OU ON REPARLE DU PIVOT; PERSONNE NE FAIT LE RAPPROCHEMENT AVEC LE CHAOS DE LA GROSSE BALEINE BRITANNIQUE.

Du sang qui coule

Blood in the water as Credit Suisse trades at the price of a candy bar.

Just another dead canary in the coal mine.

We are reassured this cannot be another Lehman moment.

Bonus is only three months away. pic.twitter.com/KgTvje6txF
— Mac10 (@SuburbanDrone) October 4, 2022

contagion

Contagion. 😬#banks #crisis https://t.co/PaazMPmB92
— Tuomas Malinen (@mtmalinen) October 5, 2022

Les banques US classées par positions sur les dérivés

Déja suracheté?

The S&P breadth oscillator has predicted every turn in 2022.

Now back to overbought.

As you can see, the decline is accelerating. pic.twitter.com/HUakrAMcpG
— Mac10 (@SuburbanDrone) October 4, 2022

THIS is the oversold rally which will end overbought again.

Keep in mind another obligatory delusion: "There is no trend to this market". pic.twitter.com/rJ00Nhljku
— Mac10 (@SuburbanDrone) October 4, 2022

Quite a heated #WallStreet debate on the prospects for a dovish #Fed pivot
Those arguing for the #pivot (and, therefore, expect a sustainable rally due to peak rates) point to ISM, Australia, BoE, financial stability
Those disagreeing focus on the late Fed, the labor market.
You?
— Mohamed A. El-Erian (@elerianm) October 4, 2022

Not a great chart.

The @FT on the evolution over the last eight months of forecasts for 2023 #growth and #inflation in the #UK.#economy #markets pic.twitter.com/i6tDMbqZd6
— Mohamed A. El-Erian (@elerianm) October 4, 2022

Saudi motivations are not hard to seek: They want to earn as much income as possible which they need for their budget expenditure that is pegged on oil exports. They may have congruence of interests with other oil producing countries. If it makes US angry, can't help it. https://t.co/JCHDRwB0jA
— M. K. Bhadrakumar (@BhadraPunchline) October 5, 2022

DU MIRACLE ALLEMAND A LA MALEDICTION ALLEMANDE

Good Morning from #Germany, which is not benefiting from the weak #Euro. The export nation's trade balance slipped to a slim €1.2bn in Aug because imports are becoming more expensive & exports are not growing accordingly. The terms of trade are thus deteriorating sharply. pic.twitter.com/mSZ58co88N
— Holger Zschaepitz (@Schuldensuehner) October 5, 2022

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