Silly Markets - Making sense of the non-sense

Finance can be scary, complicated, boring and often, full of crap. But they don’t have to be.
(Partly) behind @sillybulls

[Silly Markets - Making sense of the non-sense @sillymarkets]

@darioperkins Would be perceived as the end of the world, I guess

[Silly Markets - Making sense of the non-sense @sillymarkets]

@MBjegovic @financialjuice "Mr. Trump, pick me, pick me!!! ✌️"

[Silly Markets - Making sense of the non-sense @sillymarkets]

@darioperkins Do we really trust the NFP data?

[Silly Markets - Making sense of the non-sense @sillymarkets]

@darioperkins @macrocoyote A man of culture indeed 🤣

[Silly Markets - Making sense of the non-sense @sillymarkets]

@darioperkins @macrocoyote Or traitor..? Milanista rooting for Inter? 😶

[Silly Markets - Making sense of the non-sense @sillymarkets]

@PeterBerezinBCA @darioperkins you jinxed it 🤣🤣

[Silly Markets - Making sense of the non-sense @sillymarkets]

@AndreasSteno @darioperkins For now. But for how long can they actually sustain it?

[Silly Markets - Making sense of the non-sense @sillymarkets]

@darioperkins I'd it's a combination of all, and given the timing, I'd say that the Yen carry trade unwinding is the biggest culprit. What I don't understand is: if that's the main cause, wouldn't that mean that funds would flow from US to JAP bonds? And then, how come US bonds over perform?

[Silly Markets - Making sense of the non-sense @sillymarkets]

@EPBResearch Somewhere around 3%

[Silly Markets - Making sense of the non-sense @sillymarkets]

@MichaelAArouet @Schuldensuehner And in relation to the equilibrium rate r*. Demographics and productivity levels today are not even comparable to 1972.

[Silly Markets - Making sense of the non-sense @sillymarkets]

@SofiaHCBBG @Simoninthesand I think I'll now have to start investing in whatever part of the world you're covering next! Good luck and will definitely miss your weekly threads :)

[Silly Markets - Making sense of the non-sense @sillymarkets]

@C_Barraud @LiveSquawk @VMRConstancio @AndreasSteno @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @staunovo @vtchakarova @AnilVohra1962 @calculatedrisk @GFXFTs @Sino_Market @fxmacro @PriapusIQ @MikeZaccardi @LanceRoberts @Mayhem4Markets @nntaleb @CryptoeconRyan Do not forget @MacroAlf! His FinTwit contributions are amazing and credit must be given :)

[Silly Markets - Making sense of the non-sense @sillymarkets]

@VolatileValue_ @VictorTheClean3 @MacroAlf And that's because that's how you calculate real yields. Cannot compare FORWARD looking rates with inflation over the PREVIOUS year to get the real rates.

[Silly Markets - Making sense of the non-sense @sillymarkets]

@MacroAlf What are the mechanics for issuing debt off the balance sheet? A little confused here. Thanks!

[Silly Markets - Making sense of the non-sense @sillymarkets]

@Sino_Market Is the forecast the total expected repayments or what was forecasted to be repaid by now? Thanks!

[CN Wire @Sino_Market]

Foxconn, which assembles the majority of the world’s iPhones from its Zhengzhou facility, has asked workers to take meals in their dorm rooms instead of in cafeterias, and must wear more-secure N95 masks, Foxconn said on its official WeChat account.-BBG

[Silly Markets - Making sense of the non-sense @sillymarkets]

@MacroAlf Could you please link the paper here? Would love to read more into it. Thanks!

[Silly Markets - Making sense of the non-sense @sillymarkets]

@tyoiujhgffvhpo @Sino_Market Thank you!

[Silly Markets - Making sense of the non-sense @sillymarkets]

The Fed is doing its best to contain #inflation, but its efforts seem to only kill the #economy.
There are a few remaining questions: when will the #FED pivot? are they focusing on the right metrics? and most importantly, where to #invest?

https://t.co/OSHGlcyOKC