#Nickel overtakes #gas driven by focus on margin calls, financial risks and low liquidity. Followed by other Russia and Ukraine dependent #commodities like #wheat #crudeoil and #palladium

Банк России вводит временный порядок операций с наличной валютой: cbr.ru/press/event/?i…

Crude: +2.811M 📈🛢🇨🇦 Cushing: -0.367M Gasoline: -1.988M Distillates: -5.485M

25 Feb gap almost filled #WTI

#Brent #crudeoil trading around $100 and following an 85 dollar roundtrip it has returned to levels indicating the Russian war never happened. Brent/Urals spread at $27/b clearly tells a different story. The IEA sees a 25% drop in Russian output next month #OOTT

Вроде как не прошёл долларовый платёж по купону суверенного бонда

#Рынки очень позитивно восприняли #ФРС +0,25 и дальнейшую прессуху Пауэлла. Если вкратце - рынок труда силен, никакой рецессии не будет, инфляцию во 2-м кв поприжмем💪 выровняв цепочки поставок. США, Европа, Азия - везде газ. До конца марта так и вижу. Там посмотрим.

ECB has 'extra space' before first rate hike, Lagarde says reut.rs/3CS56Gs

The 10Y is now testing a 4 decade down trend. Could be a sign of a regime change 👇

S&P +6% since Chair Powell's presser started on Wednesday

‼️ #Мосбиржа начнет торги 33 индексными акциями 24 марта: AFKS, AFLT, ALRS, CBOM, CHMF, DSKY, ENPG, FEES, GAZP, GMKN, HYDR, IRAO, LKOH, MAGN, MGNT, MOEX, MTSS, NLMK, NVTK, PHOR, PIKK, PLZL, ROSN, RTKM, RUAL, SBER, SBERP, SNGS, SNGSP, TATN, TATNP, TRNFP, VTBR. ⚠️Шортить нельзя!

This is now the most bearish wave count and makes the most sense given the length of time of this sideways correction:

Bullish #EIA report today with draws across #crudeoil, #gasoline and diesel. 4.2m bbl added from SPR, exports surged to 3.8m b/d, a July '21 high, with Russian sanctions driving up demand. Implied gasoline demand (4-wk avg.) starting to show seasonal weakness #OOTT

S&P 500 futures drop trib.al/Ijz56Rm

COT on #commodities in wk to March 22 saw some normality return following recent forced reductions amid surging vol and margin calls. #Crudeoil bought after rallying 15%, #gold and #silver length cut by 9%, #copper long jumped 25% while #grains and softs were mixed #OOTT 1/n

Global #container #shipping rates continued to ease with congestion easing and EU economic activity shows sign of slowing as inflation and uncertainty bites. The Drewry composite index dropped to $8.5/40ft box, lowest since last July with the Shanghai to EU dropping the most

Spread between U.S. 10-year and 2-year breakeven rates remains in negative territory

COT on #commodities in week to March 29 showed a broad reduction in bullish bets on China growth worries, peace talks, flattening yield curve => growth concerns and persistent high volatility creating difficult trading conditions #crudeoil #gas #gold #copper #grains #OOTT