MarketFramework

[Shanthi Rexaline @shanthirex]

Headline traders are watching Iran; Why the futures curve may matter more than the next Iran rumor? via @MarketFramework

https://t.co/PQHGbcKxOJ

#CrudeOil #WTI #Futures #Backwardation #OilMarkets #Commodities

[Shanthi Rexaline @shanthirex]

Soybeans snap an 8-session skid; WASDE Thursday will decide if this bounce has legs. via @MarketFramework

https://t.co/5vS9VzoTZt

#Soybeans #ZS #WASDE #USDA #AgCommodities #FuturesTrading 

[Shanthi Rexaline @shanthirex]

$MayCPI core reading benign but economist say the print removes any easing bias

https://t.co/rBdY0RrIG2 via @MarketFramework

#FederalReserve #KevinWarsh #ES #NQ

[Shanthi Rexaline @shanthirex]

Is the #Yen weakness a handiwork of Japan's fundamentals, relentless dollar strength, or both? via @MarketFramework

https://t.co/lULw9c3Bh2

#USDJPY #BOJ #BankOfJapan #Forex #FX #Markets

[Shanthi Rexaline @shanthirex]

The last major data point before the Fed meets. Wednesday's #CPI could move everything. Three scenarios, three trades. via @MarketFramework

https://t.co/vHLEAaTRtY

#inflation #FederalReserve #SP500 #KevinWarsh

[Shanthi Rexaline @shanthirex]

#NaturalGas misses out on Monday's geopolitical risk premium, here's why. via @MarketFramework

https://t.co/LNE0XfXwRV

#NG #TTF #IranWar‌

[Shanthi Rexaline @shanthirex]

#MiddleEast headlines sway oil yet gains. war premium builds & then tapers, underscoring the fickleness of the move via @MarketFramework

https://t.co/8twbcSFZdt

#CLfutures

[Zain Vawda @zvawda]

Countdown to the SpaceX IPO is on. 🚀
🚀 $1.75T valuation locked at $135/share 🤖
AI data burn vs Starlink profits 📈
New Nasdaq-100 fast-track rule triggering ~$60B in index buying

Everything traders need to know before June 12:👇 @MarketFramework

https://t.co/tz5rvoFMna

[Shanthi Rexaline @shanthirex]

Bumper May #NFP report takes #market by surprise. #Rate cut bets fade out via @MarketFramework

https://t.co/TEcBRvrEKv

[Shanthi Rexaline @shanthirex]

Record highs. A Middle East shock. A 26-day Washington countdown. Copper's next move hinges on one Commerce Department report. Watch June 30. via @MarketFramework

https://t.co/arMtrtrhdz

#HG #CopperFutures #tariffs

[Zain Vawda @zvawda]

The Dow has a structural vulnerability that the Nasdaq doesn't. 📉

Rate hike fears to $100 Brent oil risks & services contraction, today’s economic data is a minefield for $YM. Break down the key levels and sub-components to watch @MarketFramework

https://t.co/dpCMJQIxFa

[Shanthi Rexaline @shanthirex]

#Anthropic files for IPO. #OpenAI next. The #Nasdaq100 is quietly becoming a pure AI bet. via @MarketFramework

https://t.co/M0RGFWfAiF

#Nasdaq #IPO #Anthropic #OpenAI #AI #Investing

[Shanthi Rexaline @shanthirex]

#JOLTS surprise.. Should you expect a strong #NFP report Friday.

https://t.co/fXgZbu7nLx

via @MarketFramework

[Zain Vawda @zvawda]

With crude dipping below $90 amid US-Iran ceasefire rumors, the big question for traders is: Is the de-escalation trade here to stay? 🤔

Full analysis @MarketFramework

https://t.co/YwQQOIEkgc

📊 #OilPrices #EnergyMarket #MacroTrading

[Zain Vawda @zvawda]

Gold bulls, take note. ⚠️ The long-term thesis looks solid, but short-term hawkish Fed bets are creating a price trap.

Will the metal break out or breakdown? Dive into the 3 potential scenarios before placing your next trade: 🧵👇 @MarketFramework

https://t.co/sit4s3RMwy

[Zain Vawda @zvawda]

🥈 The Gold/Silver ratio just compressed to 55:1 — and history says pay attention.

Silver is entering its 6th consecutive year of supply deficits, while AI data centers & the energy transition keep demand relentless. @MarketFramework

https://t.co/egjftTeYrd

[Zain Vawda @zvawda]

We haven’t seen stock and bond yield correlations this low since the 1990s. 🤯

Is the traditional market playbook breaking down, or is this setting the stage for the next major S&P 500 move?

Read the full breakdown @MarketFramework

https://t.co/gNvJnHR8pC

[Zain Vawda @zvawda]

Institutional traders are bracing for impact. As Nvidia prepares to report, smart money is aggressively shorting Nasdaq futures to hedge against brewing volatility. 🐻💻

Full analysis here: @MarketFramework

https://t.co/fkrBudeFhH

[MarketFramework @MarketFramework]

#AprilInflation print creates ripples...

#ESFutures deepen losses as risk appetite fades #TreasuryNote 10-year yield surges to a one-year high, dragging bond prices lower
#Dollar rallies as rate cut bets get repriced

Hot inflation = fewer cuts = more pain for equities. The trade is playing out in real time.

#Macro #Bonds #Rates #Inflation #Markets #Trading

[MarketFramework @MarketFramework]

#AprilCPI print decoded by @shanthirex

https://t.co/yahiVQJdlD

[Shanthi Rexaline @shanthirex]

#AprilCPI print hotter than expected; economists see #FederalReserve staying higher for longer... via @MarketFramework

https://t.co/lWXPwkyJmk