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Buy The Fed Pivot (BTFP)
Last night the Fed introduced a “Bank Term Funding Program” (BTFP)
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Momentum in tech and a bid in bonds
The recent bids in bonds are recession bids from the big players FED swaps show more than 100 bps of easing priced in for 2024. Last week we said: “Wait…
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Sweet Returns Of Sugar
Quick rundown for the week ahead.
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Rate Hikes, Wars & Oil
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Evolving Market Trends: Energy, Tech, and the Timing Game.
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The Simple GMG Weekly
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The 10-Year Yield
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Price action is what really matters. Fundamentals are always just a narrative.
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What to watch - GMG Weekly
The market dynamic is Bitcoin, oil, commodities & rates vs equity exposure The Bitcoin ETFs will be approved soon.
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Longer Duration Rises
Big earnings this week (GOOGL,MSFT,AMZN,META,XOM)
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Wars, Oil & Bitcoin
The Spot Bitcoin ETF is rumored to get approved & remains resilient amid significant interest rate hikes. Gas is trending higher, (Natural gas, Brent…
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Rate Hikes, Wars & Oil
The recent uptick in the long-end of the curve may deter further Fed rate hikes. Support is at 351 for QQQ War is likely to put a bottom in the price on…
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The 10-Year Yield
What to monitor: The continuation in energy/commodities is strengthening the case for a RATE HIKE in November.
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Oil Momentum, Semiconductors, and Global Markets
Oil, AMD, Bitcoin
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Evolving Market Trends: Energy, Tech, and the Timing Game.
Energy & commodities have been leading this market, along with short bonds.
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