Tim 🇦🇺 Profile picture
Macro Enthusiast! Views/Charts are my own & not reflective of my employer. Posts are not personal or general advice!!! Always do your own research!
Jun 26, 2020 18 tweets 18 min read
Meanwhile, #US #e-commerce sales, per Mastercard SpendingPulse, were up 92.7 percent in May, underscoring the broader shift to #digital in how we work, live and shop.
webwire.com/ViewPressRel.a… Image #ecommerce #digital
According to Mastercard SpendingPulse, more money was spent online in the #US between April and May than the last 12 Cyber Mondays combined. ImageImageImageImage
Feb 10, 2019 26 tweets 19 min read
#GrowthSlowing #GrowthSlowing #inflation
In the 12 months through January, the CPI rose 1.6 percent, the smallest gain since June 2017. The CPI increased 1.9 percent on a year-on-year basis in December.
reuters.com/article/us-usa…
Feb 2, 2019 59 tweets 40 min read
$USD #liquidity
1/ While the US Dollar has pulled back in January it was not unexpected looking at net issuance by the US Treasury and the rate of change in excess reserves. Using a 3 month adv. on net issuance and excess reserves their may be further upside to the US Dollar. $USD #liquidity
2/ There was a small uptick in global liquidity in December 2018 in rate of change terms. This has supported many markets that were oversold. However, there has been no sizeable change in trend. Will know more once January data is released.
Jan 4, 2019 12 tweets 10 min read
#inflation #bonds $TLT
Charts from last night Australian time. Not updated for most recent ISM number.
1/
YoY% for average gasoline prices falling with the US 10 year yield YoY% and CPI YoY% following. #USA #growthslowing
2/
US leading economic index YoY%, GS US financial conditions, and the St. @stlouisfed financial stress index all pointing to lower real gdp numbers for the US economy.
Nov 2, 2018 554 tweets 488 min read
#trade #tradewars #USA
“No country presents a broader, more severe threat to our ideas, our innovation, and our economic security than #China,” FBI Director Christopher Wray said in a statement.
reuters.com/article/us-usa… #trade #tradewars
“If we can open up China and make it fair, for the first time ever — this should have done years ago by other presidents but it wasn’t — I am very much willing to do it. But China very much wants to make a deal,” he said.
reuters.com/article/us-usa…
Aug 18, 2018 338 tweets 311 min read
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent #USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)