Running out of rocket fuel | Metals Mine

  • Running out of rocket fuel

    From spectramarkets.com

    Last week I discussed how macro was dead and I may have accidentally nailed the top in that narrative as macro is back this week and we are seeing many movements tied to a stronger U.S. economy, the inflationary impact of the war in Iran, and political kerfuffles in Brazil and the United Kingdom. U.S. data is running hot and American Exceptionalism is back. CPI is in the sky and PPI’s begun to fly as the double blockade of Hormuz continues and the weeks tick by. Tick tick tick. Commodity, shipping, and supply chain experts continue to warn that the shutdown of the Strait will eventually lead to various supply ... (full story)

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dchristi
May 15, 2026 1:17pm
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FlyingTurtle
May 16, 2026 6:06am
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Would be more accurate if he had the fiddle upside down.
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Trader#1A32
May 15, 2026 1:06pm
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Stronger US economy? LoL

Meanwhile (what actually matters), 10Y is slowly approaching deadly 5%.
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Trader#C18D
May 15, 2026 11:47pm
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I've been in the forex market for about 10 years and I've never seen so much chaos in the market. The whales were bankrupting me, so I didn't buy or sell at all for a while.
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