Darkwinter

Darkwinter

0Following0Followers3Likes & Bookmarks
D
Darkwinter

Iran say Hormuz is shut… means oil will still flow but at a premium = oil price remains high.. inflation continues…

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot PPI Turns Citi and UBS Hawkish

September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...

D
Darkwinter

Iran say Hormuz is shut… means oil will still flow but at a premium = oil price remains high.. inflation continues…

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot PPI Turns Citi and UBS Hawkish

September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...

D
Darkwinter

Oil is up, inflation went up, but oil remains up doesn’t mean inflation continues to be up. Inflation may just remain flat subsequently

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds

September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...

D
Darkwinter

Oil is up, inflation went up, but oil remains up doesn’t mean inflation continues to be up. Inflation may just remain flat subsequently

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike Odds

September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...

D
Darkwinter

Hmmm China CPI is up… How likely would US CPI be down?

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tonight’s CPI Decides the Fed’s Next Move

Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...

D
Darkwinter

Hmmm China CPI is up… How likely would US CPI be down?

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tonight’s CPI Decides the Fed’s Next Move

Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...

D
Darkwinter

Fed Warsh sharing is more important although any hawkish words he say might not translate to any credible actions. But any dovish words will probably be true.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout

Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...

D
Darkwinter

Fed Warsh sharing is more important although any hawkish words he say might not translate to any credible actions. But any dovish words will probably be true.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout

Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...

D
Darkwinter

Inflation risks from oil and Donald trump. It’s getting close to the election also

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

D
Darkwinter

Inflation risks from oil and Donald trump. It’s getting close to the election also

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...