Danger ahead?
The real #earnings #yield on the S&P 500 has turned negative, something that did not bode well historically.https://t.co/Ymgu7eUSdM
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— jeroen blokland (@jsblokland) May 31, 2021
The Bloomberg Commodity Index is at its highest level since 2015. pic.twitter.com/tH4FqVHkwn
— Lisa Abramowicz (@lisaabramowicz1) June 1, 2021
https://twitter.com/DereckCoatney/status/1399479328350654464
Core PCE 🤯 pic.twitter.com/o2SS8wbjOL
— Win Smart, CFA (@WinfieldSmart) June 1, 2021
Hedge funds have started to cut their bets on commodities. Milder weather is raising the prospect of bigger harvests in U.S., an reducing demand for natgas. Oil markets expecting bigger supply. China is moving to contain high raw material prices. No supercycle again 👇 pic.twitter.com/8bd7yUOszt
— Menthor Q (@MenthorQpro) May 31, 2021
$8.5 MLN BET AGAINST $AMC 21K PUTS BOUGHT FRI STRIKE PRICE $15 SEPT EXP -CNBC keep the squeeze alive
— FXHedge (@Fxhedgers) June 1, 2021
Number of companies trading > 10x Sales 👇The 1999/2000 dotcom bubble looks cute in this chart. Does it always take a new generation of investors for madness to repeat itself? ht @jessefelder pic.twitter.com/hVnG0xI5su
— Michael A. Arouet (@MichaelAArouet) May 31, 2021
Per PBOC, Chinese banks will need to hold 7% of their FX in reserve from June 15, an increase of 2ppc & first such hike since 2007 to will help liquidity management, effectively reduces supply of dollars & other currencies onshore — putting pressure on yuan to weaken.@business pic.twitter.com/BlQMc2fCDT
— Danielle DiMartino Booth (@DiMartinoBooth) June 1, 2021
https://twitter.com/NorthmanTrader/status/1399685776615653382
— M/1_LP (@MI_Investments) June 1, 2021
— Alastair (@StockBoardAsset) May 31, 2021
https://twitter.com/NorthmanTrader/status/1399684507587039233
Iron ore and steel gonna rip https://t.co/5zne9FKvfc
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) June 1, 2021
April headline PCE #inflation much stronger at +3.6% y/y (highest since 2008) while core PCE’s jump (+3.1% y/y) was highest since 1992 pic.twitter.com/cOx2oNXehW
— Liz Ann Sonders (@LizAnnSonders) June 1, 2021
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