Discover and read the best of Twitter Threads about #supply
Most recents (24)
Today’s #CPI report for May showed another very firm depiction of where #inflation currently resides in the U.S., with #coreCPI (excluding volatile food and energy components) printing at 0.44% month-over-month and 5.33% year-over-year.
Meanwhile, #headlineCPI data printed 0.12% month-over-month and came in just above 4% year-over-year, with declines in #energy components and some food prices being offset by gains in #shelter and used cars and trucks.
Overall, headline #inflation does appear to be moderating at a faster pace and we believe that the trend in inflation (despite the firmness of core measures in today’s report) is broadly heading in the right direction, relative to the @federalreserve’s inflation target.
[1/🧵] @DigiEuro interviewed @moderndosh and @AntonyWelfare on the @Ripple #CBDC-Manager software.
The underlying private #CBDC-ledger based on #XRPL was also heavily discussed.
I summarized the most of the interview for you, along with my personal comments. 🧵👇
The underlying private #CBDC-ledger based on #XRPL was also heavily discussed.
I summarized the most of the interview for you, along with my personal comments. 🧵👇
[2/19] To begin, if you are completely unfamiliar with #CBDCs and the #Ripple solution, here is a nice place to start:
[3/19] One important reason for using a private version of the public #XRPL is that a central #bank needs to be able to control the #money supply.
Why use a private ledger ❓
▶️ Central banks and #governments must be able to mint and destroy #currencies.
Why use a private ledger ❓
▶️ Central banks and #governments must be able to mint and destroy #currencies.
Mar. 2:
1/ #Russian #Tank #Production
The need of the #Russian army for #Tanks may exceed the #Production rate 10 times.
The pace of #Production of #Tanks for the #Russian army does not allow to make up ..continued
2/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
1/ #Russian #Tank #Production
The need of the #Russian army for #Tanks may exceed the #Production rate 10 times.
The pace of #Production of #Tanks for the #Russian army does not allow to make up ..continued
2/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
Mar. 2:
2/ #Russian #Tank #Production
..make up for #Losses in #Ukraine, writes @TheEconomist. As a #Western official told the magazine, #Tanks are #Produced in #Russia 10 times slower than the army is #Losing them.
3/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
2/ #Russian #Tank #Production
..make up for #Losses in #Ukraine, writes @TheEconomist. As a #Western official told the magazine, #Tanks are #Produced in #Russia 10 times slower than the army is #Losing them.
3/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
Mar. 2:
3/ #Russian #Tank #Production
Details:
Now only 1 enterprise is engaged in the #Production of #Tanks in #Russia - #Uralvagonzavod. As @TheEconomist notes, #Financial #Chaos & huge #Debts have slowed ..continued
4/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
3/ #Russian #Tank #Production
Details:
Now only 1 enterprise is engaged in the #Production of #Tanks in #Russia - #Uralvagonzavod. As @TheEconomist notes, #Financial #Chaos & huge #Debts have slowed ..continued
4/
#UkraineRussiaWar #Ukraine #War
t.me/agentstvonews/…
Earlier this week, @EU_Commission launched a long-awaited consultation on #electricity market design.
Our Berlin Advisory team worked with @EPICO_online in December to assess potential options for reform.
The team found that the best option would be to future-proof ... (1/)
Our Berlin Advisory team worked with @EPICO_online in December to assess potential options for reform.
The team found that the best option would be to future-proof ... (1/)
... the current merit order system, rather than overhaul it.
"Ensuring a market design that is setting the right incentives for system integration of all forms of #demand and #supply is key for a competitive and decarbonized #electricity supply." @CasimirLorenz (2/)
"Ensuring a market design that is setting the right incentives for system integration of all forms of #demand and #supply is key for a competitive and decarbonized #electricity supply." @CasimirLorenz (2/)
View the full report here, in English: epico.org/en/assessment-…
And in German: epico.org/de/bewertung-d… (3/)
And in German: epico.org/de/bewertung-d… (3/)
[1/🧵] With all of the #XRPBuyback debate going on, there is one aspect that frequently gets misrepresented
▶️ People conflating the terms "#price" and "#value"
Because the definitions differ, it is essential to comprehend the distinctions
Let us evaluate it more closely. 👇🧵
▶️ People conflating the terms "#price" and "#value"
Because the definitions differ, it is essential to comprehend the distinctions
Let us evaluate it more closely. 👇🧵
📣 #roadmap 2023 is on its way 🚆
➡️This week, let's focus on #staking v2
Grab a cup of coffee and let's go! ☕️🚀
#EGLD #P2P #swap #MultiversX #JEX ☄️
➡️This week, let's focus on #staking v2
Grab a cup of coffee and let's go! ☕️🚀
#EGLD #P2P #swap #MultiversX #JEX ☄️
50% of the #fees collected on #JEXchange are distributed to $JEX stakers. 🤝
So far, we distributed more than 1500 #EGLD. 🤯
Details of the #tokens distributed for each #round: docs.google.com/spreadsheets/d… 🚀
So far, we distributed more than 1500 #EGLD. 🤯
Details of the #tokens distributed for each #round: docs.google.com/spreadsheets/d… 🚀
Tout tweeter s'enflamme: la bataille entre #Binance et #FTX commence alors que FTX serait insolvable 🤯
Que se passe t-il réellement ?
Y a t-il des raisons de s'inquiéter d'un potentiel black swan à la #Celcius ? 🥶
Faites votre propre avis à travers ce #thread 🧵 👇
Que se passe t-il réellement ?
Y a t-il des raisons de s'inquiéter d'un potentiel black swan à la #Celcius ? 🥶
Faites votre propre avis à travers ce #thread 🧵 👇
Les sources de ce thread viennent de ce compte anglais 👇
#PwC's latest #NetZero #Economy Index finds that the world needs to reduce the #carbon intensity of #economic activity by 15.2% a year - 11 times faster than the global average achieved over the past 2 decades.
#SCM plays an important role, but how?
1/7🧵
pwc.com/gx/en/services…
#SCM plays an important role, but how?
1/7🧵
pwc.com/gx/en/services…
The proper assessment of #Supply #Chains and the #traceability of all processes are key factors in the correct identification of vulnerabilities, inefficiencies and #carbon #hotspots.
2/7🧵
2/7🧵
But how will this be possible if we still maintain the same siloed centralised data structures which rely upon archaic regulatory standards and current centralised communication & data pipelines?
3/7🧵
3/7🧵
(1/16) Applied Materials $AMAT, a leading provider of #semiconductor equipment, became the latest company in the #chip space to warn of weakening trends (also ~$400mm impact from #Chinese #export regulations).
(2/16) The semiconductor space has seen a ton of volatility this year, but sector fundamentals and share prices are entirely following the playbook of the last several decades. Let’s take a quick look…
(3/16) The industry continues to be deeply cyclical (despite playing into secular trends like #computing / processing power – meaning the long term trend is bumpy, but higher) with y/y growth rates rising much more than end-demand for products, as well as falling more steeply.
Crypto Fundamental Research: $JUNO ⚛️✨
A thread on all you need to know about @JunoNetwork halving and the Juno Token. 🧵
A thread on all you need to know about @JunoNetwork halving and the Juno Token. 🧵
• Key learnings
👉 Introduction
👉 $JUNO halving and halving timetable
👉 Will the $JUNO staking reward be affected by the reduction?
👉 Introduction
👉 $JUNO halving and halving timetable
👉 Will the $JUNO staking reward be affected by the reduction?
• Introduction
Juno aims to be a more functional sister network to the Cosmos Hub. Juno's goal is to offload the deployment of smart contracts to a specific permission-less network while maintaining the interoperability, performance, and dependability of the Cosmos Ecosystem⚛️
Juno aims to be a more functional sister network to the Cosmos Hub. Juno's goal is to offload the deployment of smart contracts to a specific permission-less network while maintaining the interoperability, performance, and dependability of the Cosmos Ecosystem⚛️
228/sc #Supply #Chain #Diversification: #USA needs to urgently shift the labor intensive & medium tech parts of its defence supply chains from 🇨🇳 to 🇮🇳 with the collateral benefit of getting more defence orders under #Atman #Nirbhar production; #GOI must ensure #EODB/#EORC
230/sc #Supply #Chain #Diversification . Note that Vietnam is a competitor in location of consumer digital products supply chains. (Reason & solution in next tweet)
The #Taiwan Manufacturing #PMI dropped to 42.7 in August, indicative of a sharp deterioration in operating conditions that was the worst recorded since May 2020 (1/5)
ow.ly/3kBb50Kxr6v
ow.ly/3kBb50Kxr6v
Taking a closer look at the Taiwan Manufacturing PMI data for August shows a deepening downturn in #production. Excluding the initial pandemic lockdowns in 2020, the drop in output was the worst seen since the #GFC in 2009 (2/5)
#BullWhip effect as per @michaeljburry:
All know that rising #inflation is negative for #Equity markets as #CentralBanks (CB) tend to raise rates to control #demand - which in turn can lead to #Recession. During this phase #demand outpaces #supply.
@PensionCraft
All know that rising #inflation is negative for #Equity markets as #CentralBanks (CB) tend to raise rates to control #demand - which in turn can lead to #Recession. During this phase #demand outpaces #supply.
@PensionCraft
Demand contracts for some time and supply also contracts with a lag. Post that demand starts to rise (post COVID), prompting manufacturers to increase supply disproportionately - creating a supply glut. This puts downward pressure on prices,inflation comes down. CBs turn dovish
This creates disinflationary phenomena. Though looks good on paper for equity markets, prices of all products come down substantially.
This is called #BullWhip effect.
Supply outpaces demand. Prices collapse, inventories pile up, margins shrink.
This slows earnings growth
This is called #BullWhip effect.
Supply outpaces demand. Prices collapse, inventories pile up, margins shrink.
This slows earnings growth
Supply chain management entails a number of critical tasks and processes that must be executed in a timely and efficient manner includes conserving fuel and reducing cost.
#supply #chain
katsys.my/supply-chain/
#supply #chain
katsys.my/supply-chain/
It includes conserving fuel and reducing cost. Otherwise, consumers like you will be unable to obtain the product when needed.
The capacity to meet customer demands is predicated on the assumption that everything in the supply chain is done correctly.
The capacity to meet customer demands is predicated on the assumption that everything in the supply chain is done correctly.
@threadreaderapp unroll
Supply chain management is a key aspect of a successful business as it can help your company grow and do the opposite if you are not that aware of this particular type of management.
#supply #chain #management
katsys.my/supply-chain-m…
#supply #chain #management
katsys.my/supply-chain-m…
For those who are in charge of a company or are just starting to learn about a business, it is important to know what supply chain management is due to its importance.
So what is supply chain?
Supply chain is a network between a company and their suppliers that helps to distribute their products to customers.
Supply chain is a network between a company and their suppliers that helps to distribute their products to customers.
#GM!
1/ #Stablecoins have become inseparable part of #DeFi and gained immense popularity in early 2022. After the disaster of $UST and $LUNA, demand of stable medium of #exchange never dissipated.
#Crypto #Cryptocurrency #Bitcoin #Ethereum #ETH #BTC #AVAX #BNB #SOL #visualguide
1/ #Stablecoins have become inseparable part of #DeFi and gained immense popularity in early 2022. After the disaster of $UST and $LUNA, demand of stable medium of #exchange never dissipated.
#Crypto #Cryptocurrency #Bitcoin #Ethereum #ETH #BTC #AVAX #BNB #SOL #visualguide
2/ #Stablecoins are stable-price digital assets. These coins are 'pegged' against reserved assets. Unlike digital assets such as Bitcoin and Ethereum, which are volatile, stablecoins value remain relatively stable.
3/ Digital assets such as Bitcoin and Altcoin are subject to high volatility in the market, making them hard as store of value and medium of exchange. #Stablecoins designed to provide stable value of asset.
The @federalreserve’s Federal Open Market Committee raised the target range for the Federal Funds #policy rate by 0.75% yesterday, to between 1.50% and 1.75%, as was increasingly anticipated.
The move by the #Fed to progress faster to neutral will be applauded in the long run by the #economy, business decision-makers and ultimately by# markets.
Like putting your car’s transmission (automatic or manual) into #neutral, getting to that place allows for decision-making flexibility given changing road conditions, particularly when the road to the #destination has become increasingly #murky.
Core #CPI (excluding those volatile #food and #energy components) came in at 0.6% month-over-month and rose 6.0% year-over-year.
Meanwhile, headline #CPI data printed at a very strong 1.0% month-over-month and came in at 8.6% year-over-year, spiking higher on #shelter, #gas and food costs.
These persistently outsized gains in #inflation are clearly having an impact on business and #ConsumerConfidence. Also, the #Fed’s favored measure of inflation, core #PCE, increased 0.34% in April, bringing the year-over-year figure for the measure to 4.9%, as of that month.
1/ Dear all, before everyone freaks out complete re the #supply #disruption of #natural #gas to #poland and #bulgaria which was initiated by #gazprom yesterday, i thought i'd make a little explanatory thread.
2/ first, consider poland. it exports about 10 bn m3 annually from russia.
3/ however, natural gas is not so important for its primary energy supply. poland still heavily depends on #coal, in particular for its electrical energy production.
This is not how supply and demand economic theory WORKS people?!?!? #EndDemand initiatives for #SexWork does NOT enable #trafficking. Think about it. Let’s kick this #EndDemand can all the way down the road, shall we?
#Trafficking is a crime. Pimping is a crime. #DMST is a crime And they STAY crimes under #FullDecrim. Full stop. BUT we STOP arresting adult consensual #SexWorkers AND we don’t entrap their clients in stings. The BONUS is we ALSO stop arresting A LOT of victims of #SexTrafficking
Supporting #EndDemand initiatives is a knee jerk reaction to a complicated problem. But NOT ARRESTING grown adults for adult consensual behavior (that is perfectly legal if they do it for free) is not such a crazy idea. It actually makes a LOT of sense if you step back a bit
A few months ago, #markets expected U.S. #inflation to peak by mid-2022 at around 7% to 8% at the headline level and then anticipated that generalized #price gains would decline into year end, closing the year around 4%.
However, the tragic war now unfolding with Russia’s attack upon Ukraine has not only sent #energy prices skyrocketing but it has led to much greater uncertainty over #economic growth and #MonetaryPolicy reaction functions, in Europe and indeed around the world.
Me han pedido que de mi opinión sobre #SHIB. Mi análisis como todos los que hago, los empiezo en diario. Puedo ver que está en techo de canal pero que ha roto línea de tendencia bajista, lo que me permite pensar en posiciones compradoras. 1/17 #cripto #trading
Por otro lado, se enfrenta a una resistencia en la que hubo una actividad menor que la que acaba de dejar atrás. Bien, ya tengo las primeras referencias: #tendencia intermedia alcista y confluencia de obstáculos 2/17
Paso una temporalidad menor en este caso 4 horas. Aquí ya me centro en el "abanicamiento" d las tendencias y en el volumen q les acompaña. Vemos que en 4 h se ha formado una resistencia q en diario daba indicios pero todavía está sin concluir. Esto me sirve para enjuiciar 3/17
With @StateBank_Pak releasing dissaggregated #trade data for December, we have a picture of the full 2021, which, despite #supply #chain disruptions worldwide, was 'good' for #Pakistan. Short thread below:
DoubleLine founder and CEO Jeffrey Gundlach presents:
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI
#inflation #QE #Powell #fed #hikes #rates
#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.
#JustMarkets2022 #CPI #QE #Fed
#JustMarkets2022 #CPI #QE #Fed
