These flows show that investors are clearly positioning for larger recession odds and are somehow short any acceleration of growth and FED delivering on their hiking cycle. Let’s say it looks a tad premature at this stage and the slaughterhouse might not be far… https://t.co/5Gcos3sZr9
— Girolamo Carlo Casio (@INArteCarloDoss) February 18, 2022
This is a time of the year where big temp swings can happen in a matter of just a few hours. #QOTD @JenCarfagno & I want to know what is more annoying…starting the day cold & ending it warm or starting the day warm & ending it cold?
— Alex Wallace (@TWCAlexWallace) February 18, 2022
NASDAQ 100 having its worst rolling 2m performance since 2008 pic.twitter.com/byjSEW44WC
— Liz Ann Sonders (@LizAnnSonders) February 18, 2022
As the #Fed tightens #monetary policy, liquidity reverses, and demand slows, #earnings will disappoint still overly exuberant expectations. https://t.co/StzWSAtZBC
— Lance Roberts (@LanceRoberts) February 18, 2022
Fed is doing QE for another month… but liquidity in the stock market has already completely collapsed… pic.twitter.com/rDuWuBTY19
— Wall Street Silver (@WallStreetSilv) February 17, 2022
$spx liquidity pic.twitter.com/7mKKuPMUFJ
— Álvaro Oviedo (@alvoviedo) February 18, 2022
https://twitter.com/alvoviedo/status/1494662737200361477
This 45% decline for Facebook is really astonishing. That's a lot of wealth that people probably thought was highly safe just vanished. https://t.co/gxVGSKTN2J pic.twitter.com/0xNDsaWcmu
— Joe Weisenthal (@TheStalwart) February 18, 2022
BAML: Weekly Flows: $2.2bn to equities, $0.4bn to gold (6th consecutive inflow), $11.8bn from bonds (largest redemptions since Mar’21), $79.4bn from cash
Flows to Know: largest inflow to Treasuries since Mar’20 ($7.4bn); largest 4-week
outflow from TIPS since Apr’20 $7.0bn pic.twitter.com/2XUDUGjxWp— Tracy (𝕮𝖍𝖎) (@chigrl) February 18, 2022
Margin liquidation for 3 months. Selling pressure is relentless and until that cross is complete buyers aren’t going to appear. https://t.co/pnV71fT1dT
— Allbullnobear (@allbullnobear8) February 18, 2022