Markets
"Little To Be Thankful For In Markets This Year": Goldman Trader Recaps The Year In 33 One-Liners https://t.co/6GSu04HKDz
— zerohedge (@zerohedge) November 25, 2022
"Retail Hasn't Sold": Despite Crypto Crash, Bitcoin HODLing Hits A Record https://t.co/UlDuB6vhFA
— zerohedge (@zerohedge) November 24, 2022
Economic Indicators and Prospects
🇺🇸 US employers slow down hiring before holiday shopping rush – FThttps://t.co/eeV3JGnAMr
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
Housing
Housing Market Obliterated: Pending Home Sales Post Record Drop As Deal Cancelations, Price Cuts Hit Record High https://t.co/wzPkGbDsWK
— zerohedge (@zerohedge) November 24, 2022
Trade, Supply Chain and Geopolitics
U.S. Poised To Grant Chevron License To Pump Oil In Venezuela – WSJ #OOTT https://t.co/0j5Svg6fYQ
— LiveSquawk (@LiveSquawk) November 25, 2022
Covid-19
#Beijing reports 1,860 new local Covid cases for November 24. 400 cases were found in communities. https://t.co/NGXVlYBMQI
— CN Wire (@Sino_Market) November 25, 2022
🇨🇳 #China | #Beijing Braces for #Covid Surge With Makeshift Camps in City Center – Bloomberghttps://t.co/KVLEq9xBQW
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
Economic Indicators and Prospects
Beijing is turning into a ghost town
— Stephen Stapczynski (@SStapczynski) November 25, 2022
🚶 Streets were deserted in what were normally some of the busiest regions, even during rush hour
🚆 Subway ridership fell more than 64% for the week through Wednesday, compared to the same period in 2019, according to a Bloomberg analysis pic.twitter.com/dVLGPi4TOw
Ma contribution au @lejdd via @Micbloch ⬇
— Christophe Barraud🛢🐳 (@C_Barraud) November 24, 2022
🇨🇳 🌎 🇫🇷 Maintien du zéro #Covid en #Chine : voici les importantes conséquences pour le monde et pour la #France https://t.co/WkVNP8mLJI
🇯🇵 Consumer inflation in #Japan's capital rises at fastest pace in 40 years – Reutershttps://t.co/yjbCGa3OoP
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
Housing
Country Garden's 2023 due 4.5% bond rises 14%, 4.38% bond rises 18%.
— CN Wire (@Sino_Market) November 25, 2022
CIFI's 3.9% bond rises 19%.#China #property #realestate https://t.co/5GHWTdckMZ pic.twitter.com/f9AE3ezad2
Monetary Policy
China property starts are at record low levels, likely to see a pickup from here.#China #realestate #property pic.twitter.com/NfzcfvHguc
— CN Wire (@Sino_Market) November 25, 2022
🇨🇳 RRR cut at all banks rather than at some banks is more likely, helping keep liquidity reasonably abundant, #China Securities Journal says in a front-page report, citing Wang Qing, an analyst at Golden Credit Rating International
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
*Link (Chinese): https://t.co/YLK99qAONC
h/t @simonting
— Sunil Beri (@sunchartist) November 25, 2022
PBOC to imminently lower RRR before lowering LPR 20 Dec
China Securities Journal pic.twitter.com/Vn3w9Mwo2r
Fiscal Policy
🇨🇳 #China Local Governments Face Debt Squeeze Worth $2 Trillion – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
*Link: https://t.co/vFM5ryKExo pic.twitter.com/QLMIUkJBKV
Trade, Supply Chain and Geopolitics
Foxconn Woes Could Hit At Least 30% Of iPhone Nov Shipments From China Plant – RTRS $AAPL https://t.co/K7BANlDP5l
— LiveSquawk (@LiveSquawk) November 25, 2022
India offers alternative as China becomes less investible for foreign cash: Gavekal Research https://t.co/9N5N2FJpSE
— South China Morning Post (@SCMPNews) November 24, 2022
Economic Indicators and Prospects
French Consumer Confidence Nov: 83 (est 83; prevR 82)
— LiveSquawk (@LiveSquawk) November 25, 2022
Monetary Policy
🇪🇺 #ECB PUBLISHES ACCOUNT OF OCT. 27 RATE DECISION – BBG
— Christophe Barraud🛢🐳 (@C_Barraud) November 24, 2022
*ECB: `VERY LARGE MAJORITY' OF OFFICIALS BACKED 75 BPS HIKE
*ECB: `A FEW' OFFICIALS PREFERRED A 50 BPS RATE INCREASE
*ECB ACCOUNT: SCHNABEL WARNED WEAK EURO MAY CAUSE PRICE PRESSUREhttps://t.co/FeDu0rJrmF
ECB’s Schnabel signals it may be too soon to slow rate hikes https://t.co/C3ekW9UcLq via @weberalexander pic.twitter.com/Aa0XepZGCv
— Zoe Schneeweiss (@ZSchneeweiss) November 24, 2022
BOE must continue raising rates regardless of pain, Ramsden says https://t.co/JtMLXNSfKD pic.twitter.com/9hTETAsHpg
— Zoe Schneeweiss (@ZSchneeweiss) November 24, 2022
Fiscal Policy
Germany sets windfall tax at 90% for clean power Generators https://t.co/UJxSl7GtRY via @ArneDelfs @KowalczeKamil pic.twitter.com/XuiZlq1Gy3
— Zoe Schneeweiss (@ZSchneeweiss) November 24, 2022
Spanish windfall tax on banks, energy firms clears first hurdle #oott https://t.co/3LeYCaXwQ0
— Giovanni Staunovo🛢 (@staunovo) November 25, 2022
Energy
EU Fails To Agree On Gas Price Caps https://t.co/g585uh9rRd
— zerohedge (@zerohedge) November 24, 2022
Trade, Supply Chain and Geopolitics
Once-bitten Germany is wary of a new US trade war over inflation law https://t.co/0Y0GUCkkxx via @Newsbaum_ @KowalczeKamil @mcnienaber pic.twitter.com/jR2W377rv2
— Zoe Schneeweiss (@ZSchneeweiss) November 25, 2022
Supply Chain Disruptions May Be Easing, Claims CBI – The Times https://t.co/UOZIKutXGg
— LiveSquawk (@LiveSquawk) November 25, 2022
Zelenskyy Vows #Ukraine Will Withstand Russian Attacks On Power Networks – @FThttps://t.co/SeXNeh8Pqu
— LiveSquawk (@LiveSquawk) November 24, 2022
🌎 JPMorgan Sees $1 Trillion Demand Boost for Global #Bonds in 2023 – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
*Link: https://t.co/8ejVhnx342 pic.twitter.com/okCmn4uy0q
Could central banks hold back raising interest rates for fear of blowing up housing markets? https://t.co/19GUiiGeSS via @simonjkennedy @MalcolmScott8 pic.twitter.com/6RRA3trWVh
— Zoe Schneeweiss (@ZSchneeweiss) November 24, 2022
🛢 Global #Oil Market Flashes Warnings as Demand Concerns Spike – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022
*Link: https://t.co/QQgHBHVVn1 pic.twitter.com/tUdHzXPTu9
🛢 🇸🇦 🇮🇶 Saudi, Iraqi energy ministers meet, review #oil markets – Reutershttps://t.co/KtPknVK2wB
— Christophe Barraud🛢🐳 (@C_Barraud) November 25, 2022