Top Tweets for #macrobond
Überblick über die bisher für Mai vorliegenden Werte zum Einkaufsmanagerindex PMI für die Industrie. Die Schweiz hält die rote Laterne.
#Konjunktur #macrobond
MSCI中国指数的远期市盈率与未来10年回报率之间无相关性（R²仅为0.02），即低估值并未系统性对应更高的长期回报，这一现象明显区别于美股等主要市场的长期估值回归特征。
来源：#MacroBond
Greeks won't like this! Price at Hotels, Cafes and Restaurants at all time highs. The most worrying is that services inflation shows no signs of moderation. #macrobond
USA bruker nå 1 trillion dollar på renter årlig. Kunne blitt en del barnehageplasser av det
#markedsføring #macrobond # fintwit #finanstwitter #AlfredBergNO #Leiferix
#Macrobond ha publicado un gran resumen de sus visualizaciones de datos más populares de 2023, reconociendo completamente que varios no salieron como se esperaba.
Al comenzar el año, el Macrobond-s "Nowcast" vio el producto interno bruto de los Estados Unidos ralentizarse.
Iron ore prices kept rising; however the outlook for demand is diminishing. Chinese steel production in October hit a 11 month low of 79mt, down 0.8% y/y. The bubble will burst soon if this trend continues #ironore #steel #China #macrobond
BASIC ECONOMIC UPDATE 📈📉
🗓️ On 13 October 2023, all eyes will be trained on the upcoming Malaysian budget—📊 to be presented by the Prime Minister-cum-Finance....
🔗To read more, click the link below:
https://t.co/y53w7TJ561
#ConnectWithBPAM #BPAMEconomicUpdate #MacroBond
Old news but keep in mind that delinquencies in car loans have been the Canary bird before and look out for the Q2 number! #macrobond
Sanktiot purreet? #macrobond
Another go-to chart: US labor demand still exceeds supply, and in fact this gap increased through April #macrobond
Tech Supply Chain Homecoming - They (my Barclays colleagues a decade ago) said it would never happen - Private Nonresidential Construction +31.2% YoY - Mfg +104.6% -- April Mfg +$15bn, $11.5bn Computer/Electronic/Electrical -- This chart looks like an AI stock #macrobond
Työllisyydessä jälleen uusi ATH, nyt 4 % yli koronaa edeltäneen helmikuun tason (kausivaihtelusta putsattuna). Työttömyss ei kuitenkaan painunut normaalin talouden nousukauden huipun 3 % paikkeille? #macrobond
Weekly unemployment insurance claims data continues to track at a stable and low level through mid-May. No sign yet of a spike in layoffs in the broad labor market. #macrobond
Onko Korea paska maa? Suurin viennin kasvu tulee "Nuclear Reactors, Boilers, Machinery & Mechanical Appliances, Parts Thereof". #macrobond
Kansallinen inflaatio pysyi huhtikuussa ennallaan 7,9 prosentissa. Asuntolainojen korkojen nousun pitää kansallista inflaatiomittaria koholla, mutta samalla se automaattisesti pienentää asuntolainan lyhennyksiä. Katso tarkempi analyysi täältä: https://t.co/UW1lNU4Tqz #macrobond
S&P 500 dividend yield spread has plummeted since 2020. In fact, the dividend yield spread is well below its 15-year average and nearly two standard deviations below its mean - matching GFC levels #macrobond
Palkkasumma huimassa kasvussa, nimellinesesti 16% yli koronaa edeltäneen helmikuun tason. #macrobond
India M2 trending downwards (long-term trend) and thus helping to rein in inflation.
Not the type of monetary excesses that we saw in the West post Covid. #macrobond
Työllisyys 4 % yli koronaa edeltäneen helmikuun tason. Palkkasumma +15% #macrobond #VieläOliNousukausi
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