mothew

Late hands

[Exec Sum @exec_sum]

BREAKING: Meta $META has announced a new undersea cable connecting the U.S. and France

Its cable, called "Petal", will carry 1 petabit per second, 2X the capacity of today's most advanced transoceanic cables

Meta is expecting it to enter service in 2029

[CME Group @CMEGroup]

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[CME Group Interest Rates @Interest_Rates]

JK, there are a few others too:

Mon: 13-Wk ($92B) and 26-Wk ($79B) Bill auctions
Tue: 20-Yr auction ($13B), 6-Wk Bill auction ($75B)
Wed: UK Inflation, U.S. Retail Sales, FOMC
Thu: #BoE Decision, 10-Yr TIPS ($19B)
Fri: #BoJ Decision

[CME Group @CMEGroup]

Now live: financially settled TTF Natural Gas Calendar Spread options are available for trading, offering precise time-spread exposure without the obligation of physical delivery.

[CME Group Interest Rates @Interest_Rates]

#FedWatch: September rate hike expectations jump as Warsh signals strong prioritization of fighting inflation.

[Nicolas Hull @Nhull28]

Shipping a 40 foot container cost $1,420 in 2019. Two years later it hit $10,377.

James, CEO of Zest, lived through it. He asked us to list container freight, so he could hedge the thing that nearly took him out the first time.

Big companies have had freight derivatives for decades. Now a tea company with 20 employees does too.

[Carmen Li @carmenli]

Here is the @CMEGroup compute future spec: https://t.co/W9fjE4M3Ae

[mothew @complex39b]

@Citrini7 @Gold_Mansack Still all smoke

[mothew @complex39b]

@FirstSquawk

[mothew @complex39b]

@elonmusk

[JohannesBorgen @jeuasommenulle]

So any "logic based" approach will fall under the AI regulations.

I guess we're all going back to witchcraft and haruspices.

[FinancialJuice @financialjuice]

AUSTRALIAN CPI YOY ACTUAL 5.8% (FORECAST 6.1%, PREVIOUS 6.8%)

[PA - Global Macro @paper_alfa]

Increasing rates will do nothing to the inflation picture without the commensurate reduction in liquidity conditions and monetary aggregates.

Now we have money supply shrinking but from insane levels. I fear that we are on track to panic hike a little too late, hope I'm wrong.

[mothew @complex39b]

@dharmatrade

[mothew @complex39b]

@SirOfFinance 😂😂😂

[KKGB @INArteCarloDoss]

Nuff Said is the way

[mothew @complex39b]

@INArteCarloDoss Too woke to fail 😂😂

[KKGB @INArteCarloDoss]

You know how idiots still claim Fed did a great job in the run-up to this fuckery based on - insert stupid opinions - well, let’s settle this with facts. This hiking cycle is like no other. Fed will end-up doing 600 bp in 300 days and have not moved inflation needle yet.
1/2

[KKGB @INArteCarloDoss]

Why is this important? because it explains most of the extreme problems facing the world today. If you comb through the Hancock papers, what comes out is a press that was hungry for this, creating a favorable climate. Same applies to monetary policy. Loud voices of chaos.
2/2

[mothew @complex39b]

@judahrhodie I appreciate his fat finger. It was dead af for like 2hrs until he came in Thursday lol