Discover and read the best of Twitter Threads about #Hawish25
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🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮 💰
Macro Review 🧵
02/05/2023
1/9
The #macro market has been hyper focused on growth and inflation dynamics
We got a slew of data showing inflation under control.
Yet one data point on Friday raised havoc with my portfolio.
Let’s dig into the 🧮!
Macro Review 🧵
02/05/2023
1/9
The #macro market has been hyper focused on growth and inflation dynamics
We got a slew of data showing inflation under control.
Yet one data point on Friday raised havoc with my portfolio.
Let’s dig into the 🧮!
2a/9
The Employment Cost Index #ECI came out on Tuesday, just prior to the #FOMC meeting
#ECI +1% Q/Q represented a deceleration in employment costs
#Inflation 🔻
The Employment Cost Index #ECI came out on Tuesday, just prior to the #FOMC meeting
#ECI +1% Q/Q represented a deceleration in employment costs
#Inflation 🔻
2b/9
Home prices were also out on Tuesday.
At +8.2% y/y, housing costs continue to decline on an ROC basis
#Inflation 🔻
Home prices were also out on Tuesday.
At +8.2% y/y, housing costs continue to decline on an ROC basis
#Inflation 🔻
