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Kandungan disediakan oleh Justin Waite. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Justin Waite atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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2550: A Posh Bank

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Manage episode 371849767 series 86977
Kandungan disediakan oleh Justin Waite. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Justin Waite atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We are seeing, I believe, the start…. of the end…. of the bear market.
Bear = 20% below highs
Bull = 20% above lows
Inflation figures this week….
Inflation / CPI year on year to June
Actual = 7.9%
Forecast = 8.2%
Previous = 8.7%
Even Core CPI (YoY) (Jun) which BoE pay attention to is below forecasts...
Actual = 6.9%
Forecast = 7.1%
Previous = 7.1%
The Producer Price Index (PPI) Input (YoY) (Jun)
Actual = -2.7%
Forecast = -1.6%
Previous = 0.4%
If input costs fall, some of the decline will be enjoyed as wider profit margins by the producer and some will be passed on to the consumer in the form of lower prices.
This eventually feeds into CPI
I think the bottom is behind us.
  continue reading

3388 episod

Artwork
iconKongsi
 
Manage episode 371849767 series 86977
Kandungan disediakan oleh Justin Waite. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Justin Waite atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We are seeing, I believe, the start…. of the end…. of the bear market.
Bear = 20% below highs
Bull = 20% above lows
Inflation figures this week….
Inflation / CPI year on year to June
Actual = 7.9%
Forecast = 8.2%
Previous = 8.7%
Even Core CPI (YoY) (Jun) which BoE pay attention to is below forecasts...
Actual = 6.9%
Forecast = 7.1%
Previous = 7.1%
The Producer Price Index (PPI) Input (YoY) (Jun)
Actual = -2.7%
Forecast = -1.6%
Previous = 0.4%
If input costs fall, some of the decline will be enjoyed as wider profit margins by the producer and some will be passed on to the consumer in the form of lower prices.
This eventually feeds into CPI
I think the bottom is behind us.
  continue reading

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