Ciaran Mulhall

Global Macro Hedge Fund Trader.

[First Squawk @FirstSquawk]

HSBC Raises Nvidia Target Price To $360 From $325

[FinancialJuice @financialjuice]

Iran's IRGC Navy: We warn against using alternative routes in the Strait of Hormuz.

[FinancialJuice @financialjuice]

Qatar's interior ministry: explosion at Ras Laffan factory caused by technical incident

[Pythia Cap: Partially Conductive @PythiaR]

It's literally never been so over

[First Squawk @FirstSquawk]

RUBIO SAYS IT COULD TAKE MORE THAN 6 DAYS TO HEAR BACK FROM IRAN.

[Ciaran Mulhall @cmulhall]

@hmeisler @Andy__Moss I hope this helps @hmeisler - looks like you have to go back to May 2018

[Ciaran Mulhall @cmulhall]

@BehavioralMacro @kowsan_s A Tougher Road Ahead for Small Caps - https://t.co/oa88rXpusZ

[Ciaran Mulhall @cmulhall]

@BehavioralMacro Mark do you think the broad USD strength (against the majors) today has any significant other than a bounce? It seems to have continued to strengthen despite stocks coming back

[Ciaran Mulhall @cmulhall]

@BehavioralMacro No sorry Mark

[Ciaran Mulhall @cmulhall]

@BehavioralMacro yes all good Mark

[Ciaran Mulhall @cmulhall]

@BehavioralMacro People use it as a comfort blanket, they believe the doomsday narrative and HAVE to have something to hold on to 2/2

[Ciaran Mulhall @cmulhall]

@BehavioralMacro Enjoying reading your Gold thread today Mark... maybe it’s just me but I just don’t get the passion people have for it 1/2

[Ciaran Mulhall @cmulhall]

McSquared - Why the Fed simply doesn't get it. https://t.co/f9UBLaogr9 via @YouTube

[Ciaran Mulhall @cmulhall]

@mark_dow Totally agree Mark thanks for your thoughts

[Ciaran Mulhall @cmulhall]

@mark_dow If there are, and there might not be, asset price threats out there they will never get exposed if FC don't tighten somewhat 2/2

[Ciaran Mulhall @cmulhall]

@mark_dow Wasn't that the problem with the Greenspan rate hike cycle in the 00's. Is it always good for the mkt to digest these things so well? 1/2

[Ciaran Mulhall @cmulhall]

@mark_dow Would suggest they will continue to modestly remove accommodation until FC start tightening. Not sure if the market is hearing that.

[Ciaran Mulhall @cmulhall]

@mark_dow @polan13 agreed on both points Mark. Thanks

[Ciaran Mulhall @cmulhall]

@mark_dow @polan13 @businessinsider Agreed but is it not the demands of the sales team to explain the "gut" that drives these type of views

[Ciaran Mulhall @cmulhall]

@mark_dow @polan13 @businessinsider wasn't the "dangerously irresponsible monetary overhang" more a marketing & sales view?