PPG @PPGMacro
PPG Macro Independent Strategy. Only tweet when worth it. Not an economist. Former trader. Always an economic historian. LSE. Publican. London, England Joined February 2010-
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USDCNY is at a 5-month high but USDCNH is very quiet. Too quiet?
PPG retweeted
I'd propose re-wording this headline to: "Blame the CPI's Rent Methodology." Why? Did you know: 1) CPI's rent survey is responsible for ~35% of CPI-U, and is composed of rotating group of 7k renters each surveyed once every 6 months. That means if your rent changed the day after…
But doing this by issuing mortgages at below market rates. Top 10 Mortgage Lenders of 2023: 1. UWM (⬆️1) 2. Rocket Mortgage (📷1) 3. Chase (📷1) 5. CrossCountry Mortgage (new) 6. Bank of America (📷1) 7. Fairway Independent (new) 8. U.S. Bank (📷2) ⬇️⬇️ H/T @mortgagetruth
But doing this by issuing mortgages at below market rates. Top 10 Mortgage Lenders of 2023: 1. UWM (⬆️1) 2. Rocket Mortgage (📷1) 3. Chase (📷1) 5. CrossCountry Mortgage (new) 6. Bank of America (📷1) 7. Fairway Independent (new) 8. U.S. Bank (📷2) ⬇️⬇️ H/T @mortgagetruth
Context is everything. USDJPY & 10y UST-JGB spread over 20 years.
Context is everything. USDJPY & 10y UST-JGB spread over 20 years. https://t.co/AHDF9sIXxW
Despite the fall in homes under construction residentila construction jobs have not, yet, fallen. Just a matter of time...
Despite the fall in homes under construction residentila construction jobs have not, yet, fallen. Just a matter of time... https://t.co/WagfALW0Lz
And this is, obviously down to Brexit. x.com/libertniko/sta…
And this is, obviously down to Brexit. x.com/libertniko/sta… https://t.co/1KQ7JqZYyF
Deflation is exactly what an overly indebted economy does not need. China needs to reflate and with options so limited; monetary policy is pushing on a string, a weaker yuan becomes more necessary.
UK employment is down 0.6% in the year to February. 50 years of history. Message to @bankofengland: You've got it wrong again..
PPG retweeted
Good read from @_willparker_ in the WSJ on the role of renewal rents in CPI inflation. I'm in the camp arguing that shelter inflation will continue cooling because renewal leases will continue cooling. Here's why: 1) It's peak lease expiration season. Operators commonly stack…
Few things better than watching the cricket at the Oval on a lovely Friday afternoon. Beats the hell out of staring at my Bloomberg.
A sliver of good news for the Fed. the Atlanta Fed wage tracker fell sharply in March.
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