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@takis2910 "@DannyDayan5 @AndreasSteno Indeed BLS lags other used car price gauges . but actually inline with what I consider "real world" $KMX value. I'm not an ideologist tbf . just wanna relate abstract econometric parameters to help me model reality. 🙏"
@takis2910 Avatar @takis2910 on X 2025-07-15 13:33:51 UTC 3836 followers, 1078 engagements

"Brazil new car sales rose by XX% y/y last month. demand for branded 🚗 fell like a 🧱( $GM -XX% $F fell out of Top20 list as Jaecoo steps in). brands 🔺 but marques more than holding their own as $VOW XX% & $RNO XX% y/y. Good RoW value & poor WH diplomacy (♠♥♣♦)"
@takis2910 Avatar @takis2910 on X 2025-06-04 09:39:18 UTC 3836 followers, XXX engagements

"US staple prices still rising above pre #Covid rates. $K $KMB $PG $KO $PEP $TSN $KFT $CL combined #inflation through 1Q'25 is XXX% vs 2017-2019 of 2.0%. Very little to do with tariffs btw. #Greedflation PS. Love fact $ADM (grain supplier) and $AMD (chips maker) report same day"
@takis2910 Avatar @takis2910 on X 2025-05-06 14:31:44 UTC 3836 followers, 1162 engagements

"US-based truck makers need higher #steel costs like a hole in head as demand grinds lower. Domestic steel makers may struggle to raise prices by XX% prescribed by tariff to overseas competitors. Tempered🚚 $PCAR $VOLV $NUE $CLF $MT"
@takis2910 Avatar @takis2910 on X 2025-07-16 16:05:37 UTC 3838 followers, XXX engagements

"US soft drink price rises would be enough to drive me to hard liquor. Effervescent inflation🥤 $PEP $KO $MNST"
@takis2910 Avatar @takis2910 on X 2025-07-16 11:05:35 UTC 3835 followers, 1566 engagements

"US core CPI just shy of X% consists of X. shelter (44%) and X. EVERYTHING ELSE ex food & energy (56%). One's disinflating (and shud undershoot to make #housing affordable) the other isnt. Market responsible for X. via long end of curve whereas Fed shud b mindful of X. Breakdown"
@takis2910 Avatar @takis2910 on X 2025-07-18 19:13:44 UTC 3838 followers, XXX engagements

"US auto part dealers saw sales growth slow X% y/y in June implies zero real growth. Since Covid 👇likes of $AZO $AAP $ORLY benefited from used 🚗re-rating which encouraged investment but this appears to be waning. Jalopy fatigue"
@takis2910 Avatar @takis2910 on X 2025-07-17 16:19:17 UTC 3836 followers, XXX engagements

"Pepsico drink prices rose XXX% y/y in 2Q'25. Pre Covid avg inflation was X% since 2Q'20 =7%. Wait till $PEP charges for HFCS / cane sugar swap. . as we say in Swahili🤪. Fizz🥤"
@takis2910 Avatar @takis2910 on X 2025-07-17 11:48:43 UTC 3838 followers, 1421 engagements

"3M - your quarterly reminder of 🌍 industrial growth origin. Not from any gvt agency but Corp. Consider $MMM organic sales is nominal so (given deflation) real volume growth was +6% in 2Q'25. Mmmm🙉 PS. Sino-US topline gap widened from 260bps to 550bps. Reshoring"
@takis2910 Avatar @takis2910 on X 2025-07-18 13:31:59 UTC 3838 followers, XXX engagements

"US new 🚗 prices rose XXX% m/m or XXX% y/y in June according to Kelley 📘. We know unit sales -XXX% y/y so one can say its a stagflationary enviro. Upside impetus for CPI tom. Market leader $GM leading inflationary increases (with $VOW). Triumph (Stag)"
@takis2910 Avatar @takis2910 on X 2025-07-14 17:31:58 UTC 3836 followers, XXX engagements

"Volkswagen delivered 2.3m 🚗 in 2Q'25 +1.2% y/y despite auto centric #tariffwar. have been firm but cool to see pick-up in (bigger market than ). $VOW BEV growth XX% y/y. VW has devoured $TSLA EU lunch; Now to build on that abroad. Empire (strikes back) #CarWars"
@takis2910 Avatar @takis2910 on X 2025-07-09 09:35:43 UTC 3836 followers, 1346 engagements

"US paper inflationary waves continue to propagate. Thank God we've gone paperless - ex wiping your nose & derrire. Papering (over crack) $KMB #Greedflation"
@takis2910 Avatar @takis2910 on X 2025-07-20 13:29:18 UTC 3836 followers, XXX engagements

"German 🚗 output rose XX% y/y in May (suspect June slowdown yet +ve y/y). $VOW is largest automaker in (eight of XX plants) will be interesting to see their 2Q production figs as indeed $BMW & $MBG. Das Auto (German boost👇)"
@takis2910 Avatar @takis2910 on X 2025-07-07 12:50:37 UTC 3836 followers, XXX engagements

"European new 🚗 sales seem flatish in June but there are huge divergences between automakers. We still wait on & markets but initial data shows $BMW $MBG & $VOW outperform benchmark as indeed does $RNO. $TSLA still looks -XX% as BEV demand grows. Plus a change"
@takis2910 Avatar @takis2910 on X 2025-07-02 08:56:48 UTC 3836 followers, XXX engagements

"Athens airport passenger & flight activity re-accelerated end of June and into July (not coming thru' in $AIA semi-annual data👇). Good for specially if u consider recent 🌍 contraction in ✈ activity (see my TL). Greece (is the word) #LiveYourMyth #VisitGreece"
@takis2910 Avatar @takis2910 on X 2025-07-07 09:58:22 UTC 3837 followers, XXX engagements

"German premium automakers 🌍BEV sales surpass Tesla's for 2nd straight quarter. If 🚗 are a "vehicle" to sell AI technology then $VOW $BMW & $MBG have wider platform than $TSLA. Vorsprung durch technik"
@takis2910 Avatar @takis2910 on X 2025-07-10 12:59:01 UTC 3836 followers, XXX engagements

"DR Horton seems to have beaten very weak expectations. $DHI Rent (dont own) #homebuilders"
@takis2910 Avatar @takis2910 on X 2025-07-22 11:41:15 UTC 3835 followers, 1207 engagements