Thread by @tdarling1

Hello 🐫 day!

Oil ↗️

Yields ↗️

Equities ⬆️⬇️

#VIXperation on tap

Let's dig into the 🧮!

Asian equities ↘️🐫

$NIKK 27467 -2.8%
$SSEC 3558 -0.35%
$TWII 18227 -0.8%
$HSI 24128 +0.05%
$KOSPI 2842 -0.75%
$IDX 6592 -0.35%

Australia ↘️🐫
$ASX 73332 -1.05%

India ↘️🐫
$BSE 60139 -1.0%

European bourses open ↔️

$DAX 15751 -0.15%
$FTSE 7562 unch
$CAC 7160 +0.35%
$AEX 769 -0.05%
$IBEX 8801 +0.2%
$MIB 27274 -0.8%
$SMI 12520 -0.05%
$MOEX 3442 +3.4% ⬅️🪆

$VSTOXX 21.96 🔺

🇺🇸 futures under pressure ↔️

$ES 4574 -0.05%
$NQ 15261 +0.05%
$RTY 2086 -0.5%

$VIX 22.72 🔺

Metals 🐫🪓 ↗️

$GOLD 1817 +0.25%
$SILVER 23.77 +1.2% ♉️
$COPPER 4.43 +1.1%
$PLAT 986 +0.65%
$PALL 1891 -0.75% ⬅️
$ALI 3036 +0.4%
$ZINC 3604 +1.05%

$GVZ 15.09
$VXSLV 28.18

Hydrocarbons to the 🌝↗️

$WTIC 86.05 +1.45% ⬅️ cycle high
$BRENT 88.59 +1.25%
$GASO 2.454 +0.88%
$NATGAS 4.25 -0.75%

$OVX 42.28

Grains ↗️

$WHEAT 781 +1.45%
$CORN 601 +1.15%
$SOYB 1373 +0.85%
$SUGAR 18.81 +0.95%

☕️ 240.35 +0.55% ↗️

The USD ripped +0.59% yeterday but ↘️ in early trade

$USD 95.585 -0.15%
$EUR 1.134 +0.15%
$GBP 1.362 +0.18%
$AUD .72 +0.26%
$USDPJY 114.52 -0.08%
$USDCHF .9161 -0.14%
$USCAD 1.248 -0.24%
$USDRUB 76.532 -0.53%

Crypto continues to get 🐫↘️

$BTC 41515 -0.95%
$ETH 3080 -2.7%

UST holders getting 🐫🐫
10/2s to 82.7 BPS 🔺
MOVE 84.63 🔺🔺

2Y 1.063
5Y 1.676
10Y 1.89
20Y 2.266
30Y 2.201

Global 10Ys ↗️
JPN 0.139 🔻

The 🐫 in US Treasuries will continue until the $CRB ↘️ or I hedge my long $TLT position.😂

This market smells more and more like #stagflation, not #deflation #quad4

But #WTF do I know?

Have a super profitable 💰 day!