Discover and read the best of Twitter Threads about #stagflationary

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Rising volume in $XLK, $VTV, and good enough $SMH transparently prepared the ground for improving #ES market breadth – but the one factor that made me reconsider the requisites of the medium-term (bearish) outlook, was this.
2. Back when I took the MT bearish view (mid Mar), it was well justified as two significant #banks had fallen, $CS was getting back on the radar screen, #deposit outflows continued, and demand for the #Fed emergency programs was rising.
It was questionable whether $KRE and $XLF
3. would stabilize.
The incentives for #deposit outflows were still present (#Fed hadn‘t yielded to market pressures to ease, and still doesn‘t, short-term #yields kept solidly above 5%, #Fed balance sheet kept declining, #M2 and #margin debt shrinking while consumer #inflation
Read 17 tweets
Hello Friday!

Last night, we hosted a surprise 🎂 🎉🍾 for my wife. Sit down dinner with 30 friends and family members.
First time, long time. It felt good!

Let's dig into the 🧮! Image
Week to date:

$USDJPY +2.68%
$GOLD +1.7%
$AUD +1.36%
$USD +0.58%
$EUR +0.48%

$NATGAS +12.0%
$BRENT +9.5%
$BTC +7.0%
$SILVER +3.3%
$SOYB +1.95%
$COPPER +0.05%
$LUMBER -14.2%

$NIKK +4.8%
$HSI +2.5%
$COMPQ +2.15%
$SPX +1.3%
$CAC -0.95%

$TNX 2.34 +9.0%

$VIX 21.97 -220 BPS
Asia closed the week on a 🐻 🎶 ↘️

$NIKK 28150 +0.15%
$SSEC 3212 -1.15%
$TWII 17677 -0.1%
$HSI 21405 -2.45%
$KOSPI 2730 unch
$IDX 7003 -0.65%

Australia ♉️ ↗️
$ASX 7406 +0.25%

India 🐻 ↘️
$BSE 57309 -0.5%
Read 12 tweets

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