Market economist. French. Tweets are strictly my personal opinion. Not investment advice.

Paris, Ile-de-France
Joined January 2015
Breaking News! Code: y-Axis Alert! Yesterday's Nino 3.4 preliminary sea-surface temperature anomaly set a new record high, at 3.48°C above the 1991-2020 baseline. To clearly show this anomaly, the y-axis max was raised to 4.0°C. Attention historians: this is gobsmackingly bananas.
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Florent Wabont retweeted
Israeli election news is starting to hit, with three exit polls showing the Eisenkot bloc leading but short of a majority. Track the real-time reaction in @Kalshi prediction markets on @TheTerminal as more results come in.
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Florent Wabont retweeted
2 hours ago, Anthropic filed for an IPO. We went through the S-1 and broke it down in 6 charts:
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Florent Wabont retweeted
⭐ Banques centrales : un peu plus près des étoiles 🔎 Le taux neutre, une boussole difficile à estimer pour les banques centrales. L’analyse de @FlorentWS 👇 dnca-investments.com/actuali… #DNCA #BanquesCentrales
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Florent Wabont retweeted
⭐ Central banks: a little closer to the stars 🔎 The neutral rate: a difficult compass for central banks to estimate. Analysis by @FlorentWS 👇 dnca-investments.com/en/News… #DNCA #CentralBanks
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Florent Wabont retweeted
🏦 Banques centrales : une synchronie de façade 🌍 Des politiques qui se durcissent, mais des trajectoires qui divergent. 🔎 L’éclairage de Florent Wabont, Chef économiste. dnca-investments.com/actuali… #DNCA #Macroéconomie #BanquesCentrales
🤖 Made with AI
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Florent Wabont retweeted
France: "le" spread over Germany, jumps above 100 bp this afternoon. Yeehhhaaaaaaaa!!!!
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Florent Wabont retweeted
Fun fact: After the BOJ rate hike, Thailand has the lowest rate in Asia. Asia rates remain extremely low (1% BOT, 1.25% BOJ, PBOC 7-day reverse repo is 1.4%). Many countries at the 1% handle. If you want to know why credit spread is tight globally, look no further.
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Florent Wabont retweeted
We've never head that before
TRUMP ON IRAN: IRAN WANTS TO MAKE A DEAL, QUICKLY AND BADLY
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Florent Wabont retweeted
Bloomberg: FRENCH GOVERNMENT SEES 2026 BUDGET DEFICIT ABOVE 5% TARGET Anything but a surprise. The 2026 monthly cash deficit is bang in line with last year’s. No improvement. Nada. Zip. 2025 final deficit was 5,1%.....
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Florent Wabont retweeted
Bessent: “I am the house now. Bet against the house if you want.” They’re betting against the house.
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Jour de BCE !! J’aurai le plaisir de vous retrouver avec @GuillSommerer à 17h05 sur @bfmbusiness pour mon analyse post réunion
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Florent Wabont retweeted
Live footage of Scott Bessent intervening in the Treasury market again. ft.com/content/150aa8bf-54d1…
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Florent Wabont retweeted
This is really cool. Someone has created ECBLock! james-j-liu.github.io/ecbloc…
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Florent Wabont retweeted
1/What happens to yields in between FOMC meetings? The answer used to be "Not much." That was pointed out by Sebastian Hillenbrand in "The Fed and the Secular Decline in Interest Rates". The red line is (cumulative) what happens to the 10-year yield around FOMC meetings. The blue line is what happens on other trading days outside of the FOMC window. It's flat.
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Still relevant
Hawkish after all. Watch for September.
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Florent Wabont retweeted
Alan Greenspan has died at 100. During his 18½ years leading the Fed, he reached rock-star heights and shaped the U.S. economy under presidents of both parties. Milton Friedman called him the greatest of all time. 2008 recast his legacy.
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Hawkish after all. Watch for September.
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