Blaise Robinson

Equity markets & strategy | Bloomberg News | chart believer | cycling fanatic | opinions are my own/retweets are not endorsements

[Blaise Robinson @blaiserobinson]

Excellent read --> A multi-trillion dollar economy decelerating, miserable consumers and more and more people out of work. What's happening to China and where does it go from here? Read The Big Take ⬇️ https://t.co/jZS9XWHN3h via @business

[Blaise Robinson @blaiserobinson]

Nearly $30 billion has been wiped off UK companies that chased an American dream during Wall Street's so-called SPAC craze. Is the grass always greener on the other side of the Atlantic? https://t.co/ekfOfjyz8w via @business @lisapham @JamieNimmo63

[Angelina Rascouët @arascouet]

The LVMH supremacy is shaking this week. We have a serious challenger. #novonordisk #lvmh #wegovy

[Blaise Robinson @blaiserobinson]

If volatility keeps rising, there could be some serious forced selling by risk-parity funds https://t.co/9CPIdlZp5b via @markets @sagarikareports @JPBarnert

[Blaise Robinson @blaiserobinson]

Bankers have found a way to circumvent a key obstacle to junk-rated companies extending the maturity on billions of euros of risky debt https://t.co/AdWQDCuyav via @markets

[Thyagu @Thyagu]

When you can tick two boxes: green and chips, beating markets isn't difficult. https://t.co/77O9ftQNmi via @climate @allegracatelli @PhilSerafino

[Blaise Robinson @blaiserobinson]

About 10 billion euros wiped out in market value of Italian banks this morning after news of a tax on lenders set to bring in 2 billion euros https://t.co/i3p8PMT24i via @markets @farahesque @ChiaraRemondini #Italy #Meloni

[Alexandra Semenova @alexandraandnyc]

Mike Wilson: “The 2019 analogy, in and of itself, suggests more index level upside from here..."

Well, well. Good morning!
https://t.co/ttS35c316w

[Blaise Robinson @blaiserobinson]

The bank's Michael Wilson, one of the most bearish voices on Wall Street, says there’s too much evidence pointing to market problems ahead https://t.co/byFh8wpZeA via @markets @sagarikareports @Thyagu

[Blaise Robinson @blaiserobinson]

The frenzy around AI has been so strong that without it, US stocks would be down for the year, according to SG https://t.co/nVcZgIyORy via @markets @PhilSerafino @Subrat_Patnaik #AI #ChatGPT

[Blaise Robinson @blaiserobinson]

Ferrari's market value is now bigger than that of Stellantis — the group that contains Fiat, which was once the parent of the iconic Italian luxury sports car maker https://t.co/W2af1eOGNK via @luxury @ChiaraRemondini

[Blaise Robinson @blaiserobinson]

Aramco already shells out a dividend that’s worth more than payouts from the next five largest global payers combined. That gap is now set to widen. https://t.co/FNis6VUOp2 via @markets @farahesque @mikamsika

[Blaise Robinson @blaiserobinson]

London-based bankers are increasingly putting down roots elsewhere in Europe. Not even riots and strikes can stop Paris's rise to the top https://t.co/VjLBS6FgCJ via @wealth

[Blaise Robinson @blaiserobinson]

very good read --> VIX at 17 With Credit Spreads Tightening Making Everyone a Bear https://t.co/OJbS9gkESB via @markets @VildanaHajric

[Blaise Robinson @blaiserobinson]

Investors have moved their attention to a much bigger potential contagion victim from SVB's collapse: the US economy https://t.co/RHHnPgzP2a via @markets @JPBarnert

[Blaise Robinson @blaiserobinson]

Hundreds of ESG fund managers are now dealing with the sting of having misjudged Silicon Valley Bank https://t.co/eEKulbqofs via @business @AlastairJMarsh

[Blaise Robinson @blaiserobinson]

Turmoil in US banking stocks persists even as regulators step in https://t.co/aEVLWHyXts via @markets @allegracatelli @JPBarnert @ksengal

[Blaise Robinson @blaiserobinson]

Happy Monday... One of Wall Street's most bearish strategists says investors should sell any rebound in US stocks that may result from support measures after SVB's collapse https://t.co/gcU3w2lZDP via @markets @ksengal

[Blaise Robinson @blaiserobinson]

Adidas’s tearing stock rally had left analyst targets in the dust. A falling out with rapper Ye is bringing it back to the ground https://t.co/CwkGn6nhKU via @markets @marketsjoe @namithaj @Thyagu

[Blaise Robinson @blaiserobinson]

The flagship company of beleaguered Indian tycoon Gautam Adani pulls a record $2.4 billion share sale https://t.co/zBN7jzm20b via @markets @talktosanjai @filipepacheco