⚠️ Right-tail risks to US inflation still high. 43% of US CPI basket running >0.4% MoM in Feb (45% in Jan) & 23% >1% MoM. This is similar to last year's "hot" prints... and well above pre-Covid norms. Hawkish risks to Mar FOMC & possible that median '24 dot moves to 2 cuts $USD
⚠️ BoE pivot is in and tightening bias dropped. Plus first G10 central banker to vote for a cut in this cycle. BoE split vote 3 ways - 2 for hike, 6 on hold, 1 for cut. Key is that BoE sees CPI falling to 1.4% in 2 years on constant rates. Cuts are coming soon $GBP
⚠️ My go-to thing to look our for in UMich... how many consumers think now is a bad time to buy big-ticket items. Housing & cars at 1980's level of bad buying conditions. But consumers seeing more favourable buying in durables. Less so rates. More down to falling prices here $USD
Considering the obesity crisis in this country… I feel @Tesco should be providing the club card discount on the “healthier” cheese… sort it out guys I’m getting chubby!
🟣 VandaTrack update: Our new tool shows US retail sold $SLV yesterday... suggesting any retail-led silver frenzy has fizzled out. $AMZN, $PFE & $BABA all saw big purchases around earnings releases. And our data shows US retail hasn't given up on $GMC or $AMC just yet @VandaTrack
Vanda Analytics brings a new way to look at investor positioning. The platform derives the current positioning environment for any given asset class. Powered by Vanda's proprietary models and indicators, bringing real-time investor positioning across all asset classes. #Macro
@HelloFreshUK This would explain why I’ve been waiting 4 days for a Manager to call me back regarding my complaint. Gusto are going to eat a chunk of your business if you don’t stop hiding behind T&C’s and start providing customers with the service expected of you. Terrible
@LisaHannah2@HelloFreshUK You’re lucky Lisa!! My wife and I waited until 10pm last night before contacting the courier to cancel the order as it was still 8 stops away and our baby was asleep and we needed to go to bed. Spoke to hellofresh this morning and they’ve refused to replace or refund 😡 awful.
@shaunbonsal@leetallen@HaylockDaniel@AvaSantina Average wage is around £35k. However she’s taking home £35k which means a salary of around £55k...still a great gesture from her and she’s donating way more than I am!