When you are manage $22.7 billion but forget to pay for the upgraded Zoom $ZM subscription before going live on CNBC @HalftimeReport to explain why you’re down (-26%) YTD pic.twitter.com/Z04KrCF3U2
— Kenny Lay (Parody) (@EnronChairman) February 17, 2022
That right tail matters.
— Alf (@MacroAlf) February 17, 2022
The probability distribution for Fed Funds in Dec 2022 has a mean of 6.1 hikes today (orange) against 6.7 hikes one week ago (blue).
Macro land now cares more about the right tail, though.
Probability of >7 hikes:
1 week ago: 30% (!)
Today: 16% pic.twitter.com/tljoJ34hft
U.S. investment-grade bonds have lost 5.9% so far this year, set for the worst quarterly loss since Q3 2008. The declines have been driven by rising rates, but also stem from widening credit spreads, which are now the highest since November 2020. pic.twitter.com/oC8jeRcVzq
— Lisa Abramowicz (@lisaabramowicz1) February 17, 2022
Bernanke, 2010: I think we would like to bring the balance sheet back to something...under a trillion dollars...
— Rudy Havenstein, catching a bid. (@RudyHavenstein) February 17, 2022
Paul. A trillion dollars?
Bernanke. Or less, yes.https://t.co/n2ljLR6sbJhttps://t.co/96kNh1IEXw pic.twitter.com/sVUzogGtrd
Gold back at $1,900+
— Wall Street Silver (@WallStreetSilv) February 17, 2022
First time since June 3rd, 2021
I am not a chart guy, but that looks like a breakout to me. pic.twitter.com/FylncpNGd8
Seasonality plays a big role in the current whipsaws market. Late February to Mid-March has been the lowest point of the year for the past 30 some years, if you use a seasonality chart as a reference.
While S&P options flow is pretty neutral - the QQQ flow is quite negative. Traders buying puts.
— SpotGamma (@spotgamma) February 17, 2022
This add's negative deltas on top of a negative gamma position. pic.twitter.com/FazER9FTIf
Dow Jones update:
— The Great Martis (@great_martis) February 17, 2022
One word.
Brutality cumming. pic.twitter.com/UIdWkECkwr
This is one of the most underappreciated stats at the moment: Some 1.543 million homes are currently under construction (single- and multi-family units), the most since 1973 pic.twitter.com/B4azP45ogw
— Robert Burgess (@BobOnMarkets) February 17, 2022
REPORT: CATHIE WOOD WILL UPGRADE TO ZOOM PRO PLAN AS SOON AS PEOPLE BUY THE $ARKK DIP pic.twitter.com/FcTDF1eEIO
— Hard Money (@hardmoneymag) February 17, 2022
The 30-year mortgage rate in the US rises to 3.92%, its highest level since May 2019. In January of last year it hit an all-time low of 2.65%. pic.twitter.com/EfOVVwzxOG
— Charlie Bilello (@charliebilello) February 17, 2022