Mark Coetzee

Be bullish, it's a lifestyle

[First Squawk @FirstSquawk]

BOE BAILEY: WE ARE NOT TALKING ABOUT AN INSURANCE HIKE

[The Market Ear @themarketear]

Oil volatility just printed another high.
Policy tools won’t matter unless Hormuz shipping is secured.
https://t.co/i7A3RgtGAg

[Mark Coetzee @CoetzeeMark]

@elonmusk @karpathy Spot on, and great to see Elon chime in on Andrej’s original post. It underscores how critical this shift in thinking is right now.

10X agency is a good gut check - we’re using it as a benchmark for decisions across the board as we build JAMCAP.

[Mark Coetzee @CoetzeeMark]

@RaoulGMI A chart that makes me more bearish! I follow @ZARTechnical for EM FX / ZAR trading insights and technicals. It’s eerie and super weird how good his levels are. No idea what goes into his model.

[Mark Coetzee @CoetzeeMark]

Slash European stock holdings, Norway’s $1tn oil fund urged via @FT
https://t.co/BA5FKJFpuz

[Mark Coetzee @CoetzeeMark]

Hong Kong peg holds strong in face of speculators and protesters via @FT
https://t.co/CmiKizbcKO

[Mark Coetzee @CoetzeeMark]

Food for thought in this chart pack

[Macro Charts @MacroCharts]

As promised, here is my new report focusing on EM -- and showing how extreme things have gotten recently:

Emerging Markets in a Historic Panic

New from Macro Charts blog:

https://t.co/WIatFZkYmo

[Mark Coetzee @CoetzeeMark]

BIG changes .... ‘comments are interesting’ Investment bank job cuts near 30,000 as outlook sours via @FT
https://t.co/DPcXXMQTbt

[Mark Coetzee @CoetzeeMark]

Renminbi falls past Rmb7 per dollar for first time in 11 years via @FT
https://t.co/EqBTbxlngp

[Mark Coetzee @CoetzeeMark]

EU ponders fund managers’ passporting activities after Brexit via @FT
https://t.co/rubJHS6PrO

[Mark Coetzee @CoetzeeMark]

Citigroup: pressure builds for strategic shift Great read - interesting in light of the management changes now announced. Insightful comments section post the article as well. https://t.co/p5LO0VeTqV https://t.co/pfZ00LGpXO

[Mark Coetzee @CoetzeeMark]

MSCI chief looks beyond traditional indices for growth via @FT
https://t.co/E47sAFiyqo

[Mark Coetzee @CoetzeeMark]

Federal Reserve officials have concluded they can’t let U.S. interest rates deviate too far from Europe’s, Greg Ip writes https://t.co/zbThxunsYa

[Mark Coetzee @CoetzeeMark]

The day Deutsche Bank’s boss decided on a radical solution via @FT
https://t.co/NRQIBpHw4q

[Mark Coetzee @CoetzeeMark]

Market bounce catches Bridgewater fund off-guard via @FT
https://t.co/NtrjqasWKh

[Mark Coetzee @CoetzeeMark]

Naspers: ‘Africa’s SoftBank’ looks for value via @FT
https://t.co/cHYzLddhjp

[Mark Coetzee @CoetzeeMark]

Ramaphoria II POTENTIAL https://t.co/3vtH23f3oT

[Mark Coetzee @CoetzeeMark]

Tito Mboweni: ‘What do you expect the ANC to do in 25 years?’ via @FT
https://t.co/bbS7tXy190

[Mark Coetzee @CoetzeeMark]

China tech groups delay IPOs as US tensions bite via @FT
https://t.co/ko4GEcSKuz

[Donald J. Trump @realDonaldTrump]

I didn’t call Bob Costa of the Washington Post, he called me (Returned his call)! Just more Fake News.