Discover and read the best of Twitter Threads about #demand

Most recents (24)

1/ Could the #LME #nickel fiasco happen to the #Comex #gold and #silver market?

On my recent Twitter Spaces with @PalisadesRadio I mentioned that we may have a problem with current and future availability of gold and silver bars from the expanded refiner list.

Please retweet!
2/ Back in 2020, the #CME expanded the list of approved refineries whose bars are eligible for good delivery to the Comex. This was due to overwhelming demand for physical product and to maintain an orderly market. bullionstar.com/blogs/ronan-ma…
3/ 51 #LBMA approved gold refineries had been added to the eligible brand list for the COMEX 100 (GC 100) gold futures contract. Of the 51 refiner brands, the top countries represented are 12 refineries from China and 7 from Russia.
Read 18 tweets
This is not how supply and demand economic theory WORKS people?!?!? #EndDemand initiatives for #SexWork does NOT enable #trafficking. Think about it. Let’s kick this #EndDemand can all the way down the road, shall we?
#Trafficking is a crime. Pimping is a crime. #DMST is a crime And they STAY crimes under #FullDecrim. Full stop. BUT we STOP arresting adult consensual #SexWorkers AND we don’t entrap their clients in stings. The BONUS is we ALSO stop arresting A LOT of victims of #SexTrafficking
Supporting #EndDemand initiatives is a knee jerk reaction to a complicated problem. But NOT ARRESTING grown adults for adult consensual behavior (that is perfectly legal if they do it for free) is not such a crazy idea. It actually makes a LOT of sense if you step back a bit
Read 12 tweets
🚨 RUSSIAN OIL REFINERS ARE CUTTING BACK PRODUCTION BECAUSE OF STORAGE LIMITS: GUNVOR CEO

Many baseless claims of demand destruction out there. Too little discussion of supply destruction. I'm staying focused on the data and fundamentals!
#oil #oott @BloombergNRG #gunvor #demand
🚨TRAFIGURA CEO SAYS WE'RE DOWN ROUGHLY 2-2.5 MILLION BPD IN RUSSIAN CRUDE, PRODUCTS AND MORE GOING FORWARD

Sounds like Trafi and Gunvor have covered their oil shorts. 🛢️🚀📈?
Headline: Russian Oil Seeps Into Global Market to Ease Supply Fears for Now h/t @staunovo

"For now" being the key phrase

finance.yahoo.com/news/russian-o…
Read 12 tweets
ZBF release finally draws closer (zero2050usa.com). We have been working to get the data/report out & understandable. Here is a short thread with some interesting observations that we made. First, here is a cheat sheet for our scenarios (a wide spread of possibilities)
First, we find that scenarios have huge amounts of #wind & #solar. We also find that deployment rates for these (& #storage) must dramatically increase to reach our goals (with and without novel generation).
This becomes increasingly important for limited technology cases & huge for #storage in terms of energy capacity.
Read 17 tweets
Today’s #inflation report continued to reinforce the theme that gaudy #price gains are not standing in the way of demand.
It is a very rare time in history, in fact, most people operating in #markets haven’t seen this sort of demand outstripping supply in the real #economy in their careers, with some areas seemingly depicting a dynamic suggesting that “price is no object.”
Clearly, #inflation has been escalating for a number of months due to #shortages of supply in areas such as #housing, #commodities, semiconductors, new and used cars, etc., and those supply shortages are mostly still in place today.
Read 12 tweets
DoubleLine founder and CEO Jeffrey Gundlach presents:

Just Markets 2022 - I Feel Young Again

Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…

#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin

Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI

#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.

#JustMarkets2022 #CPI #QE #Fed
Read 48 tweets
Anyone perusing the top articles of major media outlets last weekend would have read several pieces on the extraordinary #shortages being witnessed in the U.S. #economy today, and particularly those in the #labor market.
The tone of many articles was pessimistic, suggesting that the #supply-side #shortages and dislocations may be systemic, or long-term, but we think there’s evidence that the U.S. #economy will display considerably greater dynamism and resilience than the pessimists believe.
First, it’s vital to recognize that this is a #supply constraint problem, not one of #demand. Indeed, strong demand is being driven by a host of powerful influences: 1) household balance sheets never been cleaner and HH #wealth is $25 trillion greater now than pre-Covid level.
Read 12 tweets
Merhaba arkadaşlar.Dersimiz #PriceAction gillerden #Supply & #Demand Fiyat nereye düşer?Nereden alıcı bulur?Nereye yükselir?Nereden ret yer?
Ben, @LogosTrade , @E_Alptug ve @DaedalusEG sizler için hazırladık. Hazır mıyız?++
#bitcoin #eth #altcoin #crypto #cryptocurrency #kripto
İlk olarak terimleri tanıtalım:
Demand Zone/Talep Alanı: Fiyatın, enstrümanın alıcı bulabileceği alanlardır.
Supply Zone/Arz Alanı: Fiyatın, enstrümanın satış baskısı ile karşılaşabileceği alanlardır.

Peki bu alanları nasıl belirleyeceğiz?
+++
İlk olarak saptamamız gereken "Engulf (Yutan) Mumlar"dır. Bunları bulabilmek için bakmamız gereken aşağıdaki grafikte de gördüğünüz üzere küçük bir düşüş/yükseliş mumu ve ardından gelen bariz daha büyük ve hacimli bir yükseliş/düşüş mumu.+++
Read 14 tweets
Today’s robust #inflation data surprised in its strength and will likely persist in the short-run, and in some areas the intermediate-term, although we think that long-term the @federalreserve is largely correct in identifying real #economy price gains as mostly #transitory.
Much of today’s #inflation is due to reopening factors and supply constraints, but as #SupplyChains normalize from Covid-related shocks and #inventories rebuild, we expect much of the recent inflation will be transitory, with some stickiness in pricing pressure longer-run. Image
That may be especially the case where #inventory levels are harder to build up quickly and continued #demand from higher levels of #growth persist for at least the next year, or so.
Read 9 tweets
In our latest @BlackRock Market Insights commentary we argue that #inflation’s role in the #economic order can be misinterpreted, and therefore that #policy seeking to achieve positive ends can ironically become the means by which those ends are undone: bit.ly/3fyLn4O
Today, policymakers face a set of increasingly critical choices that could end up shaping our quality of life for a generation. Changes to the #Fed’s #inflation framework, without being fully debated, may ironically end up exacerbating the very problems they seek to alleviate.
One might paraphrase the #Fed mandate of full employment and stable prices as being intended “to preserve the purchasing power of as many as possible” – or, to create the best quality of life for the community. So, how do varying levels of #inflation impact that mandate?
Read 10 tweets
Supply and Demand 101

In #economics, we always talk about supply and demand. They are 2 lines. And usually when they intersect, that is what we call "market equilibrium". That point where the 2 lines meet is the market price and market quantity.

#market #demand #supply
But what these lines share, is the relationship between both parties. When prices are low, buyers will demand more. When prices are high, buyers will demand less.
It is the opposite for sellers. When prices are high, sellers want to sell more. When prices are low, sellers want to sell less.
Read 5 tweets
Sudden turns in macroeconomic policies before Q3, 2021 would be inadvisable, says Zhu He, CF40 Research Fellow. It’s not yet time for macroeconomic policies to change direction, not to mention the speed of the turn, he says. 1/8

cf40.com/en/news_detail…
Recent data suggest a slowdown in China’s recovery, with the output gap closing at a slower pace. It remains uncertain whether #export and real estate #investment can sustain momentum in the next two quarters. 2/8
Any weakening of domestic #consumption or manufacturing investment before they return to normal levels would be a big drag on aggregate #demand and economic recovery. 3/8
Read 8 tweets
#MacroView
#NFIB data says we are only in a #recovery, not an #economic expansion.
While the NFIB data doesn't get much #media attention, it should as it tells you much about what is really happening in the #economy.
realinvestmentadvice.com/macroview-nfib…
Reason I pay attention to #NFIB
Sept 2019 - Data rings alarm bells on #recession.
April 2020 - Data says recession arrived.
May 2020 - Data says #economic recovery not as strong as media suggests.
realinvestmentadvice.com/macroview-nfib… Image
If businesses were expecting a massive surge in “#pentup#demand, they would prepare for it. Such includes #planning to increase #capex to meet expected demand. Unfortunately, those expectations peaked in 2018 and are dropping back to the March 2020 lows.
realinvestmentadvice.com/macroview-nfib… Image
Read 7 tweets
The crypto boom is taking off like crazy! Everybody now wants to own digital money. People are using Exchanges/P2P to buy them. However, exchanges are currently the most popular choice for many! So it's high time we talk about them & understand "How they Work" in this 🧵 #thread! Image
Table of Contents: 📝
▪️What's an #exchange & how it works?
▪️Who are #MarketMakers & why we need them?
▪️What's #liquidity & why it matters?
▪️Types of Exchanges:
- Centralized Exchanges #CEX
- Decentralized Exchanges #DEX

#Retweet if you like the content! Let's get started! 🚀
What's an #Exchange?
It's just a platform that matches #buyers & #sellers. They say what price, they are willing to buy/sell any particular asset, the exchange matches these 2 orders & the trade happens. The price at which the trade got executed becomes the "Last Traded Price".
Read 18 tweets
China will adhere to the supply-side structural reform while paying attention to #demand management, addressing the obstacles to economic circulation and improving weak links.
What are and how to address the major obstacles to the management of domestic demand? How should China step up policy efforts to further boost #consumption?
According to CF40 Member Wu Ge, the proposal to expand domestic demand through demand management and stimulating domestic circulation came at the right time given the plunge in consumption due to the pandemic. The major obstacle to demand management lies in the consumer sector.
Read 8 tweets
Here is an abridged overview of where the #uranium market is:

- The uranium #market is burning through excess uranium supply, mostly coming from the spot market. Within the next 2.5 years, it is highly likely demand for uranium will outstrip #supply. To secure supply,
utilities need to contract uranium at higher prices than the current price.

- Most uranium #miners have placed their mines on care and maintenance ( $PDN, $CCO, etc...). Current capacity, mostly coming from the largest four uranium #producers, will not be enough to cover
future demand requirements. Thus, utilities will search for supply from smaller producers.

- On the #demand side, the East is building #nuclear reactors at an increasing rate. #Japan is restarting shutdown reactors from the #Fukushima Daiichi disaster. Parts of the
Read 4 tweets
As a migrant woman survivor of human trafficking, @ToMalaika calls for holistic services and survivor-based approaches when #AssistingTraffickedWomen. "We cannot correctly assist trafficked women if we don't put survivors at the center of integration and assistance services". Image
@MyriaVass "We shouldn't touch the Palermo Protocol nor the @coe Convention. In fact, we need correct implementation of Directives in Europe. We need to complement the current EU framework and criminalise the demand for sexual exploitation #EndDemand, as soon as possible.
Read 20 tweets
As we head into the U.S. #election, there will continue to be a lot of noise that may lead to near-term #market #volatility, particularly since (as we’ve long argued) #markets appear to be able to only focus on one thing at a time!
Still, at times like this it’s crucial to focus on more consequential factors that will drive #markets in the years ahead: in this case, the powerful combination of @federalreserve #monetarypolicy and #fiscal rescue measures intended to keep the #economic engine on track.
So, while many will continue to be skeptical of the sustainability of this #economic recovery, we’ve been impressed by its strength, particularly in the #interest-rate-sensitive segments of the #economy, like #housing, which is going through the roof!
Read 8 tweets
It's here! The long awaited sequel;

The Definitive September #COMEX #Silver #Shadowcontracts thread!

The amount of Shadow contracts this month has surprised even me.

NONE of the numbers make sense anymore!

So the Theme of this month will Be;

AUDIT THE COMEX @CFTC!!! 1/z Image
Let's start with clarification.

#Shadowcontracts don't have to be delivered on the same day, though #Comex doesn't display those numbers exactly.

Within 24 or 48 hours is enough to not-make-sense in a #FUTURES market. What about contracts made 15 minutes before closing? 2/z
It makes NO sense that in a #FUTURES market, On Monday the 28th of September, 47 contracts where made that HAD TO BE delivered on September 29th.

That was the Final September delivery date. All September 20th contracts HAD TO BE DELIVERED BY THAT DATE.

Why not wait 1 day? 3/z
Read 34 tweets
In a recent paper, with Alexander Chudik @DallasFed, M Hashem Pesaran @USCDornsife, @mraissi80 @IMFNews & @arebucci1 @JHUCarey, we develop a threshold-augmented dynamic multi-country model (#TGVAR) to quantify the #macroeconomic effects of #Covid19: econ.cam.ac.uk/research/cwpe-… 1/n Image
Key challenges with the empirical #economic analysis of #Covid19 include the following: how to identify the shock, how to account for its non-linear effects, & how to quantify its effects while accounting for spillovers, common global factors, network effects and uncertainty. 2/n
We contribute to the literature by addressing these issues in a coherent multi-country framework. We offer an identification strategy for the #Covid19 shock considering that a synthetic control method cannot be applied in the context of a global #pandemic. 3/n
Read 23 tweets

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