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@ZFXtrading Looks more like an inverse correlation

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@sidprabhu Its been a great call from you for a long time. Can you expand?... Less savings -> less loanable funds -> restricts private funding -> companies seek IPO for funding? Would you say then that this is bearish bonds as it demonstrates savings shortage?

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@AndreasSteno US PPI excluding energy food and trade has gone from 3 to 5% in 6 months... is that not alarming?

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@dampedspring Thats fair yep

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@dampedspring Would think there is some sort of portfolio balancing effect where some bonds may be sold to make room for new equity

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@AndreasSteno Friday as in payrolls or the AI cost issue?

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@sunchartist Agreed. Which model?

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@PeterBerezinBCA Looks like the data is turning up though no? ISM manufac, continuing claims, redbook sales, list goes on

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@neilksethi is tech/AI part of defensives here?

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@dampedspring Theres also a scenario where oil stays high but hormuz activity partially normalises and so markets trades as if oil is falling via extrapolation of activity normalisation. (ie. I'm surprised your list doesn't have anything about iran beyond oil)

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@Ksidiii Markets are faster than they've ever been.... why is that a surprise?

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@DannyDayan5 Buy less. So your points hold. But the rotation can take us back into 'sideways chop' regime

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@BenKizemchuk @InvariantPersp1

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@topdowncharts Amazing how the scale stopped working when people started posting the chart. Happens a lot

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@AndreasSteno Only if that drives an actual end to the war

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@rev_cap The moment stuff like this gets posted it stops working. Goodharts law

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@Geo_papic Have you changed your de-escalation stance? Trump messed up yesterday no?