Fastest tightening in two decades; Global liquidity is sopping up; Hedge funds are no longer hedged; Supply shortage & inflation worsening...

Global central banks are unanimous that they must "shock and awe" markets with the fastest tightening in two decades:https://t.co/SIuvff4zJf

"Larger rate hikes might boost central bankers’ inflation-fighting credibility"

Yes indeed. pic.twitter.com/o04Vgfd6ZK

— Mac10 (@SuburbanDrone) February 9, 2022

Those who say there are too many bears for this to crash, are wrong.

We can assume that hedge funds are no longer hedged. pic.twitter.com/FrxXD1vhzi

— Mac10 (@SuburbanDrone) February 9, 2022

https://twitter.com/WallStreetSilv/status/1491434083330576388
https://twitter.com/WallStreetSilv/status/1491123837509181442
https://twitter.com/WallStreetSilv/status/1491102978727907329
https://twitter.com/WallStreetSilv/status/1491234628203859968
https://twitter.com/WallStreetSilv/status/1491091648537055236

*Over the last 20yrs ~ in each tightening cycle, the Fed begins tightening ahead-of/regardless of other global central bank tightening

But in this cycle – the Fed’s tightening after global central banks have already been aggressively hiking👇🏻

Global liquidity is sopping up fast pic.twitter.com/ET47SuLMkH

— Adem Tumerkan (@RadicalAdem) February 9, 2022

Are US #Credit Markets starting to deteriorate alongside weakening #economy? #Fed starting to take away the kool-aid? pic.twitter.com/zeLd2hawjJ

— CrossBorder Capital/ GLIndexes (@crossbordercap) February 7, 2022

This is a massive short-covering rally on the way to a bidless market. pic.twitter.com/gA5g7QQ80H

— Mac10 (@SuburbanDrone) February 9, 2022

Goldman Sachs is boosting its forecast for higher Treasury yields again, now predicts the 2-year will reach 1.9% by the end of 2022 and 2.45% in 2023.https://t.co/DIajM7UiB3 by @xieyebloomberg pic.twitter.com/zdW8phSeMk

— Tracy Alloway (@tracyalloway) February 9, 2022

#recession … #GFC2 #Energy edition

The similarities to 2008 keep piling up#OOTT #Oil #OilPrice #inflation https://t.co/2PKrujcT8K

— Invariant Perspective (@InvariantPersp1) February 9, 2022