@gregboggis.bsky.social
Interesting. On the RPI uprating it's a fair point, but also we're clearly not measuring inflation in this sub sector correctly. CPI measure of different countries on the left and BT's Consumer revenue segment on the right.
November 18, 2025 at 8:17 AM
Interesting. On the RPI uprating it's a fair point, but also we're clearly not measuring inflation in this sub sector correctly. CPI measure of different countries on the left and BT's Consumer revenue segment on the right.
Two day change in fund size...
April 9, 2025 at 8:38 AM
Two day change in fund size...
yeah just on the day tbf
March 26, 2025 at 1:51 PM
yeah just on the day tbf
No idea why I bothered doing this.
March 26, 2025 at 11:11 AM
No idea why I bothered doing this.
Can think of a few budgets the market did care about...
March 26, 2025 at 10:35 AM
Can think of a few budgets the market did care about...
Incase anyone wants to see what core would look like with the homelet measure replacing the ONS one.
January 15, 2025 at 7:58 AM
Incase anyone wants to see what core would look like with the homelet measure replacing the ONS one.
You've not been on a twitter in a while if you think a bit of light hearted ribbing after someone refers to the 450bn European Defence sector as small cap stuff because Apple is a big company is harsh.
January 8, 2025 at 10:52 AM
You've not been on a twitter in a while if you think a bit of light hearted ribbing after someone refers to the 450bn European Defence sector as small cap stuff because Apple is a big company is harsh.
Only Germany has a GDP greater than Apples market cap, I guess the Charlemagne column should pivot...
January 8, 2025 at 10:30 AM
Only Germany has a GDP greater than Apples market cap, I guess the Charlemagne column should pivot...
European Defence names have added 250bn of market cap since the start of 2022 over doubling.....
January 8, 2025 at 10:01 AM
European Defence names have added 250bn of market cap since the start of 2022 over doubling.....
Top 6 best performing names in SXXP since start of 2022...
January 8, 2025 at 9:03 AM
Top 6 best performing names in SXXP since start of 2022...
I guess when the UKs does eventually turn it’ll be a big disinflationary force on “services” when people will be looking for increases due to NI hikes.
December 18, 2024 at 8:42 AM
I guess when the UKs does eventually turn it’ll be a big disinflationary force on “services” when people will be looking for increases due to NI hikes.
Agreed but I saw everyone caveating the US numbers with this fact but doesn’t seem to be as mentioned in the Uk excluding alphaville. Also the ONS say 14 months for the changes to feed through and there’s no sign 24 months after peak.
December 18, 2024 at 8:35 AM
Agreed but I saw everyone caveating the US numbers with this fact but doesn’t seem to be as mentioned in the Uk excluding alphaville. Also the ONS say 14 months for the changes to feed through and there’s no sign 24 months after peak.
bsky.app/profile/greg...
Be sure to include something on actual rents for housing please.
Be sure to include something on actual rents for housing please.
Have been whining about this elsewhere but at 80bps of core and 60 of headline contributed by actual rents for housing (something we know to be well into disinflation) keeps hitting new highs seems to be flying under the radar.
December 18, 2024 at 8:22 AM
bsky.app/profile/greg...
Be sure to include something on actual rents for housing please.
Be sure to include something on actual rents for housing please.
Have been whining about this elsewhere but at 80bps of core and 60 of headline contributed by actual rents for housing (something we know to be well into disinflation) keeps hitting new highs seems to be flying under the radar.
December 18, 2024 at 8:21 AM
Have been whining about this elsewhere but at 80bps of core and 60 of headline contributed by actual rents for housing (something we know to be well into disinflation) keeps hitting new highs seems to be flying under the radar.
Rents do go into headline cpi tbf. It’s mortgage interest payments, council tax etc. CPIH capture. Honestly why the ONS have wasted so much time creating a measure no one use is beyond me when the main measure could do with some tlc is beyond me.
December 6, 2024 at 11:21 AM
Rents do go into headline cpi tbf. It’s mortgage interest payments, council tax etc. CPIH capture. Honestly why the ONS have wasted so much time creating a measure no one use is beyond me when the main measure could do with some tlc is beyond me.
Anyone going to run the numbers on how much this narrative cost the Treasury in elevated Gilt yields? Got to be in will into the billions.
December 6, 2024 at 9:17 AM
Anyone going to run the numbers on how much this narrative cost the Treasury in elevated Gilt yields? Got to be in will into the billions.
And to add even further insult to injury, growth actually peaked in 2022 and is now flat YoY for third party providers. A quirk of Stock vs Flow but I still have my suspicions of the ONS data here.
December 5, 2024 at 3:43 PM
And to add even further insult to injury, growth actually peaked in 2022 and is now flat YoY for third party providers. A quirk of Stock vs Flow but I still have my suspicions of the ONS data here.
This is compounded by the fact the UK's weight in of rents in headline CPI is 50% higher than EZ.
December 5, 2024 at 3:37 PM
This is compounded by the fact the UK's weight in of rents in headline CPI is 50% higher than EZ.
To be honest UK service inflation outlier story is a storm in a tea cup. UK has lower Restaurant inflation than the EZ something I believe people think about when they think services. It does have well over double the growth of Rents.
December 5, 2024 at 3:35 PM
To be honest UK service inflation outlier story is a storm in a tea cup. UK has lower Restaurant inflation than the EZ something I believe people think about when they think services. It does have well over double the growth of Rents.