Latest Jan data highlights cyclical downturn across the board including liquidity; Markets should really worry if Bostik’s $100b monthly QT figure is real.

Latest Jan data highlights cyclical downturn across the board including #liquidity pic.twitter.com/UCc6T7fctZ

— CrossBorder Capital/ GLIndexes (@crossbordercap) January 19, 2022

On target piece by ⁦@FedGuy12⁩. Markets should really worry if Bostik’s $100b monthly QT figure is real. Flattening YC is a warning! https://t.co/Ne8TCU6q3H

— CrossBorder Capital/ GLIndexes (@crossbordercap) January 18, 2022

#Chinese People's Bank #Liquidity typically strongest in Dec and Jan: Latest December data show a 14.4% annualized drop!! Beware …see PBoC chart pic.twitter.com/N5Ee5hp0ce

— CrossBorder Capital/ GLIndexes (@crossbordercap) January 17, 2022

We are all sitting waiting for #China to stimulate. Not happening yet… https://t.co/AcXnAZsnYX

— Stephen Mitchell (@Mitchkew) January 18, 2022

Oil was already down -27% this past November, a bear market, which is why I don't get the excitement. It's just now back to the late Oct. high.

This is oil's highest volatility at a rally high, since 2011.

Each time, oil subsequently crashed. pic.twitter.com/8nfgmuCCzE

— Mac10 (@SuburbanDrone) January 19, 2022