Robin Brooks

Description
Former Chief Economist @IIF, former Chief FX Strategist @GoldmanSachs & Senior Economist @IMFnews. Opinions are my own
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5 days, 16 hours ago
***🧵***

🧵
80 years ago today, newspapers in Europe carried news of the unexpected death of a very important man, in a hotel miles from the nearest city.
A man who, said some, was helping the Allies win the war.
But there was a twist to the tale. The man in question wasn't actually dead

5 days, 16 hours ago
European manufacturing is turning up. Countries …

European manufacturing is turning up. Countries like Germany and Austria (top left) have positive orders - inventories in the manufacturing PMIs for the first time in 2 years. The laggards are France (top right), Italy (bottom left) and Poland (bottom right)...

1 week, 6 days ago
Forward-looking orders - inventories (blue) for …

Forward-looking orders - inventories (blue) for Germany (lhs) and Austria (rhs) went positive in June 2024 after spending the last 2 years - ever since Russia invaded Ukraine - in negative territory. There can't be any meaningful recovery until Russia is kicked out of Ukraine...

1 week, 6 days ago

https://x.com/nathanaei_wolff/status/1812230034364440910?s=46

X (formerly Twitter)

Nathanael Wolff (@NathanaeI_Wolff) on X

Anyone who claims that #China could negotiate between #Ukraine and #Russia is lying. #Xi is #Putin's biggest supporter. Without China, Ukraine would have already won the war. Those who want to deter China so that it doesn't attack #Taiwan must enable Ukraine…

Robin Brooks
1 week, 6 days ago

https://x.com/hannolustig/status/1812153972209144293?s=46

X (formerly Twitter)

Hanno Lustig (@HannoLustig) on X

Breton working hard to make Brits feel better about Brexit.

Robin Brooks
1 week, 6 days ago
Michigan

Michigan

1 week, 6 days ago
If you import a lot of …

If you import a lot of energy from Russia and are always trying to negotiate a cheap deal because you don't have much hard currency, Putin has a lot of leverage over you. Turkey is the top of that list. The value of imports has doubled in recent years from pre-invasion levels...

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