Rothko Research Ltd.

@RothkoResearch

FX Trading, Global Macro, Philosophy and Art

London
Vrijeme pridruživanja: rujan 2014.

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  1. How low can the go? NEER is currently standing 15 percent below its LT average..

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  2. proslijedio/la je Tweet
    prije 16 sati

    Global economy in 9 pictures: 1. Manufacturing PMIs at or above 50 in most places 2. Weak outliers: Germany, Italy, Spain & Japan (tax hike) 3. Strong outlier: France stayed > 50 consistently 5. Biggest services bounce in January: the UK 6. Global macro pre-Coronavirus: not bad!

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    Global equity & bond fund flows by year

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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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  7. proslijedio/la je Tweet
    4. velj

    First signs of short-covering have emerged this week, including tighter nearby spreads and lower OI. Unless a panic follows the recent episode of fears, I expect the wave of short-covering in copper to continue this month.

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    3. velj

    ’s central bank cut reverse repo rates and injected massive liquidity worth a hefty 1.2 trillion yuan into markets to help support them and to support an economy beginning to be impacted by the outbreak. by

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  9. 3. velj

    Uncertainty rises again.. amount of negative-yielding debt soars to nearly USD 14tr.. and gold is on the bid..

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  10. 3. velj

    .. USD strengthens and yield curve 2Y10Y keeps flattening..

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  11. proslijedio/la je Tweet
    3. velj

    Base metal performance Aluminium has held up better vs other metals during the virus related sell-off

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  12. 3. velj

    Riskoff mood... CNY keeps depreciating and equities are selling off.. short vol - long CNY strategy keeps unwinding..

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    1. velj

    For the first time ever, there are FOUR trillion-dollar companies in the US. Their acronym is MAGA... Microsoft Apple Google Amazon I’ll just sit back and enjoy the comments about this.

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  14. 30. sij
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  15. 29. sij

    vs. still shows very tight relationship..

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  16. proslijedio/la je Tweet
    23. sij

    The premium foreign investors demand to hold local currency in EM (black) is down to its lowest level since before 2008, a sign how EM is converging towards developed markets. But not Mexico (blue), where this premium is at levels close to the peak of the global financial crisis!

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  17. proslijedio/la je Tweet
    22. sij

    This chart is amazing, the largest BS expansion since 2009. It seems implausible the will end repo-market interventions by the end of January. Not sure if expanding the Fed BS to lend directly to hedge funds via clearinghouse is an acceptable solution either. Rock and hard place.

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  18. proslijedio/la je Tweet
    23. sij

    China 5Y CDS erase Trade deal euphoria

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  19. proslijedio/la je Tweet
    22. sij

    Germany really playing in a league of its own as far as the labour market performance is concerned. Obviously well know, but this chart still surprised me.

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