Hello Friday!
Last night, we hosted a surprise ๐ ๐๐พ for my wife. Sit down dinner with 30 friends and family members.
First time, long time. It felt good!
Let's dig into the ๐งฎ!
Last night, we hosted a surprise ๐ ๐๐พ for my wife. Sit down dinner with 30 friends and family members.
First time, long time. It felt good!
Let's dig into the ๐งฎ!
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
$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 ๐ป ๐ถ โ๏ธ
$NIKK 28150 +0.15%
$SSEC 3212 -1.15%
$TWII 17677 -0.1%
$HSI 21405 -2.45%
$KOSPI 2730 unch
$IDX 7003 -0.65%
Australia โ๏ธ โ๏ธ
$ASX 7406 +0.25%
India ๐ป โ๏ธ
$BSE 57309 -0.5%
$NIKK 28150 +0.15%
$SSEC 3212 -1.15%
$TWII 17677 -0.1%
$HSI 21405 -2.45%
$KOSPI 2730 unch
$IDX 7003 -0.65%
Australia โ๏ธ โ๏ธ
$ASX 7406 +0.25%
India ๐ป โ๏ธ
$BSE 57309 -0.5%
Europe trading mostly โ๏ธ
$DAX 14340 +0.45%
$FTSE 7460 -0.05%
$CAC 6577 +0.35%
$AEX 725 +0.55%
$IBEX 8310 +0.05%
$MIB 24461 +0.25%
$SMI 12129 unch
$MOEX 2481 -3.8% ๐ช longs only session #2
$VSTOXX 31.16 โ ๏ธ
$DAX 14340 +0.45%
$FTSE 7460 -0.05%
$CAC 6577 +0.35%
$AEX 725 +0.55%
$IBEX 8310 +0.05%
$MIB 24461 +0.25%
$SMI 12129 unch
$MOEX 2481 -3.8% ๐ช longs only session #2
$VSTOXX 31.16 โ ๏ธ
๐บ๐ธ futures โ๏ธ
$ES 4521 unch
$NQ 14758 -0.05%
$RTY 2073 unch
$VIX 22.04 ๐บ๐ช๐ชฃ
$ES 4521 unch
$NQ 14758 -0.05%
$RTY 2073 unch
$VIX 22.04 ๐บ๐ช๐ชฃ
GOLD and metals drifting โ๏ธ
$GOLD 1957 -0.25%
$SILVER 25.89 -0.1%
$COPPER 4.737 -0.1%
$PLAT 1026 -0.5%
$PALL 2512 -0.75%
$ALI 3575 -1.35%
$ZINC 4036 -1.7%
$GVZ 24.07 ๐บ
$GOLD 1957 -0.25%
$SILVER 25.89 -0.1%
$COPPER 4.737 -0.1%
$PLAT 1026 -0.5%
$PALL 2512 -0.75%
$ALI 3575 -1.35%
$ZINC 4036 -1.7%
$GVZ 24.07 ๐บ
Hydrocarbons trading mostly โ๏ธ
$WTIC 111.03 -1.15%
$BRENT 118.24 -0.65%
$GASO 3.394 +0.15%
$NATGAS 5.396 -0.1%
$OVX 69.14 โ ๏ธ
$WTIC 111.03 -1.15%
$BRENT 118.24 -0.65%
$GASO 3.394 +0.15%
$NATGAS 5.396 -0.1%
$OVX 69.14 โ ๏ธ
Grains mostly โ๏ธ
$WHEAT 1074 -1.0%
$CORN 745 -0.3%
$SOYB 1691 -0.5%
$SUGAR 19.39 +0.65% ๐ โ๏ธ
$COFFEE โ๏ธ 222.55 +0.3%
$WHEAT 1074 -1.0%
$CORN 745 -0.3%
$SOYB 1691 -0.5%
$SUGAR 19.39 +0.65% ๐ โ๏ธ
$COFFEE โ๏ธ 222.55 +0.3%
The ๐ด catches a break โ๏ธ vs ๐ต
$USDJPY 121.57 -0.62%
$EUR 1.100 +0.11%
$GBP 1.317 -0.09%
$AUD 0.751 +0.01%
$USDCHF 0.927 -0.37%
$USDCAD 1.254 +0.12%
$USDRUB 96.27 -0.77% ๐ช
$USDJPY 121.57 -0.62%
$EUR 1.100 +0.11%
$GBP 1.317 -0.09%
$AUD 0.751 +0.01%
$USDCHF 0.927 -0.37%
$USDCAD 1.254 +0.12%
$USDRUB 96.27 -0.77% ๐ช
UST yields โ๏ธ across the curve
10/2s to 20 BPS ๐ป
MOVE 113.14 ๐บ โ ๏ธ
2Y 2.162 +0.338
5Y 2.403 +0.029 โฌ ๏ธ
10Y 2.365 +0.024 โฌ ๏ธ
30Y 2.519 +0.007
Global 10Ys โ๏ธ across the ๐
10/2s to 20 BPS ๐ป
MOVE 113.14 ๐บ โ ๏ธ
2Y 2.162 +0.338
5Y 2.403 +0.029 โฌ ๏ธ
10Y 2.365 +0.024 โฌ ๏ธ
30Y 2.519 +0.007
Global 10Ys โ๏ธ across the ๐
Folks, just because $LUMBER -14% on the week is not indicative of the end of the โ๏ธ in $CRB +4.3%
UST yields ๐
This is a #stagflationary super cycle
Back tests that exclude the 1970s are suspect
Trade accordingly
Have a super profitable ๐ฐ day and a GREAT weekend!
UST yields ๐
This is a #stagflationary super cycle
Back tests that exclude the 1970s are suspect
Trade accordingly
Have a super profitable ๐ฐ day and a GREAT weekend!
โข โข โข
Missing some Tweet in this thread? You can try to
force a refresh
ใ
