Discover and read the best of Twitter Threads about #prices

Most recents (24)

For the first time in 14 years, the price of a #matchbox is being raised from Rs. 1 to Rs. 2 per unit.

But what’s behind the sudden price hike?

Thread.👇 (1/n)
Let’s get straight to the math. It takes about 14 raw materials to make matchboxes and as it turns out, these costs are spiraling out of control.

Per Kg costs:
~Red phosphorus Rs. 425 -Rs.810
~Wax Rs. 58 - Rs. 80
~Outer box board Rs.36 - Rs.55
~Inner box board Rs.32 - Rs.58
Then there’s the surging price of paper, sulfur, potassium chlorate.

Who knew making a matchbox takes that much chemistry, right?
Read 8 tweets
With respect to today’s #inflation data, core #CPI (excluding volatile food and energy components) came in at 0.24% month-over-month and 4.04% year-over-year and was driven higher by strong increases in the #rent components, which have a tendency to be persistent.
Further, headline #CPI data printed at a solid 0.41% month-over-month and came in at 5.38% year-over-year.
Today’s data witnessed declines in used vehicles, #airfares and lodging, which should temper #market concerns somewhat, but we anticipate that these components are likely to see #prices bounce back in the months to come.
Read 10 tweets
In August we saw #inflation growth moderate further, for the second consecutive month, at least relative to the impressive rate of growth in #prices witnessed around mid-year.
Core #CPI (excluding volatile food and energy components) came in at 0.10% month-over-month and 3.98% year-over-year, which was considerably less than the consensus forecast and was driven higher by #shelter components.
Meanwhile, headline #CPI data printed at a solid 0.27% month-over-month and came in at 5.20% year-over-year.
Read 11 tweets
#Inflation & #Commodity #Prices

2 articles '09 & '21.
4 Charts US CPI, PPI

1. financialexpress.com/archive/FE-Edi…
2. reuters.com/article/us-met…

Why did '09 not sustain? Why do we think that 2020/21 will sustain?

@SahilKapoor @vijaybhambwani @Macro_Maniac_ @GoodGiffen @Determinedinvst ImageImageImageImage
Data Source: Bureau of Labour Statistics, USA and IMF's Commodity Price Portal
An interesting side story

bloomberg.com/news/articles/…
Read 7 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
🔎 'Corporate concentration in the US #food system makes food more expensive and less accessible for many Americans' 💵🌽🇺🇸

🗞️ Excellent new piece in the @ConversationUS by @hendricksonm & IPES-Food's own Phil Howard 👇🏾

Quick thread! 🧵/1

theconversation.com/corporate-conc…
"We’ve closely followed #corporate consolidation of food production, processing and distribution in the U.S. over the past 40 years. In our view, this process is making #food less available or affordable for many Americans," say Hendrickson & Howard. /2
"Consolidation has placed key decisions about our nation’s #foodsystem in the hands of a few large companies, giving them outsized influence to #lobby policymakers, direct food and industry #research and influence #media coverage." /3
Read 14 tweets
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

2/n
#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

3/n
Read 25 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
Daily Bookmarks to GAVNet 6/30/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/30/dai…

Shrinkflation: Why Everything From Tuna Cans To Toilet Paper Is Shrinking, But Prices Are Not | Endless Thread

wbur.org/endlessthread/…

#prices
Reliance Looks To Conquer Farm-To-Fork Supply Chain Market With JioKrishi

inc42.com/buzz/reliance-…

#SupplyChain #farmtofork
Twitter Thread by Eric Feigl-Ding: Worrisome Virus Mutation

threadreaderapp.com/thread/1277645…

#virus #coronavirus #mutation
#dna #change #CRISPR
Read 6 tweets
#Trend Following

Instead of trying to predict #market direction, trend following reacts to movements whenever they occur. This enables a focus on actual price #risk, while avoiding becoming #emotionally connected with direction, duration, and fundamental expectations.
Trend following works because you don’t try to outthink it. You are a trend #follower, not a trend #predictor.
But why should trends continue?

If #prices initially under react to to either good or bad news, trends tend to continue as prices slowly move to fully reflect changes in #fundamental value.
Read 8 tweets
Both headline and core #CPI witnessed declines of -0.8% and -0.4% in April, the result of the dramatic #economic lockdowns across the country in response to the #CoronavirusPandemic, with particular weakness seen in airfares, hotels, used/new car prices and apparel.
While this data clearly illustrates the #disinflationary impact of locking down large segments of the #economy in an effort to gain control of the health crisis, there’s a danger in merely extrapolating recent trends.
In fact, we think 2020’s broad #deflationary influences may well lead to higher rates of #inflation next year.
Read 6 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
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
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
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
My current #Working #Research #Topic: "A Review of the #CommonMonetaryArea of #SouthernAfrica: Are Client Countries Better-off De-Linking from the #Anchor #Economy?". I'm using #OptimumCurrencyArea #OCA #Theory to analyse the #CMA arrangement. Draft will be ready January end..!
The #CommonMonetaryArea of #SouthernAfrica or #CMA could seem to some (mostly the technically inclined) to be a no-brainer & a clear natural #OptimumCurrencyArea given the historical links between the #anchor #SouthAfrica & the #clients (#Lesotho #Eswatini & #Namibia)...
Be that as it may, 2020 marks 46 years since the #RandMonetaryArea - #RMA agreement and 34 years since the RMA was revised to establish the #CommonMonetaryArea - #CMA between #SouthAfrica, #Lesotho, Swaziland (now, #Eswatini) and #Namibia...
Read 10 tweets
THREAD: #China’s central bank #PBoC on Sat. unveiled plan to improve the mechanism which will form the loan prime rate (LPR) to further liberalize the rate of bank loans, marking a significant step forward toward the market-based reform of interest rate. mp.weixin.qq.com/s/IoTSx9MePEnY…
The reform of #LPR is mainly aimed at improving the efficiency of monetary policy transmission mechanism. Under the current FTP(funds transfer pricing) model, easing monetary policy often fail to benefit real economy sector, according to Li Qilin, CF40 Youth Scholar.
The new LPR will have three major changes, 1. Besides the already existing 1-year LPR, #banks will also report 5-year LPR which could provide reference for PBoC to set the price for mid- and long-term #loans.
Read 7 tweets

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