Discover and read the best of Twitter Threads about #demand

Most recents (12)

1/Thanks very much to my old friend @steve_sedgwick @SquawkBoxEurope for the chat this morning
2/We looked at #Growth v #Value, the #US v ROW, we touched on #bonds and borrowing, #money supply, #inflation, #lockdown, #commodities & #gold - all in under 10 mins!
3/If that was all a bit rushed, here follow the notes I sent to accompany our chat:-

#macro, #markets
Read 12 tweets
Those claiming #demand drives the economy (which is wrong) tend to be quite confused about what it means to demand, and on what basis demand exists. They are, strangely, less confused about supply, which is the much more complex economic concept. Let's start at the beginning:
demand is formally defined as the willingness and ability to pay. The reason for this definition is that the point of demand is to explain something about the economy. Demand means action (buying) with respect to specific goods at specific price. Without such action, there is no
effect on the economy. Supply-and-demand analysis aims to explain real market prices. Demand is different from wants, which are endless. We can want a vacation on Jupiter, but that has no economic impact. It's merely dreaming before an entrepreneur provides that service. Wanting
Read 19 tweets
Daily Bookmarks to GAVNet 6/12/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/12/dai…

What Doctors on the Front Lines Wish They’d Known a Month Ago - The New York Times

nytimes.com/2020/04/14/nyr…

#CommonSense #Covid19 #Doctors #coronavirus
Don’t Lose the Thread. The Economy Is Experiencing an Epic Collapse of Demand. - The New York Times

nytimes.com/2020/06/06/ups…

#collapse #epic #demand #economy
Defund (and redesign) everything. - Deep Code - Medium

medium.com/deep-code/defu…

#defund #institutions #redesign
Read 12 tweets
Lets talk about #Oil and why the price of the #US benchmark #WTI West Texas Intermediate has turned negative FOR THE FIRST TIME EVER...
Some of you are waking up to what might read or sound like another disaster. Just when you were learning how to deal with #COVID19, you hear about a so called plunge in the #Price of #Oil. But what does it mean to have oil in negative territory & why is that the case? Lets see...
In the main we will talk a bit about simple matters of #supply & #demand while touching on the #future as far as #consumer outlooks & #perception / #confidence are concerned. I would like us to start in 2016, a quick recap...what happened to #Oil?
Read 20 tweets
1/n A little thread on the impact of #9baje9minute on the Indian #Electricity #grid @PosocoIndia @MinOfPower

From @PosocoIndia o data #India's #power #demand at 19:00 hours in the last three #Sundays:

29 March: 110632 Gigawatts (GW)
22 March: 125000 GW
15 March: 144258 GW
2/n #Power #demand at 19:00 hours on similar Sundays last year:
31 March 2019: 149361
07 April 2019: 150735

#lockdown has reduced demand by 35-40 GW primarily as a result of the partial closure of industries and commercial establishments
3/n In 2019, #residential #demand was about 25% of total demand but it likely to be 33% of the total demand today. So, a sudden change in #residential #demand is likely to have a bigger impact.
Read 16 tweets
Lets talk about #Oil and the #Corona / #COVID19 #Virus. What is it doing to #Global #Energy #Demand & what does it mean for #OPEC?
On March 5th 2020, the Organisation of #Petroleum Exporting Countries #OPEC concluded its 178th Extraordinary meeting. Aside from Ecuador's withdrawal from OPEC, the #Oil #Cartel was hard pressed to fashion a response to the impact of #COVID19 on #Global oil #Demand...
It is no secret that the #global #oil #market is awash in oil. The glut in supply has seen, in the past, a collaboration of sorts between #OPEC & Non-OPEC (mainly #Russia) oil exporters to monitor supply & maintain output at "mutually profitable" levels...
Read 9 tweets
Let us talk about the #FED #FOMC's 1st #MonetaryPolicy meeting of 2020. Specifically, let us talk about the puzzle that is a flatter #PhillipsCurve...
The #FederalOpenMarketCommittee (#FOMC) of the #FederalReserveBank (#FED) of the #US concluded its 1st meeting of 2020 on the 29th January 2020. As expected, the FED did not change rates but left the #KeyPolicyRate, the #FederalFundsRate (#FFR) in the 1.5%-1.75% range...
Indeed, if one considers the #FED #Dotplot of December 2019, the decision to keep rates unchanged would not come as a surprise. What I wanted to focus on today is some key passages in the statement, highlighted in yellow in the screenshot below...its all #PhillipsCurve...
Read 17 tweets
Lets talk about #Oil and #Inflation and whether the relationship is #Linear or #NonLinear...
We have all been witness to the recent volatility in the #Global #Oil markets. We have seen how disruptions in oil #Supply, be it from #SaudiArabia, #Nigeria, #Venezuela, #Iran or #Libya can cause upticks in the global #Price of oil...
On the same token, we are aware how muted #oil #demand can arise from a slow down in #global #growth. For e.g. a persistent slowdown in #China often translates into a softening of global oil prices. Similarly, high #inventories & the impact of #US #shale drives down prices...
Read 9 tweets
@TaggartRehnn Every action we take now must be very focused on the foundations of protecting & building Democracy. The Kochs RW started from bottom up to win.. we must do the same.

Resources & Actions thread... 1/
@TaggartRehnn We don't have to agree on anything beyond opposing a Fascist RW takeover that endangers us all.

We can be effective IF we're very focused & unified in both our resolve & actions nationwide.

Resources...2/
@TaggartRehnn There are experienced grassroots Resistance orgs & that each of us can follow, visit their sites, support, use their guidance & citizen actions. #EmpoweredToday

- Secure Elections in States

- Stop #ConCon in states

- inform & engage our communities

- save Net Neutrality

3/
Read 15 tweets
1) On 25 July, Tribeca's Commodity Trading Specialist Guy Keller gave an excellent presentation outlining their #bullish #Investment case for #Uranium, expecting to increase their exposure to #U3O8 sector over rest of 2019 as #nuclear demand grows... asx.com.au/asxpdf/2019072…
2) Summary: drivers for higher #uranium prices include growing #demand for #nuclear #energy, #China reactor builds, recent #U3O8 supply cuts & long lead times to recover, mines unprofitable without 50% U price rise, inventories down as contracts roll off, 232 uncertainty gone...
3) #Uranium will play an increasingly important role in global supply of clean, stable, #nuclear base-load power generation given today's focus on environmental improvement amid rising global demand for #CarbonFree low emissions #electricity...
Read 17 tweets
Great talk by @martinwolf_ at the 46th Economics Conference @oenb @suerf_org on escaping the #trap: secular #stagnation, monetary #policy and financial fragility
Before the outbreak of the global financial crisis @martinwolf_ saw himself as an orthodox economist - now suggests to read Minsky, Godley et al.
'Everything depends on everything else' - eternal truth by @martinwolf_
Read 9 tweets
The new @wiiw_news Handbook of #Statistics 2018 contains updated key #macroeconomic & structural indicators for 22 economies in #CESEE serving as easy-to-use reference tool & facilitating comparisons across topics, countries & time.
wiiw.ac.at/wiiw-handbook-…
Thread: 1/11
New features of the 2018 ed. include e.g.
- new key indicators at #regional levels
- #wages & #investment data by activity now also available for #Turkey
- comparable #structural breakdown for all countries
Find below examples of some conclusions from the newly released data
2/11
All countries in #CESEE experienced positive #economic #growth in 2017, clear leader was #EUCEE with average real GDP growth of 4.9%. Ten economies achieved their highest real #GDP growth rates over the last 5 years.
3/11
Read 11 tweets

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