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  • Writer's pictureStéphan

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 (

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 (

Musk: Tesla price cuts boost sales despite weak economy - BBC News

Nick Timiraos on Twitter: "Former Fed economist John Roberts: What if inflation comes down faster than the Fed expects? He says it isn't his base case, but in this blog post, he works through how the Fed might respond if there's a very rapid disinflation this year" / Twitter

Natural disasters caused $313 billion economic loss (

‘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 (

wasn't he all bullish last 18months..

At least 24 civil servants involved in complaints against Dominic Raab, say sources | Dominic Raab | The Guardian

Nadhim Zahawi tax row: Rishi Sunak's integrity is taking a hit as he prolongs the pain over Tory party chairman | Politics News | Sky News

Tesla's Aggressive Price Cuts Worked As Demand Is up (

Tesla seeks rapid output boost as profit beats estimates – The Irish Times

Schiff blasts Facebook for ending Trump’s suspension: ‘tragic decision’ | The Hill


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