Discover and read the best of Twitter Threads about #tbonds
Most recents (2)
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:-
1/14
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
1/14
Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
2/14
2/14
(1/n) The #inflation data just keeps coming in hot. Today it was the #Markit #PMIs that showed input prices rising to a record...by a long shot.
(2/n) Earlier in the week it was the core PPI data, which came in at 2%, fully twice the #WallSt estimates.
(3/n) On Monday the #Fed's Empire State manufacturing survey showed prices paid at the highest level in 10 years.
