🇺🇸 Investors Most Underweight on US #Stocks Since 2005, BofA Poll Shows – Bloomberghttps://t.co/naX1L35iJk pic.twitter.com/RAGVXOlVmX

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

The Goldman Prime book saw the largest net buying in 11 weeks, driven entirely by short covers as long flows were relatively muted. Last week’s short covering ranks in the 98th percentile vs. the past 5 years and is the largest since late October. pic.twitter.com/kNgJlSHMRE

— macropanda (@macro_panda_) January 17, 2023

🇺🇸 New York #Manufacturing Activity Plunges to Lowest Since May 2020 – Bloomberghttps://t.co/I3mZusjaJp pic.twitter.com/1PEhqZQktH

— Christophe Barraud🛢🐳 (@C_Barraud) January 17, 2023

Wow, bad Empire Manufacturing number..

Points to ISM Manufacturing around 42-43 pic.twitter.com/Dke8ghFjUG

— AndreasStenoLarsen (@AndreasSteno) January 17, 2023

Nationally, just 16% of home builders haven't had to drop prices since the market peaked in March 2022. Most builders have dropped prices -6% to -10%. Very different story when you break it out by region however… pic.twitter.com/B0qrPQwCze

— Rick Palacios Jr. (@RickPalaciosJr) January 17, 2023

Among urban cores, apartment rent growth has compressed much faster on the West Coast than on the East Coast or the Sun Belt — and Sun Belt would be higher if excluding Desert region.

NYC, in particular, has bucked trend of rising vacancy. pic.twitter.com/dXhXi3yOgc

— Jay Parsons (@jayparsons) January 17, 2023

🇺🇸 #Housing #Inflation #Fed | #Rents slide for third month in a row to close out 2022 (December 2022 Rental Report) – Zillowhttps://t.co/Wf8S1x8XG7 pic.twitter.com/ZLR5xmZw1W

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

🇺🇸 #Housing #Inflation #Fed | Rental Market Tracker: #Rent Growth Slowed for Seventh Straight Month in December – Redfin
*In Dec., #Rents fell 1.4% from a month earlier and were down 3.6% from the August peak of $2,053 ⚠https://t.co/q6y5GjyEDt pic.twitter.com/rybVy6qIey

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

🇺🇸 #Housing #Inflation #Fed | CoreLogic: US Annual #Rent Growth Drops for the Seventh Straight Month in Novemberhttps://t.co/DWCmUENXgK pic.twitter.com/5dP38jYNdY

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

Barkin Says It’s Too Soon to End Fed Hikes as Inflation Lingers https://t.co/ihlmEUHEUb

— Bloomberg Economics (@economics) January 17, 2023

🇺🇸 🇨🇳 U.S. Treasury's Yellen, #China's Liu to meet in Zurich for first in-person talks – Reutershttps://t.co/xjsIIrg2sM

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

Pentagon Sends US Arms Stored In Israel To Ukraine – NYT https://t.co/wX39t0Zot9

— LiveSquawk (@LiveSquawk) January 17, 2023

#Iran Rejected Chance to Revive Nuclear Accord, Blinken Says

US gave up on talks after Iran responded violently to protests

Abuses by Iran ‘will not go without consequence’ Blinken warns#ootthttps://t.co/A7W4FzCzKB

— Giovanni Staunovo🛢 (@staunovo) January 18, 2023

🇨🇳 #China Reassures Davos That Growth Will Return, Covid Has Peaked – Bloomberghttps://t.co/TwuMFDe3eQ pic.twitter.com/WuHn9Oc6R5

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

🇨🇳 Airportia data confirm that air traffic in #China already rebounded sharply on a YoY basis (up almost 30%) amid reopening.
*Link: https://t.co/caXp67JYcE pic.twitter.com/YsXGeFksGh

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

Goldman Sachs Lifts China’s Economic Growth Forecast To 5.5% – BBG https://t.co/D859Y11puk

— LiveSquawk (@LiveSquawk) January 18, 2023

🇯🇵 Morale at #Japan big manufacturers logs first negative reading in 2 years – Reuters Tankanhttps://t.co/wVmmkDFCQA

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

Japan Nov core machinery orders tank more than expected – Reuters https://t.co/Z0aNfFNOx6

— Machinery Report (@MachineryReport) January 18, 2023

🇯🇵 #Japan | #BOJ Holds Policy as It Pushes Back Against Market Speculation – Bloomberghttps://t.co/MLEYlvjyHA pic.twitter.com/P0rgnkGBgS

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

🇨🇳 🇺🇸 🇹🇼 #Beijing ‘should be wary’ as US, #Taiwan seek closer economic ties – SCMPhttps://t.co/i58wKR7eZK

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

UK inflation eases for 2nd month from a 41-year high https://t.co/gSMzQnkblA via @LucyGJWhite pic.twitter.com/qdF1bbO75i

— Zoe Schneeweiss (@ZSchneeweiss) January 18, 2023

UK house prices slip from a record after mortgage rates jump https://t.co/rAZeeL4jG0 via @LucyGJWhite pic.twitter.com/4FoB3x8KXB

— Zoe Schneeweiss (@ZSchneeweiss) January 18, 2023

🇦🇹 Austrian Home Prices Drop Most in Decade After Loan-Rules Tweak – Bloomberghttps://t.co/T6jDKjrVEC pic.twitter.com/4wYFFtwiT6

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023

🇪🇺 #ECB Is Pondering Slower Hikes After Half Point in February – Bloomberghttps://t.co/J8yuoXYrb1

— Christophe Barraud🛢🐳 (@C_Barraud) January 17, 2023

ECB's Villeroy: “I Was Quite Surprised” By The Story Published By Bloomberg That The Pace Of Tightening May Slow Down

— LiveSquawk (@LiveSquawk) January 18, 2023

ECB Governor Francois Villeroy de Galhau says the continent's resilience in the face of the energy crisis makes ramping up interest rates less complicated https://t.co/kaqsuV28Tb

— Bloomberg Economics (@economics) January 17, 2023

Exclusive: Germany's Scholz said he still embraces the “Hamiltonian” spirit of deeper fiscal integration for Europe, but he brushed off the idea of more joint borrowing — for now at least https://t.co/BSwGzELnBP via @mcnienaber @patrickjdo

— Patrick Donahue (@patrickjdo) January 17, 2023

Macron’s pension reform plan faces opposition from French unions, a majority of citizens, and now from the chairman of one the country’s banks https://t.co/f0PPmvRmN1 via @a_rajbhandari pic.twitter.com/4gBWF8I1wW

— Zoe Schneeweiss (@ZSchneeweiss) January 17, 2023

French government is open to small changes to pension reform, Finance Minister Bruno Le Maire says https://t.co/7ZgcsxE7fe via @a_rajbhandari pic.twitter.com/78HCLzNOYq

— Zoe Schneeweiss (@ZSchneeweiss) January 18, 2023

UK Chancellor Hunt ‘Planning A Slimmed-Down Spring Budget With No Tax Cuts’ – Guardian https://t.co/io2gitws2r

— LiveSquawk (@LiveSquawk) January 18, 2023

Scholz says Berlin learned its lesson from Russia gas dependence https://t.co/lveQe8hT6E via @mcnienaber @petrasorge pic.twitter.com/5ZmAvL5hgb

— Zoe Schneeweiss (@ZSchneeweiss) January 17, 2023

UK urged to speed up £6 billion funding for home energy savingshttps://t.co/b5Pj7wvC2h via @_ToddGillespie pic.twitter.com/3d9cbIAzDQ

— Zoe Schneeweiss (@ZSchneeweiss) January 18, 2023

Russia's Lavrov: Talks With Ukraine's Zelenskiy Are Not Possible
– We Will Be Ready To Respond To Western Proposals On Ukraine

— LiveSquawk (@LiveSquawk) January 18, 2023

⚠ #WeekAhead: Week 3 (2023) ⚠

🇨🇭 🌎 #Davos #WEF
🇯🇵 #BOJ Meeting
🇪🇺 #ECB Minutes
🇺🇸 #FOMC Beige Book
🇺🇸 U.S. Data
🇨🇳 #China GDP
🇨🇳 Chinese New #LunarYear Starts
…https://t.co/nFTFy2FYEz

— Christophe Barraud🛢🐳 (@C_Barraud) January 16, 2023

🌎 #IMF signals upgrade to forecasts as optimism spreads at Davos – FThttps://t.co/Xxift699h6

— Christophe Barraud🛢🐳 (@C_Barraud) January 18, 2023