5/ The Week Ahead: Eyes on US CPI and PCE data. We’ll see if the "resilient $30tn beast" of the US economy can absorb the energy shock. Expect volatility to remain elevated—patience is the trade right now. Stay sharp. 🛡️📊
1/ Here’s your Sunday market update. The "fog of war" is dominating the tape as the conflict with Iran escalates. We are seeing a massive shift toward "HALO" (Heavy Assets, Low Obsolescence) stocks as investors flee AI uncertainty and geopolitical risk. 🧵👇
4/ The Macro View: Inflation is "sticky" again. With core PPI rising, the market is slashing bets on March rate cuts. The 10-year Treasury is hovering near 3.9%, acting as a temporary safe haven alongside the USD as global equities face "risk-off" pressure. 🏛️💸
The $KOSPI just cratered 11%. 📉
While US futures remain steady, South Korea is feeling the full force of the Middle East crisis. Extreme energy dependency + a crippled semiconductor supply chain = absolute carnage in Seoul.
Is this a regional panic or a global warning?
@Cr00k3dJoe@iAnonPatriot I was traveling from Chicago to New Jersey and we went through TSA with REAL ID’s, what I noticed is that they accept a passport from any country as an ID, but also for the first time in my life I saw a secondary TSA inspection at the gate before they board.