Mtl JP 23:01 GMT May 2, 2022
20:24 // since when is a buyer strike an embargo ?
here is another sober point of view:
Lifting the curtain on Russia�s oil and gas sectors that will bring in an estimated $260 billion in 2022 - May 2, 2022
Despite the severe oil production cuts expected in Russia this year, tax revenue will increase significantly to more than $180 billion due to the spike in oil prices, Rystad Energy research shows. This is 45% and 181% higher than in 2021 and 2020, respectively. Russia�s progressive tax system means that taxes increase in line with higher oil price ranges. With the oil and gas sector remaining the keystone of the country�s economy and with Western sanctions over the invasion of Ukraine starting to mount up, Russia is looking east for export opportunities. ...
Rystad Energy research
Mtl JP 22:44 GMT May 2, 2022
one could think 10-yr around 3% and + is making Gold puke some in terms of the dlr
Mtl JP 22:38 GMT May 2, 2022
10-yr US 10-YR 2.977 UNCH
opinions are like donkeyholes: everyone has one
so below NOT to be taken for "advice" despite the name
as managing one's risk is personal matter:
Market has gone 'too far' at pricing in Fed rate hikes, says Mohamed El-Erian
Watch: Market has gone "too far" at pricing in Fed rate hikes, @elerianm
dc CB 21:40 GMT May 2, 2022
dump n dump
coming round again......6 months until US goes to the Polls----
With US markets still in turmoil during Monday's thin-liquidity sessions, more troubling COVID headlines added to the general downcast mood when NYC raised its alert level from "low" to "medium".
BREAKING : NYC has just officially moved into �yellow� covid alert status citywide. (= 200+ cases/week per 100k people)
This reflects a growing wave of omicron sub-variants.
� Mark D. Levine (@MarkLevineNYC) May 2, 2022
Israel MacroMicro 20:54 GMT May 2, 2022
dump n dump
week's low, seen or to be seen.....
we will know when Japanese are back from their holiday
untill then, enjoy the volatility.... +++/- 100 spx points daily range probably to show as the average per day this week
Vienna GD 20:28 GMT May 2, 2022
dump n dump
IMHO ... todays close smells a bit like increased odds of a meaningful equity reversal here or close - and in that case an end of "dump n dump". For a while at least.
viies will finally like it ... as pump n pump might be back.
For a while at least.
If it's not a trap. What could well be.
Though I have my doubts.
DYOD and gl & gt
dc CB 20:24 GMT May 2, 2022
is someone putting Lysergic acid diethylamide in the cognac?
With Emmanuel Macron back secure in his second term, and the latest conflict over gas supplies between Moscow, Poland and Bulgaria sending shudders through the European community, the Germans - newly emboldened by a deal to access LNG terminals belonging to its European neighbors as it scrambles to build more of its own - are once again threatening to cut off Russian oil and gas by the end of the summer.
The latest comments come via German newspaper Welt and Finance Minister Christian Lindner, who said an immediate Russian oil embargo is a distinct possibility.
*LINDNER SAYS IMMEDIATE RUSSIA OIL EMBARGO POSSIBLE: WELT pic.twitter.com/nP2Hg0OMfc
� Jens N�rvig Pedersen (@jnaervig) May 2, 2022
Germany Threatens Immediate Embargo On Russian Oil
Mtl JP 18:00 GMT May 2, 2022
tickity tik tik pickity pip pip
euro down some = dlr up some = stocks down some
that is how it should normally be
PAR 16:24 GMT May 2, 2022
A weak Euro mainly caused by insane monetary policy is creating a purchasing power crisis in Europe.
Now we are reaching the stage of central planned price controls which lead to the collapse of the Soviet Union.
Mtl JP 15:50 GMT May 2, 2022
�There is only one cause of unhappiness: the false beliefs you have in your head, beliefs so widespread, so commonly held, that it never occurs to you to question them.� ― Anthony de Mello
bill has been a petty thief and liar as far back as I remember him from his days peddling DOS. Delusional and maybe beyond help
Bill Gates: �I�m grieving the same way Melinda is�
Mtl JP 15:19 GMT May 2, 2022
according to jerome's last crystal ball guidance:
the economy can handle rate hikes
agree / not ?
Mtl JP 15:03 GMT May 2, 2022
GBP 1.2529, eurgbp 0.8495
Lineup peasants, elites have a new 'splenation for you:
Bank of England
Hot off the press! Bank of England economists
have got early copies of their new book, Can�t We Just Print More Money? The book, published on 19 May, uses everyday examples to explain how economics works. Pre-order here: https://b-o-e.uk/3LsNTa5 (only RRP: �14.99)
how economics works
Mtl JP 14:41 GMT May 2, 2022
ECB LAGARDE CRUELLA PONZI MAFIA KAFKA
PAR - odds are that your screams will not be heard, much less acquiesced. The EU is on crappy growth prospects track.
Players have priced ECB's clock; odds are that going long euro at this juncture is a recipe for injury, potentially severe.
HK Kevin 14:32 GMT May 2, 2022
hk ab 13:05 GMT, easy money this time with c9 accompanied
Mtl JP 14:29 GMT May 2, 2022
what makes me leery is that probably most players see EURO's pricing prospects in very similar light, namely:
Bias: prefer selling pops (i.e bear stance)
Res 1.0570-ish, 1.06, 1,0650
Sup 1.05, 1.0470
and that even every critter living under a rock is eyeballing 1.0350-ish
Mtl JP 14:14 GMT May 2, 2022
week of toilet overflow
RBA, Fed, BoE, BCBrazil, BCChile, Norges Bank
- NFP on Friday
re the FED: 50-pt priced in, jerome needs to let it be known that he and his gang are tilted to do more moRE and that they are eager to cull their balance sheet
hk ab 13:05 GMT May 2, 2022
c9 positions never missed.....
They are talking about buying again......
hk ab 12:57 GMT May 2, 2022
dlrjpy still has no yakking from BOJ......
Let's see if they will yak at 135
PAR 12:47 GMT May 2, 2022
ECB LAGARDE CRUELLA PONZI MAFIA KAFKA
Time to stop the perpetual QE.
Stop reinvesting coupons and maturing bonds. Shrink the gigantic balance sheet before it implodes.
Bring interest rates to a reasonable level instead of surrealistic negative rates.
ECB has been doing more bad than good.
Mtl JP 10:38 GMT May 2, 2022
georgieva, yellen and a bunch of other "experts" been yakking about lower (also global) GDP .
last week US GDP report printed negative.
US 2-YR 2.709 +0.009
US 5-YR 2.947 +0.035
US 10-YR 2.92 +0.035
US 30-YR 2.987 +0.041
sofar yield are holding uP
there probably needs to be created a new perception of
some change in some macro driver
Mtl JP 10:26 GMT May 2, 2022
odds of 75bps ... poof! ?
looks like, once again, players are onto the FED
as they have priced in 50-pt hike
soooo ... for the FED to live up to its "aggressive fighter" of inflation reputation they have been advertising
GVI Forex 09:24 GMT May 2, 2022
A look at the day ahead in markets from Saikat Chatterjee.
Hopes raised by latest U.S. CPI numbers that surging inflation may finally be peaking appear to have finally halted a rout in bond markets, meaning even hawkish comments from the Federal Reserve's James Bullard have not caused a stir.
Morning Bid: Peak hawkishness?
hk AB 04:39 GMT May 2, 2022
Indian type "buy the rumour, sell the fact" works vely well.