Discover and read the best of Twitter Threads about #RATES

Most recents (10)

#Moodys has pulled down its growth forecast for FY19 to 5.8%. Only surprise is why it’s not even lower. In the past year growth has collapsed from 8% to 5%. /1
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#India #CPI #GDP #RBI #bonds #inflation #ratecut #NBFC #jobs #credit #NPA #NCLT #growth
On the other hand #CPI is now at 4.6%. The laxmanrekha of 4% has been breached. A mix of drought, floods and unseasonal rain is driving food prices up. Core #inflation continues to fall to 3.7% reflecting the slowdown. /2
#India #GDP #RBI #bonds #ratecut #NBFC #jobs #credit #NPA
The wisemen and women of the economy have only one mantra - Cut, Pray, Hope. When in doubt cut rates.135 bps done but transmission is limited. We are told don’t look at nominal, real rates are still high. A single large cut is required. /3
#India #CPI #GDP #RBI #bonds #inflation
Read 16 tweets
As expected, the #FOMC cut policy rates a quarter-point, Chair #Powell referenced the Committee’s reliance on data dependency and provided a nuanced view of #economic conditions. Still, just because all that was “expected,” doesn’t take away from the fact it was also good policy.
Indeed, today’s announcement represents an important moment for the #Fed, in which policy rates were moved to appropriate levels, alongside significant liquidity provision, which is precisely the right combination in our view: this is a big positive for #markets.
Specifically, we think the #Fed moved to the lower end of what we believe should be the equilibrium rate of interest in an #economy that’s facing aging demographic trends, and which benefits from still positive interest rates.
Read 5 tweets
2/

Cognitive dissonance has people possessed with looking for 5 wave impulses...when all I see are zigzags and we need to finish this last zag to the upside $SPX
3/

$SPX Earnings
Read 31 tweets
You Were #WARNED = NOW it is HERE

The National consultation on the Global Covenant of Mayors for Climate and Energy (GCoM) framework for local government climate action in Australia
resulting arrangement between EU & ICLEI Oceania as the GCoM Oceania regional lead partner.
Read 30 tweets
Dear all 🙂Hope you enjoy the weekend! We are still in the Twilight Zone. Despite continued deteriorating economic fundamentals across the globe, US stock market continues to rally. But for how long...? Stay tuned for some #HZupdates
Indicators and signals across the globe continue to suggest economic slowdown - which slowly but surely spreads to all geographical regions and industries. It is my firm belief, that US will not decouple and US #equities will realize this at some point #HZupdates
#WTI sends clear signal from major Ending Diagonal. We may rally further in wave (B) - but soon we will see a reversal, which will send #Oil towards its LT-target of <20USD #HZupdates
Read 19 tweets
Good morning all! 😎 Trust you are well. #Oil declined hard last week. The deflationary environment is unfolding, as it has been laid out in #HZupdates. Please stay tuned for more!
Anybody who has been following my #deflationary scenario remembers my #Oil chart. The bounce, we saw from end 2018 until April 2019 was a wave "B" bounce in this wave 5 of the great Ending Diagonal. We will see Oil plummet to min. 22USD pot. all the wavy to ~10USD #HZupdates
This has not come as a surprise! #AUDUSD (Inflation gauge) had for a long time been flirting with LT-trendline from 2008. This was a sign of weakness in inflation - which could only play out, if Oil dropped (like the Ending diagonal suggested) #HZupdates
Read 17 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
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
1/

Lets get this, what’ll probably be way more than 80 chart (yes possibly over 100 charts) #mcm_chartstorm going

Since most analysts (except a few great ones) we see on twitter appear to be copping out as mkt has risen, how much all this BULLISHNESS is really in the mkt? $SPX
2/

In the past we have discussed the epic internal/structural relationships between $NDX and $SPX in 2000 and $FAANGvs $SPX in 2019...lets take a look at that model again
3/

How lets take a look at how this model has played out since we posted it mid year last year...

$FAANG $FNG vs $SPX has followed the model extremely well, with one exception...the $FANG meltdown has been much worse structurally & nominally than the 2000 disaster.
Read 101 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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