Mr.J
@LearningcodeHSk
Using twitter as a personal diary to post random thoughts on econ.
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the market will probably view tariffs as inflationary. which will cause rates to rise. which will increase the chances that they are deflationary.
what is happening???? other administrations could get 10,20, even 50 countries to sign on to help the US in military operations in the past.. now when jake sullivan got involved did we only get 6 countries to help with ships... after a meeting with him... 3 refused to help and…
NFP beat, MOM CPI ticked up above expectations. That data point does not suggest that any recession is imminent. Yet the so called 'data dependant' FED starts talking about cuts next year. classic example of CBs caving in to politics. i.e. Time to long oil, Shitcos and Altcoins.
My current biggest position paying off
$IMPP - Interesting tidbit from tonight’s 13D filing, Harry’s Mom bought as high as $1.89 in October. She also transferred him 25K of $IMPPP
🔴 PUTIN SIGNS NUCLEAR TEST BAN TREATY RATIFICATION WITHDRAWAL.
🔴 TOKYO CPI OVERALL ACTUAL 3.3% (FORECAST 2.8%, PREVIOUS 2.8%) $MACRO
Nice as 30% of my current stock portfolio is in Greek names
🇬🇷 It raised late on Friday the country's local and foreign currency long-term issuer ratings to 'BBB-/A-3', with a stable outlook, citing stronger budgetary position.
It's because they aren't tight enough
🔴 FED'S WALLER: IT'S ASTOUNDING HOW RESILIENT THE JOB MARKET HAS BEEN GIVEN TIGHT FED POLICY.
Some advice for students: If an organization of which you are a member puts out a public statement you disagree with, you have a few choices. You can: Stay silent and have the entire world conclude that you stand by the statement. Convince the other members of the group to…
🔴 FED'S WALLER: IT'S ASTOUNDING HOW RESILIENT THE JOB MARKET HAS BEEN GIVEN TIGHT FED POLICY.
Now this could get out of hand
Saudi Arabia ends "all negotiations" on normalisation with Israel. Saudi Arabia has informed the US Secretary of State, Antony Blinken, that it is "ending all negotiations" on normalising relations with Israel, reports the Israeli newspaper The Jerusalem Post, echoed by the…
This war in Israel is probably going to be a boon for oil shipping companies in Greece... Good thing I added heavily into $IMPP these past few weeks.
“Conceptually, if the economy is running above potential at 5.25% interest rates, then that suggests to me that the neutral rate might be higher than we’ve thought." wsj.com/economy/centra…
Russian full mobilization underway?
BREAKING: Flights suspended at two major Moscow airports
Brazil was the very first to cut rates during this global rate hiking cycle. Will be a very important data point to look to.
🇧🇷 Brazil CPI (MoM) (Jul) $BRL Actual: 0.12% 🟢 Expected: 0.07% Previous: -0.08% - PiQSuite.com
The curve is steepening hard globally, in some countries even comepletely turning positive. There is a reason why CBs around the world are saying they aren't done with hikes.
The most insightful thread on China I've read this year.
1/11 "China should shift the focus of its stimulus from investment to consumption and further loosen urban residency curbs to boost migrant workers' spending power, Cai Fang, an adviser to the People's Bank of China, said at a business forum." reuters.com/markets/asia/c…
The level of mockery and gaslighting towards non-homeowners by homeowners in internet communities in Korea is through the roof. Looks like those overleveraged homeowners desperately need the exit liquidity to get out. The end of this temporary bounce in housing price is close.
Very interesting article on the political complexity of the chip manufacturing industry. "In the candid words of one executive from a leading Chinese chip company, 'stealing technology from South Korea has become a trend here.'" ft.com/content/fc7f6e…
Russia Wants World To Know It Had China's Full 'Support' During Wagner Mutiny zerohedge.com/geopolitical/r…
The situation in Russia is not over contrary to what many think. Incredibly uncertain times ahead
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