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Cornerstone Macro proslijedio/la je Tweet
How Macro Aware are you? Do you know the macro-sensitivities of the stocks, industries and
#ETFs in your portfolio? We have created an app that analyzes over 50 macro series to help investors better understand their portfolio’s macro risk.#risk#macroawarepic.twitter.com/EO9q2L0KpZHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je Tweet
Great piece by
@greg_ip citing our work on the new taxes and spending proposed by the leading Democratic presidential candidates: https://www.wsj.com/articles/trump-wants-a-referendum-on-the-economyand-sanders-may-give-it-to-him-11580913171 …pic.twitter.com/gP2nXiGfER
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Cornerstone Macro proslijedio/la je Tweet
Indeed, the last couple of days, Fed repo operations have picked up, a bit. But overall, total cash injections have been roughly flat for a while. Fed
#liquidity has stopped incrementally supporting equities the past month and a half. https://twitter.com/acrossthecurve/status/1224738669677776897 …pic.twitter.com/YNT6RbKuTA
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Cornerstone Macro proslijedio/la je Tweet
Trump approval hits personal best at 49%. Driven by pop in R and Ind. support. *But* part of the boost is compositional. Fixed weights that match earlier polling shows a more moderate yet sustained rise in approval. https://news.gallup.com/poll/284156/trump-job-approval-personal-best.aspx …pic.twitter.com/hS8XeJjeOv
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Cornerstone Macro proslijedio/la je Tweet
$GOOGL bears should make "other bets" Nasdaq$NDX p/e 22x on $1400 GOOGL stock = ~$64; street#s coming down toward $68, downward revision yes but $68 > $64, so GOOGL is interesting on the pullback. Margin inflection upward =$AMZN full bull, half bull GOOGL core margins up y/ypic.twitter.com/hdOyUp94FZ
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Andy &
@DonFSchneider think that@BernieSanders appears to be the overall winner though@ewarren &@PeteButtigieg gained ground.@JoeBiden's fade helps@MikeBloomberg at the margin. Investors believe that a Sanders nomination is positive for markets as it assures a Trump victory.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je Tweet
Chart Master
@CarterBWorth is calling a top in Tesla. Could this $780 juggernaut really be about to stall out? Here's his breakdown.$TSLApic.twitter.com/eYLixsliUeHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Today
@DonFSchneider from our DC Policy team discussed the Democratic Primary on@SquawkCNBC.https://twitter.com/SquawkCNBC/status/1224329679517167617 …
2:46Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je Tweet
Investors are betting the volatility that has rattled markets over the past two weeks is here to stay.https://on.wsj.com/2RNUtyC
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Cornerstone Macro proslijedio/la je Tweet
With fear gripping the markets, Chart Master Carter Worth and
@Michael_Khouw say it's time to turn to one of the oldest protection plays in the book: Gold.$GLDpic.twitter.com/YXPDUjdUzuHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je Tweet
The Strategy and Economics teams are expecting a sharp rebound in the
#ISM on Monday. @AnetaBMarkowska, Emily Needell, and I recorded a video to walk through our rationale. Email info@cormacteam for more information. @csm_research$XLIpic.twitter.com/I5dAaheNPKHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Both
@NancyRLazar1 &@MichaelKantro think there’s a good chance the ISM beats consensus, citing strong regional PMI numbers and the breakout in the US Eco Surprise Index of Leading Indicators. Cyclicals should benefit, particularly industrials#ISM#PMI#industrials#cylicalspic.twitter.com/r5lKpkeUPF
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Cornerstone Macro proslijedio/la je Tweet
Data that matter most to financial markets are improving. Keep a close eye on Bloomberg’s Economic Surprise Index Of **Leading Indicators**, it’s moving higher. When virus fears fade, a huge catch-up trade in
#industrials is likely.$XLI$SPY#leadingindicatorspic.twitter.com/qJICJ8xO2U
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Cornerstone Macro proslijedio/la je Tweet
Nothing remarkable in the FOMC statement -- just a downgrade of the assessment of household spending from "strong" to "moderate." The press conference should be more interesting, with Powell expected to elaborate a bit on the balance sheet plans.
#FOMCHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Cornerstone Macro proslijedio/la je Tweet
Highlight: “I think the Fed is on hold for the foreseeable future,”
@csm_research Deputy Chief Economist Aneta Markowska says. “I think there’s a small chance they rise the interest on excess reserves.”pic.twitter.com/nfpyivuq05Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Cornerstone Macro proslijedio/la je Tweet
Excited to join
@MariaBartiromo and@dagenmcdowell on@MorningsMaria to discuss the STRONGEST CONSUMER FREE CASH FLOW in history and what it means for#stocks and@realDonaldTrump. Free cash flow + savings + low energy costs = strong consumer! Tune in at 6:30am ET on@FoxBusinesspic.twitter.com/hQPLLSAGXU
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Cornerstone Macro proslijedio/la je Tweet
Powell will likely say tomorrow that the Fed will support the repo market as long as needed. But the need is diminishing: After year-end, the balance sheet has stalled and the Fed has just substituted permanent liquidity for temporary liquidity. Expect this to continue.
#FOMCpic.twitter.com/QUP3piqhF8
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