Discover and read the best of Twitter Threads about #RiskON

Most recents (3)

#RiskON Out of the Gate this AM

But... still NO LOVE -->

#PulteGroup $PHM
#Lennar $LEN
$JETS

#Airlines
Read 5 tweets
In preparation for my slot on #SquawkBox yesterday, I sent the guys a few slides as a synopsis of my last, detailed subscriber report for the discussion.

I called it #Pyromania. Feel free to take a look

1/x

#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
Is it possible to overkill an act of overkill? #JeromePowell & #JanetYellen seem set to let us find out.

2/x
Not that they're alone in their folly, of course. The #ECB is outodoing them handsomely, while the #bankofengland is breaking records stretching back to its founding, 327 years ago.
#centralbanks
3/x
Read 10 tweets
So biggest casualty of #Fed warning on #US #economy y'day, was #Gold,which dropped 3% to $1951.90 an ounce,within minutes of #FedMinutes

Silver too fell below $28

Rout was not limited to precious metals--#Nasdaq sold off despite #Apple hitting $2 trillion market cap

#Covid_19
#CrudeOil whipsawed in tight range with #WTI at $42.83

#Fed's take on economic downturn was nothing new&yet markets collapsed

Only asset which saw aggressive buying was US #Tbills,with 10 yr #bond #yield@ 0.665% Vs previous close of 0.685%

#Dollar had its best day in 2 months
So what does y'day's frenzied buying in #bonds indicate?Is the #RiskOn trade over?

Well,not quite--With $9 trillion of excess global #liquidity sloshing around due to coordinated Central Bank rate cuts,since #Covid_19, equities will move up,albeit with severe bouts of volatility
Read 7 tweets

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