Discover and read the best of Twitter Threads about #Demand
Most recents (24)
Today’s #CPI report for May showed another very firm depiction of where #inflation currently resides in the U.S., with #coreCPI (excluding volatile food and energy components) printing at 0.44% month-over-month and 5.33% year-over-year.
Meanwhile, #headlineCPI data printed 0.12% month-over-month and came in just above 4% year-over-year, with declines in #energy components and some food prices being offset by gains in #shelter and used cars and trucks.
Overall, headline #inflation does appear to be moderating at a faster pace and we believe that the trend in inflation (despite the firmness of core measures in today’s report) is broadly heading in the right direction, relative to the @federalreserve’s inflation target.
We’ve seen the pace of #payroll gains decelerate to roughly the monthly trend pace from the last expansion; consensus has been waiting for this moment and expected a 195,000 job gain in May, but the data printed considerably stronger at 339,000 #jobs gained.
The three-month moving average of #nonfarm payrolls sits at 283,000, down from 334,000 jobs at the start of the year, but what the #LaborMarket imbalance needs is more supply and more slack.
The #unemployment rate ticked up to 3.65%, close to its 12-month average level, and average hourly #earnings (a volatile figure) gained 0.33% month-over-month and 4.3% on a year-over-year basis.
"In Marlborough, #Near #independent small business cost reduction services company "Brian Plain at Schooley Mitchell", 01752 is in #demand (and picking up quickly), based on #homeprices, #inventory and days on the #market: schooleymitchell.com/jgifford/ g.co/kgs/oW5Tbw #housing"
Marlborough MA area #HomeSellers, check out Gary Kelley a #local REALTOR® at Lamacchia Realty, Inc. in
#Marlborough, #Massachusetts, United States · #REALTOR® · #LamacchiaRealtyInc:
g.co/kgs/cePKsB
lamacchiarealty.com/team_members/g…
#Marlborough #MA #RealEstate #LocalAgentGaryKelly"
#Marlborough, #Massachusetts, United States · #REALTOR® · #LamacchiaRealtyInc:
g.co/kgs/cePKsB
lamacchiarealty.com/team_members/g…
#Marlborough #MA #RealEstate #LocalAgentGaryKelly"
"Learn more #about local small business cost reduction & #savings #opportunities, #online at:
Schooley Mitchell: Brian Plain & Joe Gifford
225 Cedar Hill St
Suite 200 D117 Marlborough, MA 01752
508-266-5814 g.co/kgs/oW5Tbw
schooleymitchell.com/jgifford/
google.com/mymaps/viewer?…"
Schooley Mitchell: Brian Plain & Joe Gifford
225 Cedar Hill St
Suite 200 D117 Marlborough, MA 01752
508-266-5814 g.co/kgs/oW5Tbw
schooleymitchell.com/jgifford/
google.com/mymaps/viewer?…"
2/4 In our piece, The Role of Critical Minerals in Clean Energy Transitions we stated, " The electrification of transportation is going to require a massive amount of #mining. The stocks are incredibly cheap."
kailashconcepts.com/white-papers/t…
kailashconcepts.com/white-papers/t…
Earlier this week, @EU_Commission launched a long-awaited consultation on #electricity market design.
Our Berlin Advisory team worked with @EPICO_online in December to assess potential options for reform.
The team found that the best option would be to future-proof ... (1/)
Our Berlin Advisory team worked with @EPICO_online in December to assess potential options for reform.
The team found that the best option would be to future-proof ... (1/)
... the current merit order system, rather than overhaul it.
"Ensuring a market design that is setting the right incentives for system integration of all forms of #demand and #supply is key for a competitive and decarbonized #electricity supply." @CasimirLorenz (2/)
"Ensuring a market design that is setting the right incentives for system integration of all forms of #demand and #supply is key for a competitive and decarbonized #electricity supply." @CasimirLorenz (2/)
View the full report here, in English: epico.org/en/assessment-…
And in German: epico.org/de/bewertung-d… (3/)
And in German: epico.org/de/bewertung-d… (3/)
[1/🧵] With all of the #XRPBuyback debate going on, there is one aspect that frequently gets misrepresented
▶️ People conflating the terms "#price" and "#value"
Because the definitions differ, it is essential to comprehend the distinctions
Let us evaluate it more closely. 👇🧵
▶️ People conflating the terms "#price" and "#value"
Because the definitions differ, it is essential to comprehend the distinctions
Let us evaluate it more closely. 👇🧵
Today’s #JobsReport was a clear indication that #LaborMarket dynamics are softening. For example, the 3-mo. moving average of nonfarm #payroll growth sits at 247k jobs, after a higher-than-expected print of 223k jobs for Dec, in contrast to 2022’s average mo. #job gain of 375k.
"We can expect a travel boom after the #COVID pandemic in China's tourism industry, but that may have little to do with travel agencies as consumer habits & travel modes have changed," said Zhou Weihong, head of Shanghai Chunqiu Int'l Travel Agency.
gingerriver.com/p/how-pandemic…
gingerriver.com/p/how-pandemic…
China's annual Central Economic Work Conference held in Beijing from Thursday to Friday noted that China's economic performance in 2023 is expected to witness an overall recovery and improvement.
Among many tasks, expanding domestic #demand was highlighted as a priority by the conference in order for it to play a larger role in driving economic growth, & forming new #consumption scenes was mentioned as one of the main work to fully tap the potential of the domestic market
#Hostage_situation in #Bannu:
Armed militants of unknown group stormed an installation of the Counter-Terrorism Department (#CTD) of #Pakistan in Bannu, released dozens of prisoners and took 9 PAK security forces, including Major Khorshid Akram (as militants claim) hostages...
Armed militants of unknown group stormed an installation of the Counter-Terrorism Department (#CTD) of #Pakistan in Bannu, released dozens of prisoners and took 9 PAK security forces, including Major Khorshid Akram (as militants claim) hostages...
...In an unverified video, they claimed that they are 35 people and asking PAK Army to provide them safe #air_transport to #AFG (in ten minutes), in exchange for the release of all hostages. They warned to kill all 9 hostages& will fight till death, if their #demand was rejected.
Note:
While it is early to comment, but the wording of the hostage takers in Bannu (using respectful words to PAK army), their demand (to be airlifted to AFG)& the overall scene, seems to be 'staged'...a #victimization drama of PAK& to prove that AFG is safe haven for terrorists.
While it is early to comment, but the wording of the hostage takers in Bannu (using respectful words to PAK army), their demand (to be airlifted to AFG)& the overall scene, seems to be 'staged'...a #victimization drama of PAK& to prove that AFG is safe haven for terrorists.
#China's new #COVID responses will have an impact similar to the "J-curve effect" on its economy, Han Wenxiu, an official with the Central Committee for Financial and Economic Affairs, said on Saturday. (source: Xinhua/Caixin) A thread:/1
When viewed as a whole, the optimized COVID control & prevention measures will disrupt economic operations in the short term, but will be a significant benefit throughout the year, said Han at an economic conference held by China Center for International Economic Exchanges./2
China's economic data in the 1st quarter of 2023 are expected to be relatively low, but a significant rebound in the 2nd quarter is expected, and the order of social production and life will accelerate to recover, said Han. /3
In #tokenomics, demand refers to consumers' desire for a particular cryptocurrency.
If the demand increases faster than the supply, the price of the #cryptocurrency will increase.
How does demand increase?
#demand #valuecreation #web3
If the demand increases faster than the supply, the price of the #cryptocurrency will increase.
How does demand increase?
#demand #valuecreation #web3
What can increase the demand for a token?
1. Increase in Awareness: When there is an increase in awareness of the project, the demand can increase.
2. Increase in Utility: When there is an increase in utility in the project, the demand can increase.
1. Increase in Awareness: When there is an increase in awareness of the project, the demand can increase.
2. Increase in Utility: When there is an increase in utility in the project, the demand can increase.
Keep in mind: The core demand driver for a token is always the value creation of the project.
If this is not the case, the token price will flame out faster than you'd expect.
If this is not the case, the token price will flame out faster than you'd expect.
“Solar is the cheapest form of #EnergyGeneration on the planet, unsubsidized. Solar is the cheapest source of #energy in history. Nothing else is as cheap as #solar — today.”
“Solar is so cheap that the total costs are lower than just the #OperatingCosts of #coal, #nukes, #oil, or #gas generation… that’s today! Even if you get that gas #PowerPlant for free, the costs of running that power plant are higher than all the costs of #solar.”
“For purely economic reasons, #solar is already disrupting everything else.”
🧵 Is the American Dream dead? - a tweetstorm
This is a brain dump of .@RaoulGMI's 30+ years of knowledge, how the world works, and how his macro framework fits into it all ⤵️
This is a brain dump of .@RaoulGMI's 30+ years of knowledge, how the world works, and how his macro framework fits into it all ⤵️
1/ There's no denying that we're in a mess!
By the Law of Unintended Consequences, every time we try to fix A, we create problems B, C, D, E, etc.
We hardly understand these new problems unless there's hindsight to connect the dots...
By the Law of Unintended Consequences, every time we try to fix A, we create problems B, C, D, E, etc.
We hardly understand these new problems unless there's hindsight to connect the dots...
(1/16) Applied Materials $AMAT, a leading provider of #semiconductor equipment, became the latest company in the #chip space to warn of weakening trends (also ~$400mm impact from #Chinese #export regulations).
(2/16) The semiconductor space has seen a ton of volatility this year, but sector fundamentals and share prices are entirely following the playbook of the last several decades. Let’s take a quick look…
(3/16) The industry continues to be deeply cyclical (despite playing into secular trends like #computing / processing power – meaning the long term trend is bumpy, but higher) with y/y growth rates rising much more than end-demand for products, as well as falling more steeply.
The #Taiwan Manufacturing #PMI dropped to 42.7 in August, indicative of a sharp deterioration in operating conditions that was the worst recorded since May 2020 (1/5)
ow.ly/3kBb50Kxr6v
ow.ly/3kBb50Kxr6v
Taking a closer look at the Taiwan Manufacturing PMI data for August shows a deepening downturn in #production. Excluding the initial pandemic lockdowns in 2020, the drop in output was the worst seen since the #GFC in 2009 (2/5)
Happy to share our new paper on Low #demand #mitigation options for achieving #SDGs: Role of reduced #foodwaste and sustainable #dietary choice
sciencedirect.com/science/articl…
#ActNowOnClimate #doyourbitfortheenvironment #actnowbeforeitstoolate #ActNowForFuture #savetheplanet
[1/8]
sciencedirect.com/science/articl…
#ActNowOnClimate #doyourbitfortheenvironment #actnowbeforeitstoolate #ActNowForFuture #savetheplanet
[1/8]
[2/8]
These options advance SDGs but have trade-offs too.
#Enablers: #Awareness and educational programs (#SDG4 and #SDG12), technological solutions/#innovation (#SDG9), innovative #policy designs (#SDG16), involvement of multiple #socialactors (#SDG17)
These options advance SDGs but have trade-offs too.
#Enablers: #Awareness and educational programs (#SDG4 and #SDG12), technological solutions/#innovation (#SDG9), innovative #policy designs (#SDG16), involvement of multiple #socialactors (#SDG17)
[3/8]
92 Interventions are identified from 1000+ literature that helps to #Avoid or #Shift or #Improve in emissions.
#foodwaste reduction- 34 interventions: 10 Avoid, 10 Shift, 14 Improve
sustainable #dietary choices- 58 interventions: 15 Avoid, 7 Shift, 36 Improve
92 Interventions are identified from 1000+ literature that helps to #Avoid or #Shift or #Improve in emissions.
#foodwaste reduction- 34 interventions: 10 Avoid, 10 Shift, 14 Improve
sustainable #dietary choices- 58 interventions: 15 Avoid, 7 Shift, 36 Improve
As I read China's #Taiwan policy white paper's full text, confusion sets in -- it's unclear on relationship between 'unification' and 'national rejuvenation' (NR)
Is unification a #precondition to achieving NR? Or will China #demand/compel unification at all costs only after NR?
Is unification a #precondition to achieving NR? Or will China #demand/compel unification at all costs only after NR?
Two key statements on this sound a bit circular. English version:
1. "Complete Reunification Is Critical to National Rejuvenation"
2. "The Taiwan question arose as a result of weakness and chaos in our nation, and it will be resolved as national rejuvenation becomes a reality."
1. "Complete Reunification Is Critical to National Rejuvenation"
2. "The Taiwan question arose as a result of weakness and chaos in our nation, and it will be resolved as national rejuvenation becomes a reality."
Chinese version sounds even more confusing:
1. 實現祖國完全統一是中華民族偉大復興的必然要求
2. 台灣問題因民族弱亂而產生，必將隨著民族復興而解決。
1. 實現祖國完全統一是中華民族偉大復興的必然要求
2. 台灣問題因民族弱亂而產生，必將隨著民族復興而解決。
#BullWhip effect as per @michaeljburry:
All know that rising #inflation is negative for #Equity markets as #CentralBanks (CB) tend to raise rates to control #demand - which in turn can lead to #Recession. During this phase #demand outpaces #supply.
@PensionCraft
All know that rising #inflation is negative for #Equity markets as #CentralBanks (CB) tend to raise rates to control #demand - which in turn can lead to #Recession. During this phase #demand outpaces #supply.
@PensionCraft
Demand contracts for some time and supply also contracts with a lag. Post that demand starts to rise (post COVID), prompting manufacturers to increase supply disproportionately - creating a supply glut. This puts downward pressure on prices,inflation comes down. CBs turn dovish
This creates disinflationary phenomena. Though looks good on paper for equity markets, prices of all products come down substantially.
This is called #BullWhip effect.
Supply outpaces demand. Prices collapse, inventories pile up, margins shrink.
This slows earnings growth
This is called #BullWhip effect.
Supply outpaces demand. Prices collapse, inventories pile up, margins shrink.
This slows earnings growth
#GM!
1/ #Stablecoins have become inseparable part of #DeFi and gained immense popularity in early 2022. After the disaster of $UST and $LUNA, demand of stable medium of #exchange never dissipated.
#Crypto #Cryptocurrency #Bitcoin #Ethereum #ETH #BTC #AVAX #BNB #SOL #visualguide
1/ #Stablecoins have become inseparable part of #DeFi and gained immense popularity in early 2022. After the disaster of $UST and $LUNA, demand of stable medium of #exchange never dissipated.
#Crypto #Cryptocurrency #Bitcoin #Ethereum #ETH #BTC #AVAX #BNB #SOL #visualguide
2/ #Stablecoins are stable-price digital assets. These coins are 'pegged' against reserved assets. Unlike digital assets such as Bitcoin and Ethereum, which are volatile, stablecoins value remain relatively stable.
3/ Digital assets such as Bitcoin and Altcoin are subject to high volatility in the market, making them hard as store of value and medium of exchange. #Stablecoins designed to provide stable value of asset.
1/ Could the #LME #nickel fiasco happen to the #Comex #gold and #silver market?
On my recent Twitter Spaces with @PalisadesRadio I mentioned that we may have a problem with current and future availability of gold and silver bars from the expanded refiner list.
Please retweet!
On my recent Twitter Spaces with @PalisadesRadio I mentioned that we may have a problem with current and future availability of gold and silver bars from the expanded refiner list.
Please retweet!
2/ Back in 2020, the #CME expanded the list of approved refineries whose bars are eligible for good delivery to the Comex. This was due to overwhelming demand for physical product and to maintain an orderly market. bullionstar.com/blogs/ronan-ma…
3/ 51 #LBMA approved gold refineries had been added to the eligible brand list for the COMEX 100 (GC 100) gold futures contract. Of the 51 refiner brands, the top countries represented are 12 refineries from China and 7 from Russia.
This is not how supply and demand economic theory WORKS people?!?!? #EndDemand initiatives for #SexWork does NOT enable #trafficking. Think about it. Let’s kick this #EndDemand can all the way down the road, shall we?
#Trafficking is a crime. Pimping is a crime. #DMST is a crime And they STAY crimes under #FullDecrim. Full stop. BUT we STOP arresting adult consensual #SexWorkers AND we don’t entrap their clients in stings. The BONUS is we ALSO stop arresting A LOT of victims of #SexTrafficking
Supporting #EndDemand initiatives is a knee jerk reaction to a complicated problem. But NOT ARRESTING grown adults for adult consensual behavior (that is perfectly legal if they do it for free) is not such a crazy idea. It actually makes a LOT of sense if you step back a bit
ZBF release finally draws closer (zero2050usa.com). We have been working to get the data/report out & understandable. Here is a short thread with some interesting observations that we made. First, here is a cheat sheet for our scenarios (a wide spread of possibilities)
First, we find that scenarios have huge amounts of #wind & #solar. We also find that deployment rates for these (& #storage) must dramatically increase to reach our goals (with and without novel generation).
This becomes increasingly important for limited technology cases & huge for #storage in terms of energy capacity.
Today’s #inflation report continued to reinforce the theme that gaudy #price gains are not standing in the way of demand.
It is a very rare time in history, in fact, most people operating in #markets haven’t seen this sort of demand outstripping supply in the real #economy in their careers, with some areas seemingly depicting a dynamic suggesting that “price is no object.”
Clearly, #inflation has been escalating for a number of months due to #shortages of supply in areas such as #housing, #commodities, semiconductors, new and used cars, etc., and those supply shortages are mostly still in place today.
DoubleLine founder and CEO Jeffrey Gundlach presents:
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI
#inflation #QE #Powell #fed #hikes #rates
#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.
#JustMarkets2022 #CPI #QE #Fed
#JustMarkets2022 #CPI #QE #Fed
