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U.S inflation + Warsh coming up / Ball is in UK's court : EU / HF : max exposure to MAG7 / Crude stable, 10's UST 5.24%

sc0172
11 minutes ago
2 min read

  • Markets : Crude slightly softer after Trump announced an 'energy ceasefire' between UKR and Russia, and a diesel supply deal with Moscow, although Houthi attacks on Saudi Arabia and tanker strikes near Hormuz kept prices above $100, bond market awaits U.S inflation (exp on Wed is up o 3.7% on higher energy costs, and core softer at 2.5%), and Warsh for FED rate path into med-terms, , India unveils tough curbs on dollar demand to defend rupee, Real Estate Stocks now underperforming the S&P 500 by the largest margin in history (chart-time to consider) >>> Eq markets stable with slightly softer crude and slight 'ease' in UST yields ahead of US inflation data

  • Hedge Funds now have the highest long exposure to Mag 7 stocks in history / Thread

  • US threatens to block arms for Ukraine over attacks on Russian refineries

  • Nine hours’ work for CHF70: Uber drivers in Switzerland demand better conditions

  • Brexit : The EU’s message is clear: the door is open, but Britain must decide whether it has the courage to walk through it

  • Commission selects 46 new Strategic Projects to bolster the EU's supply of critical raw materials - EC


























 
 
 

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