Hedge Funds Boost #Treasury Shorts to Record on Doubts Over Rally
Source: Bloomberg
China Celebrated Lunar New Year Like Covid No Longer Exists
Source: Bloomberg
Bank of Japan (BoJ) owns ~50% of Japan's national debt
Japan's national debt stands at 1,280 trillion Yen or roughly $9.2 trillion. Bank of Japan (BoJ) owns ~50% of Japan's national debt: 564 trillion yen. If they continue with same pace of bond buying, they will own all the outstanding bonds in 33 weeks Source; WallStreetSilver, SagarSinghSetia
S&P 500 Q4 GAAP earnings were down 20% year-over-year
S&P 500 Q4 GAAP earnings were down 20% year-over-year, the 3rd consecutive quarter of negative YoY growth and the largest decline since Q2 2020 (note: combination of actual/estimates w/ 37% of companies reported thus far). Source: Charlie Bilello
Tesla has become one of hottest stock-option trades on Wall Street
Tesla has become one of hottest stock-option trades on Wall St attracting equal numbers of enthusiastic supporters & outspoken critics. Both sides have turned to derivatives: Bulls betting on extreme upside scenarios, bears bet share price will plunge. Source: HolgerZ, Cboe
The Bitcoin market has stopped bleeding.
Realized P/L ratio (30d MA), a ratio between all coins moved at a profit and a loss (at the price last moved on chain), has flipped positive. Source: Glassnode, Dylan LeClair
Disinflation in one chart
In the 90s, a company needed 8 employees to generate $1 million in revenues. Due to technology, now it needs 2. Source: MacroAlf
The UK has been lagging other developed economies
Souce: Bloomberg
