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Macro Review 03/10/23
🧵 1/8
The #Kraken may have been unleashed on financial markets this week with volatility up across asset classes.
Let’s dig into the critical 🧮 from the week!
© Adobe Stock
Macro Review 03/10/23
🧵 1/8
The #Kraken may have been unleashed on financial markets this week with volatility up across asset classes.
Let’s dig into the critical 🧮 from the week!
© Adobe Stock
2a/8
After a week of reflation and my #CrashRiskRising call from 02/26/23, Jay Powell stepped up to the plate and told us “dot plot going higher.”
The UST2Y ripped, the curve inverted further, and the MOVE ↗️
Chart: MOVE index 140.06
After a week of reflation and my #CrashRiskRising call from 02/26/23, Jay Powell stepped up to the plate and told us “dot plot going higher.”
The UST2Y ripped, the curve inverted further, and the MOVE ↗️
Chart: MOVE index 140.06
2b/8
After two days of Powell chatting with Congress, the UST 2Y accelerated to 5.05%, a multi-year high, before crashing hard on the SVB news.
Chart: $UST2Y with -1.6 STD move in 2 days
After two days of Powell chatting with Congress, the UST 2Y accelerated to 5.05%, a multi-year high, before crashing hard on the SVB news.
Chart: $UST2Y with -1.6 STD move in 2 days
