A Key US Macro Indicator Rose the Most Since Covid but Still Points to 20% Downside in Equities
Despite a substantial gain in the US Truck Tonnage Index in June, freight activity reveals significant downside in equities.
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EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Where Is the Stimulus
A weekly look at spot, vol and skew changes across 8 global Indices. We analyse the changes and try to identify the best trades based on the vol...
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The Weekly Market Monitor (29) - The Moment of Truth?
The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...
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Nasdaq and S&P Futures
The large US banks opened higher on Friday, trading up by 1.5% to 3.7% in the morning session on news of earnings beat by JP Morgan and Wells Fargo.
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US Manufacturing Watch: Indicators point to a cyclical rebound
Welcome to this edition of the Watch series where we’ll take a closer look at US manufacturing, see if it can provide some guidance as to where in...
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