Baltic Exchange Dry Index continuing to tank … now 38% off its recent peak pic.twitter.com/Q1HwUKlo3g
— Liz Ann Sonders (@LizAnnSonders) November 2, 2021
Ahead of the #Fed on Wednesday, latest weekly evidence shows #taper has de facto started. Flows into US money markets have stalled (red line)as RRPs peak…41% of World's major #CentralBanks now run tight policies (vs zero last January), by Friday is will be more! pic.twitter.com/kaRvPKrPE1
— CrossBorder Capital (@crossbordercap) November 2, 2021
The prospect of quicker monetary tightening in developed nations is increasing dollar funding stress for emerging markets. Dollar repayment go up while their currencies depreciate. Not a nice picture if the dollar keeps rallying👇 pic.twitter.com/pzEPbJYbU9
— Gianluca (@Theimmigrant84) November 2, 2021
Here's an updated look at big rise in the MOVE Index (Bond VIX). It's back to levels last seen in April '20 when $VIX was near 54.
Bond traders attempting to get out in front of the FOMC announcement tomorrow. pic.twitter.com/8QAp1ah6Pb— Andrew Thrasher, CMT (@AndrewThrasher) November 2, 2021
The S&P 500’s real dividend yield has hit its lowest level since at least 2000 as inflation bites #stocks #economy pic.twitter.com/jYKwu3W4FV
— Michael A. Gayed, CFA (@leadlagreport) November 2, 2021
Margins in processing #corn to #ethanol improve to reach new highs
US ethanol output set to break records on robust margins and demand in the near termhttps://t.co/hQuFscXZ1e pic.twitter.com/X7vFEc9McY
— Tracy (𝕮𝖍𝖎) (@chigrl) November 2, 2021
When market participants ignore earnings and macro and just wait for more monetary laughing gas and governments ignore fiscal imbalances and expect monetization to finance any deficit you know central bank policy is generating dangerous incentives to take risk and debt.
— Daniel Lacalle (@dlacalle_IA) November 2, 2021
supply shortage gauge pic.twitter.com/LoYY8BkcxD
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) November 2, 2021