Catching up on the markets today, after a 2-week video-making blackout.
Here's what I gather so far:
β’ Energy prices up: Crude hit $80 per π’οΈ, US Nat Gas highest since 2014.
β’ Energy worsens China's ongoing supply chain issues π
Here's what I gather so far:
β’ Energy prices up: Crude hit $80 per π’οΈ, US Nat Gas highest since 2014.
β’ Energy worsens China's ongoing supply chain issues π
β’ China coal supply falls (China stopped coal imports from Australia in 2020), exports surged, power outages and restrictions common
β’ Supply chain issues fueling π inflation - US CPI is persistent around 5%
β’ Eurozone inflation released today came 3.4% (vs 3.3% est, 3% prev)
β’ Supply chain issues fueling π inflation - US CPI is persistent around 5%
β’ Eurozone inflation released today came 3.4% (vs 3.3% est, 3% prev)
β’ Evergy crisis in the UK: UK Natural Gas futures highest for decades.
https://twitter.com/daniburgz/status/1443554794459869188
β’ US Govt trying to raise a debt ceiling by Oct 18.
β’ $SPX finished Sept π», around -5%
β’ $SPX futures π» overnight ~-0.5%
β’ JHEQX rolled their collar trade to Dec 31, strikes 3480-4135-4505
β’ US 10Y yield traded above 1.5%
β’ Stagflation is a concern.
Anything I've missed?
β’ $SPX finished Sept π», around -5%
β’ $SPX futures π» overnight ~-0.5%
β’ JHEQX rolled their collar trade to Dec 31, strikes 3480-4135-4505
β’ US 10Y yield traded above 1.5%
β’ Stagflation is a concern.
Anything I've missed?
β’ β’ β’
Missing some Tweet in this thread? You can try to
force a refresh
γ
