Scott Gardner CFA

@KauriInvestment

🥝 living in 🇬🇧 Investment Strategist at Charles Stanley. Macro, Markets and Sports junkie (🏉🏏🏒🏎️). Views are my own and not recommendations.

London, England
Vrijeme pridruživanja: prosinac 2018.

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  2. proslijedio/la je Tweet
    prije 16 sati

    We. Don't. Know. > > Did China's Tencent Accidentally Leak The True Terrifying Coronavirus Statistics | Zero Hedge

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    There it is! Ross Taylor hits the winning runs off the first ball of the 49th over at . 348/6 in the end with Ross Taylor 109* and Santner 12*. Scorecard |

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  4. Eurozone retail sales continue to slow, 1.3% Y/Y vs 2.3% Est. & a revised 2.3% in November. This was against an easier base effect aswell...

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  5. Asia markets in the green as the PBoC liquidity injection continues to wash through. Europe continuing the green theme this morning.

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  6. Morning Campers, the PBoC took back a smidge of liquidity overnight, -30b CNY. Total expansion since the end of Q3 is CNY 1.8t

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    4. velj

    🚨 Breaking news: Counting expert called in to help 🚨

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    Global junk bond issuance hits monthly record “New issuance through to Jan 31 amounted to $73.6bn, exceeding any monthly total over past 25 years. Last month’s figures surpassed previous record in March 2017 of $70.8bn” This is how bubbles over-inflate.

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  9. 4. velj

    I wonder how the Trump team will spin this...

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  10. 4. velj
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    Big sets of 💻 could help transform the response to of 💊 but there are that need to be resolved. 🔐 Find out more 👉

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    4. velj
    Odgovor korisnicima i sljedećem broju korisnika:

    Yep -- I wrote about that in a note to our institutional clients a few weeks ago:

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  13. 4. velj

    For context on the size of the PBoC liquidity injection, the Cumulative Net OMO done since '04 is below. When in doubt, flood the market with liquidity...

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    When China said cash wouldn't be an issue, it meant it. Graph below shows that mammoth gross injection Monday and doesn't even include today's offering.

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  15. 4. velj

    To 'Straya we go... ASX 200 +0.4% after the RBA held rates steady at 0.75%. "In the short term, the bushfires and the coronavirus outbreak will temporarily weigh on growth" - RBA Governor Lowe Is this the RBA's version of "she'll be right mate"???

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    Many industries have entered a period of self-questioning. How do we ‘make’ a better world and create a greater good ❓ But what is this ‘new’ good that we might want and how have we got here ❓ Read our article to find out 👉

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    4. velj

    Since 1982 (457M), the 10Y-3M YC has only been inverted a total of 23M, i.e. 5% of the time. Over the past 3Y, the outperformance of equities vs. bonds has been 8.9% p.a. If history repeats itself, once inverted: bonds>equities +10-20% p.a. over next 3Y. Different this time?

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  18. 3. velj

    Hong Kong contracted further in Q4. -0.4% Q/Q and -1.2% Y/Y.

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    3. velj

    Walking into the office to see Shanghai Comp -7.9%, China A50 -7% and Shenzhen -7.6%

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  20. 3. velj

    Largest divergence since 95.... then the ISM Manufacturing PMI y/y accelerated to meet the SPX. There is another divergence not included in the chart below in 1989 with the SPX y/y slowing to the PMI's level.

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