Corporate buybacks making comeback @SoberLook @BankofAmerica pic.twitter.com/z5ARS8GU4p
— Liz Ann Sonders (@LizAnnSonders) March 4, 2021
Citi Panic/Euphoria model revised lower due to Fed's halt of weekly M2 reports – one way to "reduce" euphoria pic.twitter.com/8lElOxMEkf
— zerohedge (@zerohedge) March 6, 2021
The stimulus package is very targeted to only go to people in need to pay for their debts and expenses and will lead to an efficient use of capital has said no one. pic.twitter.com/q5FbPEJovZ
— Sven Henrich (@NorthmanTrader) March 3, 2021
6. Showing discretion?
Discretionary traders = all-in
Systematic = sidelinesh/t @ISABELNET_SA $SPX $SPY pic.twitter.com/Ngd28Na1qa
— Callum Thomas (@Callum_Thomas) March 6, 2021
Energy is the most important sector to watch in 2021.
This could be the start of a Major recovery – but remember what I said in December:
Past cycles had lots of Trend *and* Trading opportunity.
The Trend has been nearly perfect. Be prepared IF things change – especially now. pic.twitter.com/kDlbKf7PlX
— Macro Charts (@MacroCharts) March 5, 2021
#BOC #BOE #BOJ #ECB #FED | Latest data showed #G7 CBs combined balance sheet (BS), converted in USD, kept rising in February 2021.
*#G7 CBs combined BS has grown by almost $9T since February 2020. pic.twitter.com/BH4MPx0A2J— Christophe Barraud (@C_Barraud) March 6, 2021
2021 could be like 2009 for long-maturity bonds: ugly! #shortduration pic.twitter.com/nkAK89xES8
— jeroen blokland (@jsblokland) March 6, 2021
The inflation dynamics after this recession are very different than to after the last recession pic.twitter.com/kWooXZsAbw
— Variant Perception Research (@VrntPerception) March 2, 2021
Nominal ISM manufacturing the highest since Sept-2004, another sign of a coming inflation surge… $USD pic.twitter.com/rpYQIVl8z6
— Martin Enlund (@enlundm) March 2, 2021
Consumers Saved $2.9 Trillion During the Pandemic. Their Money Will Drive the Global Recovery – Bloomberg
*Link: https://t.co/EOB16RDsNF pic.twitter.com/rQTniRkUzb— Christophe Barraud (@C_Barraud) March 3, 2021