Discover and read the best of Twitter Threads about #MANUFACTURING
Most recents (24)
On Business #Sales
1. While #households create most of the spending in the economy, businesses engage in investment and employment to generate profits. Therefore, sustained #consumption is contingent upon companies using labor to create output.
1. While #households create most of the spending in the economy, businesses engage in investment and employment to generate profits. Therefore, sustained #consumption is contingent upon companies using labor to create output.
2. Typically, when output has declined, employment has followed suit. We show this in the visualization above.
3. In the visualization presented in 1. we show howe show how periods of decline in real business sales (i.e., business output) create pressure on employment growth. Every period of protracted contraction in real sales has resulted in an eventual contraction in unemployment.
Thread🧵 on GMI's key macro charts by Raoul Pal. @RaoulGMI #GlobalMacro
1/7 ISM is falling to 46.9, indicating short-term weakness. New orders point towards a drop closer to 45 in June. #GlobalEconomy
2/7 The GMI Financial Conditions Index suggests recovery, having already bottomed out and now rising. #FinancialConditions #EconomicTrends
Rising volume in $XLK, $VTV, and good enough $SMH transparently prepared the ground for improving #ES market breadth – but the one factor that made me reconsider the requisites of the medium-term (bearish) outlook, was this.
Financials.
LONG THREAD 👇
Financials.
LONG THREAD 👇
#ES flirted with 4,115 again after that great intraday $HYG reversal portended downside #volatility when cyclicals didn‘t really point higher.
The day ended with a profound deterioration in market breadth and unappealing sectoral overview.
THREAD 👇
The day ended with a profound deterioration in market breadth and unappealing sectoral overview.
THREAD 👇
2. #tech upswing invited selling interest, while #value and especially $IWM turned strongly south.
#ES though had been relatively resilient given both #manufacturing and #retailsales hits, and today‘s data in #housing weren‘t slated to bring a disaster.
The figures are
#ES though had been relatively resilient given both #manufacturing and #retailsales hits, and today‘s data in #housing weren‘t slated to bring a disaster.
The figures are
#Technology #Thread #Semiconductor #Manufacturing #Data
The Semiconductor Critical Data:
1/ - The Semiconductor Industry Generates And Processes A Vast Amount Of Data, From Design And Testing To Manufacturing And Supply Chain Management.
The Semiconductor Critical Data:
1/ - The Semiconductor Industry Generates And Processes A Vast Amount Of Data, From Design And Testing To Manufacturing And Supply Chain Management.
2/ - This Data Is Then Used To Provide Insights Into About Product Development, Supply Chain Optimization, And Quality Control.
3/ - The Semiconductor Industry Also Has To Focus On Data Security, As The Data It Handles Is Often Proprietary, Confidential, And Sensitive.
- It Is Done By Deploying Various Security Measures, Such As Encryption, Firewalls, And Access Controls.
- It Is Done By Deploying Various Security Measures, Such As Encryption, Firewalls, And Access Controls.
Union Finance Minister Smt. @nsitharaman met Mr. Hayashi Nobumitsu, Governor, Japan Bank for International Cooperation #JBIC, on the sidelines of the 56th #ADBAnnualMeeting, in Incheon, today. (1/5)
@IndiainROK
@IndiainROK
FM Smt. @nsitharaman encouraged engagement of JBIC with Indian financial institutions such as Exim Bank @IndiaEximBank, NIIF and lending banks to leverage the strength and complementarities of both countries for facing local, regional and global financial challenges. (2/5)
FM spoke of GoI intiatives towards facilitating #investment, like #PLIs scheme, #NIP, reforms in #GST & Insolvency & Bankruptcy Code #IBC, among others & hoped JBIC will use this enabling environment as an opportunity to expand marine products & seaweed processing in India. (3/5)
🇺🇸@ism #Manufacturing +0.8pt to 47.1 in April -- still near low since May 2020
"Softening at slower pace"
❌New Orders 45.7 (+1.4pt)
❌Production 48.9 (+1.1pt)
✅Employment 50.2 (+3.3pt)
❌Supplier Deliveries 44.6 (-0.2pt)
❌Backlogs 43.1 (-1.2pt)
⬆️Inflation 53.2 (-2.1pt)
"Softening at slower pace"
❌New Orders 45.7 (+1.4pt)
❌Production 48.9 (+1.1pt)
✅Employment 50.2 (+3.3pt)
❌Supplier Deliveries 44.6 (-0.2pt)
❌Backlogs 43.1 (-1.2pt)
⬆️Inflation 53.2 (-2.1pt)
"We seem to be in a season of contradictions. Business is slowing, but in some ways, it isn’t. Prices for some commodities are stabilizing, but not for others. Some product shortages are over, others aren’t. Trucking is more plentiful, except when it isn’t..."
"It’s hard to make projections at the moment"
Purchasing managers generally reporting elevated uncertainty, softer demand, excess inventories and reduced pricing power, but this is truly a multispeed environment.
Purchasing managers generally reporting elevated uncertainty, softer demand, excess inventories and reduced pricing power, but this is truly a multispeed environment.
⚡JUST IN
#China April official #PMI
Manufacturing PMI 49.2 [Est.51.4 Prev.51.9]
Non-Manufacturing PMI 56.4 [Est.57 Prev.58.2]
Composite PMI 54.4 [Prev.57]
#manufacturing #EconTwitter 🇨🇳 1/
#China April official #PMI
Manufacturing PMI 49.2 [Est.51.4 Prev.51.9]
Non-Manufacturing PMI 56.4 [Est.57 Prev.58.2]
Composite PMI 54.4 [Prev.57]
#manufacturing #EconTwitter 🇨🇳 1/
NBS: The PMI for China's manufacturing sector decreased by 2.7 PPs m/m, falling into the contraction zone after running above 50% for three consecutive months.
However, the financial situation of enterprises has improved, and enterprises are relatively optimistic about future.
2/
However, the financial situation of enterprises has improved, and enterprises are relatively optimistic about future.
2/
NBS: the new export order index was 47.6%, -2.8 PPs m/m, with two consecutive months of significant declines.
Surveys show that the proportion of companies reflecting insufficient market demand was 56.9%, an increase of 1.6 PPs m/m, reaching a new high in 36 months.
3/
Surveys show that the proportion of companies reflecting insufficient market demand was 56.9%, an increase of 1.6 PPs m/m, reaching a new high in 36 months.
3/
#Technology #Thread #Semiconductor #Manufacturing #AI
The Semiconductor AI SoC:
1/ - AI SoC - Artificial System-On-A-Chip - Is Gaining Lot Of Traction.
- Primary Reason Is The Need To Capture, Process, Extract, Learn And Predict, All At A Very High Speed.
The Semiconductor AI SoC:
1/ - AI SoC - Artificial System-On-A-Chip - Is Gaining Lot Of Traction.
- Primary Reason Is The Need To Capture, Process, Extract, Learn And Predict, All At A Very High Speed.
2/ - Doing So With The Help Of Traditional SoC Is Not Impactful.
- Reason: Traditional SoC Are For Generic Workloads.
- Reason: Traditional SoC Are For Generic Workloads.
3/ - AI Applications Bring New Sets Of Workloads.
- These Needs To Be Processed By Mapping The Low-Level Details To The Underlying Architecture.
- Thus, More Precise Computing Is Required.
- These Needs To Be Processed By Mapping The Low-Level Details To The Underlying Architecture.
- Thus, More Precise Computing Is Required.
1/50 #Science is an ongoing process that serves to investigate phenomena, gain new insights or "correct prior knowledge" and this only works in #discourse. This includes diversity of #Opinion, #tolerance and a broad debate space. This is a large thread.
2/50 "#trust the science" is in my view the most #antiscience statement ever. #Questioning science is how you do #Science. This thread gives some examples and further questions.
scientificamerican.com/article/why-do…
scientificamerican.com/article/why-do…
3/50 What about good ##scientific #Practice? I found a glaring example here (of all things, in what I consider to be a rush to #vaccine #approval). #blotgate
trialsitenews.com/a/startling-ev…
trialsitenews.com/a/startling-ev…
Thanks to @GeoffCutmore & @steve_sedgwick for the chat on #SquawkBox this morning!
Short and sweet today, but I hope it was of some interest. The notes I put together ahead of time will follow in this thread...
1/x
Short and sweet today, but I hope it was of some interest. The notes I put together ahead of time will follow in this thread...
1/x
First of all, it's #ValentinesDay and SOMEONE is going to get massacred today when the #CPI is released, so naturally:-
2/x
2/x
Roses are red, violets are blue,
JayPow doesn't know
And neither do you.
#inflation's effects are not as universal as they were, but does that mean we can all now relax?
3/x
JayPow doesn't know
And neither do you.
#inflation's effects are not as universal as they were, but does that mean we can all now relax?
3/x
🎯 HIDENBERG IS A HIT JOB 🎯
⚔️ Adani Group: A perspective you cannot miss GEOPOLITICs thru' ECONOMIC CLOUT; CHINA DOES IT ,WHY NOT INDIA ?
⚔️When the Adani Group replied to the allegations of Hindenburg, the latter retorted, ‘Fraud cannot be obfuscated by Nationalism’
1🖌️
⚔️ Adani Group: A perspective you cannot miss GEOPOLITICs thru' ECONOMIC CLOUT; CHINA DOES IT ,WHY NOT INDIA ?
⚔️When the Adani Group replied to the allegations of Hindenburg, the latter retorted, ‘Fraud cannot be obfuscated by Nationalism’
1🖌️
There is a school of thought that says, that the Hindenburg report was a hit job, and Adani is a nationalist. Let us evaluate.
⚔️ Leave aside the fact that Hindenburg report was timed with the release of the FPO; there is a greater aspect to the timing. It was done when
2🖌️
⚔️ Leave aside the fact that Hindenburg report was timed with the release of the FPO; there is a greater aspect to the timing. It was done when
2🖌️
Adani was to acquire the Haifa Port in Israel.And who other than Adani was interested in the Haifa Port?
⚔️ It was the Chinese.They already run the container yard at Haifa and wanted control of the entire port. But what destroyed their goal was that Adani bid five times the
3🖌️
⚔️ It was the Chinese.They already run the container yard at Haifa and wanted control of the entire port. But what destroyed their goal was that Adani bid five times the
3🖌️
Here's a thread of (6) charts 📊 that are worth nothing from this last week's @MorganStanley Global Investment Committee (GIC) Weekly Report (01/30/23)... 🧵/👇🏼
#macro #economy #earnings #stocks #StockMarket #bonds
morganstanley.com/pub/content/da…
#macro #economy #earnings #stocks #StockMarket #bonds
morganstanley.com/pub/content/da…
1/🧵 "In the short run, flows, sentiment, positioning & technicals can be powerful drivers, while over the longer term, fundamentals like growth, profitability & productivity are critical, as are earnings surprises." @MorganStanley
#macro #earnings #stocks #StockMarket #bonds
#macro #earnings #stocks #StockMarket #bonds
2/🧵 "But sometimes, & for extended periods, markets can settle on one particular thesis, no matter how narrow or implausible." 📊h/t @MorganStanley @GoldmanSachs $MS $GS @Bloomberg
#macro #earnings #stocks #StockMarket #bonds $SPY $SPX
#macro #earnings #stocks #StockMarket #bonds $SPY $SPX
After my deal pursuit fell through, I let myself wallow for a day and jumped back in. I knew I needed to do something different, I needed added tools and process and I needed to sift through data faster. I also knew I needed different sources of input
I’m ashamed to admit (bcuz it now seems straightforward) I activated two new approaches: outsourced search to an offshore assist AND lots of cold outreach. I know, things I should’ve been doing since the beginning. My first opp came on too quick and I got complacent
I engaged a VA on Upwork. He was a great guy from Bangladesh. Took us a week or 2 to hit our groove but he got to where he was putting up 100s of cold leads a week. I also started cold networking on my own. I called everyone in my network with any connection to finding a biz.
#India's #startup ecosystem raised $455 million across 24 deals last week (Jan.16-21,'23) with #fintech #unicorn PhonePe turning decacorn at $12 billion valuation.
#StartupIndia #DigitalIndia #VentureCapital #funding #Entrepreneurship #innovation #Motivation #prosunjoyi #Thread
#StartupIndia #DigitalIndia #VentureCapital #funding #Entrepreneurship #innovation #Motivation #prosunjoyi #Thread
#India's #startup ecosystem raised $126 million off 16 deals last week (Jan.23-28,'23) across #cybersecurity, #deeptech, #energy, #gaming, #logistics, #SaaS, etc. with total #funding for Jan.'23 crossing $1 billion. #StartupIndia #DigitalIndia #VentureCapital #inspiration #Thread
#India's #startup ecosystem raised $49 million off 12 deals last week (Jan.30-Feb.4,'23) across #EVs, #freight, #manufacturing, etc. #StartupIndia #DigitalIndia #VentureCapital #leadership #founders #Entrepreneurship #MondayMotivation #inspiration #innovation #prosunjoyi #Thread
🌎 ¡Acabo de encontrar una serie de mapas increíbles realizados con #RStats! Desde mapas interactivos hasta diseños 3D, hay algo para todos los amantes de los datos espaciales
👇 ¡8 cuentas a las que definitivamente vale la pena darle un vistazo!🧵
#dataviz #maps #geospatial #gis
👇 ¡8 cuentas a las que definitivamente vale la pena darle un vistazo!🧵
#dataviz #maps #geospatial #gis
✅ Tyler Morgan-Wall @tylermorganwall
🔗 buff.ly/3ZBWNKe
Mapa 3D giratorio con puntos de luz (mapa anterior)
🔗 buff.ly/3QDfXLx
La red de cable submarino de fibra óptica de la Tierra.
Utiliza #rayshader #rayrender #rayverse
#dataviz #maps #geospatial #gis
🔗 buff.ly/3ZBWNKe
Mapa 3D giratorio con puntos de luz (mapa anterior)
🔗 buff.ly/3QDfXLx
La red de cable submarino de fibra óptica de la Tierra.
Utiliza #rayshader #rayrender #rayverse
#dataviz #maps #geospatial #gis
@tylermorganwall ✅ Milos Popovic @milos_agathon
🔗 buff.ly/3CJM6LN
Mapa % de empleados en la fabricación, datos Eurostat.
#dataviz #maps #geospatial #gis #rstats #DataVisualization #stats #DataScience
🔗 buff.ly/3CJM6LN
Mapa % de empleados en la fabricación, datos Eurostat.
#dataviz #maps #geospatial #gis #rstats #DataVisualization #stats #DataScience
🇺🇸 #Fed #Inflation | An update on CPI prospects ⚠
*Leading indicators suggest CPI YoY will normalize quickly in the coming months and, in absence of external shock, could ⬇ close to 3% in June 2023
*Therefore, Bloomberg consensus for 2023 CPI (+4%) should be revised ⬇ soon.
*Leading indicators suggest CPI YoY will normalize quickly in the coming months and, in absence of external shock, could ⬇ close to 3% in June 2023
*Therefore, Bloomberg consensus for 2023 CPI (+4%) should be revised ⬇ soon.
1- Market #rents will keep retracing in the coming months. Household formation and rental demand are slowing in response to macro conditions while #housing supply will gain traction, with a peak expected around 4Q23.
*The collision of these factors will probably result in a contraction of market #rents on a YoY basis at some point next year. In the past, the CPI’s measure of rents for homeowners has typically lagged other measures (9 to 12 months looks appropriate for this cycle).
Global #manufacturing output fell for a 5th straight month in December. Although improving supply helped moderate the rate of decline, a further steepening in the rate of loss of new orders paints a bleak picture of demand. More at bit.ly/3jSl9P9 #PMI
Factories around the world are now also shedding workers in response to worrying signs of excess operating capacity, according to @SPGlobalPMI data
@SPGlobalPMI Similarly, input buying by factories is slumping worldwide as firms adjust their inventories to lower demand and lower production requirements.
⚡️JUST IN
Economic activities in China was weak in December.
Manufacturing PMI 47.0 [Est.48.0 Prev.48.0]
Non-Manufacturing PMI 41.6 [Est.45 Prev.46.7]
Composite PMI 42.6 [Prev.47.1]
#manufacturing #EconTwitter 🇨🇳
1/ Thread
Economic activities in China was weak in December.
Manufacturing PMI 47.0 [Est.48.0 Prev.48.0]
Non-Manufacturing PMI 41.6 [Est.45 Prev.46.7]
Composite PMI 42.6 [Prev.47.1]
#manufacturing #EconTwitter 🇨🇳
1/ Thread
China's NBS:
Production and demand continue to slow down on both ends. The pandemic has cast negative impacts on the operations of some enterprises, with production activities slowing down and product orders decreasing.
#manufacturing #EconTwitter 🇨🇳
2/ Thread
Production and demand continue to slow down on both ends. The pandemic has cast negative impacts on the operations of some enterprises, with production activities slowing down and product orders decreasing.
#manufacturing #EconTwitter 🇨🇳
2/ Thread
China's NBS:
Manufacturing production activity continues to slow as product orders fall, production Index slid by 3.2 PPS to 44.6% and New Order Index dropped 2.5 PPS to 43.9%.
Logistics and transport capacity have deteriorated.
#manufacturing #EconTwitter 🇨🇳
3/ Thread
Manufacturing production activity continues to slow as product orders fall, production Index slid by 3.2 PPS to 44.6% and New Order Index dropped 2.5 PPS to 43.9%.
Logistics and transport capacity have deteriorated.
#manufacturing #EconTwitter 🇨🇳
3/ Thread
#Nestle business model analysis
1/ Nestle is a global food and beverage company that operates on a hybrid business model, using both in-house manufacturing and outsourcing to produce its products. #Nestle #BusinessModel #FoodAndBeverage
1/ Nestle is a global food and beverage company that operates on a hybrid business model, using both in-house manufacturing and outsourcing to produce its products. #Nestle #BusinessModel #FoodAndBeverage
2/ Nestle sources raw materials and ingredients for its products from various suppliers around the world and manufactures its products at its own facilities in countries around the world. #RawMaterials #Manufacturing
3/ Nestle's product line is diverse and includes a variety of food and beverage products, including coffee, water, milk, ice cream, and snack foods. The company also licenses its brand to third parties for use on non-Nestle products. #Coffee #Water #Milk #IceCream #SnackFoods
1/ The Hershey Company is a global confectionery and snack food company that operates on a hybrid business model, using both in-house manufacturing and outsourcing to produce its products. #HersheyCompany #BusinessModel #Confectionery #SnackFood
2/ Hershey sources raw materials and ingredients for its products from various suppliers around the world and manufactures its products at its own facilities in the United States and internationally. #RawMaterials #Manufacturing
3/ Hershey's product line includes a variety of confectionery and snack food products, including chocolate, candy, gum, and snacks. The company also licenses its brand to third parties for use on non-Hershey products. #Confectionery #SnackFood #Chocolate #Candy #Gum
Deep dive into world of ROLEX …
1/ Rolex is a luxury watch company that operates on a vertically integrated business model, controlling every aspect of the production and distribution of its products. #Rolex #BusinessModel #LuxuryWatch
1/ Rolex is a luxury watch company that operates on a vertically integrated business model, controlling every aspect of the production and distribution of its products. #Rolex #BusinessModel #LuxuryWatch
2/ Rolex produces its own components, including movements, cases, and dials, in-house at its own manufacturing facilities. This allows the company to maintain strict control over the quality and craftsmanship of its watches. #Manufacturing #Quality #Craftsmanship
3/ Rolex also operates its own retail stores and distribution networks, allowing it to directly reach and sell to consumers. The company has a strong focus on customer service and the overall customer experience at its stores. #Retail #Distribution #CustomerService #ethos
1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day, going the extra mile gives you a huge investing edge. This #Thread discusses this topic & 8 interview process tips.
2/42 By the way, this #Thread is longer than recommended by the “experts.” However, I wanted to put a lot of thought into the mgmt. interview process topic for those who are deeply into #stockpicking or want to learn how to pick stocks. Investing successfully requires effort.
Urban-rural manufacturing shift: A mixed bag
Context
>>There is growing evidence to suggest that the most conspicuous trend in the manufacturing sector in #India has been a shift of manufacturing activity and employment from bigger cities to smaller towns and rural areas.
Context
>>There is growing evidence to suggest that the most conspicuous trend in the manufacturing sector in #India has been a shift of manufacturing activity and employment from bigger cities to smaller towns and rural areas.
>>This ‘urban-rural manufacturing shift’ has often been interpreted as a mixed bag, as it has its share of advantages that could transform the rural economy, as well as a set of constraints, which could hamper higher growth.
Recent data by Annual Survey of Industries for 2019-20
>>In terms of capital: The rural segment is a significant contributor to the manufacturing sector’s output. While 42% of factories are in rural areas, 62% of fixed capital is in the rural side.
>>In terms of capital: The rural segment is a significant contributor to the manufacturing sector’s output. While 42% of factories are in rural areas, 62% of fixed capital is in the rural side.
