Market Signals

THE SURPRISE IN THE US DATA IS THE STABILITY OF THE HEADLINE NON PETROL GOOD DEFICIT IN THE FACE OF A BIG SURGE IN ELECTRONICS IMPORTS (COMPUTERS) FOR

FROM JOHN PLENDER'S FT COLUMN:

NFP FRIDAY NOTES:

SECRETARY RUBIO: CUBA IS ACTUALLY NOT CONTROLLED BY THE GOVERNMENT. CUBA IS CONTROLLED BY A MILITARY HOLDING COMPANY NAMED GAESA. GAESA OWNS VIRTUALLY

QUESTION FOR YOU CRYPTO GEEKS

⭕️ UPDATE

WHAT A MOVE ON $CBOE IN 6 SESSIONS IT WENT FROM OVER THE 8 EMA TO TESTING THE 200 DAY. HTTPS://T.CO/KELVGHCEYE — VIA @JBULLTARD1

VIX UP 5.5%. NO FRIDAY VIX CRUSH 🤣 — VIA @MARKET_SLEUTH

FOLKS FORGOT THAT KENNY G DID A PATTERN INTERRUPT & VIX CRUSH IS NOW ON THURSDAY’S JUST LIKE IT WAS LAST WEEK. 😆 HTTPS://T.CO/3KXOJEGXJO — VIA @MA

NEW PRIMER JUST DROPPED

IF YOU ARE AN ANALYST LOOKING FOR A TITLE TO YOUR NOTE EXPLAINING THE PRICE ACTION IN CME/CBOE, I GOT YOU -

ISDA OUT WITH A VERY INTERESTING NEW REPORT IN PREPARATION FOR US TREASURY CENTRAL CLEARING. LOOK FORWARD TO DIGGING INTO IT. @CONKSRESEARCH @SCOTTSKY

THERE’S HUSTLE THEN THERE’S DOING MAGIC AND MAKING BALLOON ANIMALS AT 9 PM OUTSIDE THE LOCAL ICE CREAM JOINT FOR TIPS HUSTLE. IF THIS DUDE KNOWS WHAT

“WALL OF SUPPLY V - 2000 PARALLELS”

BREAKING: US AIRSTRIKES HAVE NOW HIT THE SOUTH PARS GAS COMPLEX IN ASALUYEH, BUSHEHR PROVINCE, THE WORLD'S LARGEST NATURAL GAS FIELD, PER INITIAL REPO

2 BYD commercial vehicle news from this wk:

FROM A VIX COMPRESSION, & SPY PRICE ACTION SCHEMA THE DEC 18, 2024 EVENT MOST RESEMBLES TODAY'S PRICE ACTION. SPY FELL NEARLY 3% THAT DAY & TH

THE ECONOMY IS FAR MORE BIFURCATED THAN HEADLINE DATA SUGGESTS.

ANYONE FOLLOWING CHINA'S STOCK MKT IN PAST MONTH CAN SEE THE HUGE BOOM IN ALL AI RELATED STOCKS, NOT UNLIKE THE KOSPI BOOM. SEE PIC ON TOP 20 MKT CAP

TODAY THE VIX HIGH WAS 21.57 WITH A SPY LOW OF $735.53 (CASH SESSION). KEEP THOSE NUMBERS NEAR YOUR TRADING SCREEN. A LOWER SPY PRINT FOLLOWED BY A LO

FUNDS PARE US GAS NET SHORT BETS FROM 18-MONTH HIGH

LOOKING AT THE HEAT MAP BELOW 👇, WE SEE THAT THE RIGHT TAIL DRIVERS OF EARNINGS (+20%), MARGINS (15.8%) AND CREDIT SPREADS (73 BPS) CONTINUE TO PROPEL

AFTER 8+ YEARS I GOT MY FIRST TWITTER SUSPENSION. I RESPONDED TO A COMMENT AND INCLUDED THE OWNER'S NAME A JOKE ABOUT THE TREASURY SECRETARY PUNCHING

THIS WAS A GREAT CALL! VIX OVER 18 🤝 — VIA @MARKET_SLEUTH

THE SPY $734 0DTE CALL WENT FROM 6 CENTS TO A HIGH OF $6 TODAY. GEESHHHH. HTTPS://T.CO/ZK7TUT5C6K — VIA @MARKET_SLEUTH

EX-ANDREESSEN HOROWITZ PARTNER SLAMS HIS OLD FIRM, OTHER VCS FOR 'POLITICAL INFILTRATION' AROUND AI — VIA CNBC

TRUMP CLAIMS IRAN WAR SETTLED 'SUBJECT TO FINALIZATION,' EXPECTS SIGNING IN 'NEXT FEW DAYS' — VIA CNBC

OIL TANKER CEO SEES HORMUZ SHIP TRAFFIC QUICKLY INCREASING IF U.S. AND IRAN REACH A DEAL — VIA CNBC

SEVERAL THINGS I LIKE ABOUT MACOS 27 GOLDEN GATE THAT HAVE NOTHING TO DO WITH AI — VIA ARSTECHNICA

5 TAKEAWAYS FROM THE LATEST MIDTERM PRIMARIES, WITH PLATNER'S WIN AND MIXED RESULTS FOR TRUMP SUPPORT — VIA PBS

TRUMP FAMILY GOT ABOUT $500M FROM CRYPTO VENTURE — BUT INVESTORS SAW STEEP LOSSES — VIA CNBC

MARKETS ARE PRICING IN A RATE HIKE BY THE EUROPEAN CENTRAL BANK — WHICH ONE TOP ECONOMIST SEES AS A ‘MISTAKE IN THE MAKING’ — VIA MARKETWATCH

TRUMP TELLS IRAN AND ISRAEL TO STOP 'SHOOTING' AS MISSILE BARRAGES SHATTER FRAGILE CEASEFIRE — VIA LATIMES

TRUMP NOMINATES TODD BLANCHE FOR ATTORNEY GENERAL AMID CONTROVERSY OVER DOJ FUND — VIA CNBC

$NVDA

🔴ELIMINATED: A HEZBOLLAH TERRORIST OPERATING FROM WITHIN A UNIFIL OUTPOST IN THE BURJ QALAWIYA AREA IN SOUTHERN LEBANON.

🚨 GAZA FLOTILLA VOLUNTEERS DETAINED IN LIBYA 11 DAYS, REPORT LIFE-THREATENING CONDITIONS FROM UNNAMED “BLACK SITE”

MAY JOBS REPORT: SAME, BUT DIFFERENT

INSIDE THE OBAMA-ERA IRAN NUCLEAR DEAL THAT TRUMP WITHDREW FROM — VIA CNBC

PUTIN TO DELIVER ADDRESS AMID PRESSURE TO END WAR IN UKRAINE

KOREA PLANS SWEEPING MERGERS OF STATE-RUN POWER, PORT GIANTS - KOREAHERALD

‘ITALY AT FRIEZE’ CONNECTS CULTURES IN SEOUL - KOREAHERALD

5 OTTER FAMILIES FOUND ALONG SEOUL’S HAN RIVER - KOREAHERALD

THE EU COMMISSION'S GSP+ REVIEW FOUND SOME PROGRESS IN PAKISTAN'S REFORM JOURNEY BUT MUCH REMAINS TO BE DONE - DAWN - GNEWS

EU AND NATO VOW TO STEP UP PRESSURE ON RUSSIA AFTER 'NEW ESCALATION' IN GERMANY - BBC - GNEWS

U.S. stock futures fall as oil prices and Treasury yields rise: Dow Jones, S&P, Nasdaq, Wall Street

S. KOREA TO RELOCATE ADMINISTRATIVE BODIES OUT OF GREATER SEOUL STARTING 2027 - KOREAHERALD

SUNDAR PICHAI'S ALPHABET HAS GROWN GOOGLE CLOUD REVENUE 82% YEAR OVER YEAR. HERE'S WHY THAT GROWTH RATE JUSTIFIES THE COMPANY'S CAPEX BET. - THE MOTLE

HEADS OR TAILS? $1 COIN WITH TRUMP’S FACE AND GOLD FINISH GOES ON SALE - AP NEWS - GNEWS

S. KOREAN, JAPANESE, TURKISH FRIGATES BEING CONSIDERED FOR NEW US FRIGATE CLASS: REPORT - KOREAHERALD