Interest Rates
15 Threads
🔴🇨🇳🇺🇸 Why does US not cut interest rates despite high interest rates? Strictly speaking, US dare not cut interest rates now! What does this have to do with China's "overcapacity o...
SVB collapsed because of their exposure to interest rate risk A 🧵 on interest rate risk at the macro level - which deserves more attention in my view 1/
2023 predictions: 1. Real estate -30% 2. Meta +50% 3. EV adoption misses projections big 4. Tesla -50% 5. AAPL, MSFT, GOOGL, AMZN +30% 6. 20+ public growth cos bankrupt 7. Crypto...
The economy runs like a machine. Right now, it’s overheating: Inflation levels are at the highest in decades, with prices climbing on everything from groceries to cars to rent. h...
🧵 on the global macros, (1) What’s happening to Yields & Currencies globally? (2) Why is the $ going up? (3) Why is INR performing better than most currencies? Do ‘re-tweet’ &...
75 is the new 25 for now: Whether it is for the @BankOfEngland, @ECB, or the #FederalReserve, the #markets are now pricing in a significant probability of a 75 basis points hike a...
You have taken a ₹30L home loan from IIFL @ 10.5% p.a. with a tenure of 20 years But IDBI is offering the same at 6.8% p.a., which could save you ₹17L while repayment! 🤯 What sho...
The US #economy is contracting at rate not seen since the global financial crisis in 2009 (excluding the initial pandemic lockdown), as the flash #PMI covering output of manufactu...
10+ things to remember if you have entered markets in 2021-2022 ⚡️ These tips could solve 72% of your trading problems 💪 Don’t miss the last one !
Some believe that higher short term rates are bad for stocks. I disagree. The value of a long-term financial asset is the present value of the future cash flows it will generate ov...
PROPERTY in South Africa The long term rental inflation in S.A is at 2.9%. (Since 2010) In a rising rate environment, landlords costs are rising faster than inflation while the...
Yesterday, the yield curve - as measured by the difference between the 10 year Treasury and 2 year Treasury yields - inverted, suggesting that the Fed is going to raise interest ra...
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:
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...
