#higherforlonger search results
🎈Cartoon of the Day: #HigherForLonger 🎈 "Higher for longer remains the #1 fundamental reality to have had right now for 5 months." @KeithMcCullough Are you prepared for higher inflation? app.hedgeye.com/insights/15173…
Fint tajmat so far med en låsning på 2 år 👍 #ränta #higherforlonger #styrränta 📊
Marknaden fortsätter i snabb takt att prisa in högre räntor. Den senaste veckan har förväntningarna minskat motsvarande 1,5 sänkning under nästa år. Just nu ser det ut som att styrräntan kommer att plana ut kring 2 %. #ränteprognos
A HISTORY OF FED FUNDS RATE SINCE 1979 (chair height vs. rates peak) Volcker: 6' 7" ➡️ 19% Greenspan: 5' 11" ➡️ 10% Bernanke: 5' 8" ➡️ 5% Yellen: 5' ➡️ 1% Powell: 6' ➡️ 5% #HigherForLonger
As @KeithMcCullough and our macro team have maintained... #HigherForLonger 😐
FED'S POWELL: FIRST QUARTER DATA DID NOT SUPPORT THE GREATER CONFIDENCE IN INFLATION PATH THAT THE FED NEEDS TO CUT RATES.
We went from Price to Innovation back to Price to earnings thanks to #HigherForLonger Good game!
A lot of people were asking are they really talking about “ Price to Innovation P/I” saying it’s the new P/E Why yes here’s the clip with Morgan Stanley’s Best on @moneymoverscnbc
🚨BREAKING: INFLATION 📈 Today's data from @ClevelandFed - 📈 accelerating higher than expected Core PCE is running at 0.3% on MoM - Annualized, this would be 3.6%, nearly 70% higher than the Fed's 2% target - All inflation indexes are also accelerating at a higher rate
🚨 It’s #FedDay! Markets are betting on a 99% chance of a rate cut today—but what about the months ahead? December: 70% chance for another cut. January: Odds drop to 31% (down from 70% last month). #HigherForLonger 👀
Look at U.S. yields. Wowza! Helping with the BIG #USD performance today. Thanks to the Powell pushback on rate cuts, allied with the strong U.S. labour market, keeping the narrative of #higherforlonger
$SPY $QQQ ⭐️ Must read Macro ⭐️ Pertinent read prior to the FOMC meeting 👇 #higherforlonger
$SPY $QQQ To the Macro folksy… What’s higher for longer? You all keep saying that, what is it? When the talking heads keep saying it retail traders think it means the FED keeps rates high at FED Funds Rate 5.25-5.50%, does it? 3 month annualized PCE is around 2%, inflation
#higherforlonger Pace data this Friday Good luck!
Powell this week talked about PCE inflation coming in hotter which is what the @ClevelandFed data suggest which is why Powell stated #higherforlonger of course legacy media is still talking about rate 📉 this is the real reason stocks were 📉
Inflationen kommer in högre än väntat. #higherforlonger 📉
Fint tajmat so far med en låsning på 2 år 👍 #ränta #higherforlonger #styrränta 📊
Cartoon of the Day: #HigherForLonger app.hedgeye.com/insights/15173… via @hedgeye
app.hedgeye.com
Cartoon of the Day: #HigherForLonger
We hope you enjoy our cartoonist Bob Rich's latest humorous and irreverent take on the markets, economy and investing.
The USD rally ran out of steam just < its YTD high (helping EUR/USD recover above its May low and AUD/USD >64c). And that's despite higher yields. Although the yield curve was much steeper, with the 20+30 rising ~18 and 17bp, 3x more than 1yr avg daily gains. #HigherForLonger
"Whatever It Takes" Powell eviscerated #HigherForLonger. samanthaladuc.com/p/whatever-it-…
samanthaladuc.com
"Whatever It Takes"
CLUB/EDGE client post Sunday, August 25, 2024. Focus on JACKSON HOLE, the death of #HFL, and my checklist for Global Leverage Unwind.
So if ~450 wells are completed in the Permian each month (per EIA) that means <$70/bbl breakeven wells run out in <33 months and <$80/bbl breakeven wells in <41 months. #EFT #OOTT #HigherForLonger $XLE $XOP $OIH
How much inventory is left in the Permian? In the Midland Basin, we come up with nearly 25,000 locations left -- but the economically viable locations drop dramatically with price. Let's dig in. For our latest study update, we used a data-driven approach to fill in undrilled
#higherforlonger After decade+ of turning a blind eye to billions of 💰 laundered out of 🇨🇳 🇭🇰 & Middle East (I see you @scoopercooper ) & more recently inflating bubble further via reckless fiscal & immigration policies, same arsonists will now put a further lid on supply
#REPORT: British Columbia will impose a new home-flipping tax of up to 20% on people who flip homes within two years of buying them, starting January 1.
3 of 5 thoughts for the weekend The 2-year UST yield rose to a new cycle high in the week. Peaks in the 2-year have either led or coincided with Fed Funds peaks. #HigherForLonger Check us out for more investment & trading insights buff.ly/2pl42Wy
This chart tells you everything. Middle East production cuts since March 1: 🔴 11M b/d OFFLINE — for weeks 🔴 600M cumulative barrels LOST by end of April 🔴 Every country cutting deeper Iraq. Kuwait. Saudi. UAE. Qatar. Oman. Bahrain. All of them. At once. Source: Kpler 📊 The
Goolsbee, do Fed, alerta que choques energéticos dificultam a política, empurrando bancos centrais a manter uma postura #HigherForLonger. Na xChief acompanhamos essas mudanças de perto. Mais: go.xchief.com/fz5 #Forex #Inflation #Economy
El Goolsbee de la Fed advierte que los shocks energéticos endurecen la política, impulsando a los bancos centrales a mantener una postura #HigherForLonger. En xChief vigilamos estos cambios de cerca. Más: go.xchief.com/cvc #Forex #Inflation #Economy
Гоулсбі з ФРС попереджає, що енергетичні шоки ускладнюють політику, змушуючи центральні банки дотримуватись курсу #HigherForLonger. У xChief ми уважно стежимо за цими змінами. Більше: go.xchief.com/2l7 #Forex #Inflation #Economy
حذر جولاوسبي من أن صدمات الطاقة تجعل السياسة أكثر صرامة، مما يدفع البنوك المركزية إلى الالتزام بموقف #HigherForLonger. في xChief نتابع هذه التحولات عن كثب. المزيد: go.xchief.com/7px #Forex #Inflation #Economy
Гулсби ФРС предупреждает, что энергетические шоки усложняют проведение политики, вынуждая центробанки придерживаться курса #HigherForLonger. В xChief мы внимательно следим за этими изменениями. Подробнее: go.xchief.com/ywq #Forex #Inflation #Economy
Swaps now price 0% Fed cuts through 2026. Higher-for-longer regime confirmed on inflation + oil. USD strength & bond yields in focus. Smart-money flows clear. Thoughts on rotation? #HigherForLonger #FedPolicy #Macro #Trading #Crypto #DXY #Viral #Trending
BOC’s in a box. If they don’t move w/other CBs, CAD will tank making imported goods more expensive. Wash. Rinse. Repeat. #higherforlonger
Yep, the question is how long will it take the market to figure that out? #higherforlonger
I Europa går ränteuppgången ännu snabbare. 10-åringen i Tyskland pumpar på med ny high och 15-årshögsta. #HigherForLonger
🇺🇲 Interest rate CUTS are now no longer expected to begin until JUNE 2024. Just 3 months ago, futures were pricing in up to FOUR rate cuts in 2023 alone. Meanwhile, odds of an additional rate hike this year remain near 44%. Thanks @KobeissiLetter #interestrates #higherforlonger
Price of #gold firm near 2-wk highs, #silver erases week's prior drop as ECB surprises no one by cutting Euro interest rates even while vowing to stay #higherforlonger loom.ly/QH8V224
Los futuros del SOFR están descontado que no habrá ningún recorte de tipos de interés en Junio. SR3H2024 - SR3M2024 = -0,20. #SOFR #Higherforlonger #InterestRates
#HigherForLonger #DXY Endeksi Temmuz ayından beri "daha yüksek faiz oranlarıyla bir süre daha devam edileceği" nedeniyle %6'ya yakın artış göstermiş bulunuyor. ABD dolarının destek bulması, başta #EURUSD ve diğer para birimlerinin değer kaybına uğraması demek.
Ajustes en las proyecciones de la #FED: mejoría en las expectativas de crecimiento para #EEUU, tasas cercanas a 5% en 2024 y quizás 2025. #higherforlonger
Levered MUNI funds enduring #HigherForLonger in the cost of leverage. $MUNIPSA's volatility has been receding since February while creeping upwards. Many funds pay dividends in excess of earnings. Will return of capital & widening discounts to NAV continue? Ugly for mass affluent
Recession? The US grew at 4.9% in Q3, beating estimates even after a lot of upward revisions. #higherforlonger
Dude what you complaining about? Even Jesus was paying a 10% rate on his home mortgage in 30AD...as per BofA #higherforlonger #Jesus #christ
Es gab mal Zeiten, da hätten solche Schlagzeilen die Aktienmärkte in Angst und Schrecken versetzt. #higherforlonger
Rate cuts are overrated. #higherforlonger implied interest rate probability based on BBG, about 1 25bps rate cut taken out over next year
3 of 5 thoughts for the weekend The 2-year UST yield rose to a new cycle high in the week. Peaks in the 2-year have either led or coincided with Fed Funds peaks. #HigherForLonger Check us out for more investment & trading insights buff.ly/2pl42Wy
#higherforlonger The Fed holds and takes out cuts from 2024. The US economy is at risk of reflation not recession. As discussed earlier this morning on @bsurveillance with @FerroTV @tomkeene (1:38 start) bloomberg.com/news/videos/20…
Merk Insights are baack -- haven't had time to write them. Topic: Implications of #HigherForLonger: merkinvestments.com/insights/2023/…
Something went wrong.
Something went wrong.
United States Trends
- 1. #RHOA N/A
- 2. Cooper Flagg N/A
- 3. Luke Kennard N/A
- 4. Tulsa N/A
- 5. #90DayFiance N/A
- 6. UCLA N/A
- 7. Porsha N/A
- 8. Mavs N/A
- 9. #BELIFT_Treat_ENHYPEN_Fairly N/A
- 10. #scottywiththebaby N/A
- 11. Bezos N/A
- 12. Kevin Overton N/A
- 13. Escarra N/A
- 14. ROTY N/A
- 15. Jake Laravia N/A
- 16. Steven Pearl N/A
- 17. Parker Kelly N/A
- 18. Shamea N/A
- 19. #RHORI N/A
- 20. Jaxson Hayes N/A