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Ludovic Subran

@ludovic_subran · joined 19 Mar 2012

Chief Investment Officer and Chief Economist @Allianz. Research Fellow @Harvard & @UniBocconi. Member @CAEInfo. Views are mine.

14 077Followers

6 347Following

30 792Posts total

50.6KViews on collected posts

Son gönderiler

Ludovic Subran@ludovic_subran7 Sep

Allianz Sector Atlas 2026 finds a 3-speed economy: earnings are increasingly concentrated in #AI, defense and energy, while cyclical sectors face higher rates, tariffs and geopolitical turmoil. #GlobalEconomy https://t.co/l0Qd3URqly 323 views · 2 likes · 1 reposts · 0 replies Open on X →

Ludovic Subran@ludovic_subran7 Sep

Happy Labor Day everyone!!! 491 views · 1 likes · 0 reposts · 0 replies Open on X →

Ludovic Subran@ludovic_subran7 Sep

😂 642 views · 1 likes · 0 reposts · 0 replies Open on X →

Ludovic Subran@ludovic_subran7 Sep

🏡 « Il séduit surtout des investisseurs aisés et multipropriétaires » ➡️ https://t.co/7tUqsfOGVB https://t.co/JQdaYOs2cE

13K views · 22 likes · 6 reposts · 9 replies Open on X →

Ludovic Subran@ludovic_subran6 Sep

The AFD win in Sachsen-Anhalt will complicate Chancellor Merz’ policies, question Brandmauer politics and will complicate anything pro European from Germany in the medium run. Germany is now 3-5 years behind France on the share of far right/eurosceptic voters. 883 views · 0 likes · 0 reposts · 1 replies Open on X →

Ludovic Subran@ludovic_subran6 Sep

It was unfortunately clear this would happen as soon as the US started tampering with their institutions. International investors started to reduce their positions last year 12.6K views · 5 likes · 0 reposts · 0 replies Open on X →

Ludovic Subran@ludovic_subran5 Sep

THE U.S. BOND MARKET HASN’T LOOKED THIS BAD IN 90 YEARS. The 10-year rolling return on long-term Treasuries has fallen to around -2%. That means investors who held these bonds for a decade ended up with a negative annualized return. For an asset considered one of the safest in

22.7K views · 577 likes · 194 reposts · 45 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 7 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme883bu hesap92410K–100K için medyan

Erişim, %6.27%bu hesap3.62%10K–100K için medyan

Etkileşim, %0.20%bu hesap1.52%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	883	924	0.96×
Erişim (görüntülenme ÷ takipçi)	6.27%	3.62%	1.73×
Etkileşim oranı	0.20%	1.52%	0.13×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.