Amyunitarek

Be positively minded....

[Amyunitarek @tarekamyuni]

SOFR Puts (100-price—-> rates decreasing) outweighs calls by much in maturities going to Dec23 (SFRZ3)

[Amyunitarek @tarekamyuni]

https://t.co/BzjxvTGxEg

[Amyunitarek @tarekamyuni]

Final blowout (2-10 year) ?

[Amyunitarek @tarekamyuni]

There is a first time for everything, but over the past 75 yrs, every time inflation has exceeded 4% and unemployment has been below 5%, the US economy has gone into recession within 2 years. Today, inflation is north of 6% and unemployment is south of 4%

[Amyunitarek @tarekamyuni]

European rates priced at 3.75% from current 2.50% by Dec 2023

[Jeffrey Gundlach @TruthGundlach]

Here is the yield change in the UST market over the past 3 months:

Two Year: Down 54 bp

Five Year: Down 83 bp

Ten Year: Down. 71 bp

Thirty Year: Down 59 bp

Fed Funds: Up 75 bp

Message seems clear.

[Mohamed A. El-Erian @elerianm]

Lots of US economic data including
Stronger than expected GDP growth at 2.9% (the consensus forecast was 2.6%);and
Another significant beat on weekly jobless claims (186,000 versus consensus of 205,000).
Overall, favorable news for the economy that will also attract Fed attention

[Amyunitarek @tarekamyuni]

Day 2: FMI Sophia students at ING Headquarters in Amsterdam #SKEMA

[Amyunitarek @tarekamyuni]

FMI 2023 students arriving in Amsterdam for a 1-week study trip

[Amyunitarek @tarekamyuni]

Bullard talks too much and must be short the market

[Amyunitarek @tarekamyuni]

Chat GPT will make average student look good….artificially

[Amyunitarek @tarekamyuni]

One fund took those four assumptions in January 2022. Guess what they’re saying now for 2023?

[Amyunitarek @tarekamyuni]

Time to short companies with high debt levels, poor cashflows, and low pricing power 

[Amyunitarek @tarekamyuni]

On attend quoi pour tester ces Chinois qui arrivent en Europe avec leur nouveau sous variant ?

[Amyunitarek @tarekamyuni]

With the new Covid outbreak in China, should we really worry about commodity inflation?

[Amyunitarek @tarekamyuni]

@ericareport Same « scammer » as the person who named her at the Supreme Court

[Amyunitarek @tarekamyuni]

Christine Lagarde, if you expect a shallow, short recession, why be obsessed by announcing multiple further interest, rate hikes?

[Amyunitarek @tarekamyuni]

@DiMartinoBooth @SPGlobalRatings Negative outlook, but the most visited country in the world filled with Americans this summer