“Equity futures positioning (asset managers and leveraged funds) has now turned net short for the first time since the Brexit shock in **2016**” -DB pic.twitter.com/BlSylrd0Is

— Gunjan Banerji (@GunjanJS) June 10, 2022

Small cap forward P/E now at Global Financial Crisis lows $IWM pic.twitter.com/l9zZoFQBhU

— Mike Zaccardi, CFA, CMT (@MikeZaccardi) June 11, 2022

https://twitter.com/C_Barraud/status/1535869768724619268

🇺🇸 Consumers' assessments of their personal financial situation worsened about 20%. 46% of consumers attributed their negative views to #inflation, up from 38% in May; this share has only been exceeded once since 1981, during the Great #Recession.
*Link: https://t.co/QFrhWLRT9y pic.twitter.com/Z4gjzoaYEo

— Christophe Barraud🛢🐳 (@C_Barraud) June 11, 2022

🇺🇸 The fact that consumers see buying conditions as so poor reflects the view that sentiment could translate to weaker spending.
*There is now a high probability that the U.S. economy is already in #recession (if 2Q GDP negative).
*Chart from Bloomberg Economics ⬇ pic.twitter.com/R50lfBQtIQ

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

🇺🇸 #Housing | 10 Charts That Suggest U.S. House Prices Will Be Under Pressure Soon
*Thanks to @calculatedrisk, @SoberLook, @MikeZaccardi, @pauldejong_, @LizYoungStrat, @mikesimonsen, @RickPalaciosJrhttps://t.co/4Errt6wLgs

— Christophe Barraud🛢🐳 (@C_Barraud) June 11, 2022

🌎 🇺🇸 #Weekahead | Powell’s #Fed Rate-Hike Plans Get Jolted by Inflation: Eco Week – Bloomberghttps://t.co/ngyGnvbUQY

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

https://twitter.com/C_Barraud/status/1535641353169805317

🇺🇸 Aggressive #Fed Moves Back in Play as Yields Surge on CPI Shock – Bloomberg
*Link: https://t.co/ro4jOmr2Wx pic.twitter.com/kXfYsNp5Rj

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

JPM: A quick note: U.S. refinery capacity has actually declined in recent years and is currently running at full capacity. No new refinery has been built in the United States since 1977, and global capacity is very slowly increasing… https://t.co/lVGPONB59G

— FxMacro (@fxmacro) June 12, 2022

🇺🇸 #Inflation figures will force #Biden administration to take measures ASAP. Two potential choices:

1/ Cut or remove tariffs on Chinese products

2/ Sign the Iran nuclear deal

In my opinion, discussions for 1/ will intensify as soon as next week.https://t.co/ZHw3hQiyfs

— Christophe Barraud🛢🐳 (@C_Barraud) June 10, 2022

🇨🇳 🇺🇸 #China fires back at US claims of aggression as it admits to developing new weapons – FThttps://t.co/oFZfzRkxEO

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

🇺🇸 🇹🇼 US, #Taiwan Set To Hold Strategic Dialogue This Month – Nikkei https://t.co/rkQQhsj6sp

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇨🇳 #China | #Shanghai Reimposes Dine-In Ban, Punishes Officials Over Lapse – Bloomberghttps://t.co/s99mJa2zax

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

#Beijing halts all offline sports events until further notice.
Source link:https://t.co/cL2NJWpK7O

— CN Wire (@Sino_Market) June 13, 2022

41 local governments issued #realestate-market-focused policies in the first 9 days of June, far more intensive in April and May, according to incomplete statistics by China Securities.#China

— CN Wire (@Sino_Market) June 13, 2022

🇯🇵 #Japan LDP Policy Head Says Not Time for #Yen Intervention – Nikkei
*Link (Japanese): https://t.co/0zERu2j9mp

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇮🇳 Indian #Rupee Tumbles Past 78 Per Dollar Amid Global Risk-Off – Bloomberg
*Rupee falls to a new record low of 78.2825 per dollarhttps://t.co/aXh6nYPtwt

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

China’s State Council, in Newly-released Fiscal Reform Guidelins, Urges Local Governments to Avoid Debt Risk Through Increase in Revenue, Reduction in Expenses, and Realization of Assets.#China #debtshttps://t.co/y0bDjMr5Kc

— CN Wire (@Sino_Market) June 13, 2022

🇰🇷 #SouthKorea trucker strike enters seventh day as economy faces risks – Reutershttps://t.co/YVyMxOD2Lr

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇰🇷 POSCO to halt some plants due to #SouthKorea trucker strike – Reutershttps://t.co/ZuZ2D3Ylco

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇨🇳 🇹🇼 🇺🇸 #China Warns of Risk of War Over #Taiwan While Pledging Peace – Bloomberghttps://t.co/zGwwmskvX6

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

Commenting on todays’ GDP figures, Darren Morgan said (1/2): ⬇️ pic.twitter.com/XakWH5p2vX

— Office for National Statistics (ONS) (@ONS) June 13, 2022

The total underlying trade deficit, excluding precious metals, narrowed by £1.8bn to £8.2bn in April as exports grew £2.3bn while imports grew £0.5bn https://t.co/pNVrtjhU2q pic.twitter.com/0lPWcQzhNf

— Office for National Statistics (ONS) (@ONS) June 13, 2022

🇬🇧 New warning from CBI on household spending – Timeshttps://t.co/lbvl7H4BxY

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇪🇺 Europe Bond Risk Gauge Near ‘Danger Zone’ Piles Pressure on ECB – Bloomberg
*Link: https://t.co/1O7hbU3b5r pic.twitter.com/FDi5LnaEME

— Christophe Barraud🛢🐳 (@C_Barraud) June 10, 2022

🇩🇪 #Germany Targets Crackdown on Fuel Gouging After Tax Cut Fizzles – Bloomberghttps://t.co/LiLfvrpAY7

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🇫🇷 #France | Macron Has a Week to Convince Voters, With His Agenda at Risk – Bloomberghttps://t.co/PHvQJMWYGy

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

Spoke to @trussliz earlier where she informed me of 🇬🇧legislation to unilaterally disapply the Protocol. The EU has always paid utmost attention to the impact Brexit has on NI, offering workable solutions. Unilateral action is damaging to mutual trust & a formula for uncertainty. pic.twitter.com/CWqFSxy0GC

— Maroš Šefčovič🇪🇺 (@MarosSefcovic) June 13, 2022

⚠ #WeekAhead: Week 24 (2022) ⚠

🇺🇸 🇬🇧 🇯🇵 🇨🇭 #Fed, #BOE, #BOJ, #SNB Meetings
🇪🇺 #ECB Speakers
🇺🇸 U.S. Data
🇺🇸 June Op-Ex
…https://t.co/OiaE5GhKXB

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022

🌎 DHL Warns Supply Chain Won’t Recover to Pre-Covid Days in 2023 – Bloomberg
*Link: https://t.co/YOazHxXiDh pic.twitter.com/7aHP9GNRCG

— Christophe Barraud🛢🐳 (@C_Barraud) June 13, 2022