Antonio Lengua

1987-2001: MarketMaker on BTP future (DeutscheBank-Milan).
2001-now: indipendent full-time future trader.
Volume scientist

[Antonio Lengua @thehawktrader]

videoregistrazione dello special "Mindfulness e Trading", trasmesso mercoledi 19/9 su ClassCnbc : Marco Poggi ed io intervistati per 45' da Emerick DeNarda https://t.co/ABju8CdKqK

[Worldwide Corporate Advisors @WCAGRP]

South Korea's SK Hynix said on Wednesday it plans to raise up to 45.45 trillion won ($29.43 billion) via the listing of American Depositary Receipts, as it ​seeks to expand investor base and production capacity ​for chips used in AI.

#news #business

https://t.co/EgkrDhIqrM

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 961

FOMC hawkish, ma non alza i tassi
BONDS al ribasso, flattening : 2yr -12bp, 10yr -4bp
INDICI stornano durante il FOMC, recuperano in notturna
Kospi nuovo ATH
FIrma ufficiale MoU, oil 74
Oggi quadruple witching

https://t.co/xD3S8XpWvw

[Antonio Lengua @thehawktrader]

the best answer to Warsh's presser was the grim expression of Nick Timiraos.
I think Warsh was very unpolite vs the 18 Fomc members : he ll chose the best minds inside and outside the economics professions to renovate FED = in the past nothing has been done.

[Antonio Lengua @thehawktrader]

@neilsethinew my pleasure

[Antonio Lengua @thehawktrader]

neil sethi is back on X on this new account
Follow him
https://t.co/c8HAhEqrPM

[Neil Sethi NEW account, please refollow @neilsethinew]

@dailychartbook Thanks for the reminder people have to follow the new account. Retweets appreciated!

[Antonio Lengua @thehawktrader]

@Alex_Panetta could you be please post a link where one can read the full Wharton paper ? thank you

[Antonio Lengua @thehawktrader]

@shanaka86 On CNBC the calculations of Iran stocking capacity is totally different
https://t.co/mAl6OdP1pR

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 946

Saltano negoziazioni ma sell-off contenuto: si guarda agli earnings
INDICI ES 6900 resistenza, MM200.
BONDS rendimenti in salita
Orban KO

https://t.co/xbFNjt2T62

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 945

Rally per tregua (traballante)
INDICI vicini a resistenze pre-guerra, spread dax/es stabile, trimestrali in arrivo
BONDS rendimenti in discesa, spread Corporate si stringono
Aste Usa ok. Oggi GDP, domani CPI

https://t.co/GkY1f8B641

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 944

Trump raffredda il trade “fine guerra”,ancora 2-3 settimane.
Tutte le opzioni sono sul tavolo (marines ecc).
INDICI cancellano rally di ieri
BONDS +10bp rendimento

Domani festività + NFP

https://t.co/U5QStJAIKf

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 943

La scadenza del 6aprile incombe
Wti 101
INDICI Leggero risk-on nella notte.
BONDS : dopo reflazione, cominciano a prezzare rischio recessione?
Collar JPM scade fine mese
Macro: CPI €, PMI, NFP (venerdi)

https://t.co/hI2FjrV3CW

[Antonio Lengua @thehawktrader]

Domani, giovedì 26 marzo, alle11 con Aga Barberini su Webank:

https://t.co/odtzy7W5Mf

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 942

FED standby ma non tranquillizza: lettera su indici e bonds
INDICI: Spx triplo min 6630, NQ comp quadruplo min in pochi giorni
BONDS rendimenti in salita dopo FED . Cdx HY a 350.
OIL >90
domani OPEX, Buyback fermi

https://t.co/agcmJQ2gPp

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 941

Chiusura settimana con indici e bonds su minimi. Nel weekend nessun peggioramento, OIL 99
INDICI ES torna a 6600, doppio min? Spread dax/es
FED BOC / BCE BOE BOJ + vix + quadruple witching

https://t.co/wGStZPbU05,

[Antonio Lengua @thehawktrader]

@TheFedIsEvil @BobEUnlimited in jan 2020, i shorted heavily EU and US indices when I read that asymptomatic persons were infectious (jan 23). Kolanovic & others were calling an indices melt-up. Eventually I proved right but had to wait 1month and another leg up rally on indices.
I see a similar complacency

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 940

Iran mantiene alta la tensione, OIL 94, fine guerra si allontana
INDICI timori private credit, canali discendenti, 2°onda ribass? KIE insur
BONDS rendimenti in salita, bund quasi 3%
Cpi no news, domani PCE

https://t.co/RYh2EgOqgw

[Antonio Lengua @thehawktrader]

@TheFedIsEvil @BobEUnlimited I think so

[Antonio Lengua @thehawktrader]

@TheFedIsEvil @BobEUnlimited sell off started feb 20 at 11.45 ET with a huge volume spread on all EU and US indices,
feb 24 , after a brief pullback, the sell off went ahead with same volume as on feb 20.
Feb 24 opened in gap down and the snow ball became an avalanche.

[Antonio Lengua @thehawktrader]

VOLUME TALKS, youtube h 8:15 # 939

Con OIL a 108, si allineano tutti i risk-off: inflazione, recessione, private credit/equity
INDICI ES 1° tgt 6600, γ negativa, spread dax/es
BONDS Bund al 3%, top rendimento dal 2020
Blackout FED, Cpi US mercoledi

https://t.co/BVdNErXPqe

[Antonio Lengua @thehawktrader]

@shanaka86 if the reinsurance program is rolling, could it mean that 60 ships are insured during the transit through Hormuz, and, once transited, other classic forms of reinsurance can replace the DFC insurance ?
So, 1st transit of 60 ships, then the insurance is moved to 2nd 60 , ecc ecc?