View the 1 images of this gallery on the original article Source: Bloomberg Trigger Warning: Chart of the Day: Citi Surprise Index vs SFR9 (proxy for federal funds rate 9 months forward) My hypothesis is that the US economy has begun to slow due to the...

Jason Burack of Wall St for Main St interviewed first time guest, Macro Advisor at LaDuc Trading https://laductrading.com/author/craig…, Craig Shapiro. Follow Craig on Twitter/X here: / ces921  Craig’s newsletter is available...

View the 1 images of this gallery on the original article Source: Bloomberg Chart of the Day – Grams of Gold in 1 barrel of Oil. We have now pushed lower through the 1g of gold for 1bbl of oil level, which is pretty rare by historical standards....

View the 1 images of this gallery on the original article Source: Bloomberg There is a pretty reasonable correlation between the outlook for short term interest rates 12-18 months out (as measured by December SOFR Futures – price inverted on chart)...

The only real tool the Federal Reserve has at this point to tighten financial conditions in a meaningful enough way to assist their plan to bring inflation back down to target in a timely manner is to use their DOT plot from the SEP in an aggressive...

Fed speak starts up again today as we will get an update from members of the committee on their thoughts about current monetary policy amidst the recent data for April post their meeting earlier this week. We will learn where Powell stands vs. the rest of...

As everyone is I am sure well aware by now, Treasury is going to give its Quarterly Refunding Announcements this week which will go through the total amount of borrowings the Treasury will do for the 2Q and 3Q, the expected level of quarter ending cash in...

View the 1 images of this gallery on the original article Source: Bloomberg

Core PCE comes in at 0.249% m om, basically spot in line with expectations which isn’t surprising given most economists have nearly all the data ahead of time with the CPI and PPI releases. This doesn’t really change much about the trajectory...

Live shot below of investors searching for the level of the Fed & Treasury “put” strike prices to save them from a risk asset price correction.   View the 1 images of this gallery on the original article Investors, aka petulant children,...