Discover and read the best of Twitter Threads about #PPI
Most recents (24)
#UPI #PPI #ഇന്റർചേഞ്ച് ചാർജുകളെ കുറിച്ചും ആശയക്കുഴപ്പത്തിലാണോ?
#PPI @NPCI_NPCI പുതിയ മാറ്റങ്ങൾ വ്യാപാരികൾ/വാലറ്റുകൾ/ബാങ്കുകൾ എന്നിവയെ ബാധിക്കുന്നവയാണ്.
ഈ മാറ്റങ്ങൾ കാരണം ഉപഭോക്താക്കൾ ഒരു കാരണവശാലും കൂടുതൽ പണം നൽകേണ്ട അവസ്ഥ വരുന്നില്ല.⤵️
#PPI @NPCI_NPCI പുതിയ മാറ്റങ്ങൾ വ്യാപാരികൾ/വാലറ്റുകൾ/ബാങ്കുകൾ എന്നിവയെ ബാധിക്കുന്നവയാണ്.
ഈ മാറ്റങ്ങൾ കാരണം ഉപഭോക്താക്കൾ ഒരു കാരണവശാലും കൂടുതൽ പണം നൽകേണ്ട അവസ്ഥ വരുന്നില്ല.⤵️
രണ്ട് തരത്തിലുള്ള ചാർജുകളാണ് അവതരിപ്പിച്ചിരിക്കുന്നത്.
ആദ്യത്തേത് #PPI ഉപയോഗിച്ച് 2000 ൽ കൂടുതൽ രൂപയുടെ ഇടപാട് വ്യാപാരയുമായി #UPI വഴി നടത്തുമ്പോളാണ്.
PPI- പ്രീ-പെയ്ഡ് പേയ്‌മെന്റ് ഉപകരണങ്ങൾ, അതായത് ഓൺലൈൻ വാലറ്റുകൾ
(പേടിഎം, ആമസോൺ പേ വാലറ്റുകൾ പോലുള്ളവ)
ആദ്യത്തേത് #PPI ഉപയോഗിച്ച് 2000 ൽ കൂടുതൽ രൂപയുടെ ഇടപാട് വ്യാപാരയുമായി #UPI വഴി നടത്തുമ്പോളാണ്.
PPI- പ്രീ-പെയ്ഡ് പേയ്‌മെന്റ് ഉപകരണങ്ങൾ, അതായത് ഓൺലൈൻ വാലറ്റുകൾ
(പേടിഎം, ആമസോൺ പേ വാലറ്റുകൾ പോലുള്ളവ)
നിങ്ങൾ എന്തിനുവേണ്ടി UPI പേയ്‌മെന്റ് നടത്തുന്നു എന്നതിനെ ആശ്രയിച്ചിരിക്കും PPI ഇടപാടുകൾക്കുള്ള ഇന്റർചേഞ്ച് നിരക്ക്.
0.5-1.1% എന്ന നിരക്കിലാണ് NPCI നിരക്ക് സജ്ജീകരിച്ചിരിക്കുന്നത്.
പട്ടിക താഴെ
0.5-1.1% എന്ന നിരക്കിലാണ് NPCI നിരക്ക് സജ്ജീകരിച്ചിരിക്കുന്നത്.
പട്ടിക താഴെ
Time to update this chart.
With everything going lately this may be the single most important chart to look at.
What do the latest numbers tell us?
A thread.
#inflation
1/16
With everything going lately this may be the single most important chart to look at.
What do the latest numbers tell us?
A thread.
#inflation
1/16
I made the quoted tweet on Feb 2 which was before Jan employment report, #CPI , #PPI and #PCE when most were still talking about great Dec numbers.
In the meantime most indicators showed higher #inflation numbers but, as I noted beforehand, that is only seasonality.
2/16
In the meantime most indicators showed higher #inflation numbers but, as I noted beforehand, that is only seasonality.
2/16
As I suspected, some took advantage of these seasonality numbers and revisions of SA data (#CPI) to wrongly point to #inflation picking up.
And even worse, the #Fed embraced this false narrative and hiked 25 last week despite the ongoing banking crisis.
3/16
And even worse, the #Fed embraced this false narrative and hiked 25 last week despite the ongoing banking crisis.
3/16
📰News trading on #CPI and #PPI week
💸25% account growth in 7 days
📈Applying TA to news trading (Part6)
➡️Alpha packed guide for:
Case study on $OP $ETH $FTM
-How I create a plan before the event
-Real trade examples and execution
-How I get into positions quick (no bots)🧵
💸25% account growth in 7 days
📈Applying TA to news trading (Part6)
➡️Alpha packed guide for:
Case study on $OP $ETH $FTM
-How I create a plan before the event
-Real trade examples and execution
-How I get into positions quick (no bots)🧵
#CPI day is usually my most profitable day of the month for the past 5 events
This comes with experience in executing and creating a plan beforehand because speed and timing is key in such event.
Focus was on growing:
-2nd futures account (Bitget)
-Spot account (Binance)
This comes with experience in executing and creating a plan beforehand because speed and timing is key in such event.
Focus was on growing:
-2nd futures account (Bitget)
-Spot account (Binance)
To start you need to create an execution plan based on the data that is available
In this case the expected data was:
YoY Est. 6.0%
YoY Core Est. 5.5%
$BTC and the crypto market was in an uptrend (for several reasons) so there was at least a clear H1 uptrend-> IM LONG BIAS
In this case the expected data was:
YoY Est. 6.0%
YoY Core Est. 5.5%
$BTC and the crypto market was in an uptrend (for several reasons) so there was at least a clear H1 uptrend-> IM LONG BIAS
Morning update:
Yesterday’s #PPI was a wake-up call for the bulls as wholesale prices rose by 0,7% in January. The numbers came out hotter than expected and the odds of a 50bps hike at the next #FOMC meeting jumped much higher👀
cnbc.com/2023/02/16/pro…
Yesterday’s #PPI was a wake-up call for the bulls as wholesale prices rose by 0,7% in January. The numbers came out hotter than expected and the odds of a 50bps hike at the next #FOMC meeting jumped much higher👀
cnbc.com/2023/02/16/pro…
Now some analysts are already predicting that the FED funds rate will move above 6% or even 7%. Isn’t this something Diversitas was saying months ago?😉 #Macro
What about crypto? In the morning, everyone was calling for 30k #BTC 🚀 The FOMO in the market was real and we decided to completely exit, got hate for it but guess what, $BTC dumped just a few hours later📉
Here's a thread of (6) charts 📊 that are worth nothing from this last week's @MorganStanley Global Investment Committee (GIC) Weekly Report (01/30/23)... 🧵/👇🏼
#macro #economy #earnings #stocks #StockMarket #bonds
morganstanley.com/pub/content/da…
#macro #economy #earnings #stocks #StockMarket #bonds
morganstanley.com/pub/content/da…
1/🧵 "In the short run, flows, sentiment, positioning & technicals can be powerful drivers, while over the longer term, fundamentals like growth, profitability & productivity are critical, as are earnings surprises." @MorganStanley
#macro #earnings #stocks #StockMarket #bonds
#macro #earnings #stocks #StockMarket #bonds
2/🧵 "But sometimes, & for extended periods, markets can settle on one particular thesis, no matter how narrow or implausible." 📊h/t @MorganStanley @GoldmanSachs $MS $GS @Bloomberg
#macro #earnings #stocks #StockMarket #bonds $SPY $SPX
#macro #earnings #stocks #StockMarket #bonds $SPY $SPX
@fundstrat
Tom my dog SCOOTER has a question !
He was reading that #PPI has a LEVERAGE relationship with #CPI .
Meaning an increase in #PPI causes a larger increase in #CPI due to ( multiple supply chain steps ) & each stage " tacks on " its own price increase ?
True ?
.
Tom my dog SCOOTER has a question !
He was reading that #PPI has a LEVERAGE relationship with #CPI .
Meaning an increase in #PPI causes a larger increase in #CPI due to ( multiple supply chain steps ) & each stage " tacks on " its own price increase ?
True ?
.
.
So every stage , manufacturing , shipping , distribution , warehousing , wholesale , retail ... each stage in the supply chain ... adds a new cost as each STAGE demands a profit margin.
So every stage , manufacturing , shipping , distribution , warehousing , wholesale , retail ... each stage in the supply chain ... adds a new cost as each STAGE demands a profit margin.
Wondering what history tells us about @federalreserve 🏦 tightening vs. loosening 💵cycles? If so, you're not alone! Here's a thread that breaks down the data 📊, #interestrates pause/pivot, & more... 🧵/👇🏼
#StockMarket #FederalReserve @LizAnnSonders
#StockMarket #FederalReserve @LizAnnSonders
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮 💰
#CPI Preview
1/10
One 🤡 calls it #macrotourism, but #CPI and #FOMC policy response are the single most important issues to macro investors today.
Let’s dig into the 🧮!
#CPI Preview
1/10
One 🤡 calls it #macrotourism, but #CPI and #FOMC policy response are the single most important issues to macro investors today.
Let’s dig into the 🧮!
2/10
At his Brookings Institute speech at the end of November, Powell broke core #inflation into 3 components:
a) goods inflation
b) housing services inflation
c) services, ex-housing = wages
At his Brookings Institute speech at the end of November, Powell broke core #inflation into 3 components:
a) goods inflation
b) housing services inflation
c) services, ex-housing = wages
2a/10
Goods inflation is clearly coming down along with inputs into that equation.
$COOPER +10.65% in November is nonetheless -13% YTD
Goods inflation is clearly coming down along with inputs into that equation.
$COOPER +10.65% in November is nonetheless -13% YTD
Hello Friday and the week to date
$USD +0.25%
$GBP -0.41%
$GOLD -0.48%
$TLT +1.94%
$TNX -0.43%
$HYG -0.69%
$SSEC +1.62%
$NIKK +0.44%
$DAX -1.82%
$SPX -2.65%
$COPPER +0.78%
#Bitcoin +0.77%
$SILVER +0.00%
$DBA -1.01%
$NATGAS -5.1%
$WTIC -10.65%
Let's dig into the 🧮!
$USD +0.25%
$GBP -0.41%
$GOLD -0.48%
$TLT +1.94%
$TNX -0.43%
$HYG -0.69%
$SSEC +1.62%
$NIKK +0.44%
$DAX -1.82%
$SPX -2.65%
$COPPER +0.78%
#Bitcoin +0.77%
$SILVER +0.00%
$DBA -1.01%
$NATGAS -5.1%
$WTIC -10.65%
Let's dig into the 🧮!
Asia closes the week on an ↗️🎵
$NIKK 27901 +1.2%
$SSEC 3207 +0.3%
$TWII 14705 +1.05%
$HSI 19901 +2.3%
$KOSPI 2389 +0.76%
$IDX 6715 -1.3% 🇮🇩
Australia ↗️
$ASX 7213 +0.55%
India ↘️
$BSE 61977 -0.95%
$NIKK 27901 +1.2%
$SSEC 3207 +0.3%
$TWII 14705 +1.05%
$HSI 19901 +2.3%
$KOSPI 2389 +0.76%
$IDX 6715 -1.3% 🇮🇩
Australia ↗️
$ASX 7213 +0.55%
India ↘️
$BSE 61977 -0.95%
Europe trading ↔️
$DAX 14295 +0.2%
$FTSE 7476 +0.05%
$CAC 6646 unch
$AEX 722 +0.2%
$IBEX 8243 +0.2%
$MIB 24203 unch
$SMI 11022 +0.15%
$MOEX 2170 -0.2%
$VSTOXX 21.78
$DAX range = 14094 - 14576 ♉️
$DAX 14295 +0.2%
$FTSE 7476 +0.05%
$CAC 6646 unch
$AEX 722 +0.2%
$IBEX 8243 +0.2%
$MIB 24203 unch
$SMI 11022 +0.15%
$MOEX 2170 -0.2%
$VSTOXX 21.78
$DAX range = 14094 - 14576 ♉️
📰📌 Sabah okumalarından notlar.
1) #Çin'de yaşanan protestolar muhtemelen günün en önemli maddesi. Covid önlemlerine karşı halk Pazar günü sokaklara dökülmeye başladı. Aslında çok önceden biriken gerilim Perşembe günkü yangınla taştı denilebilir.
1) #Çin'de yaşanan protestolar muhtemelen günün en önemli maddesi. Covid önlemlerine karşı halk Pazar günü sokaklara dökülmeye başladı. Aslında çok önceden biriken gerilim Perşembe günkü yangınla taştı denilebilir.
Konunun insani ve sağlık boyutu yanında gerek Çin ekonomisi ve siyasi yapısı gerekse de yaklaşan kış ve artış gösterecek Covid-19 sıkıntıları nedeniyle küresel ekonomideki büyüme açısından da ciddi riskleri var.
2) FT: Küresel #enflasyon, veri göstergelere göre, muhtemelen zirveyi görmüş olabilir.
Enflasyonun, önümüzdeki aylarda, yön bakımından aşağı doğru bir eğilimde olması sevindirici olsa da bu temkinli yaklaşmakta yarar olan bir haber. FED #pivot konusunu daha önce açıklamıştım.
Enflasyonun, önümüzdeki aylarda, yön bakımından aşağı doğru bir eğilimde olması sevindirici olsa da bu temkinli yaklaşmakta yarar olan bir haber. FED #pivot konusunu daha önce açıklamıştım.
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮 💰
Global Macro Review
11/20/2022
🧵 1/7
#Recession cometh
Are you positioned accordingly?
Chart: Conference Board Leading Economic Index -3.2% over the past 6 months conference-board.org/topics/us-lead…
Global Macro Review
11/20/2022
🧵 1/7
#Recession cometh
Are you positioned accordingly?
Chart: Conference Board Leading Economic Index -3.2% over the past 6 months conference-board.org/topics/us-lead…
1a/7
The 10Y3M treasury spread, as a standalone indicator, has predicted recession with 98% accuracy.
Chart: 10Y3M Treasury Spread to -52 bps
The 10Y3M treasury spread, as a standalone indicator, has predicted recession with 98% accuracy.
Chart: 10Y3M Treasury Spread to -52 bps
1b/7
According to this Richmond Fed article, when both the LEI and 10Y3M are flashing #recession, there is a 99% chance of recession ahead.
richmondfed.org/publications/r…
Chart: Recession Indicators
According to this Richmond Fed article, when both the LEI and 10Y3M are flashing #recession, there is a 99% chance of recession ahead.
richmondfed.org/publications/r…
Chart: Recession Indicators
The #federalreserve pivot dream continues! 1/4
US year-on-year producer price #inflation came in significantly below expectations in October.
On a monthly basis, core #PPI did not rise at all.
US year-on-year producer price #inflation came in significantly below expectations in October.
On a monthly basis, core #PPI did not rise at all.
The #federalreserve pivot dream continues! 2/4
The producer price #inflation 'surprise' is less of a surprise if you take #China's #PPI into account.
Chinese producer prices are down(!) from a year ago!
And the correlation with US producer prices is high.
The producer price #inflation 'surprise' is less of a surprise if you take #China's #PPI into account.
Chinese producer prices are down(!) from a year ago!
And the correlation with US producer prices is high.
The #federalreserve pivot dream continues! 3/4
#China producer prices also signal a massive decline in Eurozone producer price #inflation.
#China producer prices also signal a massive decline in Eurozone producer price #inflation.
I am anti PPI unless its for documented ulcers or H. pylori.
Unexplained dyspepsia +/- alarm symptoms should ALWAYS be evaluated.
PPI without a specific reason qnd for long term --> DANGER
#MedTwitter
#PPI
#dyspepsia
#pepticulcerdisease
Unexplained dyspepsia +/- alarm symptoms should ALWAYS be evaluated.
PPI without a specific reason qnd for long term --> DANGER
#MedTwitter
#PPI
#dyspepsia
#pepticulcerdisease
Thanks to @MedRewind for the table!
*and
Studie:
Bei Menschen, die schwer an #MECFS und an anderen Autoimmunerkrankungen leiden, sind 6 Gene (IKZF2, IKZF3, HSPA8, BACH2, ABCE1, CD3D) hochreguliert, welche an T-Zell-, B-Zell- und Autoimmunitätsfunktionen beteiligt sind. ncbi.nlm.nih.gov/pmc/articles/P…
Bei Menschen, die schwer an #MECFS und an anderen Autoimmunerkrankungen leiden, sind 6 Gene (IKZF2, IKZF3, HSPA8, BACH2, ABCE1, CD3D) hochreguliert, welche an T-Zell-, B-Zell- und Autoimmunitätsfunktionen beteiligt sind. ncbi.nlm.nih.gov/pmc/articles/P…
Diese Genexpressions-Biomarker könnten zur Identifizierung oder Differenzierung von Untergruppen von #MECFS-Patienten mit unterschiedlichem Schweregrad der Erkrankung verwendet werden und eröffnen Möglichkeiten für neue therapeutische Ansätze zur Behandlung von #MECFS.
Die Verwendung von Patientenrekrutierung in sozialen Medien und Probenentnahme zu Hause stellt einen neuartigen Ansatz für die Durchführung klinischer Forschung dar, der Kosten und Zeit spart und Reisen für Arztbesuche überflüssig macht.
#PatientEngagement #PPI
#PatientEngagement #PPI
What really causes inflation? 🧵
[a thread for normies - like me]
[a thread for normies - like me]
2/ The problem with #inflation is that it's a very personal experience.
As I always say, the wallet is the most sensitive organ in the body, so my inflation might not be your inflation.
In fact, my inflation could be seen as #disinflation by you... (more on that later)
As I always say, the wallet is the most sensitive organ in the body, so my inflation might not be your inflation.
In fact, my inflation could be seen as #disinflation by you... (more on that later)
3/ Price inflation and monetary inflation have different definitions:
* For many.- #inflation is the increased prices paid for goods & services.
** To others.- it's a decline in the purchasing power of your #money.
*** In layman's terms.- Too much money chasing too few goods.
* For many.- #inflation is the increased prices paid for goods & services.
** To others.- it's a decline in the purchasing power of your #money.
*** In layman's terms.- Too much money chasing too few goods.
So, our big bearish channel trend got confirmed. tradingview.com/x/mLp5u6eS/ Nothing has changed outside of that, really.
#CPI is slightly bearish #PPI is bearish, #quadruple witching is tomorrow. Looks like people dumped close to a billion dollars of $BTC a couple days ago, and over 5 billion since August.
1) Welcome to our new #accredited #tweetorial on the Pathophysiology of #DKD in #T2D: Traditional Teaching and New Insights. Our expert author is Hans-Joachim Anders, MD, @hjanders_hans from @LMU_Uniklinikum of @LMU_Muenchen
2) This #accredited #tweetorial series on the foundations of #kidneydisease #DKD through the lens of #T2D is supported by an independent educational grant from the Boehringer Ingelheim/Lilly Alliance and is intended for healthcare providers.
3) This activity is accredited for #physicians #physicianassociates #nurses #NPs #pharmacists. Past programs still eligible for credit can be found at ckd-ce.com. Faculty disclosures & accreditation statement are at ckd-ce.com/disclosures/. FOLLOW US!
1) Welcome to our new #accredited #tweetorial on the Pathophysiology of #DKD in #T2D: Traditional Teaching and New Insights. Our expert author is Hans-Joachim Anders, MD, @hjanders_hans from @LMU_Uniklinikum of @LMU_Muenchen
2) This #accredited #tweetorial series on the foundations of #kidneydisease #DKD through the lens of #T2D is supported by an independent educational grant from the Boehringer Ingelheim/Lilly Alliance and is intended for healthcare providers.
3) This activity is accredited for #physicians #physicianassociates #nurses #NPs #pharmacists 🇺🇸🇪🇺🇬🇧🇨🇦. Past programs still eligible for credit are at ckd-ce.com. Faculty disclosures are at ckd-ce.com/disclosures/. FOLLOW US for regular programs by expert faculty!
¿Te acordás de la DeFi Express sobre Exchanges Descentralizados?
Sale [HILO] 🧵
En esta ocasión armamos un vídeo tutorial sobre @SwappiDEX , un DEX que corre sobre la blockchain de @Conflux_Network, específicamente sobre la #ConfluxeSpace🥑
En español, como @Conflux_LATAM 🌎
Sale [HILO] 🧵
En esta ocasión armamos un vídeo tutorial sobre @SwappiDEX , un DEX que corre sobre la blockchain de @Conflux_Network, específicamente sobre la #ConfluxeSpace🥑
En español, como @Conflux_LATAM 🌎
Algunas cuestiones que me parecieron muy piolas:
🥑 Me resultó muy buena la UI, ya que tiene una interfaz muy limpia, con colores amigables a la vista
Acá podes verla: app.swappi.io/#/swap
🥑 Me resultó muy buena la UI, ya que tiene una interfaz muy limpia, con colores amigables a la vista
Acá podes verla: app.swappi.io/#/swap
🥑 Es compatible con diferentes wallets:
- Nuestro amigo el zorrito M.M 🦊
- WalletConnect
- TokenPocket
- Fluent (será, más adelante según nos indica)
- Nuestro amigo el zorrito M.M 🦊
- WalletConnect
- TokenPocket
- Fluent (será, más adelante según nos indica)
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮
Global Macro Review - 4/10/2022
1/11
The 💦🍋 has begun as the #FOMC drains the 👊🥣
And they are coming after YOU dear investor
"'The Fed needs to 'inflict more losses' on the stock market in order to rein in soaring inflation.’”
Let’s dig into the 🧮!
Global Macro Review - 4/10/2022
1/11
The 💦🍋 has begun as the #FOMC drains the 👊🥣
And they are coming after YOU dear investor
"'The Fed needs to 'inflict more losses' on the stock market in order to rein in soaring inflation.’”
Let’s dig into the 🧮!
2/11
Realizing the Fed bid is no more, bonds headed for the ⛰️⛰️
10/2s steepened ↗️ to 18.6 BPS from #inversion the week earlier
MOVE 125.96 🛗🔺
Chart: $TNX with a new cycle high 2.72% - there’s no reason this cannot go to 5-6%
Realizing the Fed bid is no more, bonds headed for the ⛰️⛰️
10/2s steepened ↗️ to 18.6 BPS from #inversion the week earlier
MOVE 125.96 🛗🔺
Chart: $TNX with a new cycle high 2.72% - there’s no reason this cannot go to 5-6%
3/11
Bond ETFs go 'no bid' as the 🐻🐻 continue to roam
$TLT -5.5% (w) -12.05% (T) = 3 mos
$BNDD -5.45% (w) -2.2% (T)
$LQD -3.2% (w) -9.65% (T)
$HYG -2.1% (w) -6.55% (T)
$TIP -1.2% (w) -3.65% (T)
$IVOL +1.6% (w) -3.75% (T) ⬅️
Chart: Despite #inflation, $TIP no place to hide
Bond ETFs go 'no bid' as the 🐻🐻 continue to roam
$TLT -5.5% (w) -12.05% (T) = 3 mos
$BNDD -5.45% (w) -2.2% (T)
$LQD -3.2% (w) -9.65% (T)
$HYG -2.1% (w) -6.55% (T)
$TIP -1.2% (w) -3.65% (T)
$IVOL +1.6% (w) -3.75% (T) ⬅️
Chart: Despite #inflation, $TIP no place to hide
1) Welcome to our new #tweetorial on optimizing #interprofessional & #multidisciplinary care & medical therapy for patients with #DKD. I am Sophia Ambruso DO, @Sophia_kidney, from @CU_kidney.
2) This #accredited #tweetorial series on #kidneydisease #DKD through the lens of #T2D is supported by an independent educational grant from the Boehringer Ingelheim/Lilly Alliance and is intended for healthcare providers. Faculty disclosures are at ckd-ce.com/disclosures/.
3) This activity is accredited for 0.75h credit for #physicians #physicianassociates #nurses #NPs #pharmacists. Past programs still eligible for credit can be found at ckd-ce.com. FOLLOW US for more programs by expert faculty!
***BIG NEWS***
We couldn’t be more delighted with this #RareDiseaseDay announcement of a new Rare Disease Clinical Trial Network, from @hrbireland. And we're very proud to be part of it.
Full press release 👉 bit.ly/3ssuejN
A thread 🧵 (1/6)...
We couldn’t be more delighted with this #RareDiseaseDay announcement of a new Rare Disease Clinical Trial Network, from @hrbireland. And we're very proud to be part of it.
Full press release 👉 bit.ly/3ssuejN
A thread 🧵 (1/6)...
Congratulations to Prof Rachel Crowley (@rachsail) & Prof Cormac McCarthy, of @UCDMedicine, for their drive to make a difference to the rare disease patients that they see in their clinics & people living with rare diseases all across the country.
#RareDiseaseDay (2/6)
#RareDiseaseDay (2/6)
Kudos to @hrbireland for getting behind their vision and for making such a big commitment to rare diseases, beyond their already significant commitments through the HRCI-HRB Joint Funding Scheme & other schemes.
@DonnellyStephen welcomed the announcement.
#RareDiseaseDay (3/6)
@DonnellyStephen welcomed the announcement.
#RareDiseaseDay (3/6)
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
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮
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 💪
