Discover and read the best of Twitter Threads about #GrowthSlowing
Most recents (4)
#GrowthSlowing #inflation
In the 12 months through January, the CPI rose 1.6 percent, the smallest gain since June 2017. The CPI increased 1.9 percent on a year-on-year basis in December.
reuters.com/article/us-usa…
In the 12 months through January, the CPI rose 1.6 percent, the smallest gain since June 2017. The CPI increased 1.9 percent on a year-on-year basis in December.
reuters.com/article/us-usa…
#GrowthSlowing #fundflows
Money market funds recorded $21.38 billion in inflows to $3.040 trillion in the week ended Feb. 12. That was the highest level since the week of March 9, 2010, when assets totaled $3.067 trillion, according to data firm iMoneyNet.
reuters.com/article/us-fun…
Money market funds recorded $21.38 billion in inflows to $3.040 trillion in the week ended Feb. 12. That was the highest level since the week of March 9, 2010, when assets totaled $3.067 trillion, according to data firm iMoneyNet.
reuters.com/article/us-fun…
$USD #liquidity
1/ While the US Dollar has pulled back in January it was not unexpected looking at net issuance by the US Treasury and the rate of change in excess reserves. Using a 3 month adv. on net issuance and excess reserves their may be further upside to the US Dollar.
1/ While the US Dollar has pulled back in January it was not unexpected looking at net issuance by the US Treasury and the rate of change in excess reserves. Using a 3 month adv. on net issuance and excess reserves their may be further upside to the US Dollar.
$USD #liquidity
2/ There was a small uptick in global liquidity in December 2018 in rate of change terms. This has supported many markets that were oversold. However, there has been no sizeable change in trend. Will know more once January data is released.
2/ There was a small uptick in global liquidity in December 2018 in rate of change terms. This has supported many markets that were oversold. However, there has been no sizeable change in trend. Will know more once January data is released.
#equities #liquidity
3/ If we have a closer look at the rate of change in the major central bank balance sheets we can see the contraction throughout 2018. The rate of change in the MSCI All World Index tracks it closely. Again notice the slight uptick in December 2018.
3/ If we have a closer look at the rate of change in the major central bank balance sheets we can see the contraction throughout 2018. The rate of change in the MSCI All World Index tracks it closely. Again notice the slight uptick in December 2018.
#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.
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.
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.
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.
#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
- 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%)
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…
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
