Inflation
95 Threads
Inflation numbers are coming out tomorrow. It’s expected to be the highest we’ve seen in 40 years. Here’s a brief history of inflation and why it matters:
This is known as financial repression. When debt is very high, then even when inflation runs hot, central banks are extremely slow to raise rates. The real value of the debt ge...
1/21 Why do we have inflation? Why is it persistent? And why the Fed has no choice but to address this problem? And if it means hiking and hiking risking lower asset prices and...
Just how much will the Fed have to raise rates this year? John Roberts, a former Fed board economist, lays out three different scenarios https://t.co/IBkB8jBK54
The 2020 crash was accompanied with fear for people their own safety. Retail didn't believe assets could perform well in that environment. Reality was that bitcoin nuked the comple...
Turkey’s economic crisis A thread 🧵 https://t.co/P2TcYR6xxs
I'm no expert on geopolitics and outcomes are hard to predict, due to lack of information, making speculation tough, nor am I an expert on (global) markets (at least here I can say...
In my free weekly note to investors, the macroeconomic analysis discussed commodity prices & the tailwinds from inflationary pressures. This week, we're seeing continued momentum...
1/ "Corporate greed" is a story that will grow louder as the inflationary depression unfolds, along with demands for price controls (which will make shortages worse). https://t.c...
As you read today's inflation report, pay close attention to what the CEOs who set prices are saying. We got our hands on the latest batch of earnings reports, and it's a doozy. Th...
🇮🇳 Economic Survey for 2021-22 released. 👇Detailed thread of 440 page survey.!🧵 Some very interesting data points 📚 RT for reach🗣️
1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight infla...
Here are the most interesting books and articles that changed my mind in 2021:
Dear disgruntled middle class voters.. 8 years ago, income tax on taxable income between 2 L and 5 L was 10%, now 5%. 8 years ago, tax on restaurant bills was 13% to 28%, now 5%....
I use a gel pen that costs ₹10 It used to cost ₹10 a decade ago as well. They can't increase prices without hurting demand by a lot. So what do they do? *They dilute the ink*...
The dollar is always the KEY macro variable. When it moves, everything moves. If the dollar rises sharply back to the middle of the range, it kills the inflation narrative for no...
1/ Inflation is coming. The US just hit a 13 year high inflation rate. This was unexpected by policymakers and economists. To an individual of average intelligence, it was entire...
Big jump in key US inflation gauge. •A US inflation measure closely watched by the Federal Reserve posted its biggest year-on-year jump since the 1990s in April, rising more than...
1/🧵 As unprecedented liquidity injections take place globally, talks of inflation are picking up. In this thread, we'll take a look at why #INFLATION matters, especially if your...
From 1971 - 2020, America has had fiat currency (left 'The Gold Standard'). US Government (Federal Reserve) has been printing money on a somewhat regular basis.
1/ Get a cup of coffee. In this thread, I'll help you understand the relationships between *investing* and *inflation*. https://t.co/8KKApyc6vU
What does the Monetary Policy Committee and what does it do? What is inflation and how do money supply and interest rates affect it? Why does the stock market react to policy a...
1/ Everyone is feeling the effects of inflation,whether it affect our daily lives or our professional ones. Is it a natural and justified phenomena considering the devaluation of...