Re: News Ahead

111
Josh Young 🦬🛢️ @Josh_Young_1
Gazprom announces another maintenance at Nord Stream

Doesn't seem like Russia is in a rush to get natural gas flowing to Europe...



👇👇👇


Nick DuCate @Nick_duCat
1d
Gazprom pretends it is maintenance.
Europe pretends to believe them.
We know they are lying.
They know we know they are lying.

2022 is like a really bad soap opera. You hate it, you want to stop watching but you can't help yourself....


Re: News Ahead

115
zerohedge
@zerohedge
Goldman:

Market "will get hit hard (-200bps) on a print north of 372k (>prior read) as sooner than expected “fed pivot” convos will quickly be shelved."

On the other hand, "a relatively inline print (150k – 300k) mkt wont react to as traders will sit on hands and wait for CPI"

12:07pm · 5 Aug 2022 · TweetDeck

edit add

zerohedge @zerohedge
5m
Finally, "if jobs are lost and we get a negative print, tape will rally 100+bps as FOMO/COVER chase will (remain) on w/ early 2023 rate cut discussions gaining more momentum."


Re: News Ahead

116
Ogee wrote: Fri Aug 05, 2022 9:10 pm zerohedge
@zerohedge
Goldman:

Market "will get hit hard (-200bps) on a print north of 372k (>prior read) as sooner than expected “fed pivot” convos will quickly be shelved."

On the other hand, "a relatively inline print (150k – 300k) mkt wont react to as traders will sit on hands and wait for CPI"

12:07pm · 5 Aug 2022 · TweetDeck

edit add

zerohedge @zerohedge
5m
Finally, "if jobs are lost and we get a negative print, tape will rally 100+bps as FOMO/COVER chase will (remain) on w/ early 2023 rate cut discussions gaining more momentum."
Attachments

Re: News Ahead

117
Ogee wrote: Fri Aug 05, 2022 9:10 pm zerohedge
@zerohedge
Goldman:

Market "will get hit hard (-200bps) on a print north of 372k (>prior read) as sooner than expected “fed pivot” convos will quickly be shelved."

On the other hand, "a relatively inline print (150k – 300k) mkt wont react to as traders will sit on hands and wait for CPI"

12:07pm · 5 Aug 2022 · TweetDeck

edit add

zerohedge @zerohedge
5m
Finally, "if jobs are lost and we get a negative print, tape will rally 100+bps as FOMO/COVER chase will (remain) on w/ early 2023 rate cut discussions gaining more momentum."
The numbers look good (like out of a fairy tale) and the US30 drops 200 points.... When the numbers look bad, the US30 goes North.
These users thanked the author RplusT for the post:
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Re: News Ahead

118
RplusT wrote: Fri Aug 05, 2022 10:38 pm The numbers look good (like out of a fairy tale) and the US30 drops 200 points.... When the numbers look bad, the US30 goes North.
yes, the betting is on when the Fed will turn from Hawkish (high interest rates) back to Dovish (expansionist mon pol QE etc) 'the Fed Pivot'.

''Market "will get hit hard (-200bps) on a print north of 372k, as sooner than expected “fed pivot” convos will quickly be shelved."

So expections of the timing of change in Fed money policy are pushed back.
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