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Thanks to @GeoffCutmore & @steve_sedgwick for the chat on #SquawkBox this morning!
Short and sweet today, but I hope it was of some interest. The notes I put together ahead of time will follow in this thread...
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Short and sweet today, but I hope it was of some interest. The notes I put together ahead of time will follow in this thread...
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First of all, it's #ValentinesDay and SOMEONE is going to get massacred today when the #CPI is released, so naturally:-
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Roses are red, violets are blue,
JayPow doesn't know
And neither do you.
#inflation's effects are not as universal as they were, but does that mean we can all now relax?
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JayPow doesn't know
And neither do you.
#inflation's effects are not as universal as they were, but does that mean we can all now relax?
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Thanks to @GeoffCutmore & @cnbcKaren for this morning's chat on #SquawkBox.
I did TRY to find something positive to say - honest, folks!
Following are the notes I sent the team before the show:-
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I did TRY to find something positive to say - honest, folks!
Following are the notes I sent the team before the show:-
đŸ§µ1/x
Ok. So here goes...
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Something I've mentioned on here: the enormous scale of Europe's energy problem runs into the €trillions. The #AmpelDesGrauens "Doppel-Wums" -'bazooka' - relief package is €200bln & doubts are *already* being voiced whether will suffice.
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Thanks to @GeoffCutmore, @cnbcKaren & the #SquawkBox team for having me on this morning's show.
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
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We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
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Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
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1/Thanks to @steve_sedgwick and @cnbcKaren for having me on @CNBC #SquawkBox this morning.
We talked about - what else? - #inflation and #centralbanks and whether the #Fed & peers are 'making an historic mistake', in Steve's words.
A few charts & comments for background:-
We talked about - what else? - #inflation and #centralbanks and whether the #Fed & peers are 'making an historic mistake', in Steve's words.
A few charts & comments for background:-
2/It's trite to say the jump in price indices is *all* attributable to a 'basis effect' when they've accelerated so much THIS year.
3/ #JeromePowell and his merry band may wish to believe that the rise is a mere blip, but all too many businessmen & women (i.e., the people who *really* matter) seem to believe the converse is the case.
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.
What did we discuss? Well, #inflation of course!
I prepared some slides for the show which I'm happy to present in this thread.
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#macro #Fed #Yellen #JeromePowell #bankofengland #QE
What did we discuss? Well, #inflation of course!
I prepared some slides for the show which I'm happy to present in this thread.
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#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
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#inflation
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#inflation
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
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In preparation for my slot on #SquawkBox yesterday, I sent the guys a few slides as a synopsis of my last, detailed subscriber report for the discussion.
I called it #Pyromania. Feel free to take a look
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#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
I called it #Pyromania. Feel free to take a look
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#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
Is it possible to overkill an act of overkill? #JeromePowell & #JanetYellen seem set to let us find out.
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Not that they're alone in their folly, of course. The #ECB is outodoing them handsomely, while the #bankofengland is breaking records stretching back to its founding, 327 years ago.
#centralbanks
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#centralbanks
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Thanks to @GeoffCutmore & @cnbcKaren for having me on the show this morning.
Here's a short thread of the notes - entitled, "Time to Get Real?" - which I put together in preparation.
They should hopefully be self-explanatory:-
#SquawkBox #CNBC #macro #equities #commodities
Here's a short thread of the notes - entitled, "Time to Get Real?" - which I put together in preparation.
They should hopefully be self-explanatory:-
#SquawkBox #CNBC #macro #equities #commodities
You've heard it here before: pay out or pay down is a big part of the #inflation equation:-
Yes, there's a "V" - or at least a flipped square root sign - underway, but will it extend far enough & fast enough?
