#Nominal

Jim Bianco

biancoresearch

CRB Raw Industrial Spot up 25% since April.It is made up of largely non-fut traded commods, so should not be subject to speculative money flowsHides, tallow, copper scrap, lead scrap,

Eric Basmajian

EPBResearch

Diminishing Marginal Returns The productivity of our debt is collapsing and that is creating a major problem.The problem is here now, and not in the future. Here is why:1) Charted

Michael Pettis

michaelxpettis

1/9While debt-to-GDP ratios already have a limited but very misunderstood use, it seems economists are finding bright new ways of misunderstanding them. Now we say that when nominal interest rates

Chris Wittich

RavenousTiger

Time for a dive into ERTC situations. I'm looking only at partially suspended business operations here. #taxtwitter Hard to capture a full situation in a sentence, but let's think big

Brian Romanchuk

RomanchukBrian

New article: The Implausibility Of The Chapwood IndexYes, “Shadowstats 2.0” gives implausible results. http://www.bondeconomics.com/2021/01/the-implausibility-of-chapwood-index.html My stance is pretty standard for fixed income people:

Orpheas 🪐

orpheaskk

nominal years of experience != actual XP gainedmany established co's fail to grasp thisthread: XP does not accumulate linearly. How much XP you gain depends on your capacity for introspection,

Michael Pettis

michaelxpettis

1/5Growth in Chinese debt continues to be very high. According to data released today by the PBoC, aggregate financing in China was up RMB 3.6 trillion in August, more than

Varad Markets

VaradMarkets

Trading #US $Dollar: Basic Macro ConstructTwo key Dollar drivers:#1 Growth/Inflation/Risk-sentiment (y-axis)=> Inflation Breakeven (BE) (/ Equities)#2 Nominal Interest Rates (x-axis) => 10yr US Treasury Yield1/10 Q=QuadrantQ1: Risk-On

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

Oscar D Torson

odtorson

today in “language matters” — in the non-BTC world the word inflation generally refers to changes in price levels, and as we have seen that those are not necessarily linked

Vitor Constâncio

VMRConstancio

A potential problem is looming, and the media are pursuing a new story that builds on the following chain of reasoning: 1) higher inflation is coming;2) if CBs increase interest

Chris Rutherglen

CRutherglen

1) Although it is impossible to know where the gold price will top at during this current cycle, we can make some first-order guesses. Gold price based on M2 money

Chris Giles

ChrisGiles_

Why is the UK economy performing worse than other countries during the coronavirus pandemic?Is it just a question of measurement?tl:dr No1/ https://www.ft.com/content/c5d72dea-50bc-4f1f-98d3-bc758aafa905?desktop=true&segmentId=d8d3e364

Nosakhare M. Ugiagbe

NosaMUgiagbe

I bought 45,450 units of Glaxosmith (GSK Nigeria PLC) shares on 27th November 2019 at N5.7 per share.Sold on 13th November 2020 at N8.1 per share.That’s a nominal return of

Varad Markets

VaradMarkets

#DiveIn: #Inflation Breakevens (BE)Given immense focus on fiscal, monetary & inflation dynamics, quick brush up on Inflation BE:BE = Nominal Rate, N (US Treasury Yield) – Real Rate, R (US

Sam Parker 🇺🇲

SamParkerSenate

*Get in friends, we're going to save America*Thread.1. Setup-Here's the board; needs 3 more-Grassroots. $50 max/year donation-1st year budget, $1.5 million (30k donors@$50, 60k@$25)-$ for organizing/registering party, draft/promote

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