Sabina Reeves FRICS FRSA
@sabina-reeves.bsky.social
Macro-economics, geopolitics & real assets investment @ CBRE Investment Management.
Associate Fellow @ University of Oxford’s Said Business School.
Member of Council @ Marlborough College.
Views my own.
Associate Fellow @ University of Oxford’s Said Business School.
Member of Council @ Marlborough College.
Views my own.
No-one’s intuition is *always* right.
I have no idea if Peter Navarro was ever a good economist, but he seems unaware that he is now merely an acolyte.
H/T @newyorker.com
#tradepolicy
I have no idea if Peter Navarro was ever a good economist, but he seems unaware that he is now merely an acolyte.
H/T @newyorker.com
#tradepolicy
December 29, 2025 at 4:15 PM
No-one’s intuition is *always* right.
I have no idea if Peter Navarro was ever a good economist, but he seems unaware that he is now merely an acolyte.
H/T @newyorker.com
#tradepolicy
I have no idea if Peter Navarro was ever a good economist, but he seems unaware that he is now merely an acolyte.
H/T @newyorker.com
#tradepolicy
Shocked to read, in Martin Vander Weyer’s column in @thespectator1828.bsky.social, that only 45pc of British businesses are insured against cyber-attack. In the wake of the M&S and JLR attacks, these seems like gross incompetence.
#cyberattack
#cyberattack
October 3, 2025 at 9:18 AM
Shocked to read, in Martin Vander Weyer’s column in @thespectator1828.bsky.social, that only 45pc of British businesses are insured against cyber-attack. In the wake of the M&S and JLR attacks, these seems like gross incompetence.
#cyberattack
#cyberattack
If Tay Tay and Bey kept us out of recession in 23/24, what does it mean when Cowboy Carter ticket sales are struggling in 25?
To hear my thoughts on the outlook for major global markets tune into the The Distribution.
YouTube - youtu.be/EjVrunqF4RQ?...
Apple - podcasts.apple.com/us/podcast/t...
To hear my thoughts on the outlook for major global markets tune into the The Distribution.
YouTube - youtu.be/EjVrunqF4RQ?...
Apple - podcasts.apple.com/us/podcast/t...
May 7, 2025 at 10:29 PM
If Tay Tay and Bey kept us out of recession in 23/24, what does it mean when Cowboy Carter ticket sales are struggling in 25?
To hear my thoughts on the outlook for major global markets tune into the The Distribution.
YouTube - youtu.be/EjVrunqF4RQ?...
Apple - podcasts.apple.com/us/podcast/t...
To hear my thoughts on the outlook for major global markets tune into the The Distribution.
YouTube - youtu.be/EjVrunqF4RQ?...
Apple - podcasts.apple.com/us/podcast/t...
Graydon Carter’s new autobio is a brilliant read
I love his love for Old Hollywood and old-fashioned hard work.
He hates Tina Brown and Anna Wintour. He has been mocking and needling Donald Trump since his days at SPY.
And he writes beautifully!
#vanityfair #bookreview #bookrecommendation
I love his love for Old Hollywood and old-fashioned hard work.
He hates Tina Brown and Anna Wintour. He has been mocking and needling Donald Trump since his days at SPY.
And he writes beautifully!
#vanityfair #bookreview #bookrecommendation
April 21, 2025 at 7:21 PM
Graydon Carter’s new autobio is a brilliant read
I love his love for Old Hollywood and old-fashioned hard work.
He hates Tina Brown and Anna Wintour. He has been mocking and needling Donald Trump since his days at SPY.
And he writes beautifully!
#vanityfair #bookreview #bookrecommendation
I love his love for Old Hollywood and old-fashioned hard work.
He hates Tina Brown and Anna Wintour. He has been mocking and needling Donald Trump since his days at SPY.
And he writes beautifully!
#vanityfair #bookreview #bookrecommendation
I enjoyed Duncan Mavin's “Meltdown: Scandal, Sleaze and the Collapse of Credit Suisse” - a concise, well-told account of decades of poor governance and a perpetually ill-fated search for leadership that could mash together the conservative Swiss culture with its US IB division.
#creditsuisse
#creditsuisse
April 4, 2025 at 3:39 PM
I enjoyed Duncan Mavin's “Meltdown: Scandal, Sleaze and the Collapse of Credit Suisse” - a concise, well-told account of decades of poor governance and a perpetually ill-fated search for leadership that could mash together the conservative Swiss culture with its US IB division.
#creditsuisse
#creditsuisse
Sarah Wynn-Williams' #CarelessPeople has been in the news as the book #Meta tried to ban, no doubt fuelling sales. Sadly the book is a mix of the Obvious, the Out of Date, and the Unsupported. The salacious gossip weakens the actual serious case against Zuck. Deeply irritating.
#bookreview
#bookreview
April 4, 2025 at 3:36 PM
Sarah Wynn-Williams' #CarelessPeople has been in the news as the book #Meta tried to ban, no doubt fuelling sales. Sadly the book is a mix of the Obvious, the Out of Date, and the Unsupported. The salacious gossip weakens the actual serious case against Zuck. Deeply irritating.
#bookreview
#bookreview
Excellent article from @fotoole.bsky.social in the latest NYRB about the European reaction to Trump’s America First policy. Not least the impetus for proper Eurobonds to fund >defence, as mooted by @gideonrachman.bsky.social in the FT.
#liberationday
#liberationday
April 4, 2025 at 10:45 AM
Excellent article from @fotoole.bsky.social in the latest NYRB about the European reaction to Trump’s America First policy. Not least the impetus for proper Eurobonds to fund >defence, as mooted by @gideonrachman.bsky.social in the FT.
#liberationday
#liberationday
Fascinating panel on #datacentres at our client conf:
• Streaming, public internet and genAI diversify demand
• Long term cashflows, high ebitda, sticky tenants
• Cost of servers are 3x cost of centre
• Also need to run parallel facilities at handover
• Large risk in ripping up neural network
• Streaming, public internet and genAI diversify demand
• Long term cashflows, high ebitda, sticky tenants
• Cost of servers are 3x cost of centre
• Also need to run parallel facilities at handover
• Large risk in ripping up neural network
April 3, 2025 at 12:42 PM
Fascinating panel on #datacentres at our client conf:
• Streaming, public internet and genAI diversify demand
• Long term cashflows, high ebitda, sticky tenants
• Cost of servers are 3x cost of centre
• Also need to run parallel facilities at handover
• Large risk in ripping up neural network
• Streaming, public internet and genAI diversify demand
• Long term cashflows, high ebitda, sticky tenants
• Cost of servers are 3x cost of centre
• Also need to run parallel facilities at handover
• Large risk in ripping up neural network
Reposted by Sabina Reeves FRICS FRSA
So … new British industry of “processing” EU exports?
April 2, 2025 at 8:40 PM
So … new British industry of “processing” EU exports?
Reposted by Sabina Reeves FRICS FRSA
This week's book rec is "Get In: The Inside Story Of Labour Under Starmer" by Patrick Maguire and Gabriel Pogrund.
It’s an astonishing book - the kind of character assassination fuelled by highly identifiable informants one would expect at the bitter end of a regime rather than at its start.
It’s an astonishing book - the kind of character assassination fuelled by highly identifiable informants one would expect at the bitter end of a regime rather than at its start.
February 19, 2025 at 7:10 PM
This week's book rec is "Get In: The Inside Story Of Labour Under Starmer" by Patrick Maguire and Gabriel Pogrund.
It’s an astonishing book - the kind of character assassination fuelled by highly identifiable informants one would expect at the bitter end of a regime rather than at its start.
It’s an astonishing book - the kind of character assassination fuelled by highly identifiable informants one would expect at the bitter end of a regime rather than at its start.
Reading Bill Gates’ Source Code and it’s full of unintentional nuggets of social history like this.
That Other box for the GIRLS is doing a lot of heavy lifting!
#sourcecode
That Other box for the GIRLS is doing a lot of heavy lifting!
#sourcecode
February 10, 2025 at 9:33 PM
Reading Bill Gates’ Source Code and it’s full of unintentional nuggets of social history like this.
That Other box for the GIRLS is doing a lot of heavy lifting!
#sourcecode
That Other box for the GIRLS is doing a lot of heavy lifting!
#sourcecode
Quick #bookreview of “Bad Education” by Matt Goodwin. It’s a short polemic by a British ex-academic and political commentator. He argues that unis have become intolerant of diversity of thought and moved away from intellectual bravery. His solution is adopting UChicago’s Core Principles.
February 10, 2025 at 9:09 PM
Quick #bookreview of “Bad Education” by Matt Goodwin. It’s a short polemic by a British ex-academic and political commentator. He argues that unis have become intolerant of diversity of thought and moved away from intellectual bravery. His solution is adopting UChicago’s Core Principles.
Superb analysis of Britain’s sclerotic growth from @rorysutherland.bsky.social in this week’s @thespectator1828.bsky.social.
“…this country is running on infrastructure that has been ‘grandfathered in’. It isn’t land that’s scarce, it’s planning permission.”
“…this country is running on infrastructure that has been ‘grandfathered in’. It isn’t land that’s scarce, it’s planning permission.”
January 24, 2025 at 6:44 PM
Superb analysis of Britain’s sclerotic growth from @rorysutherland.bsky.social in this week’s @thespectator1828.bsky.social.
“…this country is running on infrastructure that has been ‘grandfathered in’. It isn’t land that’s scarce, it’s planning permission.”
“…this country is running on infrastructure that has been ‘grandfathered in’. It isn’t land that’s scarce, it’s planning permission.”
Just read @parmy.bsky.social’s superb and FT prize winning twin corporate biography of Sam Altman/OpenAI and Demis Hassabis/DeepMind in one sitting. Lesson learned - this concentration of tech power is unprecedented and attempts at self-regulation don’t work.
#bookrecommendation #genAI
#bookrecommendation #genAI
January 11, 2025 at 9:36 PM
Just read @parmy.bsky.social’s superb and FT prize winning twin corporate biography of Sam Altman/OpenAI and Demis Hassabis/DeepMind in one sitting. Lesson learned - this concentration of tech power is unprecedented and attempts at self-regulation don’t work.
#bookrecommendation #genAI
#bookrecommendation #genAI
Must everything be compared with Hitler? This strikes me as a rather lazy sub-headline from @economist.com
January 11, 2025 at 1:58 PM
Must everything be compared with Hitler? This strikes me as a rather lazy sub-headline from @economist.com
Supreme flex in this week’s @economist.com. The first Letter is from the President of Kenya!
January 11, 2025 at 1:36 PM
Supreme flex in this week’s @economist.com. The first Letter is from the President of Kenya!
To all those in real estate markets who kept trotting out the Candide-like mantra “survive to 25”….
We continue with our long held House View that rates, inflation and indeed labour markets will be more robust than people are underwriting for.
#jobsreport
We continue with our long held House View that rates, inflation and indeed labour markets will be more robust than people are underwriting for.
#jobsreport
January 10, 2025 at 2:32 PM
To all those in real estate markets who kept trotting out the Candide-like mantra “survive to 25”….
We continue with our long held House View that rates, inflation and indeed labour markets will be more robust than people are underwriting for.
#jobsreport
We continue with our long held House View that rates, inflation and indeed labour markets will be more robust than people are underwriting for.
#jobsreport
Fascinating by election results. There’s a presumption that Reform will (or has) cannibalised the Tory vote but it has decimated Labour in this seat. And note that Reform came second to Labour in many Red Wall seats at GE24. Starmer should be worried.
#UKpolitics
#UKpolitics
Brockmoor & Pensnett (Dudley) Council By-Election Result:
🌳 CON: 35.4% (+7.0)
➡️ RFM: 30.1% (New)
🌹LAB: 28.9% (-34.7)
🌍 GRN: 3.0% (New)
🔶 LDM: 1.5% (-6.5)
🙋 IND: 1.0% (New)
Conservative GAIN from Labour.
Changes w/ 2024.
🌳 CON: 35.4% (+7.0)
➡️ RFM: 30.1% (New)
🌹LAB: 28.9% (-34.7)
🌍 GRN: 3.0% (New)
🔶 LDM: 1.5% (-6.5)
🙋 IND: 1.0% (New)
Conservative GAIN from Labour.
Changes w/ 2024.
December 20, 2024 at 7:50 AM
Fascinating by election results. There’s a presumption that Reform will (or has) cannibalised the Tory vote but it has decimated Labour in this seat. And note that Reform came second to Labour in many Red Wall seats at GE24. Starmer should be worried.
#UKpolitics
#UKpolitics
Wir schaffen das? How will Europe react to the forthcoming wave of Syrian refugees? Because if you are anyone except a Salafist you are going to GTFO. Politics in Europe has shifted since the first wave arrived. This could tip the balance in the forthcoming German and French elections….
#syria
#syria
December 9, 2024 at 7:35 PM
Wir schaffen das? How will Europe react to the forthcoming wave of Syrian refugees? Because if you are anyone except a Salafist you are going to GTFO. Politics in Europe has shifted since the first wave arrived. This could tip the balance in the forthcoming German and French elections….
#syria
#syria