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housekeeping, delayed MT GLOBAL MARKETS Momentum Weekly recap wk20 as of 17May19 - PFLUGPOST thread 1/n
• EU CPI notch higher than exp
• Philli Fed good
• UoM super strong
• US-China tariff negotiations noised market
• mixed week, RiskOff, US$ strength, flight to safe haven
• EU CPI notch higher than exp
• Philli Fed good
• UoM super strong
• US-China tariff negotiations noised market
• mixed week, RiskOff, US$ strength, flight to safe haven
2/n update global markets YTD
3/n update overview Global Markets WoW MoM YTD YoY on wk20
4/n FX Matrix on wk20
AUDJPY as my preferred RiskOFF gauge over a month (but looks stretched)
AUDJPY as my preferred RiskOFF gauge over a month (but looks stretched)
5/n update Global 10Y Govt yield heatmap
...doesn't need further commentary
...doesn't need further commentary
6/n update Global 2Y 10Y YieldCurve matrix
...massive bull-flattening last week
...massive bull-flattening last week
7/n update on US Rates in perspective
8/n update wk20 Global Markets Momentum / Trend / Exhaustion
9/n update FOMC denial vs Mr Market
... dot-plot is from March , and FF not only far below consensus, it actually keeps shifting lower ...for a reason
... dot-plot is from March , and FF not only far below consensus, it actually keeps shifting lower ...for a reason
10/n update US dashboard
11/end
sorry, had to keep it shorter than usual, but who cares , lol.
@threadreaderapp unroll
sorry, had to keep it shorter than usual, but who cares , lol.
@threadreaderapp unroll
