@DezernatZ - Institut für Makrofinanzen | @empn_eu | Buch ‚Gutes Geld‘ | Podcast ‚die Geldfrage‘ | 💌 [email protected] | privater Account
München / Berlin
Joined February 2015
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++ Haushaltstracker Update 2027 ++
Was steckt im Bundeshaushalt?
Wo sollte gespart werden, wo fehlt es?
Be your own Finanzminister und probiert es aus mit unserem Haushaltstracker!👇
🙏 an das Team für das blitzschnelle Update!
dezernatzukunft.org/daten/ha…
Philippa Sigl-Glöckner retweeted
We need a broad accord among economists and journalists that if we want to understand what's going in Europe, the only measure of GDP worth looking is the one excluding Ireland. I am only half joking when I say it should become the Eurozone headline number.
Writers/researchers out there: @WorksInProgMag is aiming to commission a few really interesting pieces, esp 👇 two, which we at @DezernatZ would also love to read. Just in case you were wondering about what to do next… ☺️ worksinprogress.co/issue/how…
Philippa Sigl-Glöckner retweeted
Introducing Flint, @Recursive_SI’s first model: a fast local coding model built with our automated research system, the Eureka Machine.
• Best-in-class fast local coding
• Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark
• Built from scratch in under 4 months
Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.
++6.11, 13 Uhr++
Calling all data nerds! Ziel ist zu verstehen, wer was macht, Synergien oder zumindest gemeinsame Interessen zu identifizieren u vllt ergibt sich ja die ein oder andere Kollaboration. Begrenzte Teilnehmerzahl, Anmeldung 👇
dezernatzukunft.org/events/n…
Can we have more of those please?
Great Substack by Dylan Rogers on ASML as a chokepoint.
The second point seems underrated in geopolitical debates. We need to think a lot more about asymmetric costs.
open.substack.com/pub/featur…
++Job Opening++
In unserem Energy Lab bei @HeilmannFelix. One for the Strommarktnerds!
dezernat-zukunft.jobs.person…
++Job Opening++
In unserem Business Lab. Du interessierst dich für Marktanalysen, Innovations-Runways, die Financials neuer Technologien? Dann könnte das die richtige Rolle für dich sein.
dezernat-zukunft.jobs.person…
„At levels quoted on Bloomberg, the cost of insuring $10mn of CoreWeave debt has reached $1.1mn per annum.“ ft.com/content/8171ef4a-b291…
Der Faktencheck von @maischberger stellt fest, dass die Bereichsausnahme Verteilungskonflikte verhindere.
Das stimmt so nicht. Die Zinsen für die Schulden der Bereichsausnahme laufen in den Haushalt und verdrängen andere Ausgaben.
Dafür… /1
www1.wdr.de/daserste/maischb…
Does anyone have the source for this chart, the definition for the y-axis and the method used to calculate this number?
Philippa Sigl-Glöckner retweeted
A chart that says more than a thousand words
The acceleration in China's export volume growth clearly followed the RMB's depreciation.
Sometimes international economics is simple (even if the PBOC and a few others want to fuzz it up)
Philippa Sigl-Glöckner retweeted
The "AI" component of the trade deficit is growing, and largely registers as an increase in imports from Mexico!*
(* Taiwan too, but the Taiwanese and other contract manufacturers have moved to Mexico for final assembly in a big way)
++Neuer Podcast++
Zum Bildungssystem mit Tilmann Kötterheinrich-Wedekind, Schulleiter eines Berliner Gymnasiums. PISA, über wie viel Geld ein Schulleiter verfügen kann und was er als Bildungssenator sofort angehen würde (ab Min 42)👇
open.spotify.com/episode/1VN…
Since I only stumbled across them by accident: @RF_Berlin keeps publishing amazing empirical work on labour economics. Highly recommended!
Philippa Sigl-Glöckner retweeted
New version of "Nowcasting using regression on signatures", so time for a 🧵
Take messy, mixed-frequency, gappy economic data, treat it as a continuous path, compute its 'signature', do regression. That's it. But you may wonder: why did we use such heavy mathematical machinery?
