Mike Bird

Mike Bird

80,315 Twitter followers

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Asia business & finance editor @TheEconomist. Co-host of our Money Talks podcast. Just a lad from Leeds with a lust for markets, economics and history.

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You have to laugh that the administration started the year preoccupied with mortgage affordability, got the 30yr fixed *just* below 6%, before starting an volitional war that was inevitably going to send long-term rates up 8mo before the midterms. If you didn't laugh you'd cry.

US markets are closed. Please enjoy the next 49 hours and 52 minutes with your families

If at any point over the past few years you've been worried about the price/earnings multiples of US growth stocks, then do I have some good news for you!

From a political perspective it is really amazing that the administration went into this year fretting about affordability issues because of the midterms, and then made one of the few foreign policy decisions that simultaneously drives up gas prices and mortgages rates twitter.com/Birdyword/status/2...

Enjoy the last nine hours with your families and friends before oil futures open

It's hardly the most important thing happening in British public life right now, but the clear indication that a country and its governing institutions can't identify a gaggle of historical figures with broad appeal without fear of too much of controversy is quite a sad sign twitter.com/Birdyword/status/2...

A reminder that the explosion in prices happening right now is still the optimistic, things-resolved-quickly pricing. December oil futures are only up to $74.

Dec 26 WTI is now 44% cheaper than April 26 WTI. That's 66% annualized carry, highest ever. That's it, that is the tweet.

Not sure how the futures market is going to be able to price all of this in on Sunday night if we don't know the outcome of the EU Security College meeting until Monday

Despite all of the excitement about stablecoin use outside of crypto, the size of the market for them seems to be at the least unable to grow when the speculative end of crypto is in the doldrums

Just throwing the Penn World Tables to Claude and giving it a smidgen of context about my interests and desires and getting this back. It's never felt so good to be a wordcel

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