The nat gas move is wild but feels unsustainable once weather normalizes and production comes back. More intresting to me is the yen support angle - if Treasury yields spike while were issuing heavy, foreign demand becomes critical. A weaker dollar helps that math without the Fed needing to do much. Also watching STX and TXN tonight, they'll give better color on non-AI semiconductor demand than all the hype stocks combined.
The nat gas move is wild but feels unsustainable once weather normalizes and production comes back. More intresting to me is the yen support angle - if Treasury yields spike while were issuing heavy, foreign demand becomes critical. A weaker dollar helps that math without the Fed needing to do much. Also watching STX and TXN tonight, they'll give better color on non-AI semiconductor demand than all the hype stocks combined.
Hi Kenny, Love the info on the market as always!! Pasta sounds delicious!! Thanks Again DaveH