Stéphan
BoC peak / Chevron buyback / Kolanovic not a bull / TSLA 'beat' / Copper

Tesla reported better-than expected profits in the latest quarter, even as it gave mixed signals on the outlook for growth in vehicle deliveries
Former Fed economist John Roberts: What if inflation comes down faster than the Fed expects? (thread below)
Japanese PM Kishida said this morning that he will create the environment for above inflation pay rises and the government will work closely with the BoJ to actively manage policy
Half-term ski holidays in France are facing disruption after lift operators announced "unlimited" strikes in resorts next month over Emmanuel Macron's pension reforms
Natural disasters caused $313 bln economic loss in 2022 - Aon
Chevron announces $75 billion stock buyback, dividend boost
‘Outright negative’ on stocks: JPMorgan’s Marko Kolanovic braces for correction, hard landing
Bank Of Canada At The Peak
India’s Adani Group is exploring legal action against US investor Hindenburg Research after its report accused firms owned by Asia's richest man of “brazen” market manipulation and accounting fraud
Markets :
SPX500 'short gamma' making daily move a little worrying, but slowly working through resistance, grinding higher/momentum should take us towards 4150 area again. Markets holding up pretty overall, VIX lower, UST yields soft
USD remains weak overall, hard to see why this should change in near future. Even CABLE testing big resistance levels around 1.2425 area, AUD up and away etc
Commods broadly speaking firmer too-China reopens, Copper higher
GOLD steady/higher still
Adani Group Stocks Tumble on Hindenburg’s Short Call - The Economic Times (indiatimes.com)
Bank Of Canada At The Peak | Seeking Alpha
Fear of BOJ Turning Hawkish Spurs 94% Jump in Shorter Bond Sales - Bloomberg
Chevron announces $75 billion stock buyback, dividend boost (msn.com)
Musk: Tesla price cuts boost sales despite weak economy - BBC News
Natural disasters caused $313 billion economic loss (rte.ie)
‘Two or three Met officers to appear in court each week’ as force bids to reform | Evening Standard
Outright Negative: JPMorgan's Kolanovic sees correction, hard landing (cnbc.com)
wasn't he all bullish last 18months..
Tesla's Aggressive Price Cuts Worked As Demand Is up (businessinsider.com)
Tesla seeks rapid output boost as profit beats estimates – The Irish Times
Schiff blasts Facebook for ending Trump’s suspension: ‘tragic decision’ | The Hill
Copper
