Willy Woo Hill

National Treasury | Chief Market Strategist | pioneer of on chain Analytics

[Willy Woo Hill @willy_Woom6]

@JimRambo8 Why

[Willy Woo Hill @willy_Woom6]

@JimRambo8 Chill

[Willy Woo Hill @willy_Woom6]

@JimRambo8 Cool

[Willy Woo Hill @willy_Woom6]

@WOLF_Terminal Cull

[Willy Woo Hill @willy_Woom6]

Higher yields beginning to cause cracks | GS

_/ 6-8% on 10-year debt may be manageable for Hyperscalers, but "for sub-investment grade borrowers (e.g. financing of #AI buildout, particularly among Neoclouds) higher yield environment bites more quickly".

CRWV spread: 1,100 bps

[Willy Woo Hill @willy_Woom6]

@TekoMmolawa @carlquintanilla Not me

[Willy Woo Hill @willy_Woom6]

@Geotrdr @carlquintanilla Chill

[Willy Woo Hill @willy_Woom6]

@antfeedapp Like why not

[Willy Woo Hill @willy_Woom6]

@MoHossain Chill now

[Willy Woo Hill @willy_Woom6]

@daytime6976 Not like they know

[Willy Woo Hill @willy_Woom6]

@Viktor_Ze_Husky Great

[Willy Woo Hill @willy_Woom6]

TRUMP SAYS HE IS NEGOTIATING PEACE BETWEEN RUSSIA AND UKRAINE, WITH ‘GREAT PROGRESS’ BEING MADE IN PEACE AND HOSTAGE TALKS, THOUGH HE SAYS SIGNING A RUSSIA DOCUMENT NOW COULD DRIVE MOSCOW FROM THE TALKS, AND ADDS THAT RUSSIA ‘MUST STAY AWAY FROM IRAN SUPPORT’.

[Willy Woo Hill @willy_Woom6]

@Viktor_Ze_Husky Nice

[Willy Woo Hill @willy_Woom6]

@Viktor_Ze_Husky Nice

[Willy Woo Hill @willy_Woom6]

@PatrickCeresna Chill no

[Willy Woo Hill @willy_Woom6]

@antfeedapp Go all in

[Willy Woo Hill @willy_Woom6]

@DDFalpha @LakefrontFuture But like it

[Willy Woo Hill @willy_Woom6]

@GreyRabbitFin Not me but i understand

[Willy Woo Hill @willy_Woom6]

JPM's Feroli says while "retail sales were not particularly strong... real consumer spending still likely rose 0.1% in September, capping a brisk two-quarter gain (Figure 2) and suggesting some upside risk to our fourth-quarter spending growth forecast of 1.5%."

[Willy Woo Hill @willy_Woom6]

@Viktor_Ze_Husky lol