Daniela Gabor
@danielagabor.bsky.social
DB analyst writes a plausible account of escalation in response to Trump Greenland threats, FT provides further analysis, Bessent is rattled.
January 21, 2026 at 12:42 PM
DB analyst writes a plausible account of escalation in response to Trump Greenland threats, FT provides further analysis, Bessent is rattled.
ha, on stage with Howard Lutnick, not buying a bit of the mad king jester energy in 'imagine the world without US, a much darker place'
January 20, 2026 at 5:21 PM
ha, on stage with Howard Lutnick, not buying a bit of the mad king jester energy in 'imagine the world without US, a much darker place'
as Jeremy Irons put it in Margin Call:
’the biggest bag of odorous excrement ever assembled in the history of capitalism’
may soon no longer be Mortgage Backed Securities
’the biggest bag of odorous excrement ever assembled in the history of capitalism’
may soon no longer be Mortgage Backed Securities
January 20, 2026 at 2:32 PM
as Jeremy Irons put it in Margin Call:
’the biggest bag of odorous excrement ever assembled in the history of capitalism’
may soon no longer be Mortgage Backed Securities
’the biggest bag of odorous excrement ever assembled in the history of capitalism’
may soon no longer be Mortgage Backed Securities
Well well well. The Danes are weaponising firesales.
January 20, 2026 at 2:26 PM
Well well well. The Danes are weaponising firesales.
Macron is faking a French accent in English, clearly we're in national times
January 20, 2026 at 1:17 PM
Macron is faking a French accent in English, clearly we're in national times
determined to implode the collective, heads in the sand polite corporate babble, @adamtooze.bsky.social told the Davos audience about the KKK, race politics and how Donald Trump is a product of those
January 20, 2026 at 9:03 AM
determined to implode the collective, heads in the sand polite corporate babble, @adamtooze.bsky.social told the Davos audience about the KKK, race politics and how Donald Trump is a product of those
look @benbraun.bsky.social who's hosting Microsoft boss at Davos, soothing audience w 'no bubble in AI' stories
January 20, 2026 at 8:55 AM
look @benbraun.bsky.social who's hosting Microsoft boss at Davos, soothing audience w 'no bubble in AI' stories
Euro area open equity funds have USD 2.5 trillions (!) holdings in US stocks.
Firesales of US (AI) equity - prices down, crossborder contagion to European equities, currency mismatches (investing in USD equity, redemption in Euros that would hit hard if USD falls)
Firesales of US (AI) equity - prices down, crossborder contagion to European equities, currency mismatches (investing in USD equity, redemption in Euros that would hit hard if USD falls)
January 19, 2026 at 4:45 PM
Euro area open equity funds have USD 2.5 trillions (!) holdings in US stocks.
Firesales of US (AI) equity - prices down, crossborder contagion to European equities, currency mismatches (investing in USD equity, redemption in Euros that would hit hard if USD falls)
Firesales of US (AI) equity - prices down, crossborder contagion to European equities, currency mismatches (investing in USD equity, redemption in Euros that would hit hard if USD falls)
on a more serious note, @alphaville.ft.com asks if
a) can Europe weaponise its - mostly private - holdings of US assets?
they think not, because Europeans take time. But MIFID is the wrong example - remember short-selling bans at height of sov debt crisis?
a) can Europe weaponise its - mostly private - holdings of US assets?
they think not, because Europeans take time. But MIFID is the wrong example - remember short-selling bans at height of sov debt crisis?
January 19, 2026 at 4:33 PM
on a more serious note, @alphaville.ft.com asks if
a) can Europe weaponise its - mostly private - holdings of US assets?
they think not, because Europeans take time. But MIFID is the wrong example - remember short-selling bans at height of sov debt crisis?
a) can Europe weaponise its - mostly private - holdings of US assets?
they think not, because Europeans take time. But MIFID is the wrong example - remember short-selling bans at height of sov debt crisis?
I cant tell if this is parody, but if it's not, Trump just announced retaliatory tariffs on NATO allies for defending a NATO country against his threats!
also, spare a thought for Keir Starmer, who's bent so often, and for so little
also, spare a thought for Keir Starmer, who's bent so often, and for so little
January 17, 2026 at 5:58 PM
I cant tell if this is parody, but if it's not, Trump just announced retaliatory tariffs on NATO allies for defending a NATO country against his threats!
also, spare a thought for Keir Starmer, who's bent so often, and for so little
also, spare a thought for Keir Starmer, who's bent so often, and for so little
for @europarl.europa.eu debating the digital euro: some of us worry that Trump will weaponise swap lines once more pliant Fed governor in office.
this is not the time to allow US Big Tech&Finance to further erode monetary sovereignty through USD stablecoins
www.europarl.europa.eu/thinktank/en...
this is not the time to allow US Big Tech&Finance to further erode monetary sovereignty through USD stablecoins
www.europarl.europa.eu/thinktank/en...
January 16, 2026 at 1:42 PM
for @europarl.europa.eu debating the digital euro: some of us worry that Trump will weaponise swap lines once more pliant Fed governor in office.
this is not the time to allow US Big Tech&Finance to further erode monetary sovereignty through USD stablecoins
www.europarl.europa.eu/thinktank/en...
this is not the time to allow US Big Tech&Finance to further erode monetary sovereignty through USD stablecoins
www.europarl.europa.eu/thinktank/en...
we often forget that public pensions were a capitalist bribe to weaken workers' thirst for revolutionary socialism.
now we're handing them to Big Finance to cannibalise other social infrastructure (houses, schools, hospitals).
now we're handing them to Big Finance to cannibalise other social infrastructure (houses, schools, hospitals).
January 15, 2026 at 11:17 AM
we often forget that public pensions were a capitalist bribe to weaken workers' thirst for revolutionary socialism.
now we're handing them to Big Finance to cannibalise other social infrastructure (houses, schools, hospitals).
now we're handing them to Big Finance to cannibalise other social infrastructure (houses, schools, hospitals).
2. there are growing stablecoin-repo entanglements, as the clever stablecoin lads (Tether, Circle) take your dollar cash for free and placing it via repos collateralised with US Treasuries.
for example, Circle uses BlackRock for its reserve management, with USD 50 bn placed in UST repos
for example, Circle uses BlackRock for its reserve management, with USD 50 bn placed in UST repos
January 13, 2026 at 5:30 PM
2. there are growing stablecoin-repo entanglements, as the clever stablecoin lads (Tether, Circle) take your dollar cash for free and placing it via repos collateralised with US Treasuries.
for example, Circle uses BlackRock for its reserve management, with USD 50 bn placed in UST repos
for example, Circle uses BlackRock for its reserve management, with USD 50 bn placed in UST repos
bet you didnt have BlackRock presiding over Trump's destruction of Fed independence on your bingo cards
January 12, 2026 at 1:27 PM
bet you didnt have BlackRock presiding over Trump's destruction of Fed independence on your bingo cards
Europe has tools at its disposal - including an eyewatering USD 2.4 trillion of European money invested in US stock markets via open-ended equity funds - that it could deploy as leverage in a Europe first strategy against US threats.
January 11, 2026 at 8:22 PM
Europe has tools at its disposal - including an eyewatering USD 2.4 trillion of European money invested in US stock markets via open-ended equity funds - that it could deploy as leverage in a Europe first strategy against US threats.
an unholly alliance between European banks, the European Commission and conservative MEPs is fighting hard against the digital euro.
European banks fear ECB competition, the Commission sacrifices money sovereignty in trade negotiations, conservative politicians object to state money.
European banks fear ECB competition, the Commission sacrifices money sovereignty in trade negotiations, conservative politicians object to state money.
January 11, 2026 at 10:09 AM
an unholly alliance between European banks, the European Commission and conservative MEPs is fighting hard against the digital euro.
European banks fear ECB competition, the Commission sacrifices money sovereignty in trade negotiations, conservative politicians object to state money.
European banks fear ECB competition, the Commission sacrifices money sovereignty in trade negotiations, conservative politicians object to state money.
Hua Bin got there before me, and it's magnificient
January 10, 2026 at 9:41 AM
Hua Bin got there before me, and it's magnificient
well, I think JD Vance has settled the question of 'is this imperialism'?
January 8, 2026 at 7:53 AM
well, I think JD Vance has settled the question of 'is this imperialism'?
2015, a few months after China launched the Made in China 2025 industrial strategy that will, over a decade, transform it into a technology powerhouse
January 6, 2026 at 11:59 AM
2015, a few months after China launched the Made in China 2025 industrial strategy that will, over a decade, transform it into a technology powerhouse
Some spotted today in Brussels
January 6, 2026 at 11:29 AM
Some spotted today in Brussels
the US invented a cartel so it could kidnap a head of state.
January 6, 2026 at 6:59 AM
the US invented a cartel so it could kidnap a head of state.
On twitter, Macron is pretending that a popular uprising finally removed Maduro, what shameful gaslighting, and a joke of European strategic autonomy
January 3, 2026 at 7:11 PM
On twitter, Macron is pretending that a popular uprising finally removed Maduro, what shameful gaslighting, and a joke of European strategic autonomy
you could say unbelievable, our European leaders will not condemn Trump's flagrant breach of international laws, but we've all watched them cower on US/Israel impunity in Gaza.
January 3, 2026 at 11:15 AM
you could say unbelievable, our European leaders will not condemn Trump's flagrant breach of international laws, but we've all watched them cower on US/Israel impunity in Gaza.
Trump is bombing Venezuela. Good old war abroad to distract from the shitshow at home.
I hope that Nobel Peace committee is ashamed to look in the mirror this morning
I hope that Nobel Peace committee is ashamed to look in the mirror this morning
January 3, 2026 at 7:50 AM
Trump is bombing Venezuela. Good old war abroad to distract from the shitshow at home.
I hope that Nobel Peace committee is ashamed to look in the mirror this morning
I hope that Nobel Peace committee is ashamed to look in the mirror this morning