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This is what the current regime looks like.
AI momentum, carry and liquidity continue overpowering tightening conditions.
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Traders Community
141.7K posts
Traders Community
@TradersCom
A community for all traders and investors. Technical, Macro, Micro Eyes Up Trading - Trade What’s in Front of You https://t.co/0Grb2spQly
Katılım Nisan 2012
5.5K Takip Edilen21.7K Takipçiler
Crude oil futures settled today's session $4.33 higher (+4.3%) at $105.49 per barrel,
The energy sector (+1.9%) firmly higher, while the other ten S&P 500 sectors trade lower.
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Fun Fact: The energy sector $XLE (+1.3%) is the only S&P 500 sector that trades higher.
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@chigrl @LindaRaschke @NTLiveMedia Mandi @MPX_Trader no don't you saw our two favorite ladies together today - great show & very timely with Silver taken to the woodshed
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So fantastic having @LindaRaschke on @NTLiveMedia this week...absolute legend!
NinjaTrader Live@NTLiveMedia
"You get seduced to always looking to buy, to buy - to get back that glorious feeling of when it was having that markup momentum environment." We saw it in gold. Semiconductors could be next. @LindaRaschke
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Traders Community retweetledi
A senior Israeli official told Channel 12 that Tel Aviv is preparing itself for the possibility of an imminent resumption of war with the Islamic Republic. He said, referring to the course of negotiations between Tehran and Washington: The Americans have concluded that the talks are going nowhere.
ایران اینترنشنال - خبر فوری@IranIntlbrk
یک مقام ارشد اسرائیلی به کانال ۱۲ گفت تلآویو خود را برای احتمال ازسرگیری قریبالوقوع جنگ با جمهوری اسلامی آماده میکند. او با اشاره به روند مذاکرات تهران و واشینگتن گفت: آمریکاییها به این نتیجه رسیدهاند که مذاکرات به جایی نمیرسد
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Traders Community retweetledi
UK Government Will ‘Grind To A Halt’ Amid Leadership Race, Say Ministers – @FT
ft.com/content/94aaec…
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Traders Community retweetledi
NYP Reporter: Prior to boarding Air Force One to depart Beijing, the entire U.S. delegation disposed of every item provided to them by their Chinese hosts. Gifts, badges, pins, and commemorative items were all dumped into a trash bin on site. The directive was absolute, no item of Chinese origin was permitted to board the aircraft. The precautions extended beyond the departure itself. Delegation members had left all personal electronic devices at home before traveling to China and operated exclusively on clean burner phones throughout the duration of the trip.
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@AuclairsDad Remember most of them don't trade - just dribblers and grifters
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Traders Community retweetledi
BP to cut pipeline gas trading team as LNG focus grows, sources say reuters.com/business/energ…
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Traders Community retweetledi
US oil rigs w/w changes by key shale basins
Permian +4 to 246
Eagle Ford -2 to 33
WIliston unchanged at 28
Cana Woodford -1 to 18
DJ Niobrara -1 to 8
Baker Hughes #oott
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@MiguelSCompton I usually just short Silver that was a perfect ABC - on $SLV rather than futures - long I prefer $GDXU or bullion
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@TradersCom Silver and gold are solid insurance vehicles but I have had horrible timing shorting them.
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Those dribblers that say Silver is a better better than gold ....
Gold is down near 3%
Silver is down over 10%
Thanks for the great short on $SLV though
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U.S. Treasuries continue being sold off, with the 5-yr note remaining behind other tenors as oil rises to a fresh high for the day, nearing $106/bbl.
WTI #Oil up ~ $5/bbl today and $10/bbl for the week. With today's selling,
2-yr yield is up 19 basis points for the week
10-yr yield is up 22 basis points for the week
The market's rate expectations now pondering a rate hike in January.
Yields
2-yr: +9 bps to 4.08%
3-yr: +11 bps to 4.14%
5-yr: +13 bps to 4.25%
10-yr: +12 bps to 4.58%
30-yr: +10 bps to 5.11%
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The Reframe
This isn’t about central banks losing control.
It’s about markets reclaiming the pricing of risk.
Final Thought
Central banks suppressed term premium.
Markets are now restoring it.
traderscommunity.com/the-term-premi…
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Term premium is rising after a decade of suppression
QE distorted duration pricing — that is reversing
Supply + uncertainty are forcing repricing
Long-end yields are now market-driven, not policy-driven
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What a different a day makes....
Coinbase Global $COIN 194.20, -17.81, -8.40% the worst-performing S&P 500 component as #Bitcoin slides 2.3% back below the $80,000 mark.
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With #bitcoin surging over 2.5% the punters with lifted
Coinbase Global & Robinhood Markets higher
$COIN 220.29, +18.49, +9.16%
$HOOD 81.26, +4.52, +5.88%
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Traders Community retweetledi
Australia union says some workers to begin strike action at Woodside's LNG plants reuters.com/business/world…
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Traders Community retweetledi
Western Australia to retain 15pc gas reservation rule argusmedia.com/en/news-and-in…
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Across the pond gilts continue to get wrecked British Prime Minister Starmer may face a leadership challenge from Andy Burnham, who is the mayor of Greater Manchester. However, Mr. Burnham is not in parliament, so he would first need to win a special election to fill a vacant seat created by the resignation of a Labour MP.
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There were some inflation alarm bells ringing in the import-export price index
Import prices were up 1.9% m/m, up 4.2% y/y
Excluding fuel, import prices rose 0.8% m/m and up 2.9% y/y
Export prices jumped 3.3% m/m, up 8.8% y/y
Excluding agricultural products, export prices up 3.4% m/m and were up 9.3%y/y
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Markets are tightening.
Yields remain elevated. Central banks are still hiking.
And yet:
Semiconductors are melting up
Korea is exploding higher
Carry trades remain intact
Liquidity is still winning 🧵👇
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Meanwhile as world focuses on Trump & Xi, Iran war, AI, UK mess etc etc Putin's 3-day war still goes on in Ukraine how many years later - now off the front pages but no let up
#LNG #OOTT
Institute for the Study of War@TheStudyofWar
NEW: Russian forces have conducted two days of nearly continuous strikes against Ukraine with over 1,600 total long-range drones and missiles that heavily targeted Kyiv City and resulted in high civilian casualties. Other Key Takeaways: The large-scale strike against Kyiv City did not violate the Russian-Ukrainian Victory Day ceasefire but nonetheless demonstrates that Russia is a bad faith negotiator. The Kremlin continues to replace border oblast governors, likely to scapegoat regional officials for broader border security failures. Shuvayev, who has been in command of units that have reportedly committed war crimes in Ukraine, is part of the new “elite” Putin is forming in the Russian government through the “Time of Heroes” program. The Kremlin is increasing its efforts to censor reactions to Ukrainian strikes against Moscow City, suggesting that it is growing concerned about its inability to protect the Russian rear. Russian commanders continue to order Russian soldiers to commit war crimes in Ukraine. Ukrainian forces recently advanced in the Slovyansk direction.
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Traders Community retweetledi
The Median Line, originally developed by the late Dr. Alan H. Andrews in the 1960s, remains highly relevant today. Despite being an older pattern, it is still useful because it effectively captures algorithm-driven swings and waves. locatellicharts.gumroad.com
Giuseppe Locatelli@locatellicharts
#Platinum spot daily. Update of twitter.com/locatellichart… $PL_F $PPLT $PTM $PLG $IVN.CA #just4sharing
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