Macro EU & US

Retired CFO. No DM, no investment advice 🇨🇵🇪🇸🇬🇧🇩🇪🇳🇱🇧🇪🇵🇹🇮🇹🇺🇲🇪🇺

Tweets in 🇬🇧🇳🇱🇪🇸

[Macro EU & US @MacroEu]

TA view from February mostly still valid. Resistance zone remains between 4155 and 4200. With moving averages (now in the area 3950-4030) acting as support.

Recession nearing, and high interest rates on bonds keeps money away from the US stock markets.

[Macro EU & US @MacroEu]

Minor support at 4100, stronger support at the moving averages on the daily chart (see below). Key support4000, 3800, and around 3950 (MA's).

2/x

[Macro EU & US @MacroEu]

@AquariasJohnson @RahulTechX And since they use "safety" as a sales pitch, they can't revert back to the good "risky" model.

[Macro EU & US @MacroEu]

@AquariasJohnson @RahulTechX It was, their model 5.0 was working quite good, but too consuming. With the excuse of "safety" they capped it and the newest 5.5 models are like a not so smart (often dumb) version. The good old 5.0 model was also capped, for 'safety' reasons.

[Macro EU & US @MacroEu]

@MikeZaccardi @SeekingAlpha They better hurry...

[Macro EU & US @MacroEu]

@_combarro_ Ozempic y chips.

[Macro EU & US @MacroEu]

@NickTimiraos Hmm, don't know Nick, data from Paychex from today regarding February doesn't seem that promising... jobs down, wages up...

[Macro EU & US @MacroEu]

@hectorchamizo Un poco débil la narrativa de BlackRock, pero es lo que se intenta vender. Los picos y las palas ya llevan tres años de moda, lo que falta es quién rentabilice esos picos y esas palas. La caída del software tiene poco sentido.

[Mike Zaccardi, CFA, CMT @MikeZaccardi]

NYSE new highs still looks good... few new lows...

More from me on @stockcharts
https://t.co/PY0dfFOqsW

[Macro EU & US @MacroEu]

@KimbleCharting If it keeps spending (=borrowing =printing), it keeps screaming. Unless we get some credit/bond stress.

[Chris Kimble @KimbleCharting]

Not much wiggle room for Notes and TLT

Breakout or Breakdown = Should have many ripple effects!!!

$TLT $GLD $SPY

[(((The Daily Shot))) @SoberLook]

Tech sector credit spreads are trending higher.

Source: @topdowncharts

[Macro EU & US @MacroEu]

@MikeZaccardi Back to reality!

[Macro EU & US @MacroEu]

@JDB_trading Er is enorm veel overtollig geld in omloop. Dat zoekt steeds naar een investering. QE is ook opnieuw opgestart. Het is moeilijk voor de markt om zo te corrigeren. Het geld verplaatst zich, in plaats van dat het uit de markt wordt genomen.

[Macro EU & US @MacroEu]

@JDB_trading De correctie in software is best fors. De chart die je laat zien is vertekend door de makers, omdat er met de x-as van XLF is gespeeld, die is naar beneden uitgerekt om de val groter te doen lijken.

[ISABELNET @ISABELNET_SA]

🇺🇸 Dollar

The US dollar remains richly valued on key metrics, leaving it exposed to further downside despite recent softness
👉 https://t.co/blMxcoFA78

h/t @dailychartbook @TS_Lombard $dxy #dxy #dollar

[Macro EU & US @MacroEu]

@JDB_trading Alles kan, maar met al die uitstaande en alsmaar groeiende schuld wordt het lastig voor TLT om in waarde te stijgen, tenzij de dollar minstens even hard wegzakt. Wordt zeker geen soepele stijgende lijn.

[Macro EU & US @MacroEu]

@ContraInvest Los chinos se van mañana de vacaciones, tienen que vender ahora oro y bolsa si no quieren quedarse una semana atrapados en este mercado. Cuando vuelvan de vacaciones en una semana veremos el rumbo que toma el mercado.