Discover and read the best of Twitter Threads about #oldwallwarrior
Most recents (2)
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮 💰
Global Macro Review 07/17/22
1/7
Has #inflation peaked?
June #CPI +9.1% ♨️, but core +5.9% 🔻
@NYFedResearch consumer inflation expectations 1-year +6.8% 🔺, but UMich +5.2% 🔻from 5.3%
And firms +3.7% unch per @AtlantaFed
Let’s dig into more 🧮!
Global Macro Review 07/17/22
1/7
Has #inflation peaked?
June #CPI +9.1% ♨️, but core +5.9% 🔻
@NYFedResearch consumer inflation expectations 1-year +6.8% 🔺, but UMich +5.2% 🔻from 5.3%
And firms +3.7% unch per @AtlantaFed
Let’s dig into more 🧮!
2a/7
#Commodities
Chart: Since the June 10 peak at 329.59, the $CRB is -15.75% – and deeply oversold
#Commodities
Chart: Since the June 10 peak at 329.59, the $CRB is -15.75% – and deeply oversold
2b/7
Metals have been 🐻 Trend since May
(T) = Trend = 3 mos price momentum
$COPPER -8.5% (w) -31.55% (T)
$SILVER -3.4% (w) -27.65% (T)
$PLAT -6.0% (w) -16.5% (T)
$GOLD -2.2% (w) -13.75% (T)
Chart: Base metals ↘️ with $DBB -6.45% (w) -31.0% (T)
Metals have been 🐻 Trend since May
(T) = Trend = 3 mos price momentum
$COPPER -8.5% (w) -31.55% (T)
$SILVER -3.4% (w) -27.65% (T)
$PLAT -6.0% (w) -16.5% (T)
$GOLD -2.2% (w) -13.75% (T)
Chart: Base metals ↘️ with $DBB -6.45% (w) -31.0% (T)
🐻♉️↗️↘️↔️⚠️🚩🔺🔻🧮 💰
Global Macro Review 07/03/22 🇺🇸
1/9
Powell is committed to fighting #inflation and cares not whether you lose 💰 during the war.
“The process is highly likely to involve some pain, but the worst pain…”
Let’s dig into the early campaign results 🧮!
Global Macro Review 07/03/22 🇺🇸
1/9
Powell is committed to fighting #inflation and cares not whether you lose 💰 during the war.
“The process is highly likely to involve some pain, but the worst pain…”
Let’s dig into the early campaign results 🧮!
2/9
The $USD +0.91% ♉️ is becoming more dear against major currency pairs with $AUD -1.97%, $GBP -1.49%, and $EUR -1.17% on the week
Chart: $USD +6.3% (T) = 3 mos, +9.75% YTD
The $USD +0.91% ♉️ is becoming more dear against major currency pairs with $AUD -1.97%, $GBP -1.49%, and $EUR -1.17% on the week
Chart: $USD +6.3% (T) = 3 mos, +9.75% YTD
3a/9
The UST curve both flattened and steepened with 10/2s ↘️ to 5BPS and 30/5s ↗️ to 23.2 BPS
Chart: $IVOL +2.76% (w), +4.9% (T)
The UST curve both flattened and steepened with 10/2s ↘️ to 5BPS and 30/5s ↗️ to 23.2 BPS
Chart: $IVOL +2.76% (w), +4.9% (T)
