Economic Trends
78 Threads
#bulls are on Viagra https://t.co/Zh3k8g9GVr https://t.co/9g0hLJXfmb
๐๐จ + ๐๐ซ๐ฌ + ๐๐๐ฃ + ๐๐จ๐ + ๐ซ๐๐จ + ๐ก๐ค ๐ช๐ฒ๐ฒ๐ธ๐น๐ ๐ข๐๐๐น๐ผ๐ผ๐ธ : Top down analysis โป๏ธ A Thread๐งต https://t.co/WXnfukVCW1
๐ขShipping Prices Soar๐: Is Another Supply Chain Crisis Looming? ๐งต 1๏ธโฃAs of 5/31, the SCFI has surged past 3044, marking a new high since August 2022, with a YTD increase of 204.5%....
The economy simply isn't that sensitive to interest rates anymore: 1) Services make up 2/3 of consumption (& 61% of production) 2) Manufacturing has been flat since China joined W...
Global containerized ocean freight prices are surging to levels not seen since the pandemic supply chain crunch. Some key trade lane rates are up 140% since mid-December and increa...
Chinese investment is pouring into Southeast Asia as the region is poised to gain from US-China decoupling efforts and Chinese firms trying to diversify their production. If there...
Indians have given up cooking. They're spending more on takeouts, food delivery apps, and processed food. The CRAZY part? The consumption of staples like rice, wheat and pulses h...
Job openings and quits both fell in March as a wide range of labor market indicators are consistent with a cooling economy--and a labor market that, broadly, is like where it was i...
The BLS's experimental "new tenant rent index" fell again in early 2024, posting the smallest four-quarter increase (+0.4%) since 2010 But the "all tenant" rent index held steady...
You might find this ๐งต 'boring'. But I want you to read it anyhow. Because it really matters. 1. In the last 7 yrs India's workforce has aged so much that the share of 45+ people...
How reliant is the world on Indian rice exports? ๐งต๐งต Rice is the most eaten food globally with half a billion metric tonnes consumed a year. Global rice prices are at their highest...
Chinaโs youth unemployment rate is back! https://t.co/HvgtyddrCw
Real estate is a massive bubble because most people use it as a store of value. How many times have you heard people say "A house is a forced savings account"? (THREAD ๐)
In the first mfg. boom China exported low-cost but productive) labor. In the current manufacturing boom, the dynamics have flipped. China is exporting IP, technology and embedded...
We might get TWO BULL RUNS. TLDR ๐ฝ This Bull could get overheated in a few months ๐ฝ End of the FED rate pause ๐ฝ GIANT CRASH in 6 months forcing out dumb money out of their positi...
When I was tracking container shipping at the White House, @freightos was my go-to data source--they provide spot prices including surcharges. They show shipping prices have risen...
Existing home sales fell -4.1% in October, down -14.6% from a year ago. New 13-year low. Economists expected -1.5% monthly drop. Median price up +3.4% from a year ago to $392K
India's #edible #oil imports have risen 1.5 times and more than doubled in rupee value terms during the last 10 years, have increased from 11.6 million tons (โน60,750 crore) in 2013...
Chinaโs NBS released preliminary Q3 numbers last week. Some highlights: โช๏ธ Q3 confirmed that disposable income growth continued to be strong at 5.9% real, outpacing GDP growth by...
China is already well into transitioning the economy away from the property sector, folks. https://t.co/jOJump10EQ
#DSPNetra is out now! It tracks the latest economic trends & insights that matter Follow the thread or download https://t.co/D1kS17JC1W Why is the bond yield surging in the US? B...
Existing home sales just fell 2.2% in July, putting existing sales down 16.6% over the last year. Now, existing homes sales are at their lowest since 2010. We are about to see ne...
Nowdays, everyone is saying that China's economy is not good, but if we carefully study "the evidence" they list about the "bad economy", we will find that they are largely lackin...
1/5 "He Wenlin (Ministry of Public Security) said the changes were designed to promote the 'free movement' of people, vehicles, information and data, and officials would strive to...
