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Off-Topic Stock Market & Crypto Discussion

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90scane said:
Did Trump just break insider trading laws? "BE COOL! Buy now." then he paused tariffs
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It’s pretty obvious to me that Bessent was looking at the bond markets, and the yields on the 10-year heading towards 5% and it scared the heck out of him and thankfully he was able to infuse some sanity and stability into the situation, if only temporarily. At the same time, if you’re able to “subtly” (😂) convince everyone to “buy now” and effectively kill two birds with one stone, then why not? My hope now is that we mend these fences as quickly as possible with all these other countries(excluding China) which would continue to isolate them essentially forcing them to make a deal.
 
USD Consumer Price Index (MoM) (Mar)
-0.1% -1.96 0.1% 0.2%
12:30
USD Consumer Price Index (YoY) (Mar)
2.4% -3.16 2.6% 2.8%
12:30
USD Consumer Price Index Core s.a (Mar)
325.66 - - 325.48
12:30
USD Consumer Price Index ex Food & Energy (MoM) (Mar)
0.1% -3.16 0.3% 0.2%
12:30
USD Consumer Price Index ex Food & Energy (YoY) (Mar)
2.8% -1.83 3% 3.1%
12:30
USD Consumer Price Index n.s.a (MoM) (Mar)
319.799 -3.03 320.17 319.082
12:30
USD Continuing Jobless Claims
1.85M -1.37 1.88M 1.893M
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USD Initial Jobless Claims
223K 0.00 223K 219K
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USD Initial Jobless Claims 4-week average
223K - - 223K

March CPI down
Ex food and energy down
Jobless claims down
Excellent numbers, but before tariffs
 
DoctorKrazey said:
It’s pretty obvious to me that Bessent was looking at the bond markets, and the yields on the 10-year heading towards 5% and it scared the heck out of him and thankfully he was able to infuse some sanity and stability into the situation, if only temporarily. At the same time, if you’re able to “subtly” (😂) convince everyone to “buy now” and effectively kill two birds with one stone, then why not? My hope now is that we mend these fences as quickly as possible with all these other countries(excluding China) which would continue to isolate them essentially forcing them to make a deal.
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It sounds like the hedge funds got caught with their pants down when the market tanked. They had treasuries leveraged at 20x and were forced to sell, thus driving up the 10-year. The Chinese aren't as likely to sell treasuries but trade into Gold, which could be why gold went higher. We will know more about the Chinese holdings later this week once the FED updates its data.

It sure sounds like the market is in a very weak position. Hedge funds are over-leveraged. Chinese have $2T of US bonds (MBS, TBills). USGov needs to refi $8-10T of debt in 2025. Heading into a recession with high rates is not good for anyone.
 
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Tmobile has been green a lot of these red days...

Couldn't Musk put them out of business if he wanted to?
 
Brutal. We may hit circuit breakers today. 30yr auction I don't think is going to go well at top of hour. Suspect Fed will have to stand up some emergency facilities over the weekend to try to stabilize.

There's no investing in this market right now, trading only
 
Bird4um said:
Tmobile has been green a lot of these red days...

Couldn't Musk put them out of business if he wanted to?
Click to expand...

Starlink is good outside of the city and is almost useless in a city. The final mile in the near future will likely be a mix of cellular and satellite. Ultrawide in urban areas and satellite elsewhere. That said, cell companies own the bands needed for cellular so Elon can’t put them out of business. I do think a merger or purchase is possible.
 
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Yahoo Finance
US stocks swung back to gains before the bell on Friday, eyeing a comeback bid after China hit the US with a retaliatory tariff hike but signaled it won't hike duties any further.…
 
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USD Producer Price Index (MoM) (Mar)
-0.4% -3.49 0.2% 0.1%
12:30
USD Producer Price Index (YoY) (Mar)
2.7% -2.94 3.3% 3.2%
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USD Producer Price Index ex Food & Energy (MoM) (Mar)
-0.1% -2.29 0.3% 0.1%
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USD Producer Price Index ex Food & Energy (YoY) (Mar)
3.3% -1.39 3.6% 3.5%

PPI down nicely for March
Basically commodity prices for March lower
 
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