Discover and read the best of Twitter Threads about #stimulus

Most recents (24)

Winter is (almost) here! Time for another energy crisis thread. Record power prices, coal and natural gas shortages (and even ration cards!), what else will unfold? 🧵
And Poland has responded to surging prices by cutting energy taxes
Read 18 tweets
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.
1/n
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
2/n
#inflation
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
3/n
Read 14 tweets
The $DXY? Medium-term #Bullish, Long-term #bearish
1/
1) Medium Term: #Fed Hawkish, #ECB Dovish
As the Federal Reserve begins discussing tapering, the ECB is still providing stimulus. A hawkish Fed is confirming a stronger economy while the ECB confirming weakness.
2) Medium Term: Treasury General Account Drawdown Largely Over
$300mm remaining with $750bn already done, causing this downward pressure on the $DXY to wane
Read 8 tweets
Post #Stimulus of Rs 30 lakh Cr last year,akin to 15% of GDP, Finance Minister announced slew of measures to ease stress on #Covid affected sectors,including Loan Guarantee Scheme of Rs 1.1 lakh Cr

#ECLGS amount hiked from Rs 3 lakh Cr,to 4.5 lakh Cr 💪

@narendramodi govt,cares
Credit Guarantee Scheme is an excellent measure to help Micro Lending Institutions,with interest rate on loans from banks capped at #MCLR+2% only

Focus on new lending rather than repayment of old loans,a big step

This is #AatmaNirbharBharat 4.0 by @narendramodi govt💪

#Economy
Besides provision of 2.3 lakh Cr for #Health sector in Union Budget 2021-22,Rs 35000Cr towards spend on #Covid,#NirmalaSitharaman again announced Rs50000Cr for Health Sector&Rs60000Cr for other sectors,with interest rate capped at 8.25%,which bodes well

@narendramodi govt cares
Read 3 tweets
Generally speaking #infrastructure is defined as the basic #physical systems of any #business, #region, or that of any #nation... including #transportation systems, #communication #networks, #sewage, #water supply & #electrical #grid systems. #BuildBackBetter #logistics #stimulus
Various types of #infrastructure #construction based projects typically drive the bulk of conversations amongst those of us vested in the arduous process of "progress" moving forward.
#Highway improvement, #street & #road maintenance & #bridge building commonly take center stage.
Mass #transit, #airport & #airways, #municipal #WaterSupply, #waste management along with waste #Water #management,
#power generation & #transmission, #HazardousWaste removal & #storage ALL must be considered while addressing basic underlying societal frameworks. #sustainability
Read 7 tweets
#RealInvestmentReport is out!
Despite the expected #surge in #inflation early in the week, #bulls picked themselves up to rally #stocks into Friday. We discuss the potential for a short-term #bounce, why the #Fed will make a #mistake, and #postioning now.
realinvestmentadvice.com/despite-surgin…
#LessonLearned - don't anticipate the turn in your #technicalsignals. As noted last week, it "seemed" the signal had turned, but it didn't. The #signal is very #oversold, so set up for a short-term #bounce is likely. Caution is still advised for now.
realinvestmentadvice.com/despite-surgin…
If we are #correct in our assessment about the roll-off #effect of #stimulus and #liquidity, we could well see #bonds outperform #stocks in 2022. We are watching very closely as we currently hold minimal duration in our fixed-income #portfolios.
realinvestmentadvice.com/despite-surgin…
Read 5 tweets
#MacroView
#NFIB data says we are only in a #recovery, not an #economic expansion.
While the NFIB data doesn't get much #media attention, it should as it tells you much about what is really happening in the #economy.
realinvestmentadvice.com/macroview-nfib…
Reason I pay attention to #NFIB
Sept 2019 - Data rings alarm bells on #recession.
April 2020 - Data says recession arrived.
May 2020 - Data says #economic recovery not as strong as media suggests.
realinvestmentadvice.com/macroview-nfib… Image
If businesses were expecting a massive surge in “#pentup#demand, they would prepare for it. Such includes #planning to increase #capex to meet expected demand. Unfortunately, those expectations peaked in 2018 and are dropping back to the March 2020 lows.
realinvestmentadvice.com/macroview-nfib… Image
Read 7 tweets
1/ #RealYield is the ultimate driver for #Gold price; to be exact, it's the #negative #realyield that had been driving the gold price!

An important historical fact was during the 1975 - 1980s hyper-inflationary period, #gold went parabolic due to #realyield going "negative"...
2/ Look at the above chart closely, #gold price started to bottom in tandem with #realyield dropping below 0%; conversely, #gold price peaked ahead of the #realyield turning positive.

In other words, gold price can be a leading indicator prior to the #realyield turning positive!
3/ Today's #gold price action (since Aug2020) is reminiscent of the period during #Year2011's peak where #gold price was dropping in tandem with #realyield prior to the bottoming in #realyield;

Gold price then turned decisively lower as #realyield finally bottomed.
Read 8 tweets
#Global #ETF Weekly & Month-end (thread): 29 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria & #UAE in top5 #Country ETF YTD performers in USD $NGE $UAE

- #SouthAfrica $EZA moved into top15 YTD performers
2/12

#EmergingMarkets #ETF still storming ahead against #DevelopedMarkets ETF, still not relatively "overbought" yet, but getting close.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+0.2%) continued 2nd half on 2020 recovery against $URTH (-0.8%)
3/12

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.
Read 13 tweets
Daily Bookmarks to GAVNet 01/22/2021 greeneracresvaluenetwork.wordpress.com/2021/01/22/dai…
‘A Total Failure’: The Proud Boys Now Mock Trump

nytimes.com/2021/01/20/tec…

#PartisanPolitics
Read 8 tweets
The @NFIB #survey doesn't get much #media attention, but it should. Small businesses make up almost 70% of #employment and their #confidence tells us much about the #economy and #smallcap stocks.
realinvestmentadvice.com/nfib-survey-se…
In December, the #NFIB survey declined to 95.9 from a peak of 108.8. Notably, many suggest the drop was “#politically driven” by #conservative owners. While there was indeed a drop following the election, the decline continues what started in 2018.
realinvestmentadvice.com/nfib-survey-se…
Hopes for a #strong #economic recovery may be premature. While #stimulus will give a short-term lift to the economy, once it is spent, growth fades. Businesses won't #invest into artificial supports.
realinvestmentadvice.com/nfib-survey-se…
Read 8 tweets
#Global #ETF Weekly (thread): 15 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria, #UAE & #Russia in top5 #Country ETF YTD performers in USD $NGE $UAE $ERUS

- Few countries moving in red this week
2/8

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking very strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.

This should be interesting for this months #OrbisvsSP500 unofficial challenge
3/8

This one is worrying, but then again, it's been for some time. #Global #Tech #stocks relative to #MSCI All Country World Index is definitely creating some concern. Be very careful.

$IXN vs $ACWI
Read 9 tweets
#McKinsey Data visualizations from "Charting the Path to the Next Normal". "Globally, governments allocated a stunning $10 trillion for #economic #stimulus in just two months. That was triple what they spent during the entire 2008–09 financial #crisis."

mckinsey.com/featured-insig…
"#Digital became the way to get many things done—from visits to doctors to shopping to #socializing. The reliance by Asian governments & businesses on six digital & mobile technologies would become a model for the world."

#4IR #5G #GreatReset #telehealth
#McKinsey is a World Economic Forum strategic partner.
On Jan 25-29, "The #Davos Agenda", will focus on "the future of work, accelerating stakeholder capitalism, & the Fourth Industrial Revolution." #Social, #human & "natural capital".

Read 7 tweets
Emergency aid is essential for #RealCollege students and must be delivered equitably.

Please check out my new piece in @TheAtlantic for more on this urgent challenge facing higher ed 👇

#sachat #fachat #emchat #stimulus

theatlantic.com/ideas/archive/…
☑️College students face economic crises like all other adults
☑️Financial aid fails to address them in the best of time
☑️Emergency aid is key but often badly designed and delivered
☑️Congress must act now to fund EA & colleges must distribute it equitably- there’s proof we can.
There are many organizations working hard to effectively deploy emergency aid to students.

🔹@BelieveStudents & @edquityapp have a great partnership supporting @dallascollegetx @compton_college @UnitedWayKC @wgu & more
Read 7 tweets
@RonaldKlain @waltshaub What Americans want to understand is HOW did the negotiations, for the #StimulusPackage #CovidReliefBill
DRAG ON until December?
Now, millions of Americans benefits are in jeopardy, maybe until @JoeBiden is sworn in on January 20, 2020
BOTH PARTIES played politics
@HouseDemocrats
@RonaldKlain @waltshaub @JoeBiden @HouseDemocrats I'm NOT a pessimist.
I'm a REALIST.
With that said, I hope the Biden administration is taking NOTE of the Republican congress in JUST THIS MONTH.
Republicans like Democrats, are fractured.
We know Joe Biden.
We NEED his circle to be REALISTS
#Stimulus

@Transition46 @KamalaHarris
@RonaldKlain @waltshaub @JoeBiden @HouseDemocrats @Transition46 @KamalaHarris HOW did Tom Brady and Kanye West get PPP money from the CARES ACT?
Do you KNOW how much just their SPOUSES are worth??
Not just them, but their spouses are worth MILLIONS OF DOLLARS.
But, congress had a FIGHT over $600 checks to working class Americans @EUCouncil
#StimulusPackage
Read 5 tweets
People keep talking about how insane the valuations in the markets are right now. Let's look at some ridiculous math. Maybe it's not what you think.

Here's the M3 money supply at the beginning of the year.
And here's the M3 money supply at the end of this year.
We have about 3.4 trillion more US dollars wiggling around the United States.
Read 14 tweets
1/💩ton

OK we have text of the new Stimulus bill... combined w/ a WHOLE lot of other legislation.

In all the PDF version of the full bill clocks in at 5593 pages. Can be found: docs.house.gov/floor/404-main…

Buckle up. This is gonna be a LONG ride!
2/x

But before we dive into the bill, a quick note from my soap box… This whole process is absurd. They JUST released a 5k+ page bill, and they are going to vote on it TODAY.

They aren't even pretending to have time to read what they're voting on anymore.

*Steps off soap box*
3/x

Ok... on to the meat. Let's start by answering the question that so many are already asking... “Will I be getting another #stimulus check?”

The answer, like last time, is “Maybe.”

Notably, the maximum stimulus amount per person this time around is $600.
Read 89 tweets
Will there be a #COVID19 #stimulus this week or will Congress continue to tell Americans to go fuck themselves?
People are stealing bread, pasta and baby formula to survive.

At end of December, millions of Americans could lose their homes when a moratorium on evictions expires & 12mln long-term jobless and gig workers will lose supplemental federal unemployment benefits.

Unconscionable
If I had children I would not just steal to feed them, I would set the world on fire for them. 

We should all set fire to a world that allows anyone’s children to go hungry.
Read 4 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
Will there be a #COVID19 #stimulus this week or will Congress continue to tell Americans to go fuck themselves?
At end of December, millions of Americans could lose their homes when a moratorium on evictions expires & 12mln long-term jobless and gig workers will lose supplemental federal unemployment benefits.

People are stealing bread, pasta and baby formula to survive.

Unconscionable
If I had children I would not just steal to feed them, I would set the world on fire for them. 

We should all set fire to a world that allows anyone’s children to go hungry. There is enough food in this wealthiest country in the history of humanity, no one should be hungry.
Read 5 tweets
Today's Gun of the Day

Today we have the Garaysar Fear 116 Semi-Auto Tactical Shotgun. Sporting a 3" 12 gauge chamber, 20" barrel, adjustable cheek weld stock, 2 5 rnd mags & set of flip sights & more #Trump2020 #MAGA2020 #MondayMotivation #2A #KAG wraithcustomsfirearms.com/available-in-s…
Today's Gun of the Day

Today we have the Smith and Wesson M&P Shield Compact Pistol. Chambered in 40 S&W with a 3.125" barrel, 3 Dot Sights, No Manual Safety and 2 mags. A great conceal carry option with excellent reliability #MAGA #Trump2020 #KAG #2A wraithcustomsfirearms.com/handguns/semi-…
Today's Gun of the Day

Today we have the very popular IWI Masada. An Excellent made in Israel pistol, it's chambered in 9mm, 4.1" barrel, Optics ready with 4 plates, 3 Backstraps & 2x 17 rnd mags. A superb deal! #Trump2020 #ThursdayMorning #MAGA2020 #2A wraithcustomsfirearms.com/handguns/semi-…
Read 120 tweets
#Resisters #Resist. #FBR
@1Chance2020

Right now this country needs every single #Resister in this country to RETWEET TO YOUR FOLLOWERS Over and over to contact their representatives, especially Republican Senate, to get Mitch McConnell off his butt
and get a #STIMULUS bill 1/
2/...passed for all Americans NOW. They don’t get to leave Congress for the holidays until they have one passed, or THEY do not get paid! The money is there! People all over are going to be on the streets. MILLIONS already can’t afford the necessities to live! ...
3/... and in the middle of this, 109 Senate Republicans are teaming with Trump to overthrow the election.

WHERE IS THE OUTRAGE??

I DON’T HEAR IT!

Those Senate Republicans work for you and me. Get on the phone and call them, get your friends to call, and tell them...
Read 4 tweets
#BREAKING:So @senatemajldr now says, "There is no reason – none – why we should not deliver another major pandemic relief package..." Folks, has there EVER been a reason not to since...?

#TheResistance #MitchMcConnell #TuesdayThoughts #Covid19 #stimulus
yahoo.com/news/mitch-mcc…
Talk to Sen #Warren, #MitchMcConnell. She'll get you out of the TrumpGOP/#FoxNews echo chamber, and bring you up to speed on what families are going through in the REAL world👇

#TheResistance #Covid19 #stimulus #FBRParty

GA voters remember, @SenatorLoeffler and @sendavidperdue FULLY SUPPORT #MitchMcConnell's CRUEL scheme to DENY #covidrelief to families facing starvation and eviction this holiday season. The WEALTHY Senators claim helping poor families is #socialism
#TheResistance #Loeffler Image
Read 4 tweets
#DiwaliStimulus: Highlights from Finance Minister @nsitharaman's press conference

businessinsider.in/policy/economy…

By @iyer_sriram
The Indian government unveiled a fresh set of measures to battle the economic crisis worsened by the #COVID19 crisis.

#economy #NirmalaSitaraman
To back her argument, @nsitharaman cited the Moody's report, which said the contraction in gross domestic product (GDP), for financial year ending 2021, could be 8.1% as opposed to its previous estimate 9.6%.

#economy #NirmalaSitaraman
Read 12 tweets

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