 10d
I wonder whose brave footsteps heading out toward the thin ice?

Reposted by William A. Allen

isabellamweber.bsky.social
Isabella M. Weber @isabellamweber.bsky.social · 10d
Henry A Wallace, The Danger of American Fascism, 1944

Reposted by William A. Allen

ivanthek.bsky.social
Ivan the K ™☑️ @ivanthek.bsky.social · 10d
US stock and bond markets are closed today. However, there is limited futures trading. Futures on both stock indices and Treasury bonds are lower. The USD is also lower. There is no US safe haven.

Trump is a cancer on civilization.

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 11d
Russians want a land bridge again to exclave Kaliningrad. Probably through Lithuania

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 11d
Long past time to ignore Davos

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 11d
Thinking that was a wealthy family

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 12d
Davos should have been disbanded years ago. Playtime for elites and wannabes

Reposted by Axel Bruns, Marc Gopin, William A. Allen , and 1 more

joncooper-us.bsky.social
Jon Cooper @joncooper-us.bsky.social · 12d
🤣🤣

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 12d
Bit unusual for ‘cousin’ Josh. (Not really related)

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 13d
Should have been doing this for oil prices throughout Biden administration

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 13d
Probably not. But Dems should finally learn how state policy can drive pricing. Glad to see mtg rates finally back (barely) within the long term norms of 150-200 bps over 10 year treasuries

willballen.bsky.social
William Blair Santos Allen @willballen.bsky.social · 13d
Gillian Tett has low skills in macro analysis. My experience was that she had very low financial expertise either despite claiming a book on credit derivatives that was riddled with misunderstandings and errors. Maybe she is a good administrator?