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FTX Access

@FTX_Access

NOT INVESTMENT ADVICE!

Joined February 2022
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@FTX_Access provides regular market commentary, which is not informed by and does not represent the views of @FTX_official or @FTX_US. It is not investment advice. Feedback always welcome.
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ISM Prices Paid drop much more than expected
Image from FTX Access (@FTX_Access)
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Nasdaq breaks Fridays highs. Cash open quickly erased overnight weakness
Image from FTX Access (@FTX_Access)
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👇👀👇 Ex NY Fed Pres Dudley Warns Wishful Thinking Won’t Help Fed Beat Inflation ... BBG Investors have lately become optimistic that Fed won’t have to tighten monetary policy much further This wishful thinking is both unfounded & counterproductive. bloomberg.com/opinion/articl…
Wishful Thinking Won’t Help the Fed Beat Inflation

Wishful Thinking Won’t Help the Fed Beat Inflation

Market speculation about a “pivot” is overdone and counterproductive.

bloomberg.com
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FTX Access retweeted
db (@tier10k) profile picture
db
@tier10k1 Aug 2022
[DB] FC Barcelona Expands Partnership With Socios, Chilliz to Invest $100m in Barca Studios
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FUNDSTRAT: The @ClevelandFed’s inflation forecast “now shows July CPI tracking to 0.27% .. This is .. 3.24% annualized .. the lowest rate since January 2021 .. a collapse from the 9%-12% annualized rates seen in all of 2022 ..” - @fundstrat
Image from Carl Quintanilla (@carlquintanilla)
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These trend reversals are squeezing large system funds They've had big performance years but can assume they are turning like oil tankers from shorts in commods, equities, bonds and long USDs In a quiet summer market this flow is big and doesn't care about fundamentals
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These will be important with the loosening in US FCI (over 50bps in July) and the Kashkari comments on Friday
Alex Krüger (@krugermacro) profile pictureAlex Krüger
@krugermacro31 Jul 2022
Replying to @krugermacro
On the Fed speakers side, watch out for Bullard on TUE (1845 EST) and Mester on THU (1200 EST). I don't expect anything major there. Expect them to repeat the Fed is not backing down on their fight against inflation, that inflation is priority #1, and the Fed is data dependent.
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USD index breaks last weeks low USDJPY is leading, lower global yields takes pressure off the BOJ
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BREAKING: Press release by US House Speaker Pelosi lists she will visit Singapore, Malaysia, South Korea and Japan on upcoming trip, without mention of Taiwan.
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Replying to @FTX_Official
Live footage
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SPX closes: April 29: 4131 May 29: 4158 July 29: 4130 Thanks for playing.
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Kashkari the first FOMC member to push back on market reaction. It shouldn't be surprising that they don't want financial conditions to ease nytimes.com/2022/07/29/busin…
Fed’s Kashkari says officials are ‘a long way’ from backing off inflation fight. (Published 2022)

Fed’s Kashkari says officials are ‘a long way’ from backing off inflation fight. (Published 2022)

Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis, said the Fed had more work to do in trying to control price increases.

nytimes.com
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As we approach merge, starting to see more commentary on the technical execution questions
Christine D. Kim (@christine_dkim) profile pictureChristine D. Kim
@christine_dkim29 Jul 2022
The more I listen to these dev calls, the more I realize how complex the Merge transition is and with that comes a seemingly never ending list of edge cases for what could go wrong, While those odds are slim, they can compound.
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Summers speaks out against Powells neutral rates level bloomberg.com/news/articles/…
Summers Says Powell’s Call on Neutral Fed Rate ‘Indefensible’

Summers Says Powell’s Call on Neutral Fed Rate ‘Indefensible’

bloomberg.com
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Seems like people are underweight
Alf (@MacroAlf) profile pictureAlf
@MacroAlf28 Jul 2022
For context, this is the biggest two-days rally following a Fed hike since the 1970s.
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AMZN beat +10% ...AAPL to come
Image from FTX Access (@FTX_Access)
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Last week, along with @FTX_access, we hosted Crypto Town Hall: The State of Play. 🎮 With insights from @Jihoz_Axie, @gabusch, @abearschmitt, @PlayIsFree, @pierskicks, and @amytongwu you don't want to miss this! The replay is now available. ⬇️ xitter.cf/i/spaces/1YqJDqodAbwxV
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New range highs for Nasdaq
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U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.01 PCT Markets having a hard timing making their mind up about the impact of bad data With this level of Fed pricing it's harder for bad to be good. Unless you think Fed do less than 50/25/25
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Huge bond rally across the curve today
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