the problem: the US is the most hyperfinancialized economy in the world, any hit to financial assets will instantly smother the economy. pic.twitter.com/9vz8ERKM7U
— zerohedge (@zerohedge) January 26, 2022
Last time oil prices were at today’s prices, aggregate capex for E&Ps was 3x larger. pic.twitter.com/kSpczfzrTz
— Otavio (Tavi) Costa (@TaviCosta) January 26, 2022
Whales are finally adding to their Bitcoin holdings after distributing since September.
— Will Clemente (@WClementeIII) January 26, 2022
A trend to keep an eye on that bulls want to see continue. pic.twitter.com/hSOpGj56yV
quick FOMC preview for tmrw:
— DC (@AnalystDC) January 26, 2022
with Feb Fed Funds pricing at 0.09% vs spot at 0.08%, the market odds for a hike tmrw are basically zero
assuming rates stay unchanged, there will likely be 3 things in focus:
1) March meeting
2) QT schedule
3) guidance for rest of 2022 pic.twitter.com/8CjIJotZmA
Been noticing rapid intraday shifts in equity flow. Net order imbalance on the AM fade was -$400M for R3000 names & -$1.2B for equity ETFs. This type of flow whipsaw is symptomatic of vol expansion and indicative of larger shifts in positioning pic.twitter.com/ZKWOqGQkh0
— Stretching Spreads (@FadingRallies) January 26, 2022
Long-legged Doji: (1) although the week is far from over, but the weekly candle is amazingly rare: A PERFECT DOJI, where the open & close is EXACTLY the same. (2) like I said, this week is still young, but, so far, this is yet another noticeable sign that the storm is behind us.
#Fed leaves benchmark funds rate target in 0 to 0.25% as expected. Range says asset purchases to conclude in early March. Says it ‘will soon be appropriate’ to raise funds rate, so signal for March rate-hike liftoff. pic.twitter.com/CGyDrQAvwb
— Holger Zschaepitz (@Schuldensuehner) January 26, 2022
Ahead of the #FOMC statement & Chair Powell's press conference, markets are pricing liftoff in March with a total of four 25bps fed funds rate hikes in 2022.
— Gregory Daco (@GregDaco) January 26, 2022
Fed is likely comfortable w/ these assumptions & #Powell will attempt to retain policy optionality during presser pic.twitter.com/vjMXGeCWyt
Still trying to wrap my head around all of the tech insider buying going on. Are they just flat out wrong/crazy?
— Jay Kaeppel (@jaykaeppel) January 26, 2022
Or are the rest of us missing something?#sentiment pic.twitter.com/XEupfTOXYo
Boom in money supply growth is over … M2 peaked in y/y terms last February (+27%); and though still elevated relative to history at 13.1%, peak growth rate is in rearview mirror pic.twitter.com/0lWFHi8gji
— Liz Ann Sonders (@LizAnnSonders) January 26, 2022
More than 85% of Nasdaq 100 $NDX $QQQ stocks are now in a correction.
— SentimenTrader (@sentimentrader) January 26, 2022
This is a level of wipeout that has led to a rebound 100% of the time.*
* Assuming one chooses to ignore 2000-02 and 2008. pic.twitter.com/xYVDPONm1g