Discover and read the best of Twitter Threads about #goods

Most recents (13)

#NIFTY bottom for the year 2022 is near 15400 - 15100

Mostly will get achieved in month on MAY 2022 only.

After #bottom out #TOP for the year 2022 is near 19100 - 19500 which i am expecting before NOVEMBER 2022

For SECTORAL OUTLOOK check out the thread 🧵
Read 12 tweets
This 12(!) car #train arrived at #budapestnyugati from #záhony at the #Ukrainian #border this afternoon, it was a special train for the #Ukrainianrefugees fleeing the #WARINUKRAINE

And I have to say that I am positively surprised by how much help is happening in Eastern Europe!
And to put it in context, the "normal" train back to Zahony had 5 cars...
This is at the #keleti station in Budapest, normally this hall is completely empty, now it full with stands and people who #HelpUkrainianRefugees
Read 27 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
Oct #Inflation released by Stats SA is at 5.0%, unchanged from Sep. #Food & #non-alcoholic beverages; #housing, #utilities; #transport; and #miscellaneous goods & services were the major drivers. Global inflation going up. Inflation no longer transitory, maybe persistent (1/N)
#Core inflation at 3.2%, still very low. #Goods inflation at 7.1%, with #none-durable goods at 8.6%! Services inflation is at 3.0%. #administrered prices (taxes!) rising by a whooping 11.2% (2/N)
CPI inflation excluding administered prices is at 3.8%, way below the #SARB @SAReserveBank mid-point of 4.5%. So, if the SARB hikes tomorrow, which i do not think it should and it will, its fighting inflation caused by the government (3/N)
Read 5 tweets
An efficient #GST with high boyancy, needs uniform 15% rate on 3/4th of Goods & services, exemption(0%) on basic food, drugs, health services & education(~1/10 of G&S), & higher rates (avg 30% inclusive of cess) on cigarettes & Autos(~1/10th). Drop higher revenue/rate obsession
2/gst The #GSTcouncil's obsession with immediate revenue raising by increasing rates, is damaging macro economy, by negatively impacting MSME/informal employment, income & consumption, and doing long term damage to inclusive growth and sustained higher revenues for development
3/gst Though in normal circumstances I recommend revenue neutral reform, in current depressed environment, revenue negative reform of GST is preferable to revenue positive GST reform, because it will provide a demand stimulus which will quickly recover the short term revenue loss
Read 5 tweets
On May 26th @StateBank_Pak released #Pakistan's disaggregated #trade statistics for April '21. We now have 10 months of the FY21. Some analysis in #thread below. 👇👇👇
#Pakistan #exports of #goods & #services grew by 6.2%., surpassing the US$25 billion mark. (2/n) Pakistan exports of goods and services, first 10 months of F
By #destination: substantial increases of shipments to #China and the #USA. Stability with #Afghanistan, and contractions in shipments to #UAE.

[#export growth to China and USA is confirmed by mirror data analysis] (3/n) Pakistan exports by destination, in million USD. (source SBP
Read 10 tweets
The turn of the calendar year invites the temptation to prognosticate regarding the course of the year ahead for the #economy and for #markets, and not being immune to that impulse, here are our views on the “11 themes to consider as we look toward 2021:” bit.ly/386mb0r
In preview, one key theme is that 2021’s nominal #GDP growth is likely to surprise many skeptics with its strength. The sources of upside surprise can be found in: 1) the new #fiscal #stimulus combined with structural budget #deficits
And in 2) the @federalreserve’s ongoing asset purchases and 3) the impressive #economic momentum that is still broadly underestimated, as a post-election, and #pandemic-recovering world can catalyze 2020/21’s monetized #stimulus (more than 15% of GDP) into impressive NGDP growth.
Read 10 tweets
The #deficit #myth #deficitmyth by @StephanieKelton #MMT modern monetary theory
Myth N. 1: The #state should budget like a #household
#RealityCheck : unlike a household, a #SovereignNation, which owns its national #centralbank, issues the #currency it spends
Myth N. 2: #deficit is evidence of #overspending
#RealityCheck: look to #inflation for evidence of over spending
The purpose of #taxes is not to pay for #government expenditures but to help rebalancing the #wealth distribution #MMT
Read 56 tweets
We learned last week that core #goods #prices continue to remain weak, and indeed over the longer run they’ve witnessed #disinflation.
Meanwhile, while #inflation could see some support alongside a pickup in #wage growth, we think this linkage is much weaker than many suggest: higher wages don’t create meaningfully higher inflation in this era, and corporate #CFOs are beginning to recognize it. Image
Indeed, we think #inflation is more likely to be driven a bit higher by the weaker #USD, and perhaps a higher monetary base (potential velocity gains) and not so much from #wage increases.
Read 3 tweets
@UNRWA #Gaza #Genf

More than half a million people in #Gaza depend on #food #aid. Every quarter there is a discounted ration per person. The #goods are ordered for the first quarter of the new year, but not yet #paid.
Whether the @UN organization can pay the salaries of its 13,000 workers in the #Gaza Strip in December is unclear. In Gaza, under the eyes of #Hamas, @UNRWA operates 276 schools, 22 health centers and distributes food. The unemployment rate is also 41% (Total PA Area 30% 2018).
@UNRWA currently cares for 5.5 million #Palestinians. But they are missing 167 million € to pay everything. It would take at least € 30 million for the current quarter and € 60 million for the second quarter of next year.
Read 7 tweets
Today’s #inflation data came in displaying moderate growth, but doesn’t appear to be accelerating in any significant manner: April core #CPI printed at 0.14% month-over-month and 2.1% year-over-year, and core PCE sat at 1.55% for the 12-months ending March.
Both this month and over the past several years, we’ve witnessed core #goods disinflation diverge dramatically from higher core #services inflation, which in many respects is one of the strongest signals of where consumption and capital is flowing to in the economy. Image
From a policy standpoint, the #Fed is meeting its labor market mandate, but clearly its #inflation mandate has been more difficult to achieve and therefore holds a greater impact on policy makers’ decisions.
Read 4 tweets
As the U.S. #economy has transitioned toward a greater focus on #services consumption in recent decades, services PCE nominal growth has never been in recession since the Great Depression, but the goods component has six times. Image
Further, services #PCE prices have not been negative once since the Great Depression, whereas the #goods component has been eight times. Image
Finally, when adjusting for #inflation, services PCE real growth has only been in recession once (2008) since the Great Depression, while the goods component has been 10 times! The fact is that as our #economy transitions further toward services, it attains greater stability. Image
Read 3 tweets
001/ [article content in this tweet series 001-180 reproduced with permission from Martin Howe QC of Lawyers for Britain @lawyers4britain]
#quote "Leaving the EU on WTO terms: pulling down the barriers to world trade
Introduction: why prices will FALL after Brexit, not rise" /002
002/ #quote "Over the past couple of weeks, the media have been full of lurid scare stories about what will happen if the UK leaves the EU on WTO terms, because negotiations with the EU do not result in a withdrawal agreement." /003
#tariffs #NoDeal #Brexit #WTO #ProjectFear #shortages #food #medicines
003/ #quote "One of the most ridiculous and UNJUSTIFIED of these absurd scare stories is that it will lead to higher prices, and even shortages, of foods and medicines." /004
Read 180 tweets

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