#Inflation

Elizabeth No accountability No democracy

ElizabethBangs

Let's talk about 'grade inflation', that concept everyone seems to accept is a bad thing, automatically associated with undeserved grades, slack teachers, 'all must have prizes' and lack of rigour.This

Roberto Perli

R_Perli

1/10 This incorrect reading (summarized in the story below) of what’s going on in the TIPS market is pervasive these days. Here is a refresher of how to interpret signals

Harel Jacobson

VolQuant

$EMFX are remarkably resilient in the face of raising yields/inflation expectations.... 5y5y Fwd EM rates are up 60bp from Jan 4th, yet EMFX vols are compressed, EMFX spot is well

Eric Basmajian

EPBResearch

Quick thread on the recent CPI reportThere is a battle between long-term (secular) disinflation and a short-term cyclical rise in industrial-based inflationThe market is desperately hoping the cyclical inflation wins,

Deficit Owls 🦉

DeficitOwls

One way to make sense of why inflation remains fairly muted is through the "conflict theory of inflation."Conflict theory argues that inflation is the result of unresolved distributional struggle. /1https://twitter.com/Noahpinion/

Ed van der Walt

EdVanDerWalt

There's more to this gold rally than inflation fear.A thread.https://www.bloomberg.com/news/articles/2020-07-28/why-there-s-more-to-gold-s-rally-than-inflation-fears-quicktake Gold set a new record in the last couple of days, and it tou

Nicola Duke

NicTrades

London commercial property collapsing as companies realise staff can work from home. Tech was always going to make this happen but Covid has pushed it forward.Companies save on rent. Staff

Prithviraj/Chaos Walking Advocate

prithviralta

I have been seeing a lot of reels and videos asking why printing more money can't solve poverty. To put it simply, money would just be worth less than before.

Zero Shorts LLC

zeroshorts

"I find quite strong parallels between what John Law attempted exactly 300 years ago in Paris by severing the connection between money and gold by printing a lot of money

Shagwong Securities LLC

ShagwongS

good article but it sort of makes my earlier point which is gold longs disagree about impending inflation wave coming that virtually every stock bull embraces with ' get out

Fabrizio Venditti

F_Vend

This tweet by @AngelUbide reminded me of one thing. I wanted to write a thread on why I think globalization did not play a major role in driving us to

Sam

LiveFromOdessa

For the sake of a public record, I would like to lay out my prediction for how this next #Bitcoin #BTC #Crypto bull market plays out... @RaoulGMI @PrestonPysh

Eric Basmajian

EPBResearch

What factors are driving Treasury yields higher? Is it inflation, growth, or something else? While the DKW model is imperfect, it provides some context around which factors are driving Treasury

BVDDY

BvddyCorleone

It’s my birthday today but I can’t resist commenting on the big moves in Growth/Value...Today’s rise in the 10Y to above 1% has coincided with a massive blowout in the

Luke Saunders

lukedelphi

The utility value of Bitcoin is as follows:There exists a need in the world for an inflation resistant store of value. Filling this need obviously has utility value, which is

Adam Baxendale

AdamBaxendale3

Im pro @SantiagoAuFund and @MetreSteven because they're right. But what i don't understand is why so many of the worlds best economists are obsessed with finding inflation that isn't there

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