Zinscapital

Portfolio Manager - giving his thoughts on the market. 🏎️ , 🏌️and 🎾 enthusiast. Global Macro - all views are my own

[Zinscapital @MacroHf]

@lebas_janney so i disagree after the presser. The fact that warsh wants to take in more relevant realtime indicators will soon make the dot plot more than obsolete. But thats just my 2 cents. Inflation is easing.

[Zinscapital @MacroHf]

If that is true regarding using alternative data the rate hike narrative of the dotplot can go i to the bin.

[Zinscapital @MacroHf]

@hicasamadim 72

[Zinscapital @MacroHf]

@blondesnmoney Tomorrow will be interesting CBRS !!!

[Zinscapital @MacroHf]

Our two cents on the CPI print:

[Zinscapital @MacroHf]

@DeItaone so he hasn't read it. That is our interpretation:

[Zinscapital @MacroHf]

@lebas_janney Nothing about New Orders ? Down 7 points 👀

[Zinscapital @MacroHf]

@PolizeiMuenchen ich hab grad n call fliegt ma weiter xD

[Zinscapital @MacroHf]

@blondesnmoney 😂😂😂

[Zinscapital @MacroHf]

@RetroChainer yeah just run on vps wtf

[Zinscapital @MacroHf]

@Schuldensuehner great post Holger ! Precisely ! Socialism at its finest.

[Zinscapital @MacroHf]

@kian_sasan Ever thought about AIs productivity gains ofsetting all negative pricing effects on the long run and markets finally getting it ? No ? Then follow ke you might learn a thing or two despite calling everything a bubble mate. Cheers.

[Zinscapital @MacroHf]

@sarcastic_hedgi precisely

[Zinscapital @MacroHf]

Clean tape, dirty macro - the Choppyness continues:

The US GDP Q4, PCE, CPI and UOM all disappoint !

growth slowing. inflation still sticky.
cpi hot (energy), gdp weak, pce not cooling, sentiment collapsing with higher inflation expectations

not soft landing. not clean risk-on.
fed still stuck

#macro
#stocks
#investing
#stagflation
#zinscapital

[Zinscapital @MacroHf]

@TraderDiegoX @tradingview who cares about tradingview ? literally ? This platform is so whack i dont get why anybody wouldnuse this junk of a platform.

[Zinscapital @MacroHf]

@blondesnmoney thought so .. killed my chatgpt abo months ago

[Zinscapital @MacroHf]

@Rory_Johnston @LynAldenContact it literally trades above BRENT

[Zinscapital @MacroHf]

When was the last time WTI traded 4$ above BRENT ?

[Zinscapital @MacroHf]

BREAKING NEWS: THE WAR IN IRAN AND UKRAINE IS OVER AND OIL FALLS BACK TO 60$ OVER NIGHT ! INFLATION BACK TO 1% AND SUDDENLY UNEMPLOYMENT RATE SITS AT 1% !!!