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Ted Darling Profile picture
@tdarling1
Apr 17 โ€ข 11 tweets โ€ข 3 min read Twitter logo Read on Twitter
Hello Monday!

This week is all about flowzzz ๐ŸŒŠ in the US with tax payments due today/Tuesday, Vixperation on Wednesday, and the end of a 5-week #opex cycle on Friday

Be on the lookout for ๐Ÿ‘ฑ& ๐Ÿงฟ

Let's dig into the market ๐Ÿงฎ!
Asia closed โ†”๏ธ with ๐Ÿ‡จ๐Ÿ‡ณ & ๐Ÿ‡ญ๐Ÿ‡ฐ โ†—๏ธ ahead of ๐Ÿ‡จ๐Ÿ‡ณ GDP

$NIKK 28515 +0.05%
$SSEC 3386 +1.4% ๐Ÿ‡จ๐Ÿ‡ณ
$TWII 15929 +0.8%
$HSI 20786 +1.7% ๐Ÿ‡ญ๐Ÿ‡ฐ
$KOSPI 2576 +0.15%
$IDX 6777 -0.06%

Australia โ†—๏ธ
$ASX 7381 +0.25%

India โ†˜๏ธ
$BSE 59843 -0.95%
Europe mostly โ†—๏ธโ™‰๏ธ

$DAX 15828 +0.15%
$FTSE 7904 +0.4%
$CAC 8523 +0.05%
$AEX 760 -0.25%
$IBEX 9373 +0.1%
$MIB 27917 +0.15%
$SMI 11329 -0.1%
$MOEX 2585 +1.2%

$VSTOXX 17.2

$DAX range = 15360 - 15968 โ™‰๏ธ
๐Ÿ‡บ๐Ÿ‡ธ futures โ†—๏ธ with small caps leading

$ES 4143 +0.1%
$NQ 13090 +0.1%
$RTY 1790 +0.65%

$VIX 17.75

$SPX range = 4044 - 4194 โ™‰๏ธ
$COMPQ range = 11941 - 12311 โ™‰๏ธ
$IWM range = 169 - 180 ๐Ÿป
$VIX range = 15.85 - 20.11 ๐Ÿป โฌ…๏ธ 15 handle!
GOLD โ†—๏ธ with metals โ†”๏ธ

$GOLD 2021 +0.25%
$SILVER 25.575 +0.45%
$COPPER 4.095 -0.25%
$PLAT 1060 +0.55%
$PALL 1494 -0.15%
$ALI 2356 -1.25%
$ZINC 2848 -0.3%

$GVZ 17.16

$GOLD range = 1997 - 2057 โ™‰๏ธ
$SILVER range = 24.06 - 26.26 โ™‰๏ธ
$COPPER range = 3.92 - 4.17 ๐Ÿป
Hydrocarbons โ†˜๏ธ ex-Natty

$WTIC 81.97 -0.55%
$BRENT 85.86 -0.5%
$GASO 2.805 -1.1%
$NATGAS 2.157 +2.05% ๐Ÿ”‘ level = 2.19

$OVX 32.51

$WTIC range = 75.76 - 86.61 โ™‰๏ธ
$NATGAS range = 1.96 - 2.19 ๐Ÿป
$DBC range = 23.64 - 24.88 ๐Ÿป
Grains trading โ†”๏ธ

$WHEAT 680 -0.2%
$CORN 665 -0.05%
$SOYB 1503 +0.15%
$SUGAR 24.19 +0.2% (blow off top?)

$COFFEE โ˜•๏ธ 193.30 +0.95%

$DBA range = 20.31 - 21.09 โ™‰๏ธ Image
$USD โ†—๏ธ after bouncing off 100.50

$EUR 1.0972 -0.25%
$GBP 1.2383 -0.24%
$AUD 0.67 -0.15%
$USD 101.44 โฌ…๏ธ
$USDJPY 133.88 +0.08%
$USDCHF 0.895 +0.09%
$USDCAD 1.336 +0.02%
$USDCNY 6.871 -0.01%

#FX vol 9.49

$USD range = 100.71 - 103.33 โ†”๏ธ
$GBP range = 1.236 - 1.254 โ†”๏ธ ๐Ÿ†• from โ™‰๏ธ
#Cryptocurrencies โ†˜๏ธ

$BTC 29889 -1.4%
$ETH 2094 -1.2%

#Bitcoin range = 26564 - 31407 โ™‰๏ธ
UST yields inverting โคต๏ธ
10/2s to -60 bps
10Y3M to -174 bps โฌ…๏ธ๐Ÿ˜ฎ

MOVE 118.84

$TNX range = 3.28 - 3.63 โ†”๏ธ๐Ÿ†•
$TLT range = 103.55 - 108.56 โ†”๏ธ๐Ÿ†•

Global 10Ys
UST 3.517
GILT 3.636
BUND 2.436
ITA 4.279
JPN 0.484
AUS 3.392
CAN 3.042
With 1-year consumer inflation expectations to +4.6%, keep an eye on the $USD and 3-month t-bill, now trading 5.254% +0.158!

Waller may not be an outlier as the Fed will not want to lose โš“๏ธ

Keep an ๐Ÿ‘โ€๐Ÿ—จ on 10Y3M and have a super profitable ๐Ÿ’ฐ day!

โ€ข โ€ข โ€ข

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More from @tdarling1

Ted Darling Profile picture
Mar 20
Hello Spring 2023!

The swap lines are open, and we're buying $GOLD $TLT and #Bitcoin (unbelievably)

But what about the Qs?

Let' dig into the market ๐Ÿงฎ!
Asia closed โ†˜๏ธ with $HSI๐Ÿฉธ๐Ÿ‡ญ๐Ÿ‡ฐ

$NIKK 26946 -1.4%
$SSEC 3235 -0.5%
$TWII 15120 -0.2%
$HSI 19021 -2.55% โฌ…๏ธ ๐Ÿฉธ
$KOSPI 2379 -0.7%
$IDX 6612 -1.0%

Australia โ†˜๏ธ
$ASX 6898 -1.4%

India โ†˜๏ธ
$BSE 57260 -1.25%
Europe โ†˜๏ธ sharply with $MIB ๐Ÿฉธ๐Ÿ‡ฎ๐Ÿ‡ช

$DAX 14523 -1.65%
$FTSE 7222 -1.55%
$CAC 6824 -1.45%
$AEX 713 -1.25%
$IBEX 8552 -1.95%
$MIB 24951 -2.1% โฌ…๏ธ ๐Ÿฉธ
$SMI 10422 -1.8%
$MOEX 2354 +1.35% โฌ…๏ธ๐Ÿช†

$VSTOXX 30.04 ๐Ÿ”บ

$DAX range = 14501 - 15324 โ™‰๏ธ โฌ…๏ธ buy?
Read 11 tweets
Ted Darling Profile picture
Mar 12
๐Ÿปโ™‰๏ธโ†—๏ธโ†˜๏ธโ†”๏ธโš ๏ธ๐Ÿšฉ๐Ÿ”บ๐Ÿ”ป๐Ÿ’ฐ
Macro Review 03/10/23

๐Ÿงต 1/8

The #Kraken may have been unleashed on financial markets this week with volatility up across asset classes.

Letโ€™s dig into the critical ๐Ÿงฎ from the week!
ยฉ Adobe Stock
2a/8

After a week of reflation and my #CrashRiskRising call from 02/26/23, Jay Powell stepped up to the plate and told us โ€œdot plot going higher.โ€

The UST2Y ripped, the curve inverted further, and the MOVE โ†—๏ธ

Chart: MOVE index 140.06
2b/8

After two days of Powell chatting with Congress, the UST 2Y accelerated to 5.05%, a multi-year high, before crashing hard on the SVB news.

Chart: $UST2Y with -1.6 STD move in 2 days
Read 16 tweets
Ted Darling Profile picture
Mar 10
Hello Friday and the week to date!

$USD +0.78%
$GBP -1.0%
$GOLD -1.08%

$TLT +0.18%
$TNX -0.98%
$HYG -1.73%

$NIKK +0.78%
$DAX +0.35%
$SSEC -2.94%
$SPX -3.16%

$COPPER +0.69%
$WTIC -4.97%
$SILVER -5.08%
#bitcoin -8.91%
$NATGAS -15.59%

Let's dig into the market ๐Ÿงฎ!
๐Ÿ‡บ๐Ÿ‡ธ futures โ†˜๏ธ ahead of #NFP

$ES 3905 -0.3%
$NQ 11883 unch
$RTY 1819 -0.5%

$VIX 22.73

$SPX range = 3860 - 4030 โ†”๏ธ
$VIX range = 17.74 - 24.32 โ†”๏ธ
Hydrocarbons โ†˜๏ธ

$WTIC 75.19 -0.7%
$BRENT 81.19 -0.5%
$GASO 2.60 -0.2%
$NATGAS 2.52 -0.85%

$OVX 34.86 ๐Ÿ”บ

$WTIC range = 74.13 - 81.02 โ™‰๏ธ
Read 7 tweets
Ted Darling Profile picture
Mar 9
Hello Thursday!

"With inflation well above our longer-run goal of 2% and with the labor market remaining extremely tightโ€ฆ ongoing increases in the target range for the federal funds rate will be appropriate โ€ฆto return inflation to 2%โ€ฆ"
~J. Powell

Let's dig into the ๐Ÿงฎ!
In Asia, $NIKK ๐Ÿ‡ฏ๐Ÿ‡ตโ†—๏ธ โ™‰๏ธ

$NIKK 8623 +0.65%
$SSEC 3276 -0.2%
$TWII 15771 -0.3%
$HSI 19926 -0.65%
$KOSPI 2414 -0.55%
$IDX 6780 +0.35%

Australia โ†”๏ธ
$ASX 7311 +0.05%

India โ†˜๏ธ
$BSE 59837 -0.85%
Europe under pressure โ†˜๏ธ

$DAX 15571 -0.4%
$FTSE 7872 -0.75%
$CAC 7282 -0.6%
$AEX 747 -0.8%
$IBEX 9402 -0.7%
$MIB 27591 -1.15%
$SMI 10928 -0.9%
$MOEX 2281 -0.65%

$VSTOXX 18.50

$DAX range = 15217 - 15813 โ™‰๏ธ
Read 11 tweets
Ted Darling Profile picture
Feb 28
Hello Tuesday!

Into month-end markup we go with USTs on the move โ†—๏ธ and the curve deeply inverted. If this rebalance and 401K flows don't turn this equity market around, look out below ๐Ÿ•ณ๏ธ

Let's dig into the market ๐Ÿงฎ!
Asia finished the month on a โ†”๏ธ๐ŸŽต

$NIKK 27446 +0.1%
$SSEC 3280 +0.65%
$TWII 15504 -0.7%
$HSI 19786 -0.8%
$KOSPI 2413 +0.4%
$IDX 6843 -0.15%

Australia โ†—๏ธ
$ASX 7258 +0.45%

India โ†˜๏ธ
$BSE 58890 -0.65%
Europe mostly โ†˜๏ธ on ๐Ÿ”บ inflation ๐Ÿ‡ช๐Ÿ‡ธ +6.1% and ๐Ÿ‡ซ๐Ÿ‡ท +7.2% y/y

$DAX 15332 -0.3%
$FTSE 7887 -0.6%
$CAC 7265 -0.4% ๐Ÿ‡ซ๐Ÿ‡ท
$AEX 753 -0.5%
$IBEX 9361 +0.5% ๐Ÿ‡ช๐Ÿ‡ธ
$MIB 27393 -0.2%
$SMI 11174 -0.4%
$MOEX 2249 +0.35%

$VSTOXX 20.21

$DAX range = 15165 - 15619 โ™‰๏ธ
Read 11 tweets
Ted Darling Profile picture
Feb 27
Hello Monday!

Uncle Warren remains optimistic on the ๐Ÿ‡บ๐Ÿ‡ธ - despite a 14% drop in earnings $BRK.A $BRK.B

Let's dig into the market ๐Ÿงฎ!
Asia โ†˜๏ธ to start the week

$NIKK 27424 -0.1%
$SSEC 3258 -0.3%
$TWII 15504 -0.7%
$HSI 19959 -0.25%
$KOSPI 2403 -0.85%
$IDX 6855 -0.05%

Australia โ†˜๏ธ
$ASX 7225 -1.1%

India โ†˜๏ธ
$BSE 59143 -0.55%
Europe is ripping โ†—๏ธ on ๐Ÿ‡ฎ๐Ÿ‡น consumer confidence ๐Ÿ”บ

$DAX 15408 +1.3%
$FTSE 7942 +0.8%
$CAC 7286 +1.4%
$AEX 757 +1.4%
$IBEX 9297 +1.05%
$MIB 27423 +1.6% โฌ…๏ธ ๐Ÿ‡ฎ๐Ÿ‡น
$SMI 11241 +0.55%
$MOEX 2223 +0.65%

$VSTOXX 21.09 ๐Ÿ”ป

$DAX range = 15027 - 15635 โ™‰๏ธ
Read 11 tweets

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