Independent thinking for complex markets and current events
Mexico fans gathered across SoCal after the team’s World Cup run came to an end, with some celebrating the team’s effort by spilling into the streets with fireworks. Read more: https://abc7.com/19456166/
https://www.cnbc.com/quotes/@GC.1/ https://www.cnbc.com/quotes/@SI.1/ Sell America trade is back on Wall Street — stocks, bonds and U.S. dollar are tanking. https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html
SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least in the short term. https://t.co/tCTGfKPvLE — QE Infinity (@StealthQE4) November 10, 2025 SOFR did drop …
Traders are piling into record highs as if cheap money alone fixes slowing jobs and sticky inflation. It’s not disconnected from Money Supply though. pic.twitter.com/PsN8F6YMfu — Graham Sanders (@geswolfcrest) September 12, 2025 When the tide goes out, we get to see who was swimming naked. I expect epic amounts of fraud to appear as the …
Yields also rallying, rate cut expectations dropping. pic.twitter.com/IUSumebjkB — TT3 (@TradingThomas3) May 11, 2025
Bond experts sense slowing momentum, and it’s hard to ignore the warning signs. Something’s shifting beneath the surface. Why are yields falling when the Fed is going to pause on Wednesday at FOMC? What’s the bond market seeing that we aren’t? A recession? 💀 https://t.co/UR5ugAL8IA — QE Infinity (@StealthQE4) January 28, 2025 Those are the …
It's the last chance to get in. pic.twitter.com/9h2BhwrImw — Mac10 (@SuburbanDrone) August 23, 2024 Good to see equities are rallying because its probably different this time… https://t.co/A6oA4HbHfL — Santiago Capital (@SantiagoAuFund) August 23, 2024 We knew rate cuts were coming, my eyes are on the balance sheet pic.twitter.com/i74BvBOYQG — Darth Powell (@VladTheInflator) August 23, 2024 …
Thousands of Hungarians protested in Budapest over the EU court's decision to fine the country for refusing to accept migrants Protesters organized a rally in front of the European Commission building in the capital of Hungary. Previously, the court fined Hungary €200 million… pic.twitter.com/R7ywa8EnUG — Jack Straw (@JackStr42679640) June 14, 2024
GameStop Halt #15 – on the uptick — M.B. (@741trey) May 14, 2024 Now BLACKBERRY is a rallying meme stock. BLACKBERRY. — Uncle Milty’s Ghost (@his_eminence_j) May 14, 2024 Realized volatility has collapsed back to where it was at the all time high at the end of March: pic.twitter.com/XYx9SgMvTa — Mac10 (@SuburbanDrone) May 14, 2024 …
Probably why the market would rally today https://t.co/hIEYzCw0qr — Global Markets Investor (@GlobalMktObserv) April 11, 2024 Looking at Auto Insurance’s contribution to US Supercore CPI… Looking at Auto Insurance's contribution to US Supercore CPI… I should have made this chart yesterday: pic.twitter.com/vzu417hKtZ — Michael McDonough (@M_McDonough) April 11, 2024
https://twitter.com/leadlagreport/status/1712426706743542265 US corporate bond spreads widen as hopes dim for soft landing Oct 4 (Reuters) – U.S. corporate bond spreads widened on Tuesday and are expected to widen further after the latest jobs data helped confirm many investors’ expectations of higher-for-longer U.S. interest rates and an upcoming economic downturn. High-grade bond spreads jumped two basis …
