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#Expectations

🇪🇺 *MAKHLOUF SAYS #ECB MUST BE PREPARED TO LIFT INTEREST RATES: FT *MAKHLOUF `UNEASY' OVER EUROZONE INFLATION, HE TELLS FT *MAKHLOUF TELLS FT ECB DECISION NEXT WEEK WON'T BE A SURPRISE *MAKHLOUF SAYS INFLATION EXPECTATIONS ARE 'IN GOOD PLACE': FT *MAKHLOUF EXPECTS ECB TO SLIGHTLY #ECB #Inflation #InterestRates #EU

Olivia Rodrigo fazendo com que os homens e as mulheres cantassem o coro da ponte em “expectations”, no Daisy Chain Fields. 🌼 “Cantem essa parte comigo, esse é nosso mantra, porque nós merecemos o mundo, certo?” https://t.co/nXbic8woNu #OliviaRodrigo #Expectations #Música

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The Austrian Critique of Marx followed a line from value theory to economic coordination. 1) **Menger:** Value is **subjective**. People value goods because they think they satisfy wants; water in a desert can be far more valuable than water at home, with production labor unchanged. 2) **Böhm-Bawerk:** Marx’s surplus value is flawed. **Time and capital** matter: wages and costs are advanced before revenue arrives, so interest/profit reflect time preference, risk, and production structure—not unpaid labor. 3) **Transformation problem:** Marx’s labor-values should imply different surplus values by industry, but competition pushes toward equal profit rates. Marx tried to convert values into **prices of production**, yet the inconsistency with his earlier theory remains debated. 4) **Mises:** The key issue is whether socialism can **calculate**. Rational planning needs prices for **capital goods**, which only markets under **private ownership** can generate. 5) **Hayek:** Knowledge is **dispersed** and local. **Prices** transmit that information so coordination can occur without everyone knowing the full cause. 6) **Rothbard:** Profit isn’t necessarily exploitation. Capitalists bear uncertainty, organize production, and pay wages upfront; workers get an agreed wage, while profit is what remains if the venture succeeds. So the deepest split is not only about profit source, but about coordination: Marx asks who appropriates value; Austrians increasingly ask how millions coordinate exchange, knowledge, and expectations at all.

NVIDIA beat its earnings expectations easily and… then just tanked. The bears are stalking the markets. Be careful out there. 🐻📉 #NVIDIA #Earnings #BearMarket #Nospecificcountrycodesarementionedinthetweet.

Here’s Where Brands Are Failing to Meet Consumers’ Expectations: Authenticity All signals were found to be broadly important to consumers, from a high of 96% considering accuracy and honesty “very important” or “somewhat important” to a low of 85% perceiving personalization to https://t.co/T0ncTrfBwk #Authenticity #ConsumerExpectations #Branding #Nospecificcountriesarementionedinthetweet.

⚠ Friday Brief ⚠ 🇺🇸 Bessent Flags Bigger #Debt Buyback Potential 🇯🇵 #Japan’s Inflation Picks Up 🇨🇳 #China Plans New Fiscal Support Policies Soon 🇪🇺 #Eurozone Composite PMI Beat Expectations ... https://t.co/cMhqHSTNej #Debt #Japan #China #US #JP #CN #EU

🇪🇺 #ECB GOVERNING COUNCIL MEMBER KAZAKS SPEAKS IN INTERVIEW - BBG *ECB'S KAZAKS: INFLATION EXPECTATIONS STILL ANCHORED NEAR TARGET *ECB'S KAZAKS: WE SEE WAGE GROWTH GRADUALLY SLOWING *ECB'S KAZAKS: WE'LL DECIDE IN SEPTEMBER BASED ON DATA *KAZAKS: ECB WELL PLACED TO ACT IF NEEDED #ECB #Inflation #WageGrowth #EU #KZ

America has in fact become a low trust society, we're just negotiating out what that means. There really are unspoken rules. Have felt borderline gaslit many times over. But of course, there are expectations beyond this in some pockets of the U.S. economy, and importantly this #LowTrustSociety #Gaslighting #USEconomy #US

🇪🇺 #ECB'S REHN SEES `NO CLEAR SIGNS' OF SECOND-ROUND EFFECTS - BBG *ECB'S REHN: WAGE GROWTH, WAGE OUTLOOK REMAINED MODERATE SO FAR *ECB'S REHN: KEEPING INFLATION EXPECTATIONS ANCHORED ESSENTIAL #ECB #Inflation #Economy #EU

⚠ Thursday Brief ⚠ 🇺🇸 #FOMC Debrief 🇺🇸 🇮🇷 US Launched New Airstrikes On #Iran 🇨🇳 #China’s Top Officials Weigh New Stimulus 🇪🇺 #Eurozone Data (GDP and Eco Conf) Will Beat Expectations 🇬🇧 Focus on #BOE ... https://t.co/gOlzhJMVFQ #FOMC #Iran #BOE #US #IR #CN #EU #GB

Governments which manage migration in beneficial ways—selective admission, explicit & enforced integration expectations, visible benefits to the receivers, functioning capacity to remove those with no right to remain—are rewarded with more public support https://t.co/bf22p0OhAu #MigrationManagement #Integration #PublicSupport #Thetweetdoesnotspecificallymentionanycountries #sotherearenocountrycodestoreturn.

IndexHR Jul 29

The Ebola epidemic in eastern Congo further worsens an already critical food crisis, with nearly 10 million people on the brink of starvation, while over five million Congolese are affected by food shortages due to conflict and measures to contain the virus. (translated)

Ekstremna suša u Engleskoj. Pogođena gotovo cijela zemlja

Fighter jet maker Saab smashes expectations as CEO urges procurement rethink https://t.co/aolb195pXX #Saab #Aerospace #DefenseIndustry #Nospecificcountrycodescanbeidentifiedinthetweetprovided.

🇨🇳 #Moonshot AI, a Beijing-based startup, is preparing to release Kimi K3, a large open-weight language model reportedly built with an estimated 2-3 trillion parameters — significantly larger than Anthropic's disclosed range for Claude Opus 4.8 ⚠ *Community expectations have #AI #LanguageModel #TechNews #CN

🇨🇳 China has just reported 4.3% growth in the second quarter, below expectations. China is producing far better than it is consuming. 1️⃣ Industrial production is still growing, exports remain resilient, and strategic sectors such as semiconductors, industrial robots, batteries, #ChinaEconomy #GrowthForecast #IndustrialProduction #CN

🇺🇸 *US JUNE CONSUMER CONFIDENCE 91.2; EST. 94.4 - BBG - Prior month revised to 90.6 from 93.1 - Present situation confidence fell to 116.4 from 119.4 - Consumer confidence expectations rose to 74.4 from 71.4 - Median inflation expectations at 5.0% following 5.2% the prior month #ConsumerConfidence #USEconomy #Inflation #US

🇪🇺 *EURO AREA MAY 1-YEAR CPI EXPECTATIONS FALL TO 3.5%; EST. 3.9% - BBG *EURO AREA MAY 3-YEAR CPI EXPECTATIONS 2.9%; EST. 2.8% https://t.co/BjbvOJFudB https://t.co/PO6X2LByqB #EuroArea #CPI #Inflation #EU

Olivia Rodrigo explica a letra sobre homens com “empregos de mentira” em “expectations”: "Quando eu falei emprego de mentira, eu estava pensando nos caras que conheci em Los Angeles e Nova York que têm pais muito ricos e se apresentam como ‘produtores’, ‘DJs’ ou ‘diretores criativos’. E eu fico pensando: ‘Acho que você trabalha um dia por semana’. Existem produtores e DJs de verdade, claro, mas também existem os falsos.” #OliviaRodrigo #Música #Expectations