Thread by @tdarling1

Hello Friday!

WTD #dispersion

$CAC -0.65%
$COMPQ -3.0%
$AORD -5.0%
$NIKK -4.9%
$KOSPI -7.75%

$VXN +7.6%

$BTC +0.55%
$AUDUSD -1.95%
$GOLD -2.0%

$NATGAS +13.25%
$PALL +12.45%
$BRENT +2.5%
$CORN+1.45%
$CRB +1.0%
$COPPER -2.2%

$TLT -0.4%

Let's dig into the early morning 🧮!

🐻 held sway in Asia with indices ↔️

$NIKK 26717 +2.1% ⬅️
$SSEC 3361 -0.95%
$TWII 17674 -0.15%
$HSI 23550 -1.1%
$KOSPI 2663 +1.85% ⬅️
$IDX 6645 +0.5%

Australia 🦘↗️
$ASX 6998 +2.2%

India ↘️
$BSE 57197 -0.15%

Europe succumbing to the 🐻↘️

$DAX 15293 -1.5%
$FTSE 7486 -0.9%
$CAC 6843 -1.15%
$AEX 742 -1.45%
$IBEX 8602 -1.15%
$FTSE 26561 -1.2%
$SMI 12083 -0.75%
$MOEX 3504 +1.4% ⬅️🪆

$VSTOXX 28.03

🇺🇸 futures ↔️ despite 🍎↗️

$ES 4327 unch
$NQ 14069 +0.45%
$RTY 1916 -0.85%

$VIX 30.53
#backwardation

GOLD remains under pressure with metals ↘️

$GOLD 1790 -0.15% with $GVZ 17.15 🔺

$SILVER 22.55 -0.55%
$COPPER 4.364 -1.35%
$PLAT 1004 -1.7%
$PALL 2270 -4.1% ⬅️
$ALI 3101 +0.1%
$ZINC 3636 +0.15%

Hydrocarbons remain bid ↗️♉️

$WTIC 86.92 +0.35% with $OVX 46.90

$BRENT 88.38 +0.2%
$GASO 2.539 +0.7%
$NATGAS 4.444 +3.75% ⬅️

Grains mostly ↗️♉️

$WHEAT 785 +1.05%
$CORN 639 +0.4%
$SOYB 1455 +0.45%
$SUGAR 18.38 -0.15%

$COFFEE ☕️ 232 +0.3%

$USD exploring new cycle highs ↗️

$USD 97.35 +0.12%
$EUR 1.114 -0.07%
$GBP 1.338 -0.04%
$AUD .6999 -0.46%
$USDJPY 115.64 +0.26%
$USDCHF 0.931 +0.08%
$USDCAD 1.278 +0.32%
$USDRUB 77.927 -0.1% ⬅️🪆

Cyrpto remains 🐻↘️

$BTC 36414 -0.3%
$ETH 2383 -2.4%

UST yields ↗️ across the curve
10/2s to 62.7 BPS 🔺

MOVE 85.62 🌊

2Y 1.212 +0.02
5Y 1.688 +0.025
10Y 1.839 +0.031
30Y 2.129 +0.039

Global 10Ys mostly ↗️
CAN 1.777 -0.063

VOL 🛗 across asset classes⚡️🌊

🐻 market rallies in equities are to be sold
#STFR

Commodities remain ♉️
#stagflation #BTFD

Be ⚠️ out there

Have a super profitable 💰 day and an awesome 😎 weekend!