We've just experienced some of the most significant short covering by hedge funds in 6 years. pic.twitter.com/YuYhUiRAs6

— Markets & Mayhem (@Mayhem4Markets) February 5, 2023

CTA asymmetry is getting more and more skewed to the downside over next month with CTA set to sell -$200bn of equities in a down tape vs buying $40bn in an up tape – suggesting a contrasting with short term optimism. GS

— Thomas Thornton (@TommyThornton) February 5, 2023

January Employment Report: 517 thousand Jobs, 3.4% Unemployment Rate https://t.co/BfqeUTD5Ej pic.twitter.com/eVlHporrPg

— Bill McBride (@calculatedrisk) February 3, 2023

Comments on January Employment Report https://t.co/UifeqVvxBl pic.twitter.com/CgK1qf01YO

— Bill McBride (@calculatedrisk) February 3, 2023

🇺🇸 From Bloomberg reporter (Ye Xie): Employment in temporary help services, which is considered a leading indicator for the job market, increased 26,000, the biggest gain since February 2022. pic.twitter.com/S3Hidain3b

— Christophe Barraud🛢🐳 (@C_Barraud) February 3, 2023

And now it is over 3 million, the biggest in history https://t.co/wcOs5tdHEh

— zerohedge (@zerohedge) February 3, 2023

According to the SF Fed, weather boosted the January BLS report by 125K jobs.https://t.co/3RdZ4GGJ0q

— Bill McBride (@calculatedrisk) February 3, 2023

.@MarketWatch on @ISM Services PMI® “The improvement in the service sector adds to the sense that the #economy is on firmer footing at the start of 2023 than many feared. It also fits with the strong January #jobs report.” https://t.co/wzSCo2Fsjy #ISMPMI

— Institute for Supply Management (@ism) February 3, 2023

🇺🇸 #FOMO is Gripping #Credit Markets, Making Bond Premiums Vanish – Bloomberghttps://t.co/Q1Ifk6meWG pic.twitter.com/kNCre0k05s

— Christophe Barraud🛢🐳 (@C_Barraud) February 5, 2023

A senior White House economic adviser said negotiations over raising the US debt ceiling are an “absolute nonstarter” for President Biden https://t.co/5zaVBQXLYq

— Bloomberg Economics (@economics) February 5, 2023

Biden Starts Making His Case For A Second Term – FT https://t.co/0C45z6kgTq

— LiveSquawk (@LiveSquawk) February 6, 2023

🇺🇸 🇨🇳 US Downs Chinese Balloon, Prompting Protests from Beijing – Bloomberghttps://t.co/kFaoAMvGED

— Christophe Barraud🛢🐳 (@C_Barraud) February 5, 2023

U.S. weighs sanctions for Chinese companies over Iran surveillance buildup – WSJ https://t.co/akJbzciCKg pic.twitter.com/LkBzaLmJg6

— Reuters (@Reuters) February 4, 2023

Asia sector #PMI revealed a renewed growth in Consumer Services at the start of 2023. Meanwhile job shedding became more widespread in January. Read more: https://t.co/mPuQbeelvv pic.twitter.com/IpUk8wlvFm

— S&P Global PMI™ (@SPGlobalPMI) February 6, 2023

Goldman Sachs:
Growth in #China is set to accelerate. This rapid reopening is likely to generate moderately positive spillovers to global growth in 2023, as well as a more modest boost to global inflation.
China's reopening to boost Brent by 20%+. #OOTT pic.twitter.com/ZjW45FtKp6

— CN Wire (@Sino_Market) February 3, 2023

Indonesia's GDP Grew 5.31% In 2022, Back To Pre-Covid Level – Nikkei https://t.co/abhPG49aka

— LiveSquawk (@LiveSquawk) February 6, 2023

🇨🇳 #Housing | #China Should Lower Existing #Mortgage Rates to Drop Costs – China Securities Journal
*Link (Chinese): https://t.co/yNFPMZIeuw

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

🇨🇳 #China Banks Offer Cheap Consumer Loans as Xi Urges More Spending – Bloomberghttps://t.co/cTbaNmAV1j pic.twitter.com/wbMzWmardA

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

🇯🇵 #Japan #BOJ | Amamiya Would Weigh on #Yen, Be a Boost for Bonds, Analysts Say – Bloomberghttps://t.co/muZoOtZNkZ

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

🇨🇳 #China’s local governments ramped up special bond issuance in January as part of efforts to boost infrastructure investment and stimulate economic growth, according to a China Securities Journal report Monday.https://t.co/VnWSmcQ0FG

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

🇨🇳 Exclusive: Big stimulus unlikely as #China considers steps to support consumers – Reutershttps://t.co/QSBdd3luLE

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

Morning Bid Asia-U.S.-China Crisis? – RTRS https://t.co/dOPERPAV4x

— LiveSquawk (@LiveSquawk) February 5, 2023

🇦🇺 🇨🇳 #Australia, #China Trade Ministers Hold First Talks Since 2019 – Bloomberghttps://t.co/HMdU6UP7Kf

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

🇩🇪 #GERMANY DEC. FACTORY ORDERS RISE 3.2% M/M (largest increase since Sep. 2021); EST. +2.0% – BBG
*GERMANY DEC. FACTORY ORDERS FALL 10.1% Y/Y (10th straight contraction); EST. -11.6% pic.twitter.com/BGsBNj16wf

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

UK mortgage lending is expected to grow at its slowest rate in more than a decade amid Britain’s rising interest rates and falling house prices https://t.co/L8WQADd6S6

— Bloomberg Economics (@economics) February 6, 2023

ECB interest rates may peak around the middle of the year or by the third quarter at the latest, Governing Council member Robert Holzmann says https://t.co/2vUPbq5gqp

— Bloomberg Economics (@economics) February 4, 2023

The ECB decision to raise rates by 300 basis points since July has led to repeated attacks by Italian politicians https://t.co/MoV5GLlhka

— Bloomberg (@business) February 4, 2023

Most economists predict the ECB will slow the pace of its interest-rate hikes following another half-point increase in March https://t.co/MMknWpkNMy

— Bloomberg Economics (@economics) February 5, 2023

The government is under pressure to rethink the president’s signature economic reform https://t.co/LD4d6KYR8c

— Bloomberg (@business) February 5, 2023

UK grid asks coal reserve to prepare as a cold snap looms https://t.co/O6bJAuTFUw via @rachelmorison pic.twitter.com/sNHYYf2HoL

— Zoe Schneeweiss (@ZSchneeweiss) February 5, 2023

Ukraine braced for renewed Russian offensive later in February https://t.co/v1Z6Al3qa3

— BBC News (World) (@BBCWorld) February 6, 2023

⚠ #WeekAhead: Week 6 (2023) ⚠

🇦🇺 🇮🇳 #RBA and #RBI Meetings
🇺🇸 U.S. State of Union
🇺🇸 🇬🇧 🇪🇺 #Fed, #BOE and #ECB Speakers
🇺🇸 U.S. CPI New Methodology
🇩🇪 German CPI
…https://t.co/z4xBYArmHG

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023