8 Aug 2024
This is what triggered a global-scale sell-off of every major asset class...
A harsh remainder how shaky the global financial system is... Source: Bank of Japan, Sina 21st Capital on X
8 Aug 2024
This is the ultimate reason why the Bank of Japan ‘needs to maintain monetary easing.’ DEBT
i.e the yen carrytrade is likely to resume sooner rather than later Source: Jeroen Blokland
8 Aug 2024
JPMorgan: 75% Of Global Carry Trades Have Been Unwound
(yesterday they said that the unwinding was only half completed...) Source: www.zerohedge.com
8 Aug 2024
Interesting to see insiders with the most bearish flows in a decade.
Maybe just profit taking, or maybe they realize that current pricing is extreme relative to conditions. Source: Bob Elliott
8 Aug 2024
Liquidity has been deteriorating in August, which is known to be the largest month of the year for outflows.
Source: David Marlin, Soc Gen
8 Aug 2024
Super Micro Computer stock, $SMCI, just swung from UP +20% to DOWN -20% in 24 hours.
The stock rose to an after hours high of $729.00 yesterday and is trading at $486.00 in after hours today. $SMCI is now down 60% from its high seen just 5 months ago. Source: The Kobeissi Letter
8 Aug 2024
The last 10 minutes of trading on Wall Street today...
Source. Markets & Mayhem
8 Aug 2024
Whales are accumulating Bitcoin like never seen before.
Source: Cryptoquant
