Economic Analysis
258 Threads
When bullish you are going to expect a raid on H1 Low everyday before going higher. When bearish you are going to expect a raid on H1 High everyday before going lower. H1 Inducem...
New Case-Shiller home price index data point out today, and it's a new high. Back during the subprime mortgage bubble, house prices surged way more than money supply. But in this...
π¨π¦βs financial system may be just weeks away from a crisis. Itβs probably more lucrative to not explain this to you normies, but f*ck itβno oneβs going to change the trajectory....
This article outlines various ways consumption in China is undercounted and also how it can be misleading framed by being compared to developed countries. I have covered many of t...
Sunday Surprise: π¨ Net Financial assets of Indian Households have declined 25.6% from FY 21 to 22 and 18.8% in FY 2023. The narrative that Indians are shifting their savings to i...
The Bureau of Labor Statistics does a Consumer Expenditure Survey. Their latest (December 2023) finds that low-income families spend 73% of their income on housing, transportation,...
Labor market imbalances continue to ease. Job openings fell below 8.1 million in April, bringing the vacancy to unemployed ratio to 1.24, the level reached in October 2019 https:...
π¦πΊWARWICK POWELL: "The United States spends close to $900 billion a year on defense. Over the last 20 years or so, it has spent over $16 trillion. It far outstrips the next nine...
My sense is that we are in the 7th inning of a cyclical bull market, and that the 1966-68 analog is a possible guide for where we are in the soft landing recovery. In terms of the...
Forecasters got this month exactly right. Monthly core CPI inflation rate eased off a little from the last few months but still high. Annual rates: 1 month: 3.6% 3 months: 4.1% 6...
Weekly Outlook ( 29 to 3 MAY) NFP WEEK $EUR $DXY $NQ https://t.co/49ui9qQqek
Debunking myth of rich paying the taxes and analysing poor hate in India Thread 𧡠In first part this thread will debunk the myth popular in BJP circles that rich or middle class p...
#EURUSD + #GBPUSD + #DXY Weekly Outlool : Top Down Analysisβ»οΈ A Thread...𧡠https://t.co/xUtKgPEALN
I was wrong The yield curve has been the most inverted since the '80s Yet the recession is still a no-show A thread π§΅
Just in the last day and change, Iβve surfaced three instances of some seriously flawed data or research that ends up cited by major news sources. How much of our prevailing #Chin...
How much does an average Indian spend monthly? After 11 years, the government has published the Household Consumption Expenditure Survey. ( A thread π ) Want a PDF of this threa...
π―ππ ππ ππππππππππ π°ππππ-πΎπππ π¨πππππππ π¨ π»πππππ 𧡠https://t.co/F9aW11nC3f
Using excellent quality high resolution daytime satellite data, we study the growth rates at local levels (districts, sub-districts & parliament constituencies) - across India &com...
Weekly Outlook on $DXY & $EURUSD Thread𧡠π§‘&π https://t.co/arXktYBb4w
1/9 A decade ago, when a few of us were warning of the astonishing similarities between China then and Japan in the 1980s, and predicting that China would suffer from a long, Japan...
Weekly thread on the *BEST* Inversion setups I saw throughout the week and why: If you are struggling to find a model, I would suggest reading this𧡠I am training your eyesπ
Another key ingredient of a sustainably soft landing is falling into place as job openings fall from an originally reported 9.6m in Sep to 8.7m in Oct. As a result, openings/unemp...
1/8 Good NYT article on the problems in China's real estate markets. Among other things it notes that "by 2010, the market was showing signs of overheating. Housing prices were ris...
Almost All Financial Catastrophes, All Inflation and All Economic Destruction Has Been Brought Upon By The Federal Reserve Since Its Inception. The Devaluation of the Dollar Has Be...
