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    15 Aug 2024

    Bank of America survey shows continued optimism on Big Techs

    Source: Bloomberg

    #markets| #Technology
    Bank of America survey shows continued optimism on Big Techs
    Bank of America survey shows continued optimism on Big Techs
    14 Aug 2024

    Cathie Wood goes on a dip-buying spree

    Source: Bloomberg

    #markets| #equities
    Cathie Wood goes on a dip-buying spree
    Cathie Wood goes on a dip-buying spree
    14 Aug 2024

    "Dr Doom" Nouriel Rouvinsi is upbeat about the economy

    Source: Fortune

    #markets| #United States
    14 Aug 2024

    CTAs are projected to sell global stocks in every single scenario over the next week, up to a total of $64 billion if the market trades lower, warns Goldman Sachs!

    Source: GS, Barchart

    #markets
    CTAs are projected to sell global stocks in every single scenario over the next week, up to a total of $64 billion if the market trades lower, warns Goldman Sachs!
    CTAs are projected to sell global stocks in every single scenario over the next week, up to a total of $64 billion if the market trades lower, warns Goldman Sachs!
    13 Aug 2024

    There's the rest of the market .. and then there's $NVDA

    Source: Markets & Mayhem

    #markets| #equities
    There's the rest of the market .. and then there's $NVDA
    There's the rest of the market .. and then there's $NVDA
    12 Aug 2024

    Japanese stocks are trading at a reasonably low PE of 13.17 after the recent drawdown

    Source: Bloomberg, Markets & Mayhem

    #markets| #Asia
    Japanese stocks are trading at a reasonably low PE of 13.17 after the recent drawdown
    Japanese stocks are trading at a reasonably low PE of 13.17 after the recent drawdown
    12 Aug 2024

    Hedge Funds reduced their bearish Japanese Yen bets by the 5th largest amount in history (week ended August 6)

    Source: Bloomberg

    #markets| #Asia
    Hedge Funds reduced their bearish Japanese Yen bets by the 5th largest amount in history (week ended August 6)
    Hedge Funds reduced their bearish Japanese Yen bets by the 5th largest amount in history (week ended August 6)
    12 Aug 2024

    A liquidity shock >>> SPX trading liquidity has collapsed the most on record over 2 weeks

    Source: Bloomberg, Alessio Urban

    #markets| #equities
    A liquidity shock >>> SPX trading liquidity has collapsed the most on record over 2 weeks
    A liquidity shock >>> SPX trading liquidity has collapsed the most on record over 2 weeks
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