Discover and read the best of Twitter Threads about #taper
Most recents (17)
1/ BREAKING - #Budget2023 🧵 is now live
Chancellor @Jeremy_Hunt is on his feet and starting to give his speech. I'll be tweeting live on anything related to NHS pensions in particular (& lots of changes expected so pay attention!)
Read to the end, & RT once you have!
Chancellor @Jeremy_Hunt is on his feet and starting to give his speech. I'll be tweeting live on anything related to NHS pensions in particular (& lots of changes expected so pay attention!)
Read to the end, & RT once you have!
2/ There has been intense media speculation over the last week so we are expecting that will be movement on #pension taxation as per the headline of the @Telegraph yesterday.... so lets see what makes it to the FINAL budget 🍿
3/ Please make sure you read to the end
As with all of these things #TheDevilisInTheDetail, this 🧵 will expand during the chancellors speech, & finally detail will be added once the budget documents are added later this PM (including any required addenda as more detailed known)
As with all of these things #TheDevilisInTheDetail, this 🧵 will expand during the chancellors speech, & finally detail will be added once the budget documents are added later this PM (including any required addenda as more detailed known)
A significant #bond #buying opportunity is approaching.
As bond yields surge, history and #techncial analysis suggest that we should look at bonds for both #capital appreciation and a #risk hedge.
realinvestmentadvice.com/surge-in-bond-…
As bond yields surge, history and #techncial analysis suggest that we should look at bonds for both #capital appreciation and a #risk hedge.
realinvestmentadvice.com/surge-in-bond-…
In Dec 2018, we wrote why Jeff Gundlach was likely incorrect about 6% yields.
“Rates are at levels that historically led to some sort of event either economic, financial, or both, When that occurs, rates will go to 1.5% and closer to Zero.“
We got to 0.5%
realinvestmentadvice.com/surge-in-bond-…
“Rates are at levels that historically led to some sort of event either economic, financial, or both, When that occurs, rates will go to 1.5% and closer to Zero.“
We got to 0.5%
realinvestmentadvice.com/surge-in-bond-…
The surge in 2-year #bond #yields is unprecedented. Historically, such a surge in short-term yields coincides with either #recessions or #market events. With yields now 4-std deviations above its 52-week moving average, such has denoted peaks previously.
realinvestmentadvice.com/surge-in-bond-…
realinvestmentadvice.com/surge-in-bond-…
The imminent default of #Evergrande and the hawkish tilt of #Fed is sparking a global risk off event. This has similarities to all 3 of the last major crashes; 97 (LTCM - leverage), 2000 (tech - overvaluation), and 2008 (real estate - highly rated assets defaulting) #QQQ 1/9
97 started with the currency crisis of Thailand, a small economically unimportant country but set off a chain of currency crisis and defaults in Indonesia, Malaysia, Brazil, Argentina & Russia. Culminating in the collapse of the massively over-leveraged LTCM
#QQQ #BTC #SPY 2/9
#QQQ #BTC #SPY 2/9
It started small and took significant time (1 yr) to fully play out, feeding on the most overexposed and over leveraged investors. I expect it to play out much faster this time as we are starting with the 2nd largest economy, and the debt levels are significantly higher
#ETH 3/9
#ETH 3/9
With respect to today’s #inflation data, core #CPI (excluding volatile food and energy components) came in at 0.24% month-over-month and 4.04% year-over-year and was driven higher by strong increases in the #rent components, which have a tendency to be persistent.
Further, headline #CPI data printed at a solid 0.41% month-over-month and came in at 5.38% year-over-year.
September witnessed a somewhat disappointing nonfarm #payroll gain of 194,000 jobs, which was weaker than the upwardly revised August gain of 365,000 and was well below #economists’ consensus estimates of nearly 490,000 jobs.
Clearly, there are significant #labor supply issues limiting the pace of recovery. Further, the #unemployment rate declined meaningfully, from 5.2% to 4.8% in Sept, and average hourly #earnings saw gains of 0.62% m-o-m, which brings the measure to 4.58% greater on a y-o-y basis.
The most interesting part of today’s #JobsReport, and much of the other recent #economic/corporate data, is that it’s the supply of resources that’s creating systemic pricing pressure, as well as consequently dulling growth of an #economy not lacking demand in virtually any area.
As expected, the @federalreserve’s Federal Open Market Committee continued to discuss its plans to reduce, or #taper, the pace of its #AssetPurchase program at yesterday’s meeting.
While the details of this discussion were fairly sparse, the Committee statement did state that: “If progress continues broadly as expected, the Committee judges that a moderation in the pace of asset purchases may soon be warranted.”
Further, at the recent #Fed conference in Jackson Hole, Wyo., and at the press conference, Fed #ChairPowell emphasized that both he and most Committee participants now consider the test of “substantial further progress” toward the #inflation mandate to be largely satisfied.
It was 73 degrees and sunny in #JacksonHole, Wyoming, today; a perfect day for all those who were there….
Yet, there were no #monetary policy officials present at the traditional location of the @KansasCityFed’s late-summer #economic policy symposium, since they were conducting a “virtual symposium.”
That symposium provided #ChairPowell the opportunity to lay out a reasonably sunny perspective on the U.S. #economy, but also one that was not out of the woods yet, in terms of Covid variant risk and a maximum #employment target still to be achieved.
#Oregon’s #HERC will be #reviewing its formally passed (2016) #back #spine #note60medicaid #prohibition-policy in #August. Where they intructed doctors/ providers to #force #taper back #pain patients. It will be virtual and allow public comment if you register.
If you need a rehash of what note 60 is, please lmk. content.govdelivery.com/accounts/ORDHS…
This is a very important meeting for us all to stand behind. For a myriad of reasons.
Esp concerning not only for the Nation but Oregon. The back review for medicaid specifically. Using the same influencers for a review is of concern.
painnewsnetwork.org/stories/2020/4…
painnewsnetwork.org/stories/2020/4…
Chou, to be blunt. Chou’s work was referenced numerous times for the development of #Oregon’s #medicaid back #spine #prohibition #forced #taper #GL60 policy (that predates the chronic pain task force).
Using Chou’s work again for the review? Is a major concern.
Using Chou’s work again for the review? Is a major concern.
AHRQ title or not, Chou is principle researcher on both the previous back spine Guideline note 60, AND the upcoming review - of said back/ spine guidelines.
“Definition of insanity comes to mind”. What results should be expected?
“Definition of insanity comes to mind”. What results should be expected?
The #Oregon #Opioid #Taper guidelines, as it stands now in final draft, state NOT to reverse a taper. Why? Do they instruct this explicitly? This should be at the discretion of the provider and based on the individual patient. Otherwise, that could imply agenda.
Not to mention the aftermath of possible hardship and care post taper. Not only for future and present provider(s) but judgement & care of complex patient conditions. These are people not things. Set in stone statements do not belong here.
If these are supposedly guidelines, a black and white rule does not belong. Such as “do not reverse taper”. What patient who wants to try a taper will want to do that? Not to mention providers hand are tied once taper begins.
Link again, for anyone having issues accessing. Final draft, #Oregon #opioid #taper #statewide #guidelines. By Oregon’s Health Dept, the Oregon Health Authority.
#Vote is October 25th by task force. Public written comment deadline for input/ feedback is tomorrow October 22nd noon PST. oregon.gov/oha/PH/PREVENT…
If giving written comment, make sure to put “PUBLIC COMMENT” in email title, or it will be rejected.
Next #Oregon #Opioid #Taper Task force meeting is August 27th. Please share. (See 2019 Task Force for past meeting materials =link) oregon.gov/oha/PH/PREVENT…
How to send comment/ and deadlines for all upcoming meetings. Meeting in August, September and October is last meeting. Please share.
September OHA's Opioid Taper Task Force meeting:
#Oregon’s state guidelines Task Force, the #Opioid #Taper #Guidelines Task Force.. next meeting this coming friday the 19th. All #Oregonians #CPP should be #involved
Plus all #Providers! In #Oregon
#Oregon is developing its #own #guidelines like an #island in of itself. Some of the Captains should be questioned.
#Oregon’s #Opioid #Taper “guidelines” task force. WE NEED ALL EYES on this, please. There are 3 more meetings, one a month. June mtg materials: oregon.gov/oha/PH/PREVENT…
Main Page, go to 2019 Task Force:
oregon.gov/oha/PH/PREVENT…
oregon.gov/oha/PH/PREVENT…
screengrabs from last weeks mtg material #Oregon OHA's #opioid #taper #taskforce for #state #guidelines. Want to ADD Lembke's Bravo method in and Katrina Hedberg wants massive mental health on anyone 50-90MME. She needs to go away.
There is so much wrong with what is happening inside the Taper Task force in Oregon and why? becasue again, there is heavyset members with bias and agenda.
i am getting so TIRED of dealing with damage control because of Oregon Pain Guidance. OPG is a arm of PROP, anti OPIOID and in EVERYTHING in Oregon. why? becasue there is NO oversight. No checks and balances and agenda can become a wild fire here.
Finally, part 2) Oregon’s Opioid Taper Task Force. Slow computer sorry guys.
#state #Oregon #pain #taper #opioid #CPP
#state #Oregon #pain #taper #opioid #CPP
Part 1)
Long standing staff Katrina Hedberg MD state epidemiologist, creator of all three state opioid task forces has never treated a pain patient. Wants no opioids for CP.
A few more days (15th new deadline) for this #Oregon Health Authority #Opioid #Taper #TaskForce application.
Please read the description here: oregon.gov/oha/ERD/Pages/…
Please read the description here: oregon.gov/oha/ERD/Pages/…
Patients, experts, advocates DID not only ask for NO force tapers, we advocated for continuity of successful medications. Do you not love the play on words? Katrina Hedberg MD state epidemiologist who wants 0 opioids for non cancer pain.
There is so much wrong in this description, pointless to try and point out.
