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Mikael Sarwe
@MikaelSarwe
Bankruptcies... ouch! pic.twitter.com/P32bCzUMYn
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Mikael Sarwe
@MikaelSarwe
With NFIB price components dropping, my US model indicates CPI at 2.5 %-ish y/y mid-2023. pic.twitter.com/Cjw3QXv1nf
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Mikael Sarwe
@MikaelSarwe
I have in my 30 years as an economist, strategist and portfolio manager NEVER seen any monetary tightening like t… twitter.com/i/web/status/1…
Mikael Sarwe
@MikaelSarwe
Riksbank in line with expectations. But do note the alternative scenario where inflation doesn't drop as expecte… twitter.com/i/web/status/1…
Mikael Sarwe
@MikaelSarwe
Philly Fed. Look out below. Earnings estimates for 2023 should get slashed brutally... pic.twitter.com/K7OIUNEhUd
Mikael Sarwe
@MikaelSarwe
A toxic combination that should hit the economy over the coming 6 months. We have never seen anything like it in… twitter.com/i/web/status/1…
Mikael Sarwe
@MikaelSarwe
Not sure what this shows... But NFP numbers look odd. Using the raw data and excl the "net birth adjustm". Then… twitter.com/i/web/status/1…
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Mikael Sarwe
@MikaelSarwe
Many tweets about extreme bearishness in BofA Global FMS being a sign that equities will continue up. Just wante… twitter.com/i/web/status/1…
Mikael Sarwe
@MikaelSarwe
Philly Fed and earnings expectations. Not a pretty picture... pic.twitter.com/ge2rASqlah
Mikael Sarwe
@MikaelSarwe
ECI... The last time wage growth was this high, the Fed funds rate headed above 8% (... no, it's not my forecast… twitter.com/i/web/status/1…
Mikael Sarwe
@MikaelSarwe
It is comforting that statistical agencies at least keep telling us that prices on mobile phones continue to fal… twitter.com/i/web/status/1…
...but wait! There's more!
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fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
