Axiom Markets | Energy & Macro

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Axiom Markets | Energy & Macro

Axiom Markets | Energy & Macro

@AxiomMarkets

Market insights · Macro & geopolitics · Tracking what moves price before it moves. Daily analysis ↓

Se unió Nisan 2026
37 Siguiendo110 Seguidores
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
Citadel's Griffin says recession is unavoidable if Hormuz stays shut. Meanwhile the Nasdaq just ripped 10 straight green days and the S&P is about to print a new ATH. The ceasefire expires April 22. One side of this trade is about to get destroyed.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US consumers are seeing huge increases in gas costs: US consumer gas spending surged +16% YoY in March as the national average for gasoline soared to a record $4.12 a gallon, driven by the Iran War. Overall, Americans spent +25% more on fuel in March than in February. However, other spending categories have not been significantly impacted yet. Entertainment spending jumped +12% YoY last quarter, followed by travel at +6%, and retail at +5%. Total credit and debit spending rose +6% YoY in Q1, with transactions up +4% YoY. If elevated fuel costs persist, they will begin to crowd out spending in discretionary categories. Higher fuel prices are poised to pressure household budgets.
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unusual_whales
unusual_whales@unusual_whales·
"You're spending taxpayer dollars to drink milk shirtless in a hot tub with Kid Rock. Somehow you think that's a better public health message than informing the public about the benefits of vaccines." Representative Linda Sanchez has said to RFK Jr.
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unusual_whales
unusual_whales@unusual_whales·
Trump: "If there's no deal, fighting resumes."
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unusual_whales
unusual_whales@unusual_whales·
Trump: Italy wasn’t there for us, we won’t be there for them!
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NoLimit
NoLimit@NoLimitGains·
Uhoh
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unusual_whales
unusual_whales@unusual_whales·
President Trump vows to look into the 10 scientists who have gone missing or turned up dead: "I hope it's random, but we're going to know in the next week and a half." "I just left a meeting on that subject." "Pretty serious stuff... Some of them were very important people, and we're going to look at it over the next short period."
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@KobeissiLetter I wonder what will do the FED, seriously when you understand how bad the situation is... x.com/AxiomMarkets/s…
Axiom Markets | Energy & Macro@AxiomMarkets

🚨POWELL HAS A PROBLEM🚨 Oil is at $95. CPI is about to rip. His successor gets named in weeks. He can't cut rates — inflation will explode. He can't hike rates — the market will crash. He can't do nothing — the credibility of the Fed dies. This is the trap. And there's no way out.🧵⬇️

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: China’s crude oil production is up to a record 4.6 million barrels per day. In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day. Since 2018, Chinese oil output has risen +1.0 million barrels per day. Meanwhile, refinery throughput rose +1.1% YoY in Q1 2026, to 184.3 ⁠million metric tons, or 14.9 million barrels per day. At the same time, natural gas output rose +3% YoY in Q1 2026, to 68.1 billion cubic meters. China is ramping up domestic energy production as Gulf supply disruptions reshape global energy flows.
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
Agreed. After 8 years trading this, I've learned that markets often price the best-case scenario right before reality catches up. The oil shock pass-through to core inflation is still ahead of us, which pushes cuts further out, not closer. Combine that with stretched positioning and it's a setup, not a trend.
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Nineye 🐭 9👁🍉
Nineye 🐭 9👁🍉@NineyesRealise·
@AxiomMarkets Thanks for replying - anyone who's been monitoring this doesn't see a rate cut until Dec 2026 or into 2027 now, so I really have no idea where this Hopium is coming from - I think this will take longer too, and I also don;t think the economic impact of the oil shock is priced in
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
Citadel's Griffin says recession is unavoidable if Hormuz stays shut. Meanwhile the Nasdaq just ripped 10 straight green days and the S&P is about to print a new ATH. The ceasefire expires April 22. One side of this trade is about to get destroyed.
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
@NineyesRealise The market is pricing in the end of the wars and multiple rate cuts. Not sure what your view is on this, but I don't think it's all going to play out especially the rate cuts, and I think the war will take longer to end than expected.
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Nineye 🐭 9👁🍉
Nineye 🐭 9👁🍉@NineyesRealise·
@AxiomMarkets I am not undestanding this market rip. Please explain to me like I'm retarded, why did the stock market just pump for more than a week straight - surely traders and algorithms aren't stupid enough to believe Trump's tweets amongst the current economic and geopolotical mess
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
SLASH HITS $1.4B WITH AI PUSH Slash Financial raised $100M, reaching a $1.4B valuation. The startup, run by two 24-year-old founders, now makes nearly $300M in revenue. It offers banking tools for small businesses and is launching an AI agent to automate financial tasks. After pivoting from sneaker resellers, Slash is now profitable and gearing up to compete with Ramp and Brex.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN STRESSES NEED FOR FULL ISRAELI WITHDRAWAL FROM SOUTHERN LEBANON -IRANIAN MEDIA CITING FOREIGN MINISTRY SPOKESPERSON
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
11/ I trade NQ futures full-time and break down the macro most traders miss — one deep dive per week. No fluff. No pumps. Just spreads and tape reads. If this resonated, follow @AxiomMarkets.🔒
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
10/ Watch three things: → June 12: May CPI print. If it's above 3.2%, rate cuts are dead. → Trump's Fed nominee: more dovish than expected = dollar sell-off. → Dated Brent: if it holds $140+, the physical market is telling the truth. Any one of these can trigger the unwind. All three pointing the same way = crash.
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Axiom Markets | Energy & Macro
Axiom Markets | Energy & Macro@AxiomMarkets·
🚨POWELL HAS A PROBLEM🚨 Oil is at $95. CPI is about to rip. His successor gets named in weeks. He can't cut rates — inflation will explode. He can't hike rates — the market will crash. He can't do nothing — the credibility of the Fed dies. This is the trap. And there's no way out.🧵⬇️
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