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Viraj Patel
@VPatelFX
More footprints on the Fed's balance sheet of all not being well on global stage. $68bn drawdown in UST holdings… twitter.com/i/web/status/1…
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Viraj Patel
@VPatelFX
Gundlach's 3.37% for US 10Y yield has been taken out. FWIW agree with the general logic here... if we see a sust… twitter.com/i/web/status/1…
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Viraj Patel
@VPatelFX
US 2Y yields haven't been this volatile since the Volcker years. Cumulative moves over the last 3 days are by fa… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Pretty big miss in core UK CPI. Lends support to the idea that peak UK inflation is in. Telling that BOTH goods… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Looks like the “Bullard factor” is now non-existent. Markets are moving on from the Fed… $USD pic.twitter.com/udfuBlrG3j
Viraj Patel
@VPatelFX
To the moon #NextMemeStock pic.twitter.com/vK6bVvcLn9
Viraj Patel
@VPatelFX
Looming deep recession. Years of austerity & weak investment. High twin deficit that needs funding. Housing mark… twitter.com/i/web/status/1…
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Viraj Patel
@VPatelFX
Looks like MoF/BoJ intervened by more in $JPY markets last week than the 1st round in Sep '22. Foreign repo faci… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
MoF/BoJ intervention in $JPY... has to be this time. Incredible moves! pic.twitter.com/ppxsrpVO6w
Viraj Patel
@VPatelFX
Be on alert for intervention in FX markets as $USD rallies on risk-off mode. UK Chief Economist Pill scored an o… twitter.com/i/web/status/1…
Viraj Patel
@VPatelFX
Don't read too much into the Riksbank's 100bps hike. They've maybe got one more big hike left & then DONE accord… twitter.com/i/web/status/1…
...but wait! There's more!
1.
fakhright
@fakhright
astaghfirullah peng.krim guaaaaaaaa..............a *salto sambil solat*
