Discover and read the best of Twitter Threads about #stagflaton
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🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮
Global Macro Review
01/16/2022
1/13
With #CPI +7.0% and #PPI +9.7% y/y, #inflation is 💪 both in the 🗞 and inthe 📈 with $WTIC +5.6% (w) and +10.78% YTD, while 🛍 -1.9% and consumer sentiment ↘️ to decade low.
Let’s dig into the 🧮!
Global Macro Review
01/16/2022
1/13
With #CPI +7.0% and #PPI +9.7% y/y, #inflation is 💪 both in the 🗞 and inthe 📈 with $WTIC +5.6% (w) and +10.78% YTD, while 🛍 -1.9% and consumer sentiment ↘️ to decade low.
Let’s dig into the 🧮!
2/13
Featured prominently on last week’s Barron’s cover, the $CRB +3.17% obliged and put in a new cycle high.
Image: Barron's cover 01/10/2022
Featured prominently on last week’s Barron’s cover, the $CRB +3.17% obliged and put in a new cycle high.
Image: Barron's cover 01/10/2022
2a/13
Commodities inflation is a problem for the “inflation rolling, #Quad4 cometh” narrative.
Chart: $CRB 💪
Commodities inflation is a problem for the “inflation rolling, #Quad4 cometh” narrative.
Chart: $CRB 💪
