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Nick Reece

Macro Research & Investment Strategy. HK → SF → NY. CFA. Always learning. Tweets ≠ investment advice.

Citrini (@Citrini7) started following @nicholastreece on Oct 17, 2024

Nick Reece

@nicholastreece

1K Following • 6.2K Followers

Macro Research & Investment Strategy. HK → SF → NY. CFA. Always learning. Tweets ≠ investment advice.

Household delinquency rate clearly trending higher now for the first time in the cycle, e.g., 3q MA > 6q MA: https://t.co/4M7nvrp0uv https://t.co/Hi40GOVA2U

4.9K views • 11 likes • a year ago

BoJ Gov. Ueda likely getting more comfortable with inflation expectations in Japan re tightening: https://t.co/IF0R4Z5Rpv

4.5K views • 13 likes • a year ago