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Danielle DiMartino
Former Federal Reserve insider, and Author of CEO Quill Intelligence
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Danielle DiMartino 20m
Breaking Bad “While U.S. CFOs still expect continued revenue growth, attracting and retaining qualified employees was their top business concern suggesting margins being squeezed by higher wages” The Daily Feather — Subscribe Today! —
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Danielle DiMartino 26m
Replying to @VinniePalma @DRuizG80
TY. Mystery solved!
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Vinnie Palma 34m
Retails sales doesn't calculate by volume, it calculates by price. Things just cost more?? Oh wait, there's no inflation. Nevermind.
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Daniel Miller 47m
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Mo Hossain 52m
A stampede of mythical proportions: The wave of unicorn IPOs reveals Silicon Valley’s groupthink (and ?) via h/t
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Danielle DiMartino 49m
Replying to @jserhant
Think of how politicized Fed was under Greenspan, Bernanke & Yellen & how insidious it is that collusion occurred quietly. Yes, you do have a good point. Maybe somewhere in the middle though media being honest about prior lack of independence sure would add balance to discussion.
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Danielle DiMartino 59m
Replying to @DRuizG80
And THAT my friends is what happens when economists get their hands on hard data.
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Daniel Ruiz 1h
This is news to me... According to Automotive News, total new vehicle sales DECLINED by 51,917 in March which amounts to a 3.13% decline y/y. Total new vehicle sales are down 133,589 YTD which amounts to a 3.24% decline and we know that retail sales are down ~4%.
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Danielle DiMartino 1h
"Every president has been involved in Fed policy. What is different about the way Trump is doing is how publicly he is. I would prefer that it not be so public." DiMartino Booth of Quill Intelligence via FBN's Varney & Company —
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Danielle DiMartino 2h
Never one to let a mystery lie, looking into how DC statisticians compute their car sales figures. They should not include fleet sales which pushed up headline figure and is by definition not “retail sales.” May be pure seasonals as this March had one fewer selling days v 2018.
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The Long Game 2h
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Danielle DiMartino 2h
Replying to @derek_sojek
Car sales and gasoline sales big boost which refutes industry data that show retail car sales fell by 4% in March.
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Danielle DiMartino 2h
Retail sales post biggest gain in 1 ½ years, point to rebounding economy "Sales of new cars and trucks rose 3.1%, the best performance this year—to give the broader retail industry a boost. Auto receipts represent about 1/5 of all retail sales."
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Holger Zschaepitz 7h
No push from China: Eurozone econ started Q2 on disappointing footing, w/flash PMI falling to one of lowest levels seen since 2014. Manufacturing weaker than exp at 47.8 vs 48.0 exp, remaining in contractionary territory. Services at 52.5 vs 53.1. Composite missed at 51.3 vs 51.8
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Holger Zschaepitz 7h
Despite fears of hyper-inflation, QE failed to trigger US inflation. GK has simple explanation: an excessively low cost of capital allowed zombies to survive, and depressed prices. Outrageously easy monetary policies would become the Hotel California of central banking.
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Holger Zschaepitz 9h
Good Morning from where Europe's locomotive runs out of steam: Germany turning into Europe’s underperformer, w/govt cut 2019 GDP forecast to 0.5%, weakest expansion in 6yrs. Latest in a series of downward revisions from 2.1% projection a year ago.
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Holger Zschaepitz 18h
The wave of unicorn IPOs reveals Silicon Valley’s dangerous groupthink: Dozen unicorns that have listed, or are likely to, posted combined cumulative losses of $47bn. Justification is doctrine of “blitzscaling” in order to conquer “winner-Takes-all” mkts.
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Holger Zschaepitz 3h
Just to put things into perspective. DB highlights that China total govt spending rose by 23% in Q1. DB analysts noted that fiscal policy was eased by a fairly eye catching 6ppts of nominal GDP in Q1, so China GDP upside surprise not so impressive!
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Samantha LaDuc 4h
Inventory here. Inventory there. Gotta sell the inventory!
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Sundar Iyer 5h
Must read. Connecting micro economics such as US tax refunds and auto demands to a more macro global Manufacturing PMI and exports
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