Daniel Curtis

@TheStalwart It tends to rise on days that end in "y"

Gold up again

As traders recalibrate, attention turns to upcoming US big tech and European bank earnings trib.al/hrhuCP4

My chart of the month - can be accessed on MLIV<GO> on @TheTerminal As of Tuesday's close - the S&P 500 is set to have the lightest breadth behind a monthly rally: only 28% of this index's members are up in May. Green dot below

@Marcomadness2 I see your AI / Chip play and raise you fizzy caffeinated beverages (I can take no credit for actually calling this one, just a hindsight observation)

The astronomical return

Unrelated to markets: Turns out I've saved the environment my liberating thousands of lobsters: peta.org.uk/blog/liberate-…

@DavidInglesTV A dovish hike. To butcher an old saying: A dove in the hand is worth two hawks in the bush.

What's more hawkish: A dovish hike or a hawkish hold? Yes, this Fed conversation's come to that.

Inspired by this great @opinion piece by @johnauthers bloom.bg/3LDOp8b Courtesy of CCRV<GO> on @TheTerminal An animated look at the Fed Funds curve (yield) starting at the blowout January report (white)

@SteveSosnick Algos seeing a 35BP drop in the two year and forgetting why dovish moves after a hiking cycle probably aren't a positive sign?

Mega cap techs lead $NDX into positive territory. Is that the flight to safety trade, or merely #FOMO?

Three charts I'm watching on @TheTerminal today Rates volatility ($MOVE) hits +decade high (h/t @Ernestnhissoup) G #BTV 2814 <GO> That's from massive Fed repricing G #BTV 4595 <GO> S&P 500 back below 200-DMA.. support becomes resistance (again) G #BTV 5592 <GO>

Three charts I'm watching on @TheTerminal this morning: Dollar on edge ahead of CPI print G #BTV 6680 <GO> Markets aren't certain Fed will even hike another 25BPs this cycle G #BTV 4595 <GO> Credit Suisse find "material weakness." CDSs trade at record high G #BTV 441 <GO>

@sonalibasak You won't believe which firms held their money at SVB.. CLICK HERE!

Buzzfeed had a majority of its funds at SVB

@DavidInglesTV This tweet CAN'T get enough likes

Silicon Valley: Move Fast and Break Something Fed: Ok

Big rally is $XBT today, and USD Coin JUST came back to the $1 peg. In "real" markets - massive re-rating in the Fed outlook.. 2-year down 100BPs since March 08 (3 trading days). Fed seen maybe getting in 1 more hike before cutting 75BPs later this year. Crazy day

Three charts I'm watching on @TheTerminal: First Republic shares drop in premarket. Under $30; closed at $115 on March 8 G #BTV 6672 <GO> TED Spread: stress is contained G #BTV 6671 <GO> 2-yr yield down ~70BPs in 3 days. GS says no Fed hike next week G #BTV 3781 <GO>

@kaileyleinz @sonalibasak Are you going to talk about SVB at all?! 🤣🤣

Late notice (given the crazy day) but @sonalibasak & me are going to do our best to take you through said crazy day on the Close... 2-5pmET! Tune in!

Big day - more charts on @TheTerminal Biggest two day drop in 2-year yield in ~15 years G #BTV 3781 <GO> Stocks can't shake off the macro risk despite the "dovish" 8:30am ET data drop G #BTV 6613 <GO> Not even 3 full hikes from Fed, +4 earlier this week G #BTV 4595 <GO>

Three charts (ish) I'm watching this morning on @TheTerminal SVB concern turns rates / equity correlations back to negative WB<GO> and WEI<GO> Fed Term rate comes down as bank stress emerges G #BTV 4595 <GO> +225K NFP est. Follows 10-straight beats G #BTV 6407 <GO>

The three charts I'm watching on @TheTerminal Initial Jobless Claims released this morning, NFP tomorrow G #BTV 6524 <GO> Hawks take a breath. pricing in 100BPs from Fed G #BTV 4595 <GO> Credit Suisse CDSs rise as company delays annual filing G #BTV 441 <GO>

My account was hacked. Whatever LazyLions is / are, I do not endorse.

@FerroTV Should be a red head

Team USA wins 0-0