— Sven Henrich (@NorthmanTrader) September 20, 2022
U.S. 2-YEAR TREASURY YIELD HITS HIGHEST SINCE NOVEMBER 2007 AT 3.973%, UP 3 BPS ON DAY
— *Walter Bloomberg (@DeItaone) September 20, 2022
How far will the Fed go? Expectations for the terminal fee have climbed to 4.4%, after which the market would anticipate 5 fee cuts, again to what’s possible thought of the impartial fee (a minimum of in line with the Fed’s personal dot plot). Nevertheless it’s a continually transferring goal. pic.twitter.com/RM3KXxDbxd
— Jurrien Timmer (@TimmerFidelity) September 19, 2022
Time to take the elevator down.
The deadcat is over.
— HOZ (@MFHoz) September 19, 2022
S&P plotted the US PMI company earnings developments towards the %change in EPS vs the final two quarters.
That is such an attention-grabbing chart as a result of it exhibits fairly clearly how exercise information (yellow) issues for company earnings information (blue). pic.twitter.com/RZJ9Q6xE6N
— Ayesha Tariq, CFA (@ayeshatariq) September 20, 2022
JPMorgan, $JPM, CEO Dimon: elevated financial institution capital necessities are turning into a significant financial hazard.
— unusual_whales (@unusual_whales) September 20, 2022
What’s priced in proper now:
+75bps in Nov,
+50bps in Dec.
-> 4.49% in March pic.twitter.com/G28WSGnz3A
— zerohedge (@zerohedge) September 20, 2022
Our ‘overvalued much less undervalued’ mannequin (i.e. the proportion of shares over 30 much less beneath 10) is near -2 std deviations (as soon as once more, at ranges, normally solely seen at bear market lows). pic.twitter.com/ht1iGwatMu
— Longview Economics (@Lvieweconomics) September 20, 2022