Discover and read the best of Twitter Threads about #decel
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🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮
Global macro review 05/01/2022
1/11
🐰🐰 - we’re gonna need it!
Q1 GDP release this week confirmed #stagflation
Growth -1.4%
Inflation +8.0%
But what did April signal in terms of the current quad regime?
Let’s dig into the April 🧮!
Global macro review 05/01/2022
1/11
🐰🐰 - we’re gonna need it!
Q1 GDP release this week confirmed #stagflation
Growth -1.4%
Inflation +8.0%
But what did April signal in terms of the current quad regime?
Let’s dig into the April 🧮!
2/11
UST yields ↗️ across the ⤴️
10/2s to 19.9 BPS, +20.6 BPS and out of inversion
MOVE 128.4 +20% for the month = 🛗 vol
Chart: UST2Y 2.73% + 42 BPS for the month but acceleration slowing
UST yields ↗️ across the ⤴️
10/2s to 19.9 BPS, +20.6 BPS and out of inversion
MOVE 128.4 +20% for the month = 🛗 vol
Chart: UST2Y 2.73% + 42 BPS for the month but acceleration slowing
2a/11
Chart: The UST10Y 2.94% + 57 BPS with room to run
Chart: The UST10Y 2.94% + 57 BPS with room to run
