Job cuts in the auto industry are now the highest since the recovery began, according to BofAML.

Job cuts in the auto industry are now the highest since the recovery began, according to BofAML. (And has started to show up in monthly NFP data) pic.twitter.com/jNfuPmvXoo

— Tracy Alloway (@tracyalloway) May 27, 2019

🔥Semiconductor sales now point to a severe earnings recession🔥

EPS growth at -25% or even worse in Q2/Q3

Its probably a good idea to fasten the seat belt ahead of the summer!

Our trade ideas in the FX / Rates space here -> t.co/BXlw9qDSeA pic.twitter.com/ecGYh4J7CQ

— AndreasStenoLarsen (@AndreasSteno) May 27, 2019