Markets
🇺🇸 Fund Managers Are Turning Ever More Pessimistic on the US #Dollar – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
*Link: https://t.co/udP2nVOBPG pic.twitter.com/KkMWksCF82
Economic Indicators and Prospects
A big positive on the inflation front that hopefully continues: fertilizer prices peaked in late March and are down 39% since, now at the lowest prices since September 2021. This is great news given their high correlation to food prices. pic.twitter.com/eR10wfB1OA
— Charlie Bilello (@charliebilello) November 18, 2022
Housing
🇺🇸 #Housing #Recession | US Existing-Home Sales Fall for a Record Ninth Straight Month – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) November 18, 2022
*Link: https://t.co/XUrUXRds2bhttps://t.co/VJAHZqcW6Y pic.twitter.com/wknA454o9O
Big completions coming — especially 2H of 2023 and 1H of 2024. pic.twitter.com/d9mCtSqkae
— Jay Parsons (@jayparsons) November 17, 2022
Monetary Policy
Trade, Supply Chain and Geopolitics
🇺🇸 🇨🇳 Kamala Harris Briefly Meets Xi Jinping as US-#China Tensions Ease – Bloomberghttps://t.co/n6cfljJTl9
— Christophe Barraud🛢🐳 (@C_Barraud) November 19, 2022
Covid-19
🇨🇳 #Chna | #Beijing Reports Two More #Covid Deaths, Stoking Fears of Curbs – Bloomberghttps://t.co/tHyr6bUsQS
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
🇨🇳 #China | #Covid Zero Returns to Chinese City Rumored to Be Reopening – Bloomberghttps://t.co/pqyFzlrR1g
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
Economic Indicators and Prospects
Traffic congestions and subway ridership in tracked Chinese cities are still below the 2021 level.-GS #OOTT
— CN Wire (@Sino_Market) November 21, 2022
Subway ridership in #Guangzhou and #Chongqing, two Covid19 hit cities, have declined sharply in recent days due to the lockdown. pic.twitter.com/u9N2L1vwIW
🇨🇳🇺🇸 #China trade: another blow for battered consumer exports to US in October – SCMPhttps://t.co/omMVQdpeN6
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
🇰🇷 #SouthKorea Nov 1-20 exports tumble on weak demand for chips, China woes – Reuters
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
*Chart from Bloomberghttps://t.co/cTfvgNSJ7A pic.twitter.com/RTLU1wTyAp
Monetary Policy
⚡PBOC and CBIRC urge stabilizing property financing, supporting private property developers' bond financing.
— CN Wire (@Sino_Market) November 21, 2022
A gauge tracking HK-listed developers pares some of its loss today.#China #realestate #property pic.twitter.com/ApZ3NGnU0Q
China’s PBoC Urges Banks To Maintain Stable Property Financing – BNN BBG https://t.co/hm3jqXznPj
— LiveSquawk (@LiveSquawk) November 21, 2022
RBNZ Shadow Board Majority Favours 75BPS Rate Rise – NZIERhttps://t.co/xCvd6HWYxS
— LiveSquawk (@LiveSquawk) November 20, 2022
Fiscal Policy
🇯🇵 #Japan's latest cabinet resignation disrupts stimulus debate – Nikkeihttps://t.co/kMJtSBGIzi
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
Trade, Supply Chain and Geopolitics
China, US Resume Climate Work in Latest Sign of Better Relations
— Robert Jameson (@rhjameson) November 19, 2022
-Xie says developed world responsible for loss and damage
-‘Fragile’ countries should receive climate finance firsthttps://t.co/FVXk4240Ep via @business @jendlouhyhc @cangsizhi
Economic Indicators and Prospects
🇪🇺 #Eurozone edges away from risk of deep winter #recession – FT
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
*Link: https://t.co/kV4bT3t3iJ pic.twitter.com/tXGBmrqAyg
Producer #prices in October 2022: +34.5% on October 2021. https://t.co/XWq8JDyKwJ pic.twitter.com/bInZzwOu3D
— Destatis news (@destatis_news) November 21, 2022
German Producer Prices Unexpectedly Fall In October – RTRS https://t.co/rE0Wg5sBFV
— LiveSquawk (@LiveSquawk) November 21, 2022
Housing
German Home Prices To Fall 3.5% Next Year As Buyers Feel The Pinch – RTRS Poll https://t.co/uPMSM3zZaX
— LiveSquawk (@LiveSquawk) November 21, 2022
Monetary Policy
🇪🇺 First TLTRO repayment: banks will repay €296bn next week (23 November).
— Frederik Ducrozet (@fwred) November 18, 2022
Below expectations but this is a risk we've flagged: banks may need more time and may still use the next repayment windows in larger size. https://t.co/wMYmSsags9
Fiscal Policy
Spending big and badly brings risks to Europe: Brussels Edition https://t.co/Hoe29mQTWl via @JReganReg @europressos pic.twitter.com/hkguFiP855
— Zoe Schneeweiss (@ZSchneeweiss) November 21, 2022
Energy
Europe’s dash for energy means rigging up LNG plants at sea https://t.co/4QqGXL6sFs via @a_shiryaevskaya pic.twitter.com/PxXDHQCFBw
— Zoe Schneeweiss (@ZSchneeweiss) November 20, 2022
Trade, Supply Chain and Geopolitics
🇬🇧🇪🇺 #Brexit | Britain mulls Swiss-style ties with Brussels – Timeshttps://t.co/XkHcrSz1sk
— Christophe Barraud🛢🐳 (@C_Barraud) November 20, 2022
🇬🇧 🇪🇺 UK #Brexit Debate Renews as Sunak Denies Talk of New Deal – Bloomberghttps://t.co/MvmzRChKKz
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
⚠ #WeekAhead: Week 47 (2022) ⚠
— Christophe Barraud🛢🐳 (@C_Barraud) November 21, 2022
🇺🇸 #FOMC Minutes
🇺🇸 #BlackFriday
🇪🇺 ECB Minutes
🇬🇧 🇪🇺 🇺🇸 #BOE/#ECB/#FED Speakers
…https://t.co/vi2NtBsbRl
🌎 #COP27 Approves Last-Ditch Deal for Historic Climate Damage Fund – Bloomberghttps://t.co/tR0akHWH3G
— Christophe Barraud🛢🐳 (@C_Barraud) November 20, 2022