Member Info for 2phevs

Not really for this BB but pokerchips
As I understand QE
The BOE for the 1st time in history electronically creates money to buy government debt I think around £800 bill
The government keeps borrowing money especially during Covid and subsidising energy bill payments
The government pays the BOE interest on said debt (used to be nothing)
The BOE pay said interest to the treasury (government department)
Solution cancel said amount of outstanding carousel charade
Small amount left to sell to market would help reduce yields
Inflation is going to kill off itself this year with YOY comparison to counter act 2 year spike will then settle back down to 2% average

pleasure Oke I was a taken back at 1st like yesterday with the ADP figures
just got to drill down into the release

Here's the real information line from the US bureau of labour statistics

The number of long-term unemployed (those jobless for 27 weeks or more) declined by 146,000
to 1.1 million in December.

That will kill the FED narrative

should end up above 50 today if my take is correct

Also great news average weekly earnings has bombed below consensus again making sense over the higher participation rate
Labour shortage squeeze on its way out it looks
Fed is losing narratives quickly
no more high ticket goods inflation
no more house price inflation
no more labour shortage
and there is no way they can hide behind inflation because the figures YOY are going to crash compared to last year
Anybody got any excuses their going to come up with now to increase rates

slightly above consensus but GREAT thing is that must have been caused by an above consensus lift in the participation rate that explains the ADP figures yesterday and finally one of the FED major issuses PARTICIPATION rate is on its way up

looks like a little trapdoor spider pounced at 12.10 with a 50k and 72k buy above the ask and the algo's didn't like it

we were saying this Anacott just under a year ago and then the £1.70 bid happened

Perhaps Ingenuity isn't worth minus -£1 bill like the analysts reckon
WPP trying to buy their way to something similar with some 2 bit outsourced logistics fulfilment
Pull the other one

probably a good idea Mezza (just saying nicely) to go back over the 2 releases last year you should get the gist
And many other reasons like conference call and webcast on same day Q1 update audited figures much more detail etc etc list goes on but really could be a good idea to go back look and more importantly read the RNS's also any corresponding presentation on the THG website
Up to you

2022 full year results Thursday 20th April

yep results date predicted

Thanks very much cgmarmion

core CPI was above consensus however harmonized was way below consensus the press headline states though inflation dropped to 9.2% from 10.1% consensus was 9.7 so I'll go with that
Retail sales smashed above consensus actually growth MOM
Services sentiment doubled

Eurozone CPI breakdown from Eurostat
Euro area annual inflation down to 9.2%
Euro area annual inflation is expected to be 9.2% in December 2022, down from 10.1% in November according to a
flash estimate from Eurostat, the statistical office of the European Union.
Looking at the main components of euro area inflation, energy is expected to have the highest annual rate in
December (25.7%, compared with 34.9% in November), followed by food, alcohol & tobacco (13.8%, compared with
13.6% in November), non-energy industrial goods (6.4%, compared with 6.1% in November) and services (4.4%,
compared with 4.2% in November).

Yeah sb10000 I was a bit miffed that Iceland was getting extra other product sales from this
but seems social media will get more people looking at the MyProtein brand brilliant FOC marketing

very unusual 3% sharp move up on just a thousand shares opposite of what the narrative has been for a long time

Normally takes a big trapdoor spider grab to cause a mini spike hopefully another good indicator of change to come

Scarecrow popped up again oculus sorry just saw a green box
Looks like we're still correlated with boo asos should get away from that soon with beauty sales at record highs
AND OLD CLOTHES BEING REWORN

Yeah remember that kerry katona Iceland advert years ago "my mum shops at Iceland"
Could be all the young living at home loaded social media vanity lot saying the same thing
I bet Iceland are over the moon with the add on sales they'll be getting should go international pretty sharpish now if not already

Thanks very much brass0

Forgot to add eurozone cpi out at 10am should be in the red after the individual reds we've had the last couple of days