Thulo Brian Mokati
@brianmokati.bsky.social
Finance & Tech, full send.
Reposted by Thulo Brian Mokati
At 5.4% (Reuters chart below), China's GDP's annual growth in Q1 exceeded the consensus forecast.
Solid industrial production and retail sales were drivers, as was the acceleration of exports ahead of the imposition of US tariffs.
...
1 of 2
Solid industrial production and retail sales were drivers, as was the acceleration of exports ahead of the imposition of US tariffs.
...
1 of 2
April 16, 2025 at 10:36 AM
At 5.4% (Reuters chart below), China's GDP's annual growth in Q1 exceeded the consensus forecast.
Solid industrial production and retail sales were drivers, as was the acceleration of exports ahead of the imposition of US tariffs.
...
1 of 2
Solid industrial production and retail sales were drivers, as was the acceleration of exports ahead of the imposition of US tariffs.
...
1 of 2
Reposted by Thulo Brian Mokati
This week’s reduction in the WTO’s global trade forecast comes ahead of the IMF-World Bank Spring meeting next week which brings hundreds of policymakers and others to Washington
The flood of comments will start in earnest with the publication of the IMF’s widely-followed WEO projections for…
1 of 2
The flood of comments will start in earnest with the publication of the IMF’s widely-followed WEO projections for…
1 of 2
April 19, 2025 at 1:49 PM
This week’s reduction in the WTO’s global trade forecast comes ahead of the IMF-World Bank Spring meeting next week which brings hundreds of policymakers and others to Washington
The flood of comments will start in earnest with the publication of the IMF’s widely-followed WEO projections for…
1 of 2
The flood of comments will start in earnest with the publication of the IMF’s widely-followed WEO projections for…
1 of 2
Reposted by Thulo Brian Mokati
From the Financial Times:
“Wall Street banks have slashed their targets for the main US share gauge over the past fortnight.”
#markets #stocks #Investing #investors @financialtimes.com
“Wall Street banks have slashed their targets for the main US share gauge over the past fortnight.”
#markets #stocks #Investing #investors @financialtimes.com
April 19, 2025 at 12:10 AM
From the Financial Times:
“Wall Street banks have slashed their targets for the main US share gauge over the past fortnight.”
#markets #stocks #Investing #investors @financialtimes.com
“Wall Street banks have slashed their targets for the main US share gauge over the past fortnight.”
#markets #stocks #Investing #investors @financialtimes.com
Reposted by Thulo Brian Mokati
Financial markets have started the morning much calmer, as stocks bounce, bond yields stabilize, and oil finds its footing.
Underlying these moves is a tug of war between two major narratives, the first of which has the upper hand for now – namely,
The expectation of a less bumpy journey to…
1 of 3
Underlying these moves is a tug of war between two major narratives, the first of which has the upper hand for now – namely,
The expectation of a less bumpy journey to…
1 of 3
April 8, 2025 at 1:17 PM
Financial markets have started the morning much calmer, as stocks bounce, bond yields stabilize, and oil finds its footing.
Underlying these moves is a tug of war between two major narratives, the first of which has the upper hand for now – namely,
The expectation of a less bumpy journey to…
1 of 3
Underlying these moves is a tug of war between two major narratives, the first of which has the upper hand for now – namely,
The expectation of a less bumpy journey to…
1 of 3
This is starting to get concerning
The dollar continues to appreciate, with the DXY index almost 10% stronger since the start of the final quarter of 2024.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
January 10, 2025 at 5:09 PM
This is starting to get concerning
Reposted by Thulo Brian Mokati
The dollar continues to appreciate, with the DXY index almost 10% stronger since the start of the final quarter of 2024.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
January 10, 2025 at 4:26 PM
The dollar continues to appreciate, with the DXY index almost 10% stronger since the start of the final quarter of 2024.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
With this serving as yet another factor that fuels dispersion, equity analysts will increasingly be forced to factor this in when updating their individual company outlooks.
Nice... not a bad way to start the morning
Stronger-than-expected data for the US today, including
An increase in November job vacancies to 8.098 million, beating the consensus forecast of 7.743; and
ISM Service sector PMI of 54.1 in December, up from 52.1 in November and above the consensus forecast of 53.5.
1 of 2
An increase in November job vacancies to 8.098 million, beating the consensus forecast of 7.743; and
ISM Service sector PMI of 54.1 in December, up from 52.1 in November and above the consensus forecast of 53.5.
1 of 2
January 8, 2025 at 3:46 AM
Nice... not a bad way to start the morning
🤣🤣🤣 Sometimes Finance can be legitimately hilarious!🤣🤣
December 22, 2024 at 3:00 PM
🤣🤣🤣 Sometimes Finance can be legitimately hilarious!🤣🤣
Reposted by Thulo Brian Mokati
A common refrain 20 years ago in the West was that “Japan could not happen here.”
That was proven wrong for quite a few other advanced economies.
Now it’s China that faces the risk of “Japanification” … and, ironically, this as Japan itself is climbing out of that awful economic trap.
#japan #china
That was proven wrong for quite a few other advanced economies.
Now it’s China that faces the risk of “Japanification” … and, ironically, this as Japan itself is climbing out of that awful economic trap.
#japan #china
December 20, 2024 at 5:10 PM
Jim Bianco: Fed December rate cut too Early; Fed Chair on Possible collision cause with incoming President Elect
youtu.be/s6eSFDWgU5o
youtu.be/s6eSFDWgU5o
Jim Bianco joins Bloomberg to recap yesterday’s FOMC Meeting & give his outlook for 2025
YouTube video by Bianco Research
youtu.be
December 21, 2024 at 9:02 AM
Jim Bianco: Fed December rate cut too Early; Fed Chair on Possible collision cause with incoming President Elect
youtu.be/s6eSFDWgU5o
youtu.be/s6eSFDWgU5o
Ran into this randomly on YouTube. What do you guys think? I'd love to see a whole lot more clever content done in this manner..thoughts?
youtu.be/OIG0tR5UjM0?...
youtu.be/OIG0tR5UjM0?...
Middle Class Matt Ep1: Matt vs The Hedgelords
YouTube video by Now What!?
youtu.be
December 20, 2024 at 9:56 AM
Ran into this randomly on YouTube. What do you guys think? I'd love to see a whole lot more clever content done in this manner..thoughts?
youtu.be/OIG0tR5UjM0?...
youtu.be/OIG0tR5UjM0?...
If there's any truth to this, could be seismic!
Low-Cost ‘Baby’ Tesla Model Y Coming In 2025, Says Research Firm
www.forbes.com/sites/brooke...
Low-Cost ‘Baby’ Tesla Model Y Coming In 2025, Says Research Firm
www.forbes.com/sites/brooke...
Low-Cost ‘Baby’ Tesla Model Y Coming In 2025, Says Research Firm
A small, more affordable Model Y is coming to the U.S. in 2025, says an automobile intelligence firm.
www.forbes.com
December 16, 2024 at 5:07 AM
If there's any truth to this, could be seismic!
Low-Cost ‘Baby’ Tesla Model Y Coming In 2025, Says Research Firm
www.forbes.com/sites/brooke...
Low-Cost ‘Baby’ Tesla Model Y Coming In 2025, Says Research Firm
www.forbes.com/sites/brooke...
Reposted by Thulo Brian Mokati
A reminder from John Authers of the extent to which the actual path of rate cuts in 2024 has differed from what was expected at the beginning of the year.
@opinion.bloomberg.com #economy #markets #federalreserve #centralbanks
@opinion.bloomberg.com #economy #markets #federalreserve #centralbanks
December 12, 2024 at 8:48 PM
A reminder from John Authers of the extent to which the actual path of rate cuts in 2024 has differed from what was expected at the beginning of the year.
@opinion.bloomberg.com #economy #markets #federalreserve #centralbanks
@opinion.bloomberg.com #economy #markets #federalreserve #centralbanks
Reposted by Thulo Brian Mokati
From the @FT :
“Germany faces another year of economic stagnation even in a best-case scenario, the Bundesbank warned on Friday, as it slashed its 2025 growth forecast to just 0.1 per cent and added that a trade war with the US could push Europe’s largest economy into recession.”
#economy #Germany
“Germany faces another year of economic stagnation even in a best-case scenario, the Bundesbank warned on Friday, as it slashed its 2025 growth forecast to just 0.1 per cent and added that a trade war with the US could push Europe’s largest economy into recession.”
#economy #Germany
December 13, 2024 at 10:30 AM
December 15, 2024 at 5:30 PM
Quantum Computing threat to BTC... an interesting take.. I've actually been wondering about this for a few years now:
x.com/caprioleio/s...
x.com/caprioleio/s...
December 15, 2024 at 2:57 PM
Quantum Computing threat to BTC... an interesting take.. I've actually been wondering about this for a few years now:
x.com/caprioleio/s...
x.com/caprioleio/s...
In the short below, Raoul explains they expect the dollar (DXY) to weaken going forwards which should reignite bullish animal spirits going into the first leg of the "Banana-zone." The chart below the short, in the following message, gels well with this hypothesis..
www.youtube.com/shorts/VtciL...
www.youtube.com/shorts/VtciL...
2025 Is The Year Of Liquidity - Raoul Pal
YouTube video by Raoul Pal The Journey Man
www.youtube.com
December 15, 2024 at 2:45 PM
In the short below, Raoul explains they expect the dollar (DXY) to weaken going forwards which should reignite bullish animal spirits going into the first leg of the "Banana-zone." The chart below the short, in the following message, gels well with this hypothesis..
www.youtube.com/shorts/VtciL...
www.youtube.com/shorts/VtciL...
