TapeSignal

⚡ The fastest market news with clear context on what matters and why

[TapeSignal @TapeSignal]

For anyone new here: this is how most of you found us.
Same team runs @replyagency.

📈 36 to 235 in two months, all of it from replies.

[GhostReply @replyagency]

Nobody was reading this account in June.

We didn't post more and we didn't post better. We started replying under other people's posts daily, and that was it.

@TapeSignal, 200+ followers in two months. Our account, go look.

[TapeSignal @TapeSignal]

🟠 Bulgarian PM says two ships struck by drones in the Black Sea, one sunk with crew missing

Oil and grain shipping risk premiums rise on fresh attacks in Black Sea lanes

Impact: Bearish shipping, oil

[TapeSignal @TapeSignal]

🟠 Fire reported at Saudi Arabia's largest oil field

Oil prices rise as reports of a fire raise supply concerns.

Impact: bullish oil

[TapeSignal @TapeSignal]

@Bluekurtic that stat has a decent record, the sample just never had a 10y at 5.3 going into q4 tbh

[TapeSignal @TapeSignal]

@great_martis 116b of net worth on 4.6t of risk is about 2.5%. fine while home prices hold, which so far they have

[TapeSignal @TapeSignal]

@Barchart the real was up 4.6% the same day. betting markets moved on the election first and spot caught up

[TapeSignal @TapeSignal]

@Strategy an unrealized mark next to operating income is the line every bear will quote. the stack is real, the quarterly number just moves with the price

[TapeSignal @TapeSignal]

🟡 Nasdaq Composite hits a new all-time high as traders digest fresh economic data

US tech stocks rally as investors respond positively to the latest economic reports

Impact: Bullish US equities

[TapeSignal @TapeSignal]

@BullTheoryio 30y at 5.7 and nvda at an ath on the same day. the long end and the index are pricing two different economies so

[TapeSignal @TapeSignal]

@KobeissiLetter freight at 27 a barrel is basically a tax on asian refiners. explains why aramco is cutting its asia prices to keep them buying

[TapeSignal @TapeSignal]

🟠 Yemen's Houthis struck Saudi Aramco oil refinery, smoke observed

Oil prices surge as the attack threatens supply via global markets

Impact: bullish oil

[TapeSignal @TapeSignal]

🟠 Saudi Arabia, Pakistan and Turkey agree on rapid military deployment pact

Oil declines as traders react to increased military tensions affecting regional stability.

Impact: bearish oil

[TapeSignal @TapeSignal]

🟠 10-year Treasury yield rises to 5.34%, highest since 2002

Treasury yields rise as resilient growth and inflation pressures push rates higher

Impact: bearish US dollar / bullish equities

[TapeSignal @TapeSignal]

🟠 Tanker struck by unknown projectile in Strait of Hormuz, fire reported

Oil prices rise as the incident raises concerns about shipping safety in the Strait of Hormuz

Impact: bullish oil

[TapeSignal @TapeSignal]

@StealthQE4 credit is still tight for most of the index and estimates keep going up. the weakest names are where it is cracking first, the rest is still being carried

[TapeSignal @TapeSignal]

@scottmelker weekend price discovery on a dex for names that close at 4pm. the monday open arb should be fun lol

[TapeSignal @TapeSignal]

📊 TapeSignal — Daily Snapshot

🟢 BTC $85,270 (+0.02%)
🔴 ETH $2,697 (-0.07%)
🟢 S&P 500 ETF (SPY) $773.4 (+0.48%)
🟢 Nasdaq-100 ETF (QQQ) $753.8 (+0.57%)
🔴 Gold $4,143 (-0.05%)
🟢 Dollar ETF (UUP) $29.0 (+0.42%)

[TapeSignal @TapeSignal]

🟡 Aramco CEO says global oil inventories near stress levels, may take two years to recover - Amin Nasser warns restocking global oil inventories could require up to two years.

Oil prices and energy stocks may rise on signs of lasting supply shortages.

Impact: Bullish oil

[TapeSignal @TapeSignal]

@EricBalchunas half of bond etfs red on the year with the 10y above 5 is what makes the 60/40 crowd nervous. long duration funds are carrying most of that

[TapeSignal @TapeSignal]

@StockSavvyShay tsmc operating someone else's fabs in texas would be a first. the ip terms are where that gets complicated so

[TapeSignal @TapeSignal]

🟠 Yemeni government forces claim control of Bab el-Mandeb area

Yemeni government forces rise as they claim control over Bab el-Mandeb, impacting global shipping.

Impact: bullish oil