Current slow expansion of the Fed BS is not what VIX prefers…
Refinitiv
Tencent vs Apple 10 year chart needs little commenting…
Refinitiv
as compared below to 2016 election when they de-grossed.
J.P. Morgan Positioning Intelligence
Pre elections VIX p/l pain continues. In case you missed the chart we outlined last week, see below.
GS
The probability that enough doses of FDA approved vaccine to inoculate 25m people are distributed in the US by 1Q21 has rebounded from its recent trough at 42% to 57%
Goldman
Biden Odds of Winning Presidential Election
JPM
Inflows from foreign investors have been consistent enough that the 12-month sum of net flows is now just under $200 billion, challenging the highest in more than 40 years.
Would it not be poetic…?
Sentiment Trader
Solars are down some 13% from recent highs. Judging by the volumes, a lot of new “investors” seem to have join this Biden trade…
Refinitiv
MXN and RUB are both EM currencies, but have performed very differently over past months as the Biden trade has been feeding through markets.
Sure there are other reasons for the RUB weakness etc, but the gap could quickly reverse…
Refinitiv
The Ruble play is much more complex than being just an oil play, but the gap has widened rather substantially in recent months.
Refinitiv
Ant Group $34.4bn
S Aramco $29.4bn
Alibaba $25bn
Agricultural bank of China $22.1bn
ICBC $21.9bn
Softbank $21.3
You are receiving this email because you signed up for the The Market Ear newsletter using your email content@mrtopstep.com.
If you’d like to unsubscribe and no longer receive this newsletter, please click here.
