Tuesday, 13 September, 2022
From: Lorberg, Stuart <Stuart.Lorberg@cmegroup.com> Sent: 13 September 2022 08:59Subject: IMPORTANT NOTICE – SER-9056: Monday, September 19, 2022 – State Funeral of Her Majesty, Queen Elizabeth II – UK Bank Holiday Good morning, Apologies for the timing here – the notice that I am sure you will all welcome regards ED expiries. View in your browser To Members, Member Firms and Market Users From CME Group Research […] Read More
Friday, 09 September, 2022
{EU} ECOSTREAM – Exclusive: ECB Insider: 50bp Rate Hike Likelier in October than Another 75bp Read More
Friday, 09 September, 2022
DOLLAR DIP – This is the second largest single-day move lower in the Bloomberg Dollar Index (BBDXY) in index points – & 3rd largest in % terms – since March 2020, only usurped by August 10th this year when the SPX was up over 2% and NDX up almost 3%. It’s almost like it’s a coordinated effort… see attached Read More
Thursday, 08 September, 2022
US stocks could slide a further 25% if the economy tips into recession, with risks to a sustained equity rally mounting, according to Deutsche Bank AG strategists. With company profits set to drop, stock valuations still high and recession risks looming, the fundamental picture for stocks is challenging, strategists led by Binky Chadha wrote in a note dated Sept. 7. Still, investor positioning in equities is low, they added. “The outlook looks relatively binary: in […] Read More
Thursday, 08 September, 2022
UK’S QUEEN ELIZABETH’S DOCTORS CONCERNED FOR HER HEALTH… Rumours starting on Twitter that “London Bridge has fallen” and there was an interuption in parliament where Zahawi had a long chat with the Speaker who then immediately started talking to his clerks. Sky reporting: Prime Minister Liz Truss said “the whole country will be deeply concerned by the news from Buckingham Palace this lunchtime” adding “my thoughts – and the thoughts of people across our United […] Read More
Wednesday, 07 September, 2022
sells off the front end, but not a lot new in this? Ashley Joye (ARCHR LLP ) Subject: FW: WSJ – Nick Timiraos – Jerome Powell’s Inflation-Fighting Pledge Could Tee Up Another 0.75-Point Interest Rate Rise WSJ – Nick Timiraos WSJ – Jerome Powell’s Inflation-Fighting Pledge Could Tee Up Another 0.75-Point Interest Rate Rise Fed officials face questions over how high to lift rates by year’s end and how fast to get […] Read More
Tuesday, 06 September, 2022
TY falling trend Channel {97} Read More
Tuesday, 06 September, 2022
Institute For Fiscal Studies on freezing the energy price: ” terrible idea but may be unavoidable” Describing an energy bill freeze as “a terrible policy — but maybe one we can’t avoid”, IFX said: “The problems with it are twofold. It’s enormously expensive and a lot of money goes to people who don’t need it, and [secondly] if you’re holding prices constant what takes the strain is supply, so that increases the risk that you’ll […] Read More
Thursday, 18 August, 2022
GS: The July FOMC minutes indicated that participants thought that “at some point” it would likely become appropriate to slow the pace of hiking while assessing the impact from tighter financial conditions, consistent with our forecast that the FOMC will slow the pace of hiking to 50bp in September and 25bp in November and December. The Fed staff’s forecast for economic growth was “noticeably weaker” than at the June meeting, while participants generally judged […] Read More
Wednesday, 10 August, 2022
No images? Click here War Lab puts risk of China/Taiwan conflictat 74% in 2020, which Ray Dalio’sresearch seeks to emulate Christopher Joye, portfolio manager, Coolabah Capital Investments Over at Livewire, I write that amidst news that the US has sensationally relocated one-quarter of its entire strategic B2 stealth bomber fleet to Australia due to the rising risks of war with China over Taiwan, it is worth revising our contrarian predictions on this subject. […] Read More
