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9 Feb 2024

Asset Managers are the most long U.S. Equity Futures in at least the last 15 years.

Source: barchart

9 Feb 2024

Big Tech of course "dwarfs" unicorn total market cap, but that 3.8T number still feels a little on the high side

Source: TME, CB Insights

8 Feb 2024

The US government sold a record $42 billion of 10-year notes Wednesday at a lower-than-anticipated yield.

The notes were awarded at 4.093%, compared with a when-issued yield of about 4.105% moments before 1 p.m. New York time, the bidding deadline. The lower yield indicates stronger demand than traders anticipated. The auction result broke a streak of tails — or a weaker result for the previous four monthly sales . source : bloomberg

8 Feb 2024

Are Americans Taking Over English Football ?

More than a third of the 92 professional teams in England’s top four leagues now have some form of US ownership. source : bloomberg

7 Feb 2024

Americans now have a combined $1.13 Trillion of credit card debt, according to a new report from the Federal Reserve Bank of New York

source : cnbc

7 Feb 2024

New York Fed's Household Debt and Credit Report

Total household debt climbed by $212 billion in the fourth quarter of 2023 to $17.5 trillion, the New York Federal Reserve said in its latest quarterly Household Debt and Credit Report. Amid the rise in debt, delinquency rates and the transition into troubled status were both higher. source : cnbc

7 Feb 2024

Market mood

Source: hedgeye

6 Feb 2024

The short term gap is huge. NASDAQ futs vs US 10 year (inv), 10 min 3 mths chart.

Source: TME

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