Adil

Rates Portfolio Manager | Macro enthusiast

[Adil @macro786]

@PPGMacro Is this roll adjusted?

[Adil @macro786]

@patrick_saner You missed SONIA or is it that there’s no one left to fade

[Adil @macro786]

@dampedspring @kernow_bull Time to go long?

[Adil @macro786]

@esaagar @MazMHussain Source?

[Adil @macro786]

@yieldsearcher Is this really stress or the tool working as it was intended to given on going QT?

[Adil @macro786]

@DrRGeistPinfold It makes sense mostly as countries attempt to hedge and diversify. But what is Qatar’s alternative?

[Adil @macro786]

@shehzadhqazi Why bang your head against a brick wall Shehzad?

[Adil @macro786]

@AdiSurreyEnergy @ira_joseph @ColumbiaUEnergy What happens when Europe is less warm?

[Adil @macro786]

@SheDrills Any proof of this occurring? Would the Pakistanis allow such activity through their waters?

[Adil @macro786]

@joebrusuelas Do you have a link to the article?

[Adil @macro786]

@thewirepak The data suggests otherwise on 1. Legitimate ships like Khairpur remain inside the Hormuz while sanctioned ships are exiting and sailing past the blockade line. Iran has also demonstrated that it can halt all traffic if need…

https://t.co/y3h1WO9An1

[Adil @macro786]

@dampedspring Seems like Trump is desperate for the deal. Does this embolden Iran to continue pressing its leverage and to extract concessions?

[Adil @macro786]

@AnnaEconomist @fleeceedu Maybe a silly assumption but VPN? Also I agree that the account is not likely being run directly by him, less sure about it being a complete fake.

[Adil @macro786]

@TraderBillyAU @Gamma_Blast_ @macropotamus What is the FV based on?

[Adil @macro786]

@AnnaEconomist Welcome to the gang Anna

[Adil @macro786]

@VKMacro Are you expecting futures to catch up to dated?

[Adil @macro786]

@yieldsearcher @Seniorstrategen The market barely priced in inflation risks to begin with. Yes growth is likely to take a hit along with equities but doesn’t the inflation impact need to be felt first before the growth - in other words, the sequence matters. What am I missing?

[Adil @macro786]

@STIR_Trader_ @passedpawn @Dcpcooks More sell side houses have now flipped their calls to hikes + fear of fading after 10% losses?

[Adil @macro786]

@areyouawitchor2 Elite capture and short-termism (due to political uncertainty especially throughout the 90s) are largely to blame.

[Adil @macro786]

@patrick_saner @stevehou No plans yet but I will keep you updated