Discover and read the best of Twitter Threads about #EMERGINGMARKETS

Most recents (11)

Who runs Extinction Rebellion. Heiko reveals all, Financialisation of Nature, Climate Change, 4th Industrial Revolution, Change the Mind of the Population around an
Issue ...
#TheLeft "use other people money to pay for what they want, by creating a state of mind that their is a desperate & urgent crisis, immediate action, worldwide WW2 mobilisation or new deal thru orchestrated series of events like a media campaign atlanticcouncil.org/blogs/energyso…
A detailed analysis by the #World #Bank found that while $100 trillion is held by #PensionFunds & other #institutional #investors, same investors allocated less than $2 trillion over a 25yr period into #infrastructure #investment in #EmergingMarkets

/3 #WhatDrivesClimateAgenda
Read 7 tweets
New Deal For Nature picks up speed. Here we have Global Deal for Nature. All language/marketing leads to Global Deal For Billionaires.

"© Copyright Global Deal for Nature, a project of Sustainable Markets Foundation"

globaldealfornature.org
All aboard the Global New Deals for Nature train. #NewDealForNature, Voice for the Planet, Global Deal For Nature. Here we have science is being used as a tool and even a weapon to privatize the commons under the guise of protecting nature, climate & biodiversity.
We are subjected to the branding "United Behind the Science" with a heavy emphasis from the face of the campaign (exploited Thunberg) to "listen to the science". Unite Behind the Science is not meant to protect Earth. It is meant to unleash a new era of privatization & plunder.
Read 37 tweets
#CBOE #VIX #volatility index, also known as #WallStreet's "fear gauge" records biggest one-day spike in 10 months
MSCI’s All-Country World Index, which tracks #shares across 47 countries, fell for a six straight day on Monday - marking its longest losing streak this year.
Read 10 tweets
My updated view on #SP500. Is Fed about to disappoint sending #equities much lover towards ~2000 for SP500? Then stepping back in FOR REAL ~Q2 2020 to avoid #DEFLATIONARY Melt-down - which will create bounce in market and later new major decline during #STAGFLATION #HZupdates
One more push lower on #VIX before major bottom - and strong reversal? #HZupdates
#Oil #WTI could be about to embark on final decline towards ~20 USD #HZupdates
Read 5 tweets
Good morning all! 🙂 Morning in Copenhagen - listening to Ludovico while I'm updating analyses and family sleeps. Fantastic piece of music: #AllisGood
Time for some #HZupdates. Let's take a look at the market from the way I see it. Where is that deflation, I have been forecasting? Did CBs succeed to do their magic and eliminate that threat? What about the Kondratiev's winter - over/done? Stay tuned! 🙂
AUDUSD is inflation gauge. Rally=inflation up; Decline=inflation down. LT perspective looks like this. Decline in 2008 = wave A. Rally up to 2011 = wave B. We have since been in wave C. Wave 5 will take us to ~0.5. Note the horizontal line. When this goes -->free fall #HZupdates
Read 28 tweets
Good morning all! 😎 Trust you are well. #Oil declined hard last week. The deflationary environment is unfolding, as it has been laid out in #HZupdates. Please stay tuned for more!
Anybody who has been following my #deflationary scenario remembers my #Oil chart. The bounce, we saw from end 2018 until April 2019 was a wave "B" bounce in this wave 5 of the great Ending Diagonal. We will see Oil plummet to min. 22USD pot. all the wavy to ~10USD #HZupdates
This has not come as a surprise! #AUDUSD (Inflation gauge) had for a long time been flirting with LT-trendline from 2008. This was a sign of weakness in inflation - which could only play out, if Oil dropped (like the Ending diagonal suggested) #HZupdates
Read 17 tweets
#Emerging Markets look really bad here. Chart of #VWO below. We are about to see strong decline as wave C develops. Watch out below #HZupdates
This is all you need to focus on #Copper, #EmergingMarkets #AUDUSD #GOLD. Let me spell it for you: D E F L A T I O N. We are time-wise around May-June of 2008 #HZupdates
TLT about to drop! I'm long term Bull - and will continue to be.... But - I think #TLT will turn down strong for months. This will send nom. up AND real rates soaring as we will also see strong decline in Oil #HZupdates
Read 3 tweets
#inflation #bonds $TLT
Charts from last night Australian time. Not updated for most recent ISM number.
1/
YoY% for average gasoline prices falling with the US 10 year yield YoY% and CPI YoY% following.
#USA #growthslowing
2/
US leading economic index YoY%, GS US financial conditions, and the St. @stlouisfed financial stress index all pointing to lower real gdp numbers for the US economy.
#USA #growthslowing
3/
If we advance GS financial conditions forward by 3 months it is likely that real GDP growth and leading economic indicators continue to track lower.
Read 12 tweets
1/ We got a serious spike in new lows today, over 1100 as of right now. The market is technically oversold here and ripe for a rebound. However, the wiser amongst us should remember that in downtrends, oversold can get a whole lot more oversold. $SPY
2/ Asian markets, as well as other #EmergingMarkets, have not made new lows here. They are still above their October 2018 lows.

This could be a positive sign, a least for a short-term rebound. $ASHR $AAXJ $EEM
3/ Adding to post no.1 posted by @sentimentrader:

"Out of 8,715 trading days since 1984, today is showing the 9th-most percentage of 52-week lows combined on the NYSE and Nasdaq exchanges.

The other 8 were all in October 1987 and October/November 2008."
Read 5 tweets
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
Read 338 tweets
"Such carry trades have been a source of support for EM currencies" ft.com/content/af31b7… @ft ... carry trades bis.org/publ/work510.p… @BIS_org #EmergingMarkets "comprehensive database that combines bond issuance data with firm-level balance sheet data"
"non-financial firms that exploit favourable global financing conditions to issue US dollar bonds and build cash balances are also those whose share price is most vulnerable to local currency depreciation" papers.ssrn.com/sol3/papers.cf… #LiabilityDollarisation
Read 26 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!