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James Young
@JamesYo43532848
18h
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065983…

Why the NK inflation equation should be revised https://t.co/mp6XRAXTDe by @JamesYo43532848(James...

Why the NK inflation equation should be revised https://t.co/mp6XRAXTDe

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James Young
@JamesYo43532848
Jun 13
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065754…

".......the equity ratio leads imports by about one month with approx R2≈59%, while the full...

".......the equity ratio leads imports by about one month with approx R2≈59%, while the full upstream block explains roughly 80% of PPIACO before imports are added and about 95% once imports are...

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James Young
@JamesYo43532848
Jun 13
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065748…

The U.S./Swiss equity ratio co-moves strongly with broad dollar weakness. by @JamesYo43532848(James...

The U.S./Swiss equity ratio co-moves strongly with broad dollar weakness. Over 2009–2019, the same-month relationship explains about 40% of inverted-dollar YoY variation, rising to about 61% in the...

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James Young
@JamesYo43532848
Jun 13
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065744…

When U.S. equity claims rise relative to Swiss equity claims, the dollar tends to weaken against...

When U.S. equity claims rise relative to Swiss equity claims, the dollar tends to weaken against the Swiss franc. The relationship is strongest contemporaneously and in the early post-crisis cycle,...

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James Young
@JamesYo43532848
Jun 13
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065739…

Relative U.S. claim pressure leads oil by roughly 0–1 months and explains about 41% of clean-cycle...

Relative U.S. claim pressure leads oil by roughly 0–1 months and explains about 41% of clean-cycle WTI YoY variation. The oil result supports the tradables-clock mechanism, but imports and PPIACO...

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Sheikhzz retweeted
Haya khan karachi official@hayakhantrans
10 Oct 2022
#twitter #rkiye #twitterposts #twitterpost #twittermeme #twitterthread #twitterreceh #twitterfunny #twitterupdate #twitterau #twitterlucu #twitterthreadstorytime #twitterweek #twitterindonesia #twitterjentikhati #twittergram #twittermarketing #hayakhan #firsttransbankerpakistan
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James Young
@JamesYo43532848
Jun 13
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2065592…

Claim Dilution in the Tradables Clock by @JamesYo43532848(James Young) | Twitter Thread Reader

Claim Dilution in the Tradables Clock The U.S./Swiss equity-claim ratio leads import commodity inflation by roughly one month. In the clean 2009–2019 cycle, the relationship explains about 59% of YoY...

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❤️ & `Visibility Filtering` .~* #julianIsINNOCENT retweeted
𝓚𝑙𝑎𝑟 𝓝𝑎𝑚𝑒 💫 ✨🌟 ⭐️
@provoziert
23 Feb 2024
DIE PANDEMIE UND 2G Eine Chronik Download des kostenlosen E-Books und alle Teile als Twitterthread unter diesem Post.
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James Young
@JamesYo43532848
Jun 8
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2063913…

Appendix X. Mortgage-Credit Flow and Impulse: The Structural Credit Block by @JamesYo43532848(James...

Appendix X. Mortgage-Credit Flow and Impulse: The Structural Credit Block "The evidence supports a dominant upstream mortgage-credit channel within a feedback system, rather than proof of a frictio...

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James Young
@JamesYo43532848
Jun 8
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2063890…

If house prices are balance-sheet capitalization over a constrained housing denominator, then...

If house prices are balance-sheet capitalization over a constrained housing denominator, then housing policy cannot be only “raise rates” or only “build more.” It needs to manage the mortgage-credit...

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James Young
@JamesYo43532848
Jun 8
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2063887…

The killer fact is not one number. by @JamesYo43532848(James Young) | Twitter Thread Reader

The killer fact is not one number. It is the hierarchy: long-run house-price levels track ex-housing wealth per unit, while short-run cycles are dominated by mortgage-credit impulse. PPI/tradables...

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?whispers? retweeted
James Young
@JamesYo43532848
Jun 8
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2063877…

Mortgage Credit and the Housing Denominator: by @JamesYo43532848(James Young) | Twitter Thread...

Mortgage Credit and the Housing Denominator: A Balance-Sheet View of U.S. House Prices "Mortgage credit creates the bid. The denominator converts the bid into price. PPI sets part of the floor....

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James Young
@JamesYo43532848
May 30
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2060838…

The Claims-on-GDP Burden Ratio: by @JamesYo43532848(James Young) | Twitter Thread Reader

The Claims-on-GDP Burden Ratio: Claim Density, Competitiveness, and the Feasibility Floor in Debt-Saturated Economies "A country can therefore become uncompetitive not because labour has captured too...

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James Young
@JamesYo43532848
May 29
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2060290…

Electricity and the Tradables Clock by @JamesYo43532848(James Young) | Twitter Thread Reader

Electricity and the Tradables Clock How producer-price pass-through links utility bills to inflation and the dollar’s external purchasing power https://t.co/z9G6lHMX6D

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Tarun Souradeep
@TarunSouradeep
May 21
Nice one, Dakshamaan!!! The promise of sub-mm band astronomy in the Himalayan heights -- assessment from @RRI_Bangalore by Mayuri Rao and team. Thread🧵 by @starlabiitb on #twitterthread twitter-thread.com/t/2056939… @IndiaDST @DrJitendraSingh @ANRFIndia @shivkuma_k

From Indian Skies #10 🔭 by @starlabiitb(Varun Bhalerao) | Twitter Thread Reader

From Indian Skies #10 🔭 Where do you put a submillimeter telescope? The answer depends on one thing above all: how much water vapor sits above your telescope. Even a few millimeters can block the...

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James Young
@JamesYo43532848
May 19
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2056549…

The Feasibility Floor by @JamesYo43532848(James Young) | Twitter Thread Reader

The Feasibility Floor Credit Validation, Tradable Input Costs, and Inflation as Macro Price Discovery https://t.co/ByxLwOUck2

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James Young
@JamesYo43532848
May 17
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2055845…

The Single-Clock Inflation Hypothesis by @JamesYo43532848(James Young) | Twitter Thread Reader

The Single-Clock Inflation Hypothesis Tradables Pass-Through and Live-Rent-Adjusted CPI https://t.co/SceaJsL2Yg

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James Young
@JamesYo43532848
May 15
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2055130…

ACY-CPI as a Live Indicator and Long-Run Proxy for CPI by @JamesYo43532848(James Young) | Twitter...

ACY-CPI as a Live Indicator and Long-Run Proxy for CPI "ACY-CPI is a de-lagged CPI measure that captures current inflation pressure earlier than official CPI. While raw ACY-CPI leads turning points,...

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James Young
@JamesYo43532848
May 14
Thread🧵 by @JamesYo43532848 on #twitterthread twitter-thread.com/t/2054833…

@FrancoisGeerolf The Phillips Curve Fails Because Inflation Is Mis-Aggregated by @JamesYo43532848...

@FrancoisGeerolf The Phillips Curve Fails Because Inflation Is Mis-Aggregated Evidence from Tradables, Producer Prices, and Shelter https://t.co/T7gYcqNbPr

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