Ryan

Global Macro Trader
FX/Commodities/Geopolitical analysis

[FinancialJuice @financialjuice]

FED'S POWELL: FED WAS EXPECTING FURTHER TIGHTENING UNTIL RECENTLY

[*Walter Bloomberg @DeItaone]

NOT ONE ISSUE, BUT MULTIPLE ISSUES HAVE PROVEN PROBLEMATIC IN DEBT CEILING TALKS, SOURCE TELLS PUNCHBOWL

[Ed Bradford @Fullcarry]

"some additional tightening" vs "ongoing increases" probably the key takeaway from the statement

[Ryan @RyanKulas]

@WestJet I'm flying home tomorrow during nfl playoffs. Anyway to watch the games? Your internet restrictions say no streaming. Please let me know!

[Frances 'Cassandra' Coppola @Frances_Coppola]

"This isn't sophisticated at all, it's plain old embezzlement" - John Ray on #FTX

[LiveSquawk @LiveSquawk]

#FTX Tapped Into Customer Accounts To Fund Risky Bets - @WSJ
https://t.co/LqcRcPIK74

[db @tier10k]

All in all, FTX had $16 billion in customer assets, according to the person, so FTX lent more than half of its customer funds to its sister company Alameda.

man wtf

[db @tier10k]

[DB] SBF Told an Investor This Week That Alameda Owes FTX About $10 Billion: WSJ Source

FTX Lent Billions of Dollars Worth of Customer Assets to Fund Risky Bets by Alameda Research: WSJ Source

[Joseph Wang @josephwang]

This is what is in focus at the ECB as inflation surges to multidecade highs.

[PPG @PPGMacro]

Investor bailing out...negative equity coming to a 2020-21 buyer near you.

[Ian Shepherdson @IanShepherdson]

Wholesale gasoline prices now down 70c per gallon since the June 9 peak. Retail following with the usual lag. Expect much lower headline CPI/PCE prints July onwards.

[*Walter Bloomberg @DeItaone]

*POWELL: WE UNDERSTAND BETTER HOW LITTLE WE UNDERSTAND INFLATION

[FinancialJuice @financialjuice]

FED'S EVANS: I THINK WE WILL BE DOING 25-BPS-HIKES BY END OF THE YEAR.

[FinancialJuice @financialjuice]

BOJ: WE MAINTAIN OUR FORWARD GUIDANCE ON INTEREST RATES, PREDICTING THAT SHORT- AND LONG-TERM POLICY RATES WILL REMAIN AT 'PRESENT OR LOWER' LEVELS.

[MacroGuru @macroguru9]

Crypto correction was bound to happen, my mate pointed out there were 19,838 coins. To have real adoption not more than 15 of them can be viable. Rest should go close to 0. Wash out happens and then the most viable ones rebound. Think of Amazon vs https://t.co/aOpQs4zTfk in 2000.

[FinancialJuice @financialjuice]

FED'S DALY: WE MUST BE PREPARED TO DO EVERYTHING IT TAKES TO REDUCE INFLATION, AS WELL AS TO HALT RISING INTEREST RATES IF NECESSARY.

[Ticker History 🗞 @TickerHistory]

A visualization of bond yields over the past 40 years

[LiveSquawk @LiveSquawk]

South Korean President Yoon: Signs North Korea Preparing Nuclear Test

[Kira #StandWithUkraine 🇺🇦 @AspectKir]

@dandrezner