AP Research

Kevin Warsh may be having his Maradona moment. The Fed’s hawkish credibility is doing some of the tightening before rates move. Softer CPI pushes the next hike into autumn, steepens the curve, and gives equities room to run. alphapicks.co.uk/p/maradona-the…

@shEV24056459 Yeah I don’t think prices are that much worse than elsewhere in London, plus you get the view so

@AlphaPicks Recognized the £30 cocktail 😂 much rather do it there than a stuffy Mayfair bar though

Have a good weekend.

@shEV24056459 Yessir

@AlphaPicks Gong?

@TomTalksCars @CryptoNews_eth It’s one of those that needs a cinema to make the most of the scale. Even without that tho, I thought he portrayed the epic well.

@AlphaPicks @CryptoNews_eth I’m not going to see it in cinema. I’ve always found Nolan films really hit or miss

Can confirm. Go find the largest screen you can, and watch The Odyssey.

@TomTalksCars @CryptoNews_eth It’s worth it

@CryptoNews_eth No.

@conksresearch burner found

Conks coded

@conksresearch Small if true.

@AlphaPicks the next prime minister imo:

EURGBP below 0.8500 as reports that Shabana Mahmood could become Chancellor continue to support sterling. We positioned for this on July 1st with a 6-month put spread, arguing that fiscal credibility, not leadership drama, would drive the pound. So far, the market has agreed.

@CryptoNews_eth @conksresearch Regionalisation… all the way from Downing Street to St James Place.

@conksresearch @AlphaPicks

@sdav1986 Self inflicted defeat, sadly.

As painful as it is to admit, the truth is, this one they didn’t have to steal, every other game of this and 2022 tournament different story

The occasional joy/high is what keeps the passion/addiction alive.

I’m old enough to remember Maradona and the banker that coined the term. I largely agree with this thesis. In the back side of renewed escalations over the past days in Iran with Wallers comments yesterday and Warsh reiterating hawkish intent, today’s CPI was a much needed data point. Food and energy have been driving inflation of late. Some relief on the energy front will also help on the food front. Time will tell on the continuance of deflationary conditions, war and what will the Fed do if they need to do more than talk a good game. In all honesty it’s too soon to say Warsh has credibility with the markets. But after yesterday’s move along the front of the curve and today’s deep breath we may have seen some capitulation on behalf of stir bears with this morning 19bp range in M7 while ZB is trading slightly lower than last Thursdays price low of 110.29. I can argue an October cut is more likely than a September hike but only slightly. What more probable is it’s summer time in stir land and I will be spending more time off screens than on. I favor a 111.16 as the summer pivot with both support and resistance 60ish bps on either side. SR3M27 is still in its down trending channel (which is a lower channel than the previous one just before the MOU) and would to move on good news above the 96.00-96.10 range to get me excited. In short we are mean reverting range bound for now

@CryptoNews_eth it seems like the inevitable last ditch effort in 2026

An AI Pivot Short Story..

@JosephNordstrom yeah, this is better

@AlphaPicks Make it Lucid Space AI and you got a deal!

“hear me out… Lucid AI”

@GuidoFawkes @garyseconomics can only assume he’s talking about wealth inequality and not the radical act of having a normal conversation with someone

‘The world’s best inequality economist’ @garyseconomics spotted at the Red Lion in Westminster. One step closer to Burnham’s ear

@Globalflows hahaha

LIVESTREAM STARTS IN 5 MINS

@a_omahony_ap …just hoping Messi doesn’t do the same to my beloved Djed

🎯

@conksresearch didn’t know you were there, mate…