Offshore
Photo
Morning Brew β˜•οΈ
When you lied and said you were proficient in Excel and now your boss is asking for something called a VLOOKUP https://t.co/5O2hEYoYrL
tweet
Offshore
Photo
Steven Kiel
RT @viewsoff_: Full moon over Mount Fuji. https://t.co/wTGYM4yXwm
tweet
FXHedge
U.S. 2-TO-10 YEAR CURVE INVERSION REACHES MARK LAST SEEN IN 2000
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Fed swaps show a 1 in 2 chance of a 100 bps hike...
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Highest 2s 10s inversion since 2000.

2Y at 3.13%
10Y at 2.91%
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Fed's beige book shows modest growth, but several districts saw signs of demand slowdown...
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Bank of Canada's shock 100 bps hike is the most since 1998!
tweet
Saj Karsan
Airlines too https://t.co/ZWYw10pZhX
If Canada want to prosper for the next generation, it needs to stop protecting oligopolies in:

- Land
- Food/Agriculture
- Grocery
- Telecom
- Banking
- Energy
- Insurance

They don’t invest. We need investment to grow. NIMBYism is just ONE fight against regulatory capture.
- Eric Lombardi
tweet
FXHedge
FED SWAPS SHOW CLOSE TO 3-IN-4 CHANCE OF 100BP JULY HIKE
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Fed's Raphael Bostic worried about CPI print. Says "everything is in play".

CPI came in above 9%, as we expected. Market may have expected this as well.

A lot of focus will be on Fed speak going forward...
tweet
FXHedge
U.S. RATE FUTURES PRICE MORE THAN 80% CHANCE OF 100-BPS FED HIKE IN JULY -FEDWATCH
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
RT @ValueSituations: Just listened to this excellent & thoughtful discussion between @marketplunger1 & @SpecialSitsNews - a good reminder that in such noisy, volatile markets as we have today, special sits can offer uncorrelated opportunities https://t.co/G6rBw53w2P
tweet
Morning Brew β˜•οΈ
One more day to go until @HR_Brew's virtual sit down with Lorraine Stomski, SVP of associate learning and leadership at Walmart, to discuss the new rules of engagement in building and maintaining your workforce.

Sponsored by @15Five | RSVP πŸ‘‡

https://t.co/G6wmOh5vqi
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Natural gas volatility has been unreal this year... $UNG up another 8% today after Freeport collapse. Eyes on inventories tomorrow. https://t.co/5vdQZ0D9Sg
tweet
Rihard Jarc
Breaking news $NFLX partners with $MSFT on ad-supported subscription plan.
tweet