Discover and read the best of Twitter Threads about #Inflation

Most recents (24)

#Inflation - 🧵The world's political and economical elites are meeting in Davos, Switzerland, for the @wef, for the first time since the start of the pandemic. One of the major topics is sure to be the concerning inflation surges around the globe. Image
After the invasion of Ukraine by Russia in February, the #IMF revised their inflation projections upwards – by 1.8 percent for developed countries and 2.8 percent for developing nations. Image
Strong economic recovery following the end of the lockdown era of the coronavirus pandemic caused the price of goods and services to rise in 2021 in many developed nations, according to the @OECD. Image
Read 7 tweets
#GartnerMKTG Happening now: The State of Marketing Spending and Strategy — Insights From Gartner’s CMO Spend Survey. Presented by Ewan McIntyre, Chief of Research and Vice President Analyst, Gartner.

Follow along here for key insights and updates from the session.
3 in 4 CMOs reported increased budgets compared to last year. In this session, Ewan McIntyre, Chief of Research and Vice President Analyst at Gartner, shares the key findings coming out of the annual Gartner CMO Spend Survey. #GartnerMKTG
“Marketing budgets have climbed to 9.5% of total company revenue in 2022, an increase from 6.4% in 2021.” #GartnerMKTG
Read 19 tweets
These

Das #Entlastungspaket in Höhe von 15,6 Mrd € ist nichts anderes als
🚁Geld und wird wirkungslos verpuffen

Mir ist bewusst, dass meine Meinung bei vielen da draußen
auf Unverständnis treffen wird...

ABER
⬇️
2/
Was bedeutet dieses sog. #Entlastungspaket finanziell?

- Für jeden wahrscheinlich am einfachsten zu greifen:
300,00 € Pauschale für jeden Arbeitnehmer,
Auszahlung 1. September

Umfang: 13,8 Mrd €

Der Clou, es wird versteuert🤡

Bleiben also 10,4 Mrd €
3/
9 € Ticket für ÖPNV

Umfang: 2,5 Mrd €

Dauer: 3 Monate Image
Read 18 tweets
Hemline Index (George Taylor, 1925).

Skirt hemlines are higher when the economy is performing better, and longer during downturns.!!!

(Fuming Feminist Economists)
Lipstick Index (Leonard Lauder)

He found that in the backdrop of an uncertainity, people wanted to go shopping but desisted buying expensive items.

So most bought lipsticks.

Post 9/11 his company’s lipstick sales doubled.

With the use of mask lipstick Index lost its value.
Read 10 tweets
4 must watch clips from today's Daily Briefing with @biancoresearch & @AshBennington.

"The #FederalReserve wants you to lose money. They need you to lose money in order for #inflation to come down."
"This is not don't fight the Fed, this is the #Fed is your enemy out to kill you..."
Politicians and rationality... Really just depends on how close we are to the next election.
Read 4 tweets
"Central banks believing their own bulls#it, is the thing we have to worry about most..."

@darioperkins joins @RaoulGMI for a fascinating discussion on his vision of the world moving toward a "tangible economy," and how it may impact everything from growth & rates to #inflation.
So, what is this "tangible economy" that @darioperkins speaks of?

👇👇👇
What will this "tangible economy" look like? Where is the opportunity?
Read 6 tweets
A thread: Learnings on 70% yoy #inflation here in Turkey where I am spending time - 1/11
Quote from a local friend “Everyone loses sense of money. We don’t know the prices. We shoot blind” - 2/11
As soon as people have money they buy something. Anything. Food, non perishables, white goods, etc - 3/11
Read 11 tweets
Didn't have time to watch the full episode of The Daily Briefing with @leadlagreport & @AshBennington?

Here's a 🧵 to get you caught up.

1/8 "Believe me when I say this, the #stockmarket will break #inflation faster than the #Fed."
2/8 The Fed & policy rate normalization 👇

"...No amount of intelligence increases the clarity of one's crystal ball..."
3/8 @leadlagreport on crashes 👇

"When you have so much leverage, the risk is not that the Fed is late to hiking rates. The risk is that the market crashes and they have to then re-lever it up again."
Read 8 tweets
Our @economics story connecting overlooked dots on pent-up #inflation yet to come: Chicken wings for $34? Here's why US #food prices could start climbing even higher bloomberg.com/news/articles/… @business @TarsoVeloso

https://t.co/XYnfsP5BXT
Consumers have actually been shielded so far from the full brunt of soaring expenses that are facing producers, distributors and small businesses like restaurants. But they can only hold back for so much longer.
MS restaurant owner @JeffGoodBRAVO says costs for cooking oil & flour have ~doubled. Wings were $14 pre-Covid. As chicken costs rose, price hit $28, but "real cost" for the dish was $34. In ~30 yrs “We have never, ever seen anything like what we’re seeing right now." @USChamber
Read 17 tweets
#महागाई #Inflation

-महागाईच्या दरात एप्रिल महिण्यामध्ये 15.08% ने वाढ झाली आहे.
-अन्नधान्य, इंधन आणि खाण्याच्या सर्वच किंमतीचा भडका उडाला आहे.
-इन्फ्लेशन रेटने गेल्या 17 वर्षापूर्वीचा उच्चांकी पितळीला मागे टाकले आहे.
-अन्नधान्याचा महागाई दर 8.35% गेला आहे. @Anand_Dasa88
-इंधनाच्या किंमतीमध्ये 38.66% वाढ झाली आहे.
-मिनरल ऑइल आणि नॅचरल गॅस चे भाव गेल्या एप्रिल महिन्यांमध्ये 69.07% गेले आहे.
-कपडे आणि फुटवेअरच्या किंमतीमध्ये 9.85% वाढ झाली आहे.
-स्निग्ध पदार्थां 17.28% भाववाढ झाली आहे.
-फ्रूटस, वेजीटेबलच्या किंमतीमध्ये 15.41%वाढ झाली आहे.@yogi_9696
-मासं व मासे यांच्या किंमतीमध्ये 6.97% वाढ झाली आहे.
-स्नॅक्स, स्वीट्स च्या किंमतीमध्ये 7.10 भाववाढ झाली.
-मिल्क आणि डेरी प्राॅडक्टच्या किंमतीमध्ये 5.47% भाववाढ झाली.
-काॅस्मेटिक प्राॅडक्टच्या किंमतीमध्ये 20 ते 30% वाढ झाली. @kingsmanT11 @Kapil_Zoting
Read 5 tweets
Nur von 69,7% der #Covid-19 Neuaufnahmen in der KW15 bis KW18 wurde der Impfstatus ermittelt! Ein Feuerwerk an Inkompetenz, Unfähigkeit oder gar gezielter Absicht! Und niemand stört sich daran, dass man nicht in der Lage oder willens ist, den Impfstatus von Intensivpatienten
1/5
mit #Corona korrekt zu ermitteln!

Der Fakt, dass man bei 30,3% der Covid-19 Intensivpatienten keinen Impfstatus weiß, ist ein unglaublicher Skandal & es liegt nahe zu vermuten, dass damit versucht wird noch schlimmere Daten zur Unwirksamkeit der Impfstoffe zu überdecken.

2/5
Noch “besser” treibt man es mit der Berichterstattung im Wochenbericht zu den symptomatischen Covid-19 Fällen. Diese wurde komplett eingestellt. Im letzten Wochenbericht vor der Einstellung wurde berichtet, dass 82% der symptomatischen Covid-19 Infektionen auf das Konto von

3/5
Read 5 tweets
1/2

#finanstwitter #fintwit #inflation

Core PCE been down to 0.3 last 2 MoMs, sure, headline been high but will that stick around? 🤷‍♂️

High headline might hold also core back .. and ppl already bought a lot of "stuff" last 2 years, probably a lot of spending moved fwd. 🤷‍♂️
Good thing I am not a hairdresser..
Read 5 tweets
Pour réduire l'#inflation, le système-dette doit réduire la monnaie en circulation.

Plusieurs voies sont possibles :

1/ remonter les taux d'intérêts pour rendre la création monétaire par le crédit plus difficile d'accès

Risque : crise financière -> crise économique -> chômage
2/ couper le robinet monétaire magique de la banque centrale pour freiner l'endettement des États et des multinationales

Risque : cf 1/
3/ pousser l'État à des politiques d'austérité (davantage de taxes et impôts, moins de dépenses publiques, privatisation des services publics) pour réduire la création monétaire via la dette publique.

Risque : mouvements sociaux (retraites, hôpital), chaos social (gilets jaunes)
Read 10 tweets
You seem to be the 1st to ask. Been waiting years for this question. Thank you!

Take 3 stylized goods:

F = Food in kgs
G = Gasoline in ltrs
H = Housing as Rent in sq meters

Assume Cobb-Douglas tastes with 2 exponents a_F, b_G (so c_H=1-a_F-b_G) & prices p_0, p_1in R^3 x R^3.
The COST OF LIVING that @BLS_gov pretends to calculate, for any price vectors as above is now a function on the 2-simplex (a_F,b_g) called the Laspeyres Konus formula.

Only one computer programmer needs to be able to understand the above. She can build the function in python.
That function is akin to the temperature or pressure I keep talking about in the standard inflation theory. From there, we move to what is wrong with the standard theory. But this would already show you what is wrong with BLS’ crazy claims to be computing the cost of living. 🙏
Read 5 tweets
Thread : "l'inflation des actifs, oui ! L'inflation du pauvre, non !"

Elon #Musk et Jeff Bezos semblent vouloir entrer en guerre contre l'administration #Biden, responsable selon eux de l'#inflation record qui touche l'économie américaine.

1/
Tant que l'argent magique était injecté sur les marchés financiers et servait à gonfler à l'hélium le cours de bourse de Tesla et Amazon, on n'a pas entendu ces deux zigotos se plaindre.

2/
Maintenant que la monnaie magique est injectée dans l'économie réelle avec un plan de dépense publique de $3500 milliards, ce qui est une des causes de l'inflation des prix à la consommation, les deux multi milliardaires sortent du bois.
3/
Read 9 tweets
The Fed had a chance to act. They didn't. Now, we're staring down the barrel of recession...

@DiMartinoBooth & @biancoresearch join forces to explore the fate of the 🌎 economy as #inflation rips across the planet & central banks try desperately to tame it.

🧵 👇
Let's start at the beginning... @DiMartinoBooth talks about what it was like working at the #Fed.

"It caused me to write a book."
The Fed was not able to generate inflation. Fiscal spending on the other hand, well, that's a different story...

"...You inject that kind of money directly into checking accounts, you're going to generate the mother of all inflations." @DiMartinoBooth
Read 5 tweets
At present, the #SriLankan economy is extremely precarious. Although the former government’s budget projected revenue of SLR 2.3 trillion, SLR 1.6 trillion is the realistic projection of this year’s revenue: PM of Sri Lanka #RanilWickremesinghe, in #Colombo

#Economy #SriLanka Image
The estimated govt expenditure for this year is SLR 3.3 trillion. However, due to increase in interest rates & addl expenditure of ex-govt, total govt expenditure is SLR 4 trillion. Budget deficit for the yr is SLR 2.4 trillion. This amount equals 13% of the #GDP: PM of Sri Lanka
Read 9 tweets
#MCProOpinion: Banks’ results for the March quarter have been excellent, but operating profit growth has hit a soft patch. What can boost their profits in FY23? 🤔

Find out ⏬
moneycontrol.com/news/opinion/i…

by @aparnaviyer02 | #Economy #Bank
#MCProOpinion: The Rupee can weaken further in the near term, but there is something that can save the day over the medium term.

Read at:
moneycontrol.com/news/opinion/r…

#Rupee #Inflation
#MCProOpinion: The impact on the global economy due to China’s zero-COVID policy is just a preview of the disruptions ahead. And that will happen once the economic slowdown in China starts to bite.

Read at: moneycontrol.com/news/opinion/t…

by @SaibalDasgupta | #China #Economy #Lockdown
Read 5 tweets
1/13 Where is the FED Put?

Stock market decline of 30 to 40% in isolation most likely won't cause a FED pivot. Financial (in)-stability the main potential driver for a FED pivot. Watch the US $.
#FederalReserve
#inflation
#NASDAQ
2/13 "Don't fight the FED" is investment advise with a lot of muscle memory. Over the last three decades stock market investors have gotten used to the FED coming to the rescue when markets are down 20+ %.
3/13 Greenspan 1997/Long Term Capital Management, Greenspan again 2001/Internet Bubble, Bernanke 2008/Great Financial Crisis and Powell in 2019/Repo Crisis are prime examples. While the S&P is not quite down 20% from its peak, the NASDAQ and Russell 2000 are already there.
Read 15 tweets
L'#inflation est un fléau.

La population des pays périphériques est généralement jeune dans son ensemble et n'a pas grand chose à perdre. L'impact de la hausse des prix est ressenti plus fortement chez eux. D'où une réponse qui se fait souvent dans la violence. #SriLanka
1/5
Chez nous, où la population est plus âgée dans son ensemble, où le confort matériel est encore présent, où l'impact de l'inflation est plus contenu, il est probable que la révolte soit étouffée grâce à des lois liberticides imposées et acceptées par une population apeurée. 2/6
Un chèque énergie pas là, un chèque alimentaire par ci, un flashball dans l'œil si ça ne suffit pas. Nous pouvons nous diriger vers une société où la docilité et la couardise seront les meilleures alliées de la caste politique et financière aux manettes.
3/6
Read 7 tweets
#inflation
दोस्तों, अपने देश में बहुत महंगाई बढ़ी है। हर खाने पीने वाले चीज के दाम बढ़े हे। अप्रैल महीने में इन्फ्लेशन रेट 7.79% पर गया है। पिछले 8 वर्षों में महंगाई ने सब रिकॉर्ड तोड़ डाले है। अप्रैल महिने में फ्युल और इलेक्ट्रिसिटी कि दरो में 10.80% इजाफा हुआ है। Image
फुटवियर और कपड़ों की कीमते 9.85% से बढ़ी है। खाद्य पदार्थों की बढ़ती कीमतों ने इन्फ्लेशन को बढ़ा दिया है। पिछले साल 2021 कें अप्रैल महिने में दर 4.23% पर था खाद्य पदार्थो कीं बढती किमतों किं वजह सें अब महंगाई दर 8.38% पर गया है. @Priyankajit51 @Fight4RightTeam @MdGaribNawaz_ Image
महंगाई की मार से स्निग्ध पदार्थे में 17.28% की भारी बढ़त हुई है।फलों और सब्जियों के दामों में 15.41% इजाफा हुआ है। मसालों के दामों में 10.56% का इजाफा हुआ है। स्नैक्स, मिठाइयां आदि में 7.10% की वृद्धि हुई है।साथ ही गेहूं, चावल, ज्वार, मक्का आदी खाद्यान्न में 5.93% बढ़ोतरी हुई है।
Read 9 tweets
More Pain Ahead.
Wonderful article from Credit Suisse
Must Read.

@564pankaj⁩ ⁦@JustPunforfun⁩ ⁦@gautam_icma⁩ ⁦@SubhadipNandy16⁩ ⁦@SahilKapoor⁩ ⁦@ankitapathak_⁩ ⁦@avasthiniranjan⁩ ⁦@virtual_kg

#Investing #Inflation #recession
Apocalypse Now.
Read 7 tweets
Short thread on inflation
1- I have been listening to what experts have been saying about inflation & its impact on various parts of the economy in recent weeks. Many think inflation is a modern phenomenon & somehow the FED, fiat money, or capitalism created it. #Inflation
2- Inflation is old.. thousands of years old, when people used all kinds of things as money. Inflation existed even when gold & silver were used as money.
The main reason for my thread today is this:
Anglosaxon experts must read about inflation in other languages & cultures.
3- The quantity theory of money was NOT introduced in Europe in the 17th century as European books claim. It was introduced in Egypt 300 years earlier in a book written by a scholar called: Al-Maqrizi
#Inflation #Money #Egypt #Economics
Read 15 tweets
Rezession voraus

Die Fed erhöht die Zinsen und will die Nachfrage sowie die Preise damit runterfahren.
Zunächst scheint dies zu gelingen.
Eine #Rezession mit Ansage

in diesem 🧵 gehe ich im folgenden auf einzelne Rohstoffe ein:
1/
2/
#Aluminium tendiert niedriger, die Nachfrage scheint zu sinken:

Aluminium? Wo?
Karosserien,Fahrwerke, Motorblöcke, Getriebe, Heckklappen, Türen, Felgen, Zylinderköpfe, Räder, Effektpigmente für Lacke, Fahrräder, Motorräder, Züge wie ICE aber auch Straßenbahnen
3/
#Eisen
ebenfalls bereits leicht sinkende Preise zu erkennen

Eisen ist essentiell für Stahl und kann flexibel verwendet werden. In der Bautechnik wird es unter anderem für die Herstellung von Schiffen genutzt oder auch für größere Gebäude
Read 16 tweets

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