, 26 tweets, 7 min read Read on Twitter
GLOBAL MARKETS weekly momentum wk7 1/n

• RiskON continued
• Retail shorts cover (again and again and again)
• FED pause
• Hope on Global Dovish Centralbanks to stop GlobalSlowDown
2/n YTD Performance Global Assets

• given this velocity, some of those stock markets and industrial commodities are pricing in triple digits % for 2019. [well, let's get some common sense later... ]
3/n update OVERVIEW Global Markets ROC for info
4/n update Trend & Exhaustion
5/n update Global 10Y Govt Bond Yields Heatmap
6/n update Global 2y 10y Yields / Yieldcurves
7/n update US Yields 2y 5y 10y 30y vs FF
8/n update US Swap Rates
9/n update US SwapCurves vs SPX vs business cycles
10/n update CREDITS EU 1
11/n update CREDITS EU 2
12/n update ITRAXX Corp IG & HY and Financials Sen & Subs
13/n update US credits 1
14/n update US Credits 2
15/n update Credits 3
16/n update Credit Risk gauge vs Vola Risk Gauge Europe / US
17/n update CreditRisk CDX vs SPX model
18/n update VSTOXX (impl vola for European STOXX while European PMIs sliding to multi year lows and ECB stopped QE)

market does not imply any stress.
19/n update VIX term structure , RiskOn and steep contango curve
20/n update RiskOnOff ratios Monitor
21/n update US Dashboard
22/n update MRI US

• prel UoM up
• VIX lower
• Creditspreads tighter

= "tongue-in-cheek" model bounced up
23/n update MRI EU
24/n UoM (flash) bounced
25/n ES NQ YM RiskOn continues

• Credit spreads tighter
• Dovish Global Central Banks
• even this super simple trend thing has not broken, and yet every retail tries a new short, again and again, again.
26/n update USDTRY

the END //

now, @threadreaderapp please unroll , thanks

enjoy the rest of the Sunday.

also, thank you for the poll and SurveyMonkey participation. Update soon. Stay tuned. xx
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Kai Pflughaupt
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!