Horacio Coutino
@coutino.bsky.social
Thank you @rajakorman.bsky.social for joining us! Couldn't think of a more perfect guest to address the underlying dynamics and cross-effects of the current macro environment.
Here's a link to a conversation earlier this week on links between geopolitics and FX & FI markets; the role of CBs; different patterns of real and financial spillover & impacts on Global South; & few other things I have been known to go on about. www.youtube.com/watch?v=zvw_...
EXANTE Webinar ‘Beach Reads & Bond Yields’
YouTube video by EXANTE
www.youtube.com
September 12, 2025 at 8:23 PM
Thank you @rajakorman.bsky.social for joining us! Couldn't think of a more perfect guest to address the underlying dynamics and cross-effects of the current macro environment.
Reposted by Horacio Coutino
Very excited about this next week. Hope you can join us.
events.exante.eu/beach-reads-...
events.exante.eu/beach-reads-...
September 3, 2025 at 6:43 PM
Very excited about this next week. Hope you can join us.
events.exante.eu/beach-reads-...
events.exante.eu/beach-reads-...
Reposted by Horacio Coutino
Here’s a link to a great conversation hosted by @phenomenalworld & @QuincyInst with @MonaAli_NY_US & @Brad_Setser, moderated by @StynesMichael about the $, imbalances, global public goods (or not) and other themes related to “Monetizing Primacy.” www.youtube.com/watch?v=0Qc9...
Monetizing Primacy: A panel with Karthik Sankaran, Brad Setser, and Mona Ali
YouTube video by JFI - Jain Family Institute
www.youtube.com
August 4, 2025 at 4:27 AM
Here’s a link to a great conversation hosted by @phenomenalworld & @QuincyInst with @MonaAli_NY_US & @Brad_Setser, moderated by @StynesMichael about the $, imbalances, global public goods (or not) and other themes related to “Monetizing Primacy.” www.youtube.com/watch?v=0Qc9...
Reposted by Horacio Coutino
Morgan Stanley touts a more than $70-billion boost to 2025 free cash flow for Amazon, Meta, Google, Microsoft, and Apple thanks to the OBBBA.
(For reference, that’s well more than Meta generated in FCF in all of 2024)
sherwood.news/markets/morg...
(For reference, that’s well more than Meta generated in FCF in all of 2024)
sherwood.news/markets/morg...
Morgan Stanley touts a $70 billion boost for megacap tech companies from the One Big Beautiful Bill Act
Tax tweaks are poised to give a huge lift to five of the Magnificent 7’s free cash flows (and they just might send that extra money to another...
sherwood.news
July 22, 2025 at 7:59 PM
Morgan Stanley touts a more than $70-billion boost to 2025 free cash flow for Amazon, Meta, Google, Microsoft, and Apple thanks to the OBBBA.
(For reference, that’s well more than Meta generated in FCF in all of 2024)
sherwood.news/markets/morg...
(For reference, that’s well more than Meta generated in FCF in all of 2024)
sherwood.news/markets/morg...