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Most recents (5)

MT GLOBAL MARKETS Momentum & Sentiment weekly 03May20 wk18/19 thread 1/n

"Imagine economies re-open and go straight to trade war ?"

• Earning season (low bias?)
• Macro data keep tanking
• RiskOn wk until tariff talk, mkt reversed
• next wk NFP -21mln?
2/n couldn't resist chart above (SPX pg1), where govt reaction led to economy standstill, global CBs , esp FED "steps in" to rescue (again), stocks TINA rebound.

Chart below: Liquidity /funding stress and vola calmed down. Like a template deja-vu.

Question: re-open how slow?
3/n wk18 mixed week, 1st half positive, 2nd half reversal (Tariff spooky). Oh by the way, for the candle stick chartists, many stock indices produced a weekly "gravestone/shooting star".

Anyways, energy sector outperforming on output cut talk.

Credits tighter on the wk overall
Read 27 tweets
MT GLOBAL MARKETS Momentum & Sentiment Recap as of 06Dec19 wk49

1/n

• Global M.PMI rebound
• NFP NFP NFP NFP
• OPEC to cut output ?
• Creditspreads tighter
• Canada UE rate jumps
• NZD & GBP broke out
• oh, yeah, China trade deal
• Messiah Greta arrived safely
2/n Global markets Momentum / Trend / Exhaustion scores wk49

• bunch of new 52wk highs in some stock markets / sectors
• credit swap indices remain very supportive
• "club med" South European bond yields going wider, hmm...hello ECB?
• Coffee anyone ?
3/n Global Markets YTD update wk49
Read 25 tweets
MT GLOBAL MARKETS Momentum & Sentiment Recap as of 29Nov19 wk48

1/n

• Vola is dead (FX,SPX), long live Vola (CL,NG)
• Oil&NatGas plunge on ATH supply vs less demand
• China PMI rebounds
• Creditspreads tighter
• green shoots in some ESI surveys ?
• Footie Group F WTF !
2/n Nov performance

• 47 or so global CB rate cuts supporting the stock market

• credits supportive too

• Chile turmoil leaves ECH and Peso at the bottom, sad.

• Pound sterling top of the class ahead of GE
3/n global markets YTD as of wk48
Read 29 tweets
MT GLOBAL MARKETS Momentum Weekly Recap wk30 as of 26Jul19 - PFLUGPOST thread 1/n

• stocks mixed, SPX outperformed RoW
• Tech+Banks top, Miners PT
• Creditspreads tighter
• CMDTY driven FX weaker
• ZA downgraded by Fitch
• TR CBRT cut -425bp
• v volatile post ECB session
2/n Global Markets monthly performance update ...as we nearly end RiskOn July
3/n Global Markets update YTD as of wk30 = RiskOn 2019 so far
Read 17 tweets
MT GLOBAL MARKETS Weekly recap wk10 08Mar19 - thread 1/n

• RiskOFF week
• CreditSpreads wider
• YieldCurve Flattening
• 10Y Govt bond rally
• dovish RBA, ECB, BoC
• Stocks down
• VIX up
• JPY up
2/n Global Markets ROC overview
3/n Global Markets YTD

... as expected, annualised YTD pace not sustainable, this week cooling down if not worse.
Read 31 tweets

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