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Recession Update

Chalanachithram.com DB » New TF Industry Related » Archive through November 09, 2018 » Recession Update « Previous Next »
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Savyasachi
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Posted on Thursday, November 08, 2018 - 11:17 pm:       


Lenin:

growth rate of 2% or above in every quarter,




2% growthrate is nothing for US. this is the slowest growth rate since the great recession
 

Saarang
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Posted on Thursday, November 08, 2018 - 06:00 pm:       


Awesomedber:


Meeru already exit emo anukunna.. 6 months back edo thread lo exit plans nadustunnai annattu gurthu!




Seattle nundi moved out last year...summer and team events ki vastaanu occasionally.

Seattle real estate nundi complete exit kottaledhu...still holding some properties...luckily did not buy anything in last 2 years.
 

Awesomedber
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Posted on Thursday, November 08, 2018 - 05:52 pm:       


Saarang:

complete ga exit kottaledhani feel avvalo ardham kavatam ledhu



Meeru already exit emo anukunna.. 6 months back edo thread lo exit plans nadustunnai annattu gurthu!
 

Xxx
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Posted on Thursday, November 08, 2018 - 05:47 pm:       


Baatasari:

housing, employment, all are leading indicators to slowdow




too much increased in too short period may be in Seattle, most of the places lo the house prices are at peak , if it was 250k in 2012 , it is 400 +k in our areas for new houses , employment good and shops are full with people buying what all china can sell
-
 

Saarang
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Posted on Thursday, November 08, 2018 - 05:30 pm:       


Scorpio:



Seattle market naakesthunnattundi gaa...

Seattle home prices down $80,000 from peak amid unprecedented spike in homes sitting unsold




Ee beating koncham severe gaane undhi...ball just miss eye ball ani ananda padalo complete ga exit kottaledhani feel avvalo ardham kavatam ledhu
 

Baatasari
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Posted on Thursday, November 08, 2018 - 04:39 pm:       

HPI, housing, employment, all are leading indicators to slowdown..

so lets see.. i am still looking at recession in 2019H2 :D
 

Scorpio
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Posted on Thursday, November 08, 2018 - 04:37 pm:       


Saarang:




Seattle market naakesthunnattundi gaa...

Seattle home prices down $80,000 from peak amid unprecedented spike in homes sitting unsold

https://www.seattletimes.com/business/real-estate/seattle-ho me-prices-down-80000-from-peak-amid-unprecedented-spike-in-h omes-sitting-unsold/
Nagarjuna Sagar...SriSailam...Polavaram...Handri-Neeva...SomaSila...ThotaPalli...VeliGonda...PuliChintala..etc
 

Moviebuff001
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Posted on Thursday, November 08, 2018 - 04:24 pm:       

Emi bubbles kanapadakunda ne ento anni pack avutunnai.

_________________________________________________
Your words will tell others what you think. Your actions will tell others what you believe in.
 

Lenin
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Posted on Thursday, November 08, 2018 - 04:21 pm:       


Saarang:

They have not only stopped QE...they are reversing it





Lenin:

hey will resort to another QE with in no time...I think the last one was in 2015, a enough gap to come to a conclusion like that



Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Lenin
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Posted on Thursday, November 08, 2018 - 04:18 pm:       


Saarang:




BJP gallu matladina range lo matladuthunnaru


They can't have a strategy for both inflation target increase with higher interest rates and lower inflation rate is not optimal solution for high consumption based economies
Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Saarang
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Posted on Thursday, November 08, 2018 - 04:13 pm:       


Lenin:



Do u think that US has stopped implementing QE at all? they will resort to another QE with in no time...I think the last one was in 2015, a enough gap to come to a conclusion like that




They have not only stopped QE...they are reversing it

https://www.washingtonpost.com/business/after-years-of-easin g-meet-quantitative-tightening-quicktake/2018/10/12/07b2133c -ce48-11e8-ad0a-0e01efba3cc1_story.html?noredirect=on&utm_te rm=.220c25f6377c
 

Baatasari
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Posted on Thursday, November 08, 2018 - 04:12 pm:       

Sell side ki signals munduga vastai, that said, they do push lots of junk in the name of research, depending on the context..

ee research emaina external clients ki event a or some TV broadcast etc..
then they tend to encourage people for obvious reasons...

FED, ECB,BOJ by themselves have created a bubble - more so, their cordination is also critical.. timing of different stimulus across 3 majors in the globe..

inflation is a dangerous stat.. that has cascading effects..
 

Lenin
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Posted on Thursday, November 08, 2018 - 04:09 pm:       

Central banks policies will not only be designed by just looking at growth rates...Inflation is another main concern

Inflation will effect the supply side economics...all the banks are now trying to push the inflation targets to 4%
Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Lenin
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Posted on Thursday, November 08, 2018 - 04:05 pm:       


Saarang:

Fed is not




Do u think that US has stopped implementing QE at all? they will resort to another QE with in no time...I think the last one was in 2015, a enough gap to come to a conclusion like that

but mind you, the equilibrium rate of 3% has not been achieved it and the growth rate is very slow..with in no time all ECB , BOE , FED will resort to QE or some kind of unconventional monetary policies
Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Rebel
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Posted on Thursday, November 08, 2018 - 04:00 pm:       

2007 lo kooda ee sollu financial gallu lane cheptaru..ella sollu nammedevaru

it will happen organically...aa chepeavadiki anni teliste ee patiki buffet ayevadu..
 

Saarang
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Posted on Thursday, November 08, 2018 - 03:57 pm:       


Lenin:

the only apprehension that is pushing the analysts to think about recession is FED, ECB and BOJ are pumping money in a way that will create asset bubbles in long term...Recession will not be a reality at least for next 2-3 years as of the current situation




Fed is not...infact they are unwinding the balance sheet...ECB kooda about to do the same
 

Lenin
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Posted on Thursday, November 08, 2018 - 03:54 pm:       

the only apprehension that is pushing the analysts to think about recession is FED, ECB and BOJ are pumping money in a way that will create asset bubbles in long term...Recession will not be a reality at least for next 2-3 years as of the current situation
Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Gotcha
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Posted on Thursday, November 08, 2018 - 03:54 pm:       

inko stat ichadu mid term elections taruvata okasari kuda market padipoledu anta amma denemaa manaki anta maaya chupincharu.

my explanation is mid terms munde padutundi market and never ever fell after mid terms statistically.
...
 

Saarang
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Posted on Thursday, November 08, 2018 - 03:52 pm:       

Have been telling Dumpeswaran tappinchi there are no risks to the economy...election ayipoyindhi kabatti aadu kooda puli esham tesesi tirugutaadu ankuntunna ateleast till 2019 summer...appudu malli vaadi election gurthu vastundhi.
 

Gotcha
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Posted on Thursday, November 08, 2018 - 03:51 pm:       

yield curve gurinchi last time chepindi chepadu when it turns its tail on heads recesiion will come.
gas prices too much perigina recession ravochu adi oka indicator chusta undadi ani chepadu.
...
 

Lenin
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Posted on Thursday, November 08, 2018 - 03:48 pm:       

USA IS consistently registering a growth rate of 2% or above in every quarter, recession gurinchi evadayya matladedi burra leni vallu tappa
Guntur, Hyderabad, Andhra, Telangana, Tamilnadu, Karnataka first....India last!!!
 

Baatasari
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Posted on Thursday, November 08, 2018 - 03:48 pm:       

ekkada ichadu.. wats the context unkul..
 

Gotcha
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Posted on Thursday, November 08, 2018 - 03:47 pm:       

okay malli Morgan Stanley vadu presentation ichadu. Recession eppudu vastundo chepalemu but indicators chupinchi ippudu ayite raadu ani karakandi ga chepadu, maybe 2 years or it can go 4 years.brahmandanga undi market november monna downtourn chusi bembelu padakandi international funds lo invest cheyandi as dollar might be weakened ani chepadu.
...

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