Lawmakers still “not close” to a #coronavirus #stimulus deal, a day after $600 federal relief expired – Voxhttps://t.co/zaPKc02xr7
— Christophe Barraud (@C_Barraud) August 2, 2020
Next Jobless Aid Bill Could Decide Path of U.S. Economic Rebound – Bloomberg
*As I already noted, U.S. Economic Growth Is Likely to Disappoint in 3Q 2020 Without Another Round of Stimulus Soon ➡ https://t.co/o6tJwwxqRY ⚠https://t.co/vSNLdEB4mG— Christophe Barraud (@C_Barraud) August 2, 2020
#WhiteHouse Poised to Announce Move on #TikTok’s U.S. Operations – Bloomberghttps://t.co/5J7HFxAAv3
— Christophe Barraud (@C_Barraud) August 2, 2020
#Australia’s #Victoria Tightens Lockdown, Imposes #Melbourne Curfew – Bloomberghttps://t.co/0096KeHWCe
— Christophe Barraud (@C_Barraud) August 2, 2020
#Vietnam to Test 1.1 Million People in City at Center of Outbreak – Bloomberghttps://t.co/E2HnhjL7cx
— Christophe Barraud (@C_Barraud) August 2, 2020
#Japan Acted Like the Virus Had Gone. Now It’s Spread Everywhere – Bloomberg
*Link: https://t.co/l3VCOtIBHX pic.twitter.com/S9yhgDd3gk— Christophe Barraud (@C_Barraud) August 2, 2020
#OOTT | #Russia Slightly Raised July #Oil Output Ahead of #OPEC+ Tapering – Bloomberghttps://t.co/dkFh1wYMLh
— Christophe Barraud (@C_Barraud) August 2, 2020
U.K. Weighs London Lockdown in Worst-Case Scenario: Reports – Bloomberghttps://t.co/LRtA7C7emt
— Christophe Barraud (@C_Barraud) August 2, 2020
#Europe’s country-by-country travel restrictions explained – Politicohttps://t.co/fhpWAHTqkh
— Christophe Barraud (@C_Barraud) August 2, 2020
Here's a sneak peek of a feature coming very soon to Robintrack aimed at providing a high-level view of retail trading activity over the whole market:
I blurred out the axis labels since I still have to finish vetting the data's accuracy. pic.twitter.com/ifyzMVcEYs
— Robintrack (@robintrack) July 30, 2020
Retail investor activity remains off the charts pic.twitter.com/z7APi7uJyN
— zerohedge (@zerohedge) July 28, 2020
Goldman Spots A Historic Inversion In The Market https://t.co/GV0eVlAEGR
— zerohedge (@zerohedge) July 24, 2020
YOLO crew is back and is bigger than ever…
Strong argument that retail armed with stimulus checks and the sports betting crew (Portnoy et al) moved into the market in a big way…. pic.twitter.com/sFVVuRG8V7
— THE LONG VIEW ⚫️ (@HayekAndKeynes) July 24, 2020
8. Tech fund flowshttps://t.co/d0glkEmboY pic.twitter.com/x9l1bs7ntV
— Callum Thomas (@Callum_Thomas) August 1, 2020
Am I too late to the game to tweet: LONG US TECH STOCKS? $QQQ $AMZN $AAPL $GOOGL $NFLX $MSFT pic.twitter.com/ytvBZGT102
— PK (@PaulWHKim) July 26, 2020
From Bloomberg:
Put/Call ratio for large tech stocks is incredibly low pic.twitter.com/HX9adIpeJ7
— SentimenTrader (@sentimentrader) July 28, 2020
1999 Reloaded pic.twitter.com/jnFqujQzJ0
— Christopher Cole (@vol_christopher) July 27, 2020
JPMorgan Finds That Shorts Across The Globe Have Capitulated https://t.co/iLqgtEbOuh
— zerohedge (@zerohedge) August 1, 2020
The NAAIM exposure index shows fund managers are almost as bullish as possible.
The index rose to 97.58 from 90.53 which is the highest reading since December 18th, 2019.
Source: NAAIMArticle: https://t.co/sB0TCOCQob pic.twitter.com/kMKyyBxawo
— UPFINA (@UPFINAcom) July 28, 2020
Sentiment
Chart suggesting that global investors are more optimistic, as global stock market sentiment remains above its one-year rolling avg https://t.co/jJ1iAXzd0Y
h/t @Nomura #markets #financialmarkets #stocks#sentiment #bullish #investing #equities #stockmarket pic.twitter.com/OPl3rFfw7a
— ISABELNET (@ISABELNET_SA) July 29, 2020
Citi Panic/Euphoria pic.twitter.com/aZZ2bLR9LA
— Helene Meisler (@hmeisler) August 1, 2020
2. Not so happy new month: negative seasonality kicks in from Aug.
(n.b. seasonality can and does break down, and is simply the result/expression of historical averages)$SPX $SPY pic.twitter.com/n1U84XQVRc
— Callum Thomas (@Callum_Thomas) August 1, 2020
Summer Seasonality by @bespokeinvest https://t.co/gHzo3xVtPJ
— Bespoke (@bespokeinvest) July 27, 2020
August turns out to have been the best single month for the #VIX and for the $, and the worst month for 10-year Treasury bonds. It is also the best month after January for #gold – Bloomberg (by @johnauthers)
*Chart from @VrntPerception
*Link: https://t.co/Ol56JMaOBC pic.twitter.com/EZ1ka8HAv6— Christophe Barraud (@C_Barraud) July 29, 2020
#equities underperform in the run up to #USelections… pic.twitter.com/y7l8pZDhRB
— jeroen blokland (@jsblokland) June 27, 2020
While Biden was leading in polls against Trump for a long time, betting markets did not agree with polls, and favored Trump. That changed in June. Americans are happy to forgive incumbent presidents almost anything, but not bad economy. Betting odds reflect that. pic.twitter.com/OLvUdlQBTw
— Marin Bozic (@marinbozic) August 1, 2020
Democrats now have better odds of taking the Senate than they do the Presidency. @maximlott https://t.co/g2oYhotwnt pic.twitter.com/1PnwovZssB
— Bespoke (@bespokeinvest) July 30, 2020
A very interesting chart from Strategas Research Partners, which shows the performance of the #SPX in election years when the incumbent party wins, compared to when it eventually loses – Bloomberg
*Link: https://t.co/ygo3xYU4rI pic.twitter.com/ycsSLZkbjg— Christophe Barraud (@C_Barraud) June 29, 2020
#USElection2020 : it matters who wins… #Trump #Biden pic.twitter.com/VN8Cvr048j
— jeroen blokland (@jsblokland) July 28, 2020
Great chart by @RyanDetrick. The stock market has an impressive track record in forecasting who wins the #USelections. If #Biden wins, like the polls suggest, #equities will struggle from between now and Election Day. pic.twitter.com/oK4DwPDoeQ
— jeroen blokland (@jsblokland) August 3, 2020
ES liquidity: why retail traders make an impact pic.twitter.com/1R26VkU9xa
— zerohedge (@zerohedge) June 29, 2020
S&P futures depth: Poor.
(c/o Barclays) pic.twitter.com/2amoY3T252
— Yakob Peterseil (@YPeterseil) July 29, 2020
4. ETF put/call ratio tracking at what appear to be fairly reliable tactical contrarian bearish levels…
h/t @hmeisler $SPX $SPY pic.twitter.com/088CLSXUc1
— Callum Thomas (@Callum_Thomas) August 1, 2020
'Apple, Microsoft, Amazon, Alphabet and Facebook now represent more than a fifth of the S&P 500. Not since the 1980s have the biggest five companies had such a large share of the index.' https://t.co/DVxQonNgCU pic.twitter.com/fdKfUfOhAR
— Jesse Felder (@jessefelder) August 2, 2020
US Treasury yields have hot a 234-year low. pic.twitter.com/CN6ogAm58Q
— Robin Wigglesworth (@RobinWigg) July 31, 2020
Mission accomplished: #Fed has killed the funding stress w/the printing press. Libor OIS spread has dropped to pre-crisis lows. HT @themarketear pic.twitter.com/AFDRLXMBG0
— Holger Zschaepitz (@Schuldensuehner) August 2, 2020
US Investment Grade Corporate bond yields continue to hit all-time lows: 1.92%. The Fed remains a buyer at any price/yield.
Chart via @ycharts pic.twitter.com/FH2j1Ctjir
— Charlie Bilello (@charliebilello) August 1, 2020