Discover and read the best of Twitter Threads about #EUR

Most recents (6)

Rabobank 1/4: Expectations that the Federal Reserve is on the brink of cutting interest rates combined with forecasts that the Fed funds rate could be significantly lower by the end of the last year have unsurprisingly knocked the USD in recent weeks.
Rabobank 2/4: That said, the outlook for the greenback is complicated by a number of other factors. Firstly other major central banks are also pursuing accommodative policy settings. This should dilute the impact of lower Fed rates on the USD.
Rabobank 3/4: Additionally, slowing world growth and geopolitical risks are likely to stymie appetite for risky emerging market assets. As long as confidence in EM is shaky, there is good reason to expect the USD to find solid support.
Read 4 tweets
Hi #fintwit 😎 We are approaching a watershed moment in markets. Final deflationary phase of Kondratiev's winter is about to play out. Huge implications for #EUR, #Gold, #SP500, #DXY etc. I have some new interesting followers - hence something extra in this week's #HZupdates
#Kondratiev's winter is a period where #Velocity of Money drops which creates a disinflationary economic environment, where growth is subdued due to #debt levels. Since ~2000 we have been in this winter - and are still to see a range of "major economic events" unfold #HZupdates
In fact, we have never left the #Financial #Crisis. We have only been bouncing in the great "Financial and Sovereign Debt Crisis" of this #Kondratiev's winter. This can be observed from the #Deflation Gauges #Copper, #XAU, AUD, EUR. We are about to see wave C develop #HZupdates
Read 21 tweets
Good morning 🌞 Epic manufacturing 🇺🇸 ISM jobs report🔥📈

And we all know that jobs are key, esp manu jobs for the low skilled as they need stable full-time employment & purpose.

Obvs when we think of this, 1 country needs it more than most: 🇮🇳 India. Thread’ll follow soon 😎
US ISM manufacturing basically remained high above 50 (55.3 to be exact for March although lower than early 2018) & that is a big divergence b/n contracting Eurozone manufacturing PMI & China contracting PMI in Q1 (although by only a smudge)

👇🏻👇🏻👇🏻👇🏻👇🏻

#USD #DXY #EUR #CNY #CNH
This is wut the ISM manufacturing employment job report look like:

📈📈🔥🔥🔥

(btw, China & the EU are not employment but headline numbers). Trump will use this for his 2020 pitch 👉🏻manu employment bouncing in the 🇺🇸 (yes, tax cuts helped & tariffs added costs of foreign goods)
Read 6 tweets
Hi all 😀Last week was unkind to Gold Bulls. I think we will see a lot more of this in April. Stay tuned for some #HZupdates 👍
So much for looking back at old forecasts. Now - some perspectives on what we will see ahead #HZupdates
#DXY is about to soar. #USD bears will be annihilated in the coming rally. I think we may see my target of 107-109 before end 2019. During deflationary phase, cash (USD) is everything! #HZupdates
Read 11 tweets
ANACM Anadolu Cam Sanayii AŞ - Halk Yatırım Kantitatif Analizi tr.link/ANACM280119HLK…

#anacm #bist #borsa #bist100 #BIST30 #bist50 #halkyatırım #anadolucam #rapor #hisse
BIMAS BİM Birleşik Mağazalar AŞ - Halk Yatırım Kantitatif Analizi tr.link/BIMAS29012019H…

#bimas #BIMAS #bist #borsa #bist100 #bist30 #bist50 #temettü #bim #rapor #hisse
MGROS Migros Ticaret AŞ - Halk Yatırım Kantitatif Analizi tr.link/MGROS29012019H…

#mgros #bist #borsa #bist100 #bist30 #bist50 #migros #rapor #hisse
Read 840 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

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