Top 5 Charts of the Day – February 11th 2021

Earnings estimates for #Asia’s companies have recovered to near where they were before the #Covid_19 pandemic roiled markets early last year – Bloomberg pic.twitter.com/hJARxMC5Gd

— Christophe Barraud (@C_Barraud) February 11, 2021

How Are Hedge Funds Positioned Now? Insights From Goldman Prime And UBS https://t.co/mc5xoVEYk3

— zerohedge (@zerohedge) February 10, 2021

Let’s be clear.

The Fed can't afford the “money party” to stop.

We just had the largest wealth transfer from the government to the people we’ve ever seen.

This is not like the disinflationary times we had after the global financial crisis.

It’s the complete opposite. pic.twitter.com/R5y5wW1Jtl

— Otavio (Tavi) Costa (@TaviCosta) February 10, 2021

Goldman Sachs: some positioning indicators are in stretched territory. pic.twitter.com/NHaBCOZ7kD

— jeroen blokland (@jsblokland) February 11, 2021

Base building in DXY looks almost complete re: thread from early Jan.

If right, this chart would suggest the low was in January but the train will officially leave the station in March.

Speculators are still near record short as a % of total open interest. pic.twitter.com/FHbqyVDrOE

— Julien Bittel, CFA (@BittelJulien) February 11, 2021