The view that sanctions damage reserve currency status of the Dollar is just plain wrong. First, it runs counter to markets, where USD is stronger than ever. Second, the first-order effect of US sanctions is that they're bad for Russia. We forecast a -15% GDP drop. That's it... pic.twitter.com/qQNpMEZ4e6— Robin Brooks (@RobinBrooksIIF) April 4, 2022
"First, the flattening is entirely consistent with the peak and fall back in liquidity conditions. Second, the efficacy of the yield curve slope as a predictor of the business cycle is improved enormously when it combines, like now, with high convexity." https://t.co/tjOjEJoQOH pic.twitter.com/jlvmLDgpfY— Jesse Felder (@jessefelder) April 4, 2022
JPMORGAN: “Many are surprised by the recent equity resilience,” but risk-reward “is not as poor as it is currently fashionable to believe. .. Fed tightening should not be seen as a negative .. Post the initial volatility, equities tended to make new all-time highs.” [Kolanovic] pic.twitter.com/SPOSOj0PM7— Carl Quintanilla (@carlquintanilla) April 4, 2022
Weaker than I thought: (1) the H&S pattern works so far, only a bit weaker than I expected. (2) still think it would touch 4589 later today, and eventually 4600 zone--if not today, then tomorrow. (3) moved stops of my calls to 4560.
In normal times, there are 100 ships waiting to load or discharge at the Shanghai port.— Alf (@MacroAlf) April 4, 2022
It's now 300+.
Oh boy. pic.twitter.com/HbpeCgIIBt
Multi-factor resistance on $TWTR is at $52.00. Daily 200MA and trend line resistance at $52.00 as well. Look for a pull back (near-term) there. #ElonMusk buy in shows how money makes money. #Buffet has done it for years. I never chase these things but many do. pic.twitter.com/OxRQKrTguM— Gareth Soloway (@GarethSoloway) April 4, 2022
A list of exports from Russia and Ukraine from KKR. 👀 pic.twitter.com/wq7L3Lp3uR— Markets & Mayhem (@Mayhem4Markets) April 4, 2022