1.
Rahul
@rhemrajani9
Week ahead ️:
Factory orders Mon
Consumer credit Tues
Powell ️ Tues and Wed
JOLTS jobs Wed
Job… twitter.com/i/web/status/1…
Factory orders Mon
Consumer credit Tues
Powell ️ Tues and Wed
JOLTS jobs Wed
Job… twitter.com/i/web/status/1…
2.
Rahul
@rhemrajani9
Markets last week …
- Fed funds
- Landing scenarios 🛝
- Housing
- AI
- US debt
- Financial conditions
- L… twitter.com/i/web/status/1…
- Fed funds
- Landing scenarios 🛝
- Housing
- AI
- US debt
- Financial conditions
- L… twitter.com/i/web/status/1…
3.
4.
5.
6.
7.
Rahul
@rhemrajani9
The markets 𝐃𝐎𝐍’𝐓 bottom BEFORE FED stops hiking.
Chart compared to 2000 and 2008 bottoms.
This time is certa… twitter.com/i/web/status/1…
Chart compared to 2000 and 2008 bottoms.
This time is certa… twitter.com/i/web/status/1…
Rahul
@rhemrajani9
Retail optimism returns for the first time since April…
How’s this going to end? $SPX $QQQ 🫣🫠 pic.twitter.com/eCa2Qy35G4
How’s this going to end? $SPX $QQQ 🫣🫠 pic.twitter.com/eCa2Qy35G4
Rahul
@rhemrajani9
Over the long haul, these dips look like blips along the way.
Still think we have yet to bottom, but cool grap… twitter.com/i/web/status/1…
Still think we have yet to bottom, but cool grap… twitter.com/i/web/status/1…
Rahul
@rhemrajani9
Q3 earnings weaker
Rate hikes
QT ramp in Sept (-$33b last week itself)
What’s up priced in bros? Sure, you’l… twitter.com/i/web/status/1…
Rate hikes
QT ramp in Sept (-$33b last week itself)
What’s up priced in bros? Sure, you’l… twitter.com/i/web/status/1…
Rahul
@rhemrajani9
$550b wiped off big tech market cap this week
Still have yet to see $AAPL and $AMZN earnings later today.
Un… twitter.com/i/web/status/1…
Still have yet to see $AAPL and $AMZN earnings later today.
Un… twitter.com/i/web/status/1…
8.
9.
10.
11.
Rahul
@rhemrajani9
The rise we have seen in the US $DXY are reaching pivotal levels YoY.
Typically in the past this type of upsi… twitter.com/i/web/status/1…
Typically in the past this type of upsi… twitter.com/i/web/status/1…
Retweet of status by @rhemrajani9
Rahul
@rhemrajani9
A tale of charts :
Inflation category breakdown (9.1%) print today. FOMC will be announcing next rate hike 7… twitter.com/i/web/status/1…
Inflation category breakdown (9.1%) print today. FOMC will be announcing next rate hike 7… twitter.com/i/web/status/1…
Rahul
@rhemrajani9
FOMC MEETING takeaways
.75bps announced; not out of question for July meeting as well. Further notes below … twitter.com/i/web/status/1…
.75bps announced; not out of question for July meeting as well. Further notes below … twitter.com/i/web/status/1…
Rahul
@rhemrajani9
The markets :
$SPX $QQQ $VIX pic.twitter.com/uyqTtjQMer
$SPX $QQQ $VIX pic.twitter.com/uyqTtjQMer
Retweet of status by @rhemrajani9
...but wait! There's more!
1.
fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
