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Scott Gardner CFA proslijedio/la je Tweet
We. Don't. Know. > > Did China's Tencent Accidentally Leak The True Terrifying Coronavirus Statistics | Zero Hedgehttps://www.zerohedge.com/health/did-chinas-tencent-accidentally-leak-true-terrifying-coronavirus-statistics …
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Scott Gardner CFA proslijedio/la je Tweet
There it is! Ross Taylor hits the winning runs off the first ball of the 49th over at
@seddonpark. 348/6 in the end with Ross Taylor 109* and Santner 12*. Scorecard | http://on.nzc.nz/2RW9QoN#NZvINDpic.twitter.com/7R7pOATTzW
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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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Asia markets in the green as the PBoC liquidity injection continues to wash through. Europe continuing the green theme this morning.pic.twitter.com/T9TQM3It4D
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Morning Campers, the PBoC took back a smidge of liquidity overnight, -30b CNY. Total expansion since the end of Q3 is CNY 1.8tpic.twitter.com/QODYOlF5B5
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Scott Gardner CFA proslijedio/la je Tweet
Breaking news: Counting expert called in to help @iowademocrats
pic.twitter.com/F7f2SCISwu
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Scott Gardner CFA proslijedio/la je Tweet
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 $70.8bn” This is how bubbles over-inflate.https://www.ft.com/content/ce2c00fe-46d3-11ea-aeb3-955839e06441 …
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I wonder how the Trump team will spin this...
#SOTU2020pic.twitter.com/7m0FJkK31c
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$TSLA worth more than BMW and VW??? https://twitter.com/LiveSquawk/status/1224680869434216448 …pic.twitter.com/uaZGyDlBSWHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Scott Gardner CFA proslijedio/la je Tweet
Big sets of
#data
could help transform the response to #outbreaks of#disease
but there are #privacy#issues that need to be resolved.
Find out more
http://bit.ly/39b3R5r
#coronavirus#bigdata#techpic.twitter.com/7EjPT7ySTh
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Scott Gardner CFA proslijedio/la je Tweet
Yep -- I wrote about that in a note to our institutional clients a few weeks ago:pic.twitter.com/XgNQ5ZRcZU
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https://twitter.com/DavidInglesTV/status/1224528841328099328?s=20r … 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...
@KeithMcCullough@HedgeyeDDale@RaoulGMI@DiMartinoBoothpic.twitter.com/MBWLtAeQu6
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Scott Gardner CFA proslijedio/la je Tweet
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. https://www.bloomberg.com/news/articles/2020-02-03/china-s-yuan-fix-in-focus-after-currency-weakens-past-key-level?srnd=premium-asia …pic.twitter.com/6O2WmcFyyD
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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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Scott Gardner CFA proslijedio/la je Tweet
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
http://bit.ly/2vHgeaM
#Davos#Entrepreneurialismpic.twitter.com/jasWhvX7LZ
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Scott Gardner CFA proslijedio/la je Tweet
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?pic.twitter.com/BXA7c6cXMC
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Hong Kong contracted further in Q4. -0.4% Q/Q
#Recession and -1.2% Y/Y.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Scott Gardner CFA proslijedio/la je Tweet
Walking into the office to see Shanghai Comp -7.9%, China A50 -7% and Shenzhen -7.6%pic.twitter.com/TAJGookPK8
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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.https://twitter.com/gubbmintcheese/status/1224064243097407488 …
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Investment Strategist at Charles Stanley. Macro, Markets and Sports junkie (


). Views are my own and not recommendations.
