Discover and read the best of Twitter Threads about #macro

Most recents (8)

@McKinsey_MGI has a report out titled; '#Risk, resilience & rebalancing in global value chains' it holds some good insights into trends in #GlobalTrade...Here are some takeaways...1/4 Large companies has global #SupplyChains w. 1000s of suppliers, disruption risks varies...
2/4 #Globalisation has been changing in the last decade, sector concentration varies between industries, poten. losses from #SupplyChain disruptions can be as high as 42% of 1 years EBITDA..Supply chain #shocks are becoming more frequent & severe...
3/4 Overviews of global production distribution of select industries - #Automotive, #Semiconductor & #Pharma...Concentration can be a key source of vulnerability...#SupplyChains #Risk #Macro #GlobalTrade
Read 4 tweets
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
The Q3 JPM "Guide to the Markets" has as per usual some insightful illustrations which I have sliced up below for your viewing pleasure...… #GlobalTrends #Macro #Investing #Insights (1/4)
2/4 S&P500 2020 earnings "growth" estimates...Sources of earnings per share growth...S&P500 dividend cuts, suspensions & increases...The long arch of history view of the #US stock market..#Macro #Investing
3/4 #US recessions the historic perspective...US components of #GDP...US income #inequality...US federal finances..#Macro #Investing
Read 4 tweets
Gather round #infosec fam

Warning: This is a long Thread with lots of #VBALostArts & new goodies for #c2c #opsec & #payloads in Office Malware #VBA

Spoilers: This thread is gonna make some Blue Teams & sandboxes mad

Red Teams: There is plenty of fun up ahead.

Currently Office Malware is 3 steps generally:

1. Encrypt/Obfuscate Your #Macro Dropper
2. Get Your Powershell/Java/JS/DLL flavor of the week onto the victim ASAP
3. Bug out

I want to change all of this, however before we do that we need to upgrade Office Malware
For now lets focus on the first step and why obfuscating/encrypting your macros not ideal.

1. Your code will eventually get deobfuscated
2. Your code is not unique - same sample <-> many targets
3. Most obfuscation methods = Noise/Signatures
4. Your code becomes evidence
Read 18 tweets
Cuando @alferdez les dice #Miserables a los #Emprearios les debe hablar a los de su palo no:
Listado de los argentinos más ricos #Forbes 2018:
Por puesto:
2_ Alejandro Pedro Bulgheroni :
Investigan el misterioso suicidio del contador del grupo Bulgheroni
Su contador misteriosamente #suicidado: Juan Carlos Bueres, quien el mismo día que debía declarar como imputado en una causa que se investiga a los hermanos Bulgheroni por un presunto fraude millonario.
Alberto Roemmers
Read 11 tweets
MT GLOBAL MARKETS Momentum & Sentiment as of 22Nov19 wk47


• after 5wk RiskOn with ample liquidity support via FED, seasonality effect and hopeful China deal narratives, stocks starts to run into exhaustion and consolidate.

• VIX ~complacency

• Credit Indices bit wider
2/n update Global markets Momentum / Trends / Exhaustion scores wk47
3/n update global markets YTD as of wk47
Read 21 tweets
John Maynard #Keynes was born on June 5, 1883, and died too early. Here's a few thoughts on why I keep circling back to him, & why his work forces 2 rethink the way we do & teach #economics, esp. #micro. I am sure this (partial) thread will upset someone: apologies in advance. 1/
#Keynes understood that #macroeconomics is about emergent properties: aggregate outcomes that don't make sense 2 the individuals populating the economy. The logic, e.g., of the #IncomeExpenditure model is that an economy can coordinate along any point on the 45-degree line.. 2/
and that, accordingly, we should expect economies to operate with slack. Then you have the #ParadoxofThrift and all that. He also talked about the #ParadoxofCosts when he discusses redistribution to lower income people who have higher propensity to consume... 3/
Read 14 tweets
Trying to understand the Macro, The Big Picture of the Markets.
A bird's eye view of the fundamentals.
Purpose of the thread is to consolidate interviews/opinions at one place.
RBI is likely to stay on hold, as inflation is likely to remain within its medium-term target of 4%, India's GDP growth to remain robust in 2019, supported by tailwinds from recent policy reforms (GST and bankruptcy code implementation)…
Global growth will moderate. Developed markets will slow but emerging markets will stabilize. The Federal Reserve is expected to pause in the middle of this year. US dollar has peaked and EM inflation is at a 15-year low. EMs are in a better shape.…
Read 18 tweets

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