Discover and read the best of Twitter Threads about #centralbanks
Most recents (24)
1/8 Global stock markets navigate uncertainties of interest rate hikes & inflation, with a focus on India. The world's sixth-largest economy faces robust growth & mounting inflationary pressures. #GlobalStockMarkets #IndiaEconomy 
2/8 India's GDP growth rate reached 8.4% in 2021, but the Consumer Price Index (CPI) increased by 6.01%, breaching the RBI's target range. Rising global commodity prices, supply chain disruptions, & COVID-19 contribute to this surge. #IndiaGDP #Inflation
3/8 The RBI has maintained an accommodative stance, refraining from raising interest rates despite inflationary pressures, prioritizing growth in hopes that inflationary trends will prove transitory. #RBI #InterestRates
2008 PTSD VS THE GHOSTS OF THE 1970S. @darioperkins writes: While #SVB and its peers were uniquely exposed to COVID bubbles, this latest calamity has highlighted a broader problem in global banking – duration risk. At the start of the year, #centralbanks...
wanted to keep monetary policy “tighter for longer”, with the aim of bringing inflation down in a controlled and gradual manner. Right now, they seem to be losing control of that process. As tensions build, banks – particularly the smaller ones – will restrict credit in a way...
that could have a devasting impact on #SMEs, with powerful knock-on effects to aggregate demand. This will help the authorities to defeat inflation, but in a way that is uncontrolled and intractable, risking unnecessary hardship. Central banks are in a difficult position...
We have arrived in the mountains. After a journey to Cannes, Nice, Toulon, Aix, Nimes, Arles, Lyon, starting in Paris, Gare de Lyon. Over two days & nights. Here at last. TGV staff made multiple errors, cock-ups, mess-ups, mistakes, you name it. We are to be fined for their… twitter.com/i/web/status/1…
The oddeysey began in UK on a rail strike day. We chose to travel exclusively by rail&foot, successfully in that regard. Random chance, love, laughter, human interaction, sympathy, much humour, dancing, 20 hours on trains acros La France. We were overwhelmed.
By a prolonged sunscape with clouds merging formingly to create rain and wind afar. Speeding by Van Gogh country in a TGV. twitter.com/i/web/status/1…
A thread 🧵 on #CentralBanks for your awareness.
Gold has been considered hard money for 5000 years. 20% of all the gold ever mined is owned by central banks of the world. Why do central banks buy gold?
- Balancing foreign exchange reserves
- Hedging against fiat currencies
-… twitter.com/i/web/status/1…
Gold has been considered hard money for 5000 years. 20% of all the gold ever mined is owned by central banks of the world. Why do central banks buy gold?
- Balancing foreign exchange reserves
- Hedging against fiat currencies
-… twitter.com/i/web/status/1…
How much gold do we have in the entire world?
A cube (22m x 22m x 22m) is all the gold ever mined.
- 201,296 tons of gold (above ground, extracted)
- 53,000 tons of gold (below ground, unextracted)
46% used for jewelry
17% held by central banks
22% held by private investors… twitter.com/i/web/status/1…
A cube (22m x 22m x 22m) is all the gold ever mined.
- 201,296 tons of gold (above ground, extracted)
- 53,000 tons of gold (below ground, unextracted)
46% used for jewelry
17% held by central banks
22% held by private investors… twitter.com/i/web/status/1…
Here’s a prev 🧵 on #FederalReserve the largest central bank in the world
BLACK SWAN EVENT
All da banks is locking arms to stop dis ...
Da Fed committed to a $2T infusion dat is currently pumping markets ...
Da dolla is done ...
Say hello to hyper inflation ...
Digital currency this year.
All da banks is locking arms to stop dis ...
Da Fed committed to a $2T infusion dat is currently pumping markets ...
Da dolla is done ...
Say hello to hyper inflation ...
Digital currency this year.
All da stimmy monies from 2020 hit da banks and per #BCBS regs they have to keep a certain % of da deposits in reserves.
Long-dated are typically da "Gold Standard" fer dis. They are usually a "Risk-Free" investment with enuff return to offset inflation.
It's a win-win fer all
Long-dated are typically da "Gold Standard" fer dis. They are usually a "Risk-Free" investment with enuff return to offset inflation.
It's a win-win fer all
Except last year, da @FedralReserve started hiking interest rates at a retarded rate.
Dis (1) Depressed Risk Appetite (2) Increased Demand fer Cash and (3) Cranked up Return on Short-term Gubment Debt
Da first 2 killed equities but da last one is da real killer.
Dis (1) Depressed Risk Appetite (2) Increased Demand fer Cash and (3) Cranked up Return on Short-term Gubment Debt
Da first 2 killed equities but da last one is da real killer.
@JPMorgan Says @FederalReserve Loans Will Provide $2 Trillion of Liquidity
Dat's another 10% on already overblown M1 supply.
Fer da #Retard(s), #Anon(s), #Pede(s), #Patriot(s) unfamiliar with the matter, that's how #QuantitativeEasing begins.
Dat's another 10% on already overblown M1 supply.
Fer da #Retard(s), #Anon(s), #Pede(s), #Patriot(s) unfamiliar with the matter, that's how #QuantitativeEasing begins.
Da @USTreasury set up da program earlier dis month following a collapse of three lenders with the aim of preventing a #FireSale of sovereign debt and now da @FederalReserve is hesitant to further increase rates which is very bad for inflation.
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
Dis is da part where #Inflation really gets out of control #Fren(s)
#CentralBanks have limited tools, like interest rate reduction, to influence economic growth. Without the ability to lower rates further, central banks must strategically increase the supply of money.
#CentralBanks have limited tools, like interest rate reduction, to influence economic growth. Without the ability to lower rates further, central banks must strategically increase the supply of money.
#FederalReserve is the largest central bank in the world.
Citizen vs. State: If you look at the original founding principle objectives of the federal reserve, you can’t find a single one which benefits the citizen. The fifth objective is clearly a great lie we’ve all been… twitter.com/i/web/status/1…
Citizen vs. State: If you look at the original founding principle objectives of the federal reserve, you can’t find a single one which benefits the citizen. The fifth objective is clearly a great lie we’ve all been… twitter.com/i/web/status/1…
Here’s a prev 🧵 on #FederalReserve
Just an FYI. I tweet from my readings and curated knowledge of the masses. I’m no banking contagion expert 😂
A confluence of unprecedented events in 2022 weakened asset prices across all markets. (1/n)
#assetallocation #investing #personalfinance #throwback #thread
#assetallocation #investing #personalfinance #throwback #thread
The Fed’s pivot to a less aggressive monetary policy is likely to set the tone for the markets in 2023. (2/n)
#FED #FederalReserve #monetarypolicy
#FED #FederalReserve #monetarypolicy
It is expected that global inflation will continue to be higher in this decade, in combination with a significant slowdown of the U.S. economy. (3/n)
#inflation #interestrates #globalmarket
#inflation #interestrates #globalmarket
As we kickoff 23', here's a thread w/ the latest data 🏦💵🖨 on #StockMarket liquidity, credit, & financial conditions within the broader markets... 🧵/👇🏼
📊 h/t @crossbordercap
#FederalReserve #interestrates #stockmarket #Crypto #GDP $DXY $TLT $SPY $ES $SPX $QQQ $DIA $IWM
📊 h/t @crossbordercap
#FederalReserve #interestrates #stockmarket #Crypto #GDP $DXY $TLT $SPY $ES $SPX $QQQ $DIA $IWM
1/🧵 One of the indicators we watch is the @federalreserve 'Net Liquidity' as this tracks the markets very closely....
📊 h/t @fkronawitter1
#FederalReserve #interestrates #stockmarket #Crypto #GDP $DXY $TLT $SPY $ES $SPX $QQQ $DIA $IWM
📊 h/t @fkronawitter1
#FederalReserve #interestrates #stockmarket #Crypto #GDP $DXY $TLT $SPY $ES $SPX $QQQ $DIA $IWM
2/🧵 In addition to this, investors also have to look past the @federalreserve as global Central Banks 🏦 have joined in QT against the #inflation backdrop...
📊 h/t @LanceRoberts @ISABELNET_SA @topdowncharts @insidefinance
📊 h/t @LanceRoberts @ISABELNET_SA @topdowncharts @insidefinance
#McFadden #FederalReserve is a Private Institution, not a GOVERNMENTAL AGENCY
The #CentralBanks Control the Money System and Make Trillions in Interest on the FIAT they print out of thin air
Debt Based Money System With Fractional Reserve Lending of 10:1 is cancer to society.
The #CentralBanks Control the Money System and Make Trillions in Interest on the FIAT they print out of thin air
Debt Based Money System With Fractional Reserve Lending of 10:1 is cancer to society.
The four unpleasant means to get #inflation under control:
1) Keep rising rates.
2) Getting rid of all (useless) Covid restrictions + NO more stimulus.
3) Peace in #Ukraine .
4) Running down the global balance sheet of #centralbanks .
(+ A revolution?)
🧵 1/15
1) Keep rising rates.
2) Getting rid of all (useless) Covid restrictions + NO more stimulus.
3) Peace in #Ukraine .
4) Running down the global balance sheet of #centralbanks .
(+ A revolution?)
🧵 1/15
#inflation = excess (monetary) demand over supply.
You need to get demand down and/or supply up to get price pressures under control.
Current situation is an (insane) combo of stimulus and demand destruction. We, e.g., should do everything to grow energy production. 2/
You need to get demand down and/or supply up to get price pressures under control.
Current situation is an (insane) combo of stimulus and demand destruction. We, e.g., should do everything to grow energy production. 2/
We are at a situation, where #inflation expectations are becoming a problem. Firms are rising prices and workers demand higher salaries in expactation of fast inflation. 👉 The worst situation.
We are also entering the second leg of #EnergyCrisis . 3/
mtmalinen.substack.com/p/winter-is-he…
We are also entering the second leg of #EnergyCrisis . 3/
mtmalinen.substack.com/p/winter-is-he…
Great Depression in a single tweet. 1920-1928 was a period of avg growth including 2 recessions. The stock market did 4x between 1921-1929(leveraged purchases). Valuations did not reflect economic reality. Fed hikes-stocks collapse-aggregate demand collapses & rest is, history.
Fast Forward 100 years. Over past 9 years the SP500 was up 2.3X. US Real Economic growth avg 2% at same time. History doesn't repeat but does rhyme. Valuations didn't reflect economic reality and even after a brutal 2022, they still don't reflect reality.
So the question is why then is economy still not entered recession? Simple answer. Aggregate demand. Unemployment is low. Wages are rising. Consumers still spend because they have some confidence in the future. We haven't yet seen demand destruction. Sequencing matters.....
Since #WWII, #USA has used #USdollar hegemony to transfer domestic crises, harvest world #wealth and undermine the economic and financial stability of other countries through armed conflicts, financial wars, and trade wars. To maintain US dollar is to maintain US world hegemony.
Since March 2022, #FederalReserve has raised interest rates 6X. On 2 Nov, its 75-point rate hike and sharp #USdollar appreciation caused global #currency depreciation, capital outflows, rising debt servicing costs, hiked imported inflation and currency/debt crises of countries.
New thread on the #SecondGFC follows.
So Moody’s has downgraded the UK as a “warning sign” re the volatility of £ & UK politics. One of the rating agencies that awarded top grades to junk bonds etc in the #GFC. A 100 yrs ago Moody himself gave the UK our now lost top rating. How times change. C/f £⬇️ since then.
Clearly governments were in charge of the markets then. And now, shockingly, markets seem to be in charge of governments! The “markets” are warning the UK to appoint the right finance minister and maybe PM. [lunch beckons, more to follow]
Thread
Catherine Austin Fitts
#CBDCs #CentralBanks #gold #SocialSecurity #guns
#cash #smallbusinessowner
"[ #CBDC ] is not a currency...we're talking about a control system that's going to be implemented in a global coup d'état & we're in the middle of a global coup d'état"
Catherine Austin Fitts
#CBDCs #CentralBanks #gold #SocialSecurity #guns
#cash #smallbusinessowner
"[ #CBDC ] is not a currency...we're talking about a control system that's going to be implemented in a global coup d'état & we're in the middle of a global coup d'état"
"They're trying to put into place a digital transaction control grid which will tell you what you can do with your #MONEY , when you can do it, where you can go. If they don't want you to be able to use your $ more than 5 miles from your home, that's it, your $ will turn off"
"They can't confiscate your #gold & they can't confiscate your #SocialSecurity until they confiscate your #guns . That is why you're seeing such a push to confiscate your guns."
"They're trying to come up with excuses to arrest EVERYBODY...domestic terrorist act...mental health"
"They're trying to come up with excuses to arrest EVERYBODY...domestic terrorist act...mental health"
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.
Did someone warn you of the current #inflation, #recession, and #bearmarket in equities? Did you get out or reallocate in time? Breaking even? Maybe even profit?
Did you pay a subscription for those warnings late last year?
I started warning friends about it in 2016.
Read on🧵
Did you pay a subscription for those warnings late last year?
I started warning friends about it in 2016.
Read on🧵
When I said that I was warning my friends about it in 2016, I did so because it was clear that #Trump would not be a good president for the US & world #economy long-term, and would increase the odds of #inflation and rising #interestrates.
Late 2016 DMs in Norwegian to a friend:
Late 2016 DMs in Norwegian to a friend:
On Monday $ fell to its lowest level in a basket of currencies bucking its recent trend as investors have grown nervous ahead of US inflation data with other Central Banks like ECB/ BOE etc adopting a more hawkish stand. This will determine the extent of the next Fed rate hike.
So far the US economy exhibiting resilience with multiple data points pointing towards a probable softer landing than a recession has helped the dollar index strengthen.
India has been bucking the trend with the Rupee depreciating against the dollar on account of global sentiments but strengthening against other currencies. The rupee’s ability to stem the fall with RBI looking at holding the figure of 80 seems to be paying off along with other
The global economy has changed dramatically this year, and financial markets have turned volatile. The question on everyone’s mind now is…
(1/8)
#globaleconomy #financialmarkets #nifty
(1/8)
#globaleconomy #financialmarkets #nifty
Will recession hit India? How will it be different from past recessions that our country has faced?
Let’s look at some data points.
(2/8)
#recession #india #economy
Let’s look at some data points.
(2/8)
#recession #india #economy
Based on the RBI’s assessment, the Real GDP projection is retained at 7.2% for FY23. This comes on the back of strong investment activity, improving bank credit and rising capacity expansion.
(3/8)
#rbi #gdp #centralbanks
(3/8)
#rbi #gdp #centralbanks
#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
🚨FOMC preview ...🧵
Target rate probabilities for July 27 (Wed) between 225 and 275 with 3x as much probability on 225-250 (75 bps).
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #tightening #riskoff #stocks #riskassets #CentralBanks
Target rate probabilities for July 27 (Wed) between 225 and 275 with 3x as much probability on 225-250 (75 bps).
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #tightening #riskoff #stocks #riskassets #CentralBanks
Fed will be data driven.
Currently, the market is factoring in target rate probabilities (Dec 2022 FOMC meeting) at 325-375 bps.
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #FOMC #tightening #riskoff #stocks #riskassets #CentralBanks
Currently, the market is factoring in target rate probabilities (Dec 2022 FOMC meeting) at 325-375 bps.
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #FOMC #tightening #riskoff #stocks #riskassets #CentralBanks
📉Desired demand reduction is visible.
Consumer confidence and subsequently, Retail is taking a massive beating.
JP Morgan global aggregates. 👇
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #FOMC #tightening #riskoff #stocks #riskassets
Consumer confidence and subsequently, Retail is taking a massive beating.
JP Morgan global aggregates. 👇
#rates #bonds #federalreserve #us #UnitedStates #fed #macroeconomics #EconTwitter #FOMC #tightening #riskoff #stocks #riskassets
FT opinion article: “Central bankers should think twice before pressing the brake even harder - The war against Ukraine has brought a new negative supply shock on top of the old one”. Harder? Thread #bonds #equities #centralbanks #monetarypolicy ft.com/content/41c248…
1/According to the author the invasion of Ukraine has silenced the debate about “transitory” inflation. But where central banks stood impacts how they react. Initially the idea was that inflation was the result of supply issues that could be ignored. This view lost out.
2/Central banks made hawkish turns and have painted themselves into a corner, as the Ukraine crisis has brought a new supply shock. Central banks committed to tightening when the second shock made things worse.
Last Thursday (s. ; or for the full live stream, s. ), @SevimDagdelen from #DieLinke has discussed with @RaniaKhalek & @EugenePuryear esp. the recently decided & billion-dollar rearmament of the German #Bundeswehr...
...as a result of the #RussianFederation's military invasion of #Ukraine, as officially justified by the #GermanFederalGovernment. A recommendable interview! Besides her opposition to such rearmament & the associated fundamental departure...
...from the so-called „#Entspannungspolitik“ established by #WillyBrand & #EgonBahr for #Germany's relationship with the #USSR (& also its territorially largest & politically strongest successor state in the form of the #RussianFederation),...
Don't blame #Putin or #Covid for your sky-high grocery bill. Blame the elites who collude with the biggest scam in history, involving #CentralBanks and their friends in finance, under the cover of the pandemic
A thread on #QuantitativeSleazing ...
wiki.p2pfoundation.net/Responding_to_…
A thread on #QuantitativeSleazing ...
wiki.p2pfoundation.net/Responding_to_…
Since the start of the pandemic in March 2020, #CentralBanks in the West began pouring trillions into the coffers of large corporations, making their #stockmarket friends rich while making us poorer through high #inflation
#QuantitativeSleazing
wiki.p2pfoundation.net/Responding_to_…
#QuantitativeSleazing
wiki.p2pfoundation.net/Responding_to_…
#CentralBanks should not favour one business over another by giving them easy loans. Helping large & dirty corporations outcompete smaller firms is anti-business, anti-markets, anti-democratic & anti-sustainability. Such #QuantitativeSleazing makes mockery of green promises
