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  • @BorisGoethals i think it might take a quick dive to 15K..perhaps in late Q3. (8 hr ago)
  • @ElMagico74 @HAJtameem1 better than indus metals (yesterday)
  • @ElMagico74 @HAJtameem1 PM? (yesterday)
  • fastest curve flattening is in 3mth-10yr and 2yr-5yr https://t.co/e5WcwyqAic (yesterday)
  • New Chapter in CFA III book: "bear markets end in recessions" (yesterday)
  • Employment below 50 New Orders below 50 Prices paid below exp 80 (yesterday)
  • - 2nd biggest weekly decline in 10 yr yields for the year. - Biggest weekly decline in 2 yr yields of the year. -… https://t.co/F2A2b6UHE4 (yesterday)
  • "I went to bed it was hyperinflation, and when i woke up i found recession" https://t.co/zuZS38xBMD (yesterday)
  • From H1 Inflation to H2 Recession https://t.co/zuZS38xBMD #USDJPY #forex $FXE $UUP $TNX $GLD https://t.co/apnxRjHQaH (2 days ago)
  • #USDJPY re https://t.co/CYTHueGOKR (2 days ago)
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Latest IMT - Jun 30
From Inflation to Slowdown From Inflation to Slowdown Chart

The final week of the month and the quarter is delivering its share of negative US economic surprise, to the extent of moving growth worries nearer to inflation fears—at least in the eyes of the bond market. Fed officials reiterated how inflation remains the top priority, while attaching the ubiquitous disclaimer on the difficulty of avoiding recession. The 7 charts below encapsulate the broadening pullback in bond yields, inflation expectations and gasoline prices. 

Click To Enlarge

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