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
8 Aug 2024
Chinese firms are fast turning away from US and Europe for greenfield FDI
• China is de-risking, too, by reducing reliance on western markets for trade and investment • In countries 👇 imports from China of intermediate goods used in manufacturing have tripled since 2013 Source: Agathe Demarais, The Economist
8 Aug 2024
A tectonic shift in Predict Presidential elections odds
Source: Predict It
