flybyyyyyyy

[flybyyyyyyy @flybyyyyyyyy]

@amazinglvxw @_telemio_ 一天到晚装的和美国人一样结果还是老中思维开口闭口宏大叙事。看看民调，数据中心建在旁边的都反对还想不明白为什么吗。拉动不聊多少就业，抢电抢水还有噪音，社区估值都会跌。

[flybyyyyyyy @flybyyyyyyyy]

@darioperkins @RobertS69907337 Haha, then Trump must be a real genius to come up with all these plans, doesn't he?

[Vanda Macro Intelligence @VandaMacroIntel]

Here are 20, 50, and 200 day correlation matrices of daily returns for various asset classes including major cryptocurrencies

[Peter Schiff @PeterSchiff]

About 98% of American footwear is imported. There is no way these shoes can be supplied domestically anytime soon, so prices will rise by the full amount of the tariffs. The result will be fewer shoes sold at higher prices. On the bright side, the shoe repair business will boom.

[flybyyyyyyy @flybyyyyyyyy]

@Globalflows May I ask what's this indicator in TradingViews?

[Danny Dayan @DannyDayan5]

@rev_cap 4 hot prints? Let's explain it away.
1 cool print? NO, this is the real story!!!!

Cracks me up when you see such bias.

[Ed Bradford @Fullcarry]

One way monetary policy impacts prices is by making cash more attractive and increasing the opportunity cost of holding inventory. Since late '22 wholesale inventories have stopped growing. Not suggesting rates are the only reason for the slowdown but they are major factor.

[flybyyyyyyy @flybyyyyyyyy]

shit,forget to add the spread in my database to see if there would be any meaning

[*Walter Bloomberg @DeItaone]

U.S. 30-YR FIXED RATE MORTGAGES 6.87% JUNE 20 WEEK VS 6.95% PRIOR WEEK-FREDDIE MAC

[*Walter Bloomberg @DeItaone]

U.S. 30-YR FIXED RATE MORTGAGES 6.87% JUNE 20 WEEK VS 6.95% PRIOR WEEK-FREDDIE MAC

[flybyyyyyyy @flybyyyyyyyy]

@TheWuhanClan @HuXijin_GT Yes, but in the battlefield it won't take more than 2 minutes to kill a man too.

[dMacro/dBS @dMacro_dBS]

@Fullcarry i.e. monetary policy gets tighter over time even with rates constant and inflation moving lower (even if it’s slow moving)… so Fed is long “monetary tightening theta”

[flybyyyyyyy @flybyyyyyyyy]

@BlacklionCTA @Fullcarry @jedimarkus77 I don't know if it's a conspiracy or not. but I think QT taper at this moment with hawkish Fed is pretty likely. This seems to me that they want control MOVE with a steady tightening FCI to avoid anything like 23Q3.But I really wonder if they can do it. let's see how J.Pow speaks

[flybyyyyyyy @flybyyyyyyyy]

@Globalflows ummmm???

[flybyyyyyyy @flybyyyyyyyy]

@DannyDayan5 house price still rising……Fed will get fucked in 24H2

[flybyyyyyyy @flybyyyyyyyy]

@Fullcarry looks like stagflation？

[flybyyyyyyy @flybyyyyyyyy]

My thoughts for next FOMC. With the dovish members become hawkish，I think to further tightening financial condition might to play.

[flybyyyyyyy @flybyyyyyyyy]

@OpulentVocation yeah,after SP PMI moved 10yr around 10bps, this is what I think for future days. So hilarious people want to find every evidence that rates shouldn't go up

[flybyyyyyyy @flybyyyyyyyy]

@MacroAlf the amount need to be raised is only about 202bn, you better worry about future inflation instead

[flybyyyyyyy @flybyyyyyyyy]

@vighnaraj2022 any SPX map for this morning,Sir?

[flybyyyyyyy @flybyyyyyyyy]

@vighnaraj2022 Lastly, the map is just a tool. I think everyone should learn to cope with such tools with your own view and deal with the risk properly. Don't just say the map is useless/wrong/only last an hour and get angry about it. Everything changes so as the utility of the map.