top of page
Writer's pictureStéphan

U.S OIL production up / UST 10's 4.35-4.4% and SPX 4550 big levels / RBA : sticky inflation

  • RBA governor Michele Bullock says central bank now dealing with 'homegrown' inflation challenge, and questions government's housing target >> sticky inflation

  • Deloitte, KPMG ask US staff to avoid carrying their work phones to Hong Kong

  • US oil and gas production set to break record in 2023 despite UN climate goals

  • President Joe Biden has opened the first meeting of his supply chain resilience council by warning companies against price gouging and saying that his administration is working to lower costs for U.S. families

  • Copper been grinding higher, Iron Ore prices at highest since June 2022 (low inventories) >>> lower USD and higher commodity prices in 2024..

  • UST >>> technically this 4.35-4.40% area is big, T-note has failed to beark 109-110 last 10 sessions >>> definitely a big lev

  • SPX500 4550 area mentioned by BoA/Hartnett, will get harder to move higher from here, huge November momentum 'slowing down' clearly

  • USDollar has done a fair bit too, nothing wrong with banking a bit of 'P' on recenbt usd shorts..


 




General sentiment USD breaking down >>> IMHO, a small matter of a huge debt roll worth 8trn next year, either bond yields to their work higher or the USDollar weakens to price in some sort of risk into this huge equation !





34 views0 comments

Comments


bottom of page