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Interest rate futures now show a base case of Fed rate cuts being paused until June 2025. The decision to pause cuts appears to be largely uncontested by Fed officials. PCE inflation data Friday is huge. Follow us @KobeissiLetter for …
by PrestigiousCat969 Nasdaq 100 Index has nearly doubled since the start of 2023. It’s has gone 467 sessions trading above its 200-day moving average — the second-longest streak since the index’s inception four decades ago, according to data compiled by Bloomberg. …
Over $30,000,000 worth of $MSTR ITM calls sold before close today Hindenburg Research closing shop the top signal for $SPY and Bitcoin? pic.twitter.com/fSZdQJCcSb — John Trades MBA (@JPATrades) January 15, 2025
China 30 year continues to drift lower, yield 1.854%. Deflation and the lost decade are real possibilities. With over capacity in manufacturing it’s only a matter of time before deflation reached the west. pic.twitter.com/GUzESzA0QB — James E. Thorne (@DrJStrategy) January …
History suggests the recent uninversion of the 10y-2y chart portends a recession to begin soon…. https://fred.stlouisfed.org/graph/?g=1CyYI Rest of world going down fast as we speak. look under your desk. will drag US down. decoupling is fantasy. The government funded distractions …
Bellwethers. Large weekly topping formations depicted. pic.twitter.com/SkI4SUEnJj — The Great Martis (@great_martis) January 1, 2025 Santa Rally option skew through yesterday's close is the highest in history. As the algos maintain the illusion through year end. pic.twitter.com/hDWqahSbXe — Mac10 (@SuburbanDrone) …
FED reassures the market that inflation is over by cutting rates.Bond market reassures FED that inflation ain't over. Shaping up to rival 73' -75' repeat. God help us all. pic.twitter.com/ZiKJ4qazxB — The Great Martis (@great_martis) December 27, 2024 Yields will …
NVIDIA is on the brink of a major reversal. The bearish divergence on the RSI highlights a severe loss of momentum, signaling exhaustion in the current uptrend. The price is poised to break down from the ascending channel, setting the …
This is not looking good. MicroStrategy has a history of experiencing deep drawdowns when the RSI(14) monthly reaches extreme levels (above 80), followed by a negative month. Combine this with the speculative and euphoric momentum… pic.twitter.com/T7s3lqVSZ4 — Guilherme Tavares (@i3_invest) …
On a rolling ninety day basis, Momentum Tech and Bitcoins are 95% correlated, the highest in history. Which means that while gamblers are watching Bitcoins implode over the holiday, we can be 95% certain of what will happen the day …
It cannot also just be weird flows in thin markets currently. But I dislike when bond yields trade UP, when macro surprises are clearly SOFT — Andreas Steno Larsen (@AndreasSteno) December 23, 2024 Excellent read. Too many investors today have …
Bitcoin is starting to breakdown versus gold. If it continues, it'll be the first time it's ever happened as Bitcoin versus gold tries to break above the previous cycle high. In other words, it shouldn't happen, and if it does, …
Bitcoin Keeping it simple Below 96700 for more than 72 hours and its lights out. Either way, its lights out in the not to distant future. pic.twitter.com/COraOh44fL — The Great Martis (@great_martis) December 21, 2024 will be zero soon https://t.co/1tVncx2mhD …
My take is that 30yr mortgage is in a pause before heading higher. — Alistair (@kiwiangloameric) December 21, 2024 BREAKING: 30 year average US mortgage rates are above 7% again, per Mortgage News Daily. — unusual_whales (@unusual_whales) December 21, 2024 …
If we are at the beginning or middle of a bull market like some here say, then why are there so few new public offerings? The lack of IPOs is one of the biggest tells that we are at the …
Yields pre-warning that history is about to repeat. 1972 national debts 400million2024 national debt 35 trillion. How does a 10 to 15% mortgage rate look like today? pic.twitter.com/9Ki8eewmJb — The Great Martis (@great_martis) December 15, 2024 If gold repeats 1970s …
Highest ever! Renowned contrarians! (Not a precise timing indicator BUT almost always ends badly) Go figure….. US Consumer confidence about the 12m outlook for the US stock market pic.twitter.com/hGtFPqlOWG — Chris Watling (@LongviewEcon) December 3, 2024 Positioning on S&P 500 …
Start the deportations! pic.twitter.com/q2EF9Nd2Yh — Marc 🇺🇸 (@gopher_marc) December 3, 2024
#recession … #StockMarket Bubble edition https://t.co/vl8Sc7lSwq — Invariant Perspective (@InvariantPersp1) November 22, 2024 #recession … #GFC2 US edition https://t.co/5LZ6pkEmk0 — Invariant Perspective (@InvariantPersp1) November 22, 2024 There is also a divergence between the SP500 and the HY Bond A-D Line. …
2/ Over the last 2 years, rates have risen from 0% to 5% at a very rapid pace pic.twitter.com/x4ZhknYJT2 — Bravos Research (@bravosresearch) November 20, 2024 4/ According to the NBER, which officially defines recessions, 4 key metrics matter: – …
Collapse in #German Swap Spread not due to fiscal risk, but to markets position for longer recessionary period while facing #liquidity issues. Swap spreads falling to zero and strong bull steepening was last observed in 2008 #GFC. German interest rates …
Yield erosion accelerates. Dow jones breaches 3 months trend line Nasdaq Double top . Semiconductors Down 13% from A/T high. Gold forewarning. Cattle misdirected with hope and bullish narrative. DXY up 5% from low. The $VIX forewarning. God bless and …
The real economy is definitely not in good shape! Almost every time this ratio has crossed below the 4-year moving average, it has signaled either an ongoing recession or an impending one. Will be different now? pic.twitter.com/hu7259T8XN — Guilherme Tavares …
The trajectory. pic.twitter.com/7x59bmBk5k — Tuomas Malinen (@mtmalinen) October 23, 2024 Why in the hell are we cutting interest rates? Honestly it’s complete insanity. The bond market hates the idea as you can see by the rising 10 year yield. Inflation …
by confoundedinterest17 Not a great sign for the mighty US economy. This morning, the flash PMI for manufacturing printed at 47.8. Three straight months of print below 50 means … contraction. Do I say contraction?
When you get silver breaking out, you know that a major event is around the corner . Something big is brewing ,real big. This, not good.This, very bad. pic.twitter.com/pxRYjJYDku — The Great Martis (@great_martis) October 20, 2024 Is the Silver …
This may end up being the final straw for what’s left of the global economy. With more highly negative signals from copper, gold, oil and swaps, even bond spreads here, we’re getting more impressions that the part rolling recession is …
2/ The yield curve just steepened by 1%, coming out of an inversion The last time we saw this was in 2020 during the COVID-19 recession pic.twitter.com/L2gzkGSCI8 — Bravos Research (@bravosresearch) October 8, 2024 4/ So, where's the recession now? …
The lack of confirmation for new record highs for the S&P 500 is still a major divergence that should not be ignored. Historically, this has preceded corrective volatility in markets seen in 2007, 2018, 2020, and 2022. h/t IAmNotAnEconomist
https://www.youtube.com/watch?v=x415sUMvNjk The US economy has been struggling for some time, and the situation has worsened with the onset of a recession. The recession is here, and it’s not looking pretty. Despite the optimism and reassurances from various sources, the reality …