The worst 4 days in US Macro data in 5 months sent investors scrambling into the safety of bonds, precious metals, and FANG stocks??

 

Trump's "false economy" was on show today as a 5 standard deviation miss in ISM Services that smashes the US Macro data to over 2 month lows…

 

Crushing rate-hike odds…

 

Small Caps and Trannies disappointed but weak US economic data sent investors rushing into the safe haven of FANG stocks…all-time highs for Facebook and Amazon

 

Sending Nasdaq soaring…

 

VIX was jammed back towards an 11 handle, driving the cash S&P up to Friday's highs…

 

The USD Index tumbled on the day – led by Yen strength – after the dismal economic data…This was the biggest drop in the USD Index in 3 months

 

Treasuries were heavily bid today erasing post-payrolls losses (which appear driven more by rate-locks as today's massive issuance suggests)…

 

The weaker USD helped PMs today, copper flatlined but crude roundtripped on "freeze-dud" chatter and algos panic-buying…

 

Silver and gold are up 5 days in a row surging at the fastest pace in over 2 months…

 

Gold is leading the major asset classes post-payrolls…

 

Finally, in case anyone was confused at the market's movements, this seemed to sum it up perfectly…

What a joke! (see clip above)

Charts: Bloomberg

Bonus Chart: False Economy or False Market? 

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