Economic Outlook
36 Threads
↯ 𝙒𝙚𝙚𝙠𝙡𝙮 𝙊𝙪𝙩𝙡𝙤𝙤𝙠 👀 📁Jul29 - Aug3 > $DXY > $EU > $EURCHF > $USDCHF A Thread 🧵 https://t.co/6OUL3PpR40
🦐Sector: Seafood 🦐India’s seafood exports touch all-time high by volume in FY24 Read for more details 🧵👇 https://t.co/7vXPwi24WU
NY FED: MARCH YEAR AHEAD EXPECTED INFLATION UNCHANGED AT 3% || MARCH THREE YEAR AHEAD EXPECTED INFLATION 2.9% VS. FEB'S 2.7%|| MARCH FIVE YEAR AHEAD EXPECTED INFLATION 2.6% VS. FEB...
Job vacancies as measured by the JOLTS series have continued to drift lower from levels that are still above their pre-pandemic highs There were fewer than 1.4 open jobs for every...
1/6 What to expect when you're expecting a FOMC meeting. 🧵 Regarding today's meeting, the probability of holding rates at the current range (5.25% – 5.50%) during today’s meeting...
The 2H 2023 oil supply deficit is showing up in the global inventory numbers. Here is the latest from Vortexa: https://t.co/vKuXSLmyJg
1/4 A major reason for German weakness, the FT notes, "is the global downturn in manufacturing, which hits Germany disproportionately hard as the sector contributes a fifth of its...
Off the Recent Lows Orange Juice +45% Natural Gas +43% Sugar +41% Gasoline +33% Uranium +28% Oil +24% Lean Hogs +22% Soybeans +16% Iron Ore +15% Coal +14% Wheat +14% *Bloomberg t...
BHP and Rio Tinto are the world's largest miners. Together represent ~$250b in market value. Recently, they shared outlooks at the Bank of America Global Metals, Mining & Steel C...
HOW TO PREPARE FOR THE WORSENING ECONOMIC TIMES. In tough economic times like these, people often wallow in regrets over their past money mistakes. Super Long 🧵
.@IMF World #Economic Outlook | #India’s #FY24 real growth estimate cut by 20 bps to 5.9% & #FY25 by 50 bps to 6.3%. 2023 #global eco growth #estimate cut by 10 bps to 2.8% & 202...
France tried to raise the retirement age from 62 to 64 to be able to save the long term viability of their pension program and there are riots in the street. Europe is screwed. On...
1/8 Where is the market going into Powell tomorrow morning? tl:dr - the most hawkish it has been in the year since they started hiking rates. Or the opposite of a pause or pivot...
Lots of jobs data this week. Jolts, challenger, adp, employment report and normal weekly claims. We already have a lot of employment data for Feb in hand. Scanning through it su...
1/8 Good article. The Chinese economy is likely to experience a decent bounce-back this year, driven largely by a partial recovery of last year's dismal consumption performance. h...
JUST IN: The American Chamber of Commerce in Taiwan has released its annual Business Climate Survey report. 88% are planning on maintaining or expanding investment in TW. But slow...
Oil The petroleum complex continues to show strength, rising for the 6th day in 7 yesterday and extending gains overnight. BRT 1mth rose $1.46 to $85.92/bbl, reversing the brutal...
#Davos2023 | General feeling is that the worst is over for the global #economy. Need continued #expansion in #infra funding, says Sanjiv Bajaj, President, Confederation of Indian I...
“Beginning of a New Era”. That's how @ICICIPruMF sees 2023. Let’s deep dive into this 🧵 1/n
1. A third of the global economy will be in recession this year, the head of the International Monetary Fund has warned. “Why? Because the three big economies – the US, EU and Chi...
1/7 What should we expect in 2023? According to Caixin: "In the first 11 months of 2022, domestic consumption’s contribution to GDP growth was 52.4%, sliding from 57.2% in 2019 bef...
I looked through the 2023 macro outlooks from the largest financial institutions including Goldman Sachs, JP Morgan, and BlackRock. (Links to all reports at the end) Here’s what...
22 Charts for 2022 A year in review and a mega thread!🧵plus a link to the entire piece is here (and keep an eye out for our 23 outlook soon!): https://t.co/kwc30O1lyZ 1. A terribl...
Key highlights from #IGPetrochemicals Q2 FY23 concall🧪🧪 CMP - ₹537 Like and retweet for maximum reach!! https://t.co/C6Dm6XjItA
