$TMF
🧶🧶 Oil prices are seeing a sharp upward wave driven by global supply fears, and energy costs in the States are shooting up right along with them
The markets are pricing in a clear jump in the September CPI
I'm dead certain the print is going to beat all expectations, because energy is going to steal the show
$TBT
This spike is going to firmly put Fed rate hikes back on the cards before the year is out, pushing Treasury yields even higher
That’s why I'm aggressively ramping up my long oil positions and going short on Treasuries. Yields are heading up and oil's going to keep marching
$BZ
#CPIWatch
🧶🧶 Oil prices are seeing a sharp upward wave driven by global supply fears, and energy costs in the States are shooting up right along with them
The markets are pricing in a clear jump in the September CPI
I'm dead certain the print is going to beat all expectations, because energy is going to steal the show
$TBT
This spike is going to firmly put Fed rate hikes back on the cards before the year is out, pushing Treasury yields even higher
That’s why I'm aggressively ramping up my long oil positions and going short on Treasuries. Yields are heading up and oil's going to keep marching
$BZ
#CPIWatch