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@pedroaccorsi_
@rodrigo_natali
@LucasCostaAT
@alexmartinsCNPI
@abundanciavem
@Snowballer8
@Cacomaia
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@globlequener
@TradingMarks
@marcelohars
@jocanetoo
@FabioJEB
@gabeboente
@DarfSystem
CTAs are heavily #short #Treasuries which has historically been a good time to be #long #Treasuries as they scramble to cover on #yield declines. @themarketear
As highlighted this morning, CTA convexity is heavily skewed to the downside. GS CTA projections confirming that $SPX
"Which Way Does the Wind Blow Between SPX Futures and VIX Futures?": "We consistently find that stock returns cause changes in expectations of implied volatility [using] an identification through heteroskedasticity approach" papers.ssrn.com/sol3/papers.cf…
If you are frustrated with prediction models with zero conviction, I present to you the solution to your problems. Jim Cramer + Katy Perry + Mick Jagger in the Harris side is the equivalent of an r^2=0,99. It’s over.
Se não me engano, a melhor pesquisa de 2020 foi da Atlas.
🇺🇸 Atlas projeta que Trump fará ao menos 287 votos no colégio eleitoral e voltará a ser presidente dos EUA.
Forte correção nos mercados preditivos a favor de Harris..não casa com a narrativa de hoje que UST 10 anos indo para 4,39% representa um aprofundamento do “Trump trade”. Apertem os sintos..
BREAKING 🚨: Japan Japanese Yen has now fallen through the 153 level against the U.S. Dollar and is trading at its weakest level since July
Essa é a importância do twitter. Retira o intermediário da história.
Traders have once again built the largest U.S. Equity Futures position in history, valued at more than $300 Billion 🚨
"You have to let the tax cuts expire," says @ptj_official "We're going to be broke really quickly unless we get serious about dealing with our spending issues."
Gold has outperformed the S&P 500 and the Russell 2000 over the past TWENTY YEARS. Probably nothing.
Pretty unusual that the Fed would cut aggressively at a time when the the economy is running at it's strongest level vs. trend in 25 years. It is the perfect example of why today's policy is best described as "Over Easy," favoring gold and stocks over bonds.
He still wont say hes bullish, but this is the longest risk I have ever seen a #DanNathan portfolio: Dan Nathan is long TLT Nov Call Spread, USO Nov put spread, LULU Oct 260-310 call spread, INTC Oct 24 -30 call spread. SIRI Jan Call Spread.
Oops.
Just take a moment to appreciate what’s happened the past few months. We hit the most temporary of soft patches in economic data (I’m talking 1-2 months tops). The Fed immediately cut 50 bps into that noise. Powell had to do it via leak to the Wall Street Journal because he…
Carrego do steepener local tá insano, 26x31 tá pagando 1/2bp por dia para o tomador da inclinação
Fundamento do fiscal piorou, e isso fica nitido olhando os FRAs mais longos. Nessa toada, os mais longos passarão a negociar na mesma tx que lá em julho/agosto, 12,70%-12,80%, mesmo com um técnico mais leve, isso se não for mais.
MS soltou um relatório hoje que faz tracking do positioning de FX via options, os resultados são bem parecidos com esse do Barclays. Mercado comprando a ideia de que o Fed deve cortar ~105 bps esse ano. Curioso para ver o que acontece com o positioning se o payroll vier + q 150k.
United States Trends
- 1. Cowboys 68,9 B posts
- 2. Clippers 10,5 B posts
- 3. Norman Powell 1.774 posts
- 4. Texans 54,5 B posts
- 5. Jerry 42,4 B posts
- 6. Cooper Rush 11,8 B posts
- 7. soobin 61,1 B posts
- 8. Mike McCarthy 3.216 posts
- 9. Mixon 17,6 B posts
- 10. Lindy 3.455 posts
- 11. Trey Lance 3.159 posts
- 12. Dyson Daniels 2.689 posts
- 13. sabrina 106 B posts
- 14. Keon Ellis 1.658 posts
- 15. Harden 18,4 B posts
- 16. #WWERaw 62 B posts
- 17. Podz 1.400 posts
- 18. Herta 34,1 B posts
- 19. #AskShadow 7.085 posts
- 20. #TheFutureIsTeal 1.033 posts
Who to follow
-
Pedro Accorsi
@pedroaccorsi_ -
Rodrigo Natali
@rodrigo_natali -
Lucas Costa, CMT
@LucasCostaAT -
Alex Martins CNPI
@alexmartinsCNPI -
JP investimentos
@abundanciavem -
snowballer
@Snowballer8 -
Caco
@Cacomaia -
Marcio Portes
@marcioportes -
Hélio Globlequener
@globlequener -
ʀᴏʙᴇʀᴛᴏ ʜɪɴʀɪᴄʜsᴇɴ
@TradingMarks -
marcelohars
@marcelohars -
Joaquim Neto
@jocanetoo -
Fabio J.
@FabioJEB -
Gabriel Boente🌾
@gabeboente -
João Paulo - DarfVader
@DarfSystem
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