Macro Energy

@energy_macro

Macro & energy investor

Vrijeme pridruživanja: siječanj 2020.

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  1. prije 22 sata
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  2. 5. velj

    Negative Real Yields! market has been screaming about what’s coming from last 2 quarters. has just provided an accelerator.

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  3. 5. velj
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  4. 4. velj

    One thing is certain that number of cases for is high because authorities have been able to track every possible suspect which isn’t the case in other countries. This community spread should give clues on what is at stake here.

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  5. 3. velj
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  6. 1. velj

    Demand shock in the economy in full swing

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  7. 1. velj

    With all stores closed in China there will be more downward pressure

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  8. 1. velj

    It is a full blown demand shock to economy globally. currencies can be expected to fall first and safe havens to rally. Hopefully pandemic from won’t spread too far or too long

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  9. 1. velj

    Demand shock from could turn into full blown financial stress in the economy. More easing measures can be expected from

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  10. 1. velj
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  11. proslijedio/la je Tweet
    31. sij

    Ruh-roh, U.S. 10-year real yields (TIPS) breaking to lowest since June 2013. The floor at zero bps is no more. Tumbling real yields in 2020 is in stark contrast to improving global growth. Is the spreading coronavirus this big of an event or something else afoot?

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  12. 31. sij

    This can create domino effect on stocks when markets open on Monday. Expect PBOC trading desk to work overtime behind the scenes to “stabilise” whatever they can.

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  13. 31. sij
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  14. proslijedio/la je Tweet
    31. sij
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  15. 31. sij

    One more important metric could get added to inflation measurement by . might listen too.

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  16. proslijedio/la je Tweet
    31. sij

    Sometimes, global macro investing comes down to a single focus, the moment when all other factors in a big and complex framework of understanding can be filtered out, because one factor overwhelms all others. We are at that point now. 1/

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  17. 31. sij
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  18. 31. sij

    Some of the energy stocks deserve to be where they are but some will transition into behemoths in new energy world. Time to find and invest in them.

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  19. 31. sij
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  20. 31. sij

    Better thing would be to: 1) Start measuring real things related to inflation not the ones which fits FED narrative. 2) Focus on real GDP and not stock market. 3) Remove the FED put from markets and let capitalism run its course.

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