OBLIQU

[jeroen blokland @jsblokland]

Are the German worried yet?
Headline #Inflation at 2.5%!
chart via @Schuldensuehner

[jeroen blokland @jsblokland]

It's all relative chart! #Employment in the US is still significantly below the pre-#COVID level, contrary to some other countries. chart via @ShaneOliverAMP

[jeroen blokland @jsblokland]

Chart of the week! US nonfarm #payrolls grew by 'just' 266K in April, against 1 million expected.

[jeroen blokland @jsblokland]

Yikes! 10-year US Treasury #yield < 1.50%.

[jeroen blokland @jsblokland]

Strong macro momentum chart. US initial jobless claims fell to below 500K for the first time since the #Covid19 outbreak.

[jeroen blokland @jsblokland]

#Gold back above USD 1,800!

[jeroen blokland @jsblokland]

#Yellen today: 'It may be that interest rates will have to rise a little bit'. And even that was too much for markets. To keep in mind.

[jeroen blokland @jsblokland]

Check out the massive boost in household savings ratios around the globe! ht @LizAnnSonders

[OBLIQU @pennsylvanic]

BTCUSD - biểu đồ #BTCUSD https://t.co/ha2yDycyXJ

[jeroen blokland @jsblokland]

German import #prices rose by 6.9% YoY in March, the biggest increase in exactly 10 years!

[Charlie Bilello @charliebilello]

Fed yesterday in justifying a few more years of easy money: "inflation is running persistently below 2%."

Average Core CPI last 5, 10, & 20 years: 2.0%.

10-Year Inflation Expectations: 2.41%, highest since 2013.

1-Year inflation expectations (survey of US consumers): 3.09%.

[Charlie Bilello @charliebilello]

The price of Lumber is 5x higher than it was 10 years ago.

Fed: "Ignore, Just Transitory."

[Charlie Bilello @charliebilello]

Microsoft Revenues were up 19% over the last year, the highest YoY growth rate since 2016. $MSFT

Data via @ycharts

[Charlie Bilello @charliebilello]

New Post:

5-Chart Friday...

https://t.co/jv2gPuKEF4

[jeroen blokland @jsblokland]

#Palladium vs #Gold and #Silver

[OBLIQU @pennsylvanic]

BTCUSD - biểu đồ #BTCUSD https://t.co/VlTqW0V8x8

[Charlie Bilello @charliebilello]

S&P 500 GAAP Earnings are projected to have hit a new high in the 1st quarter of this year, surpassing the prior high from Q3 2018. $SPX

[Charlie Bilello @charliebilello]

New Post:

Tuesday Trends...

https://t.co/qB8fUah4dH

[jeroen blokland @jsblokland]

Strong rebound in the @ChicagoFed National Activity Index.

[jeroen blokland @jsblokland]

Based on where #GDP growth, #inflation and #employment is going, I would say bonds yields are too low!