pablotrder

🐋

[zerohedge @zerohedge]

JPMorgan Traders Flip Back To 'Tactically Bullish' https://t.co/XmeVjupGNs

[zerohedge @zerohedge]

The Timing Of The Next Grocery Inflation Surge Revealed By BofA https://t.co/mt2rmIZfBn

[zerohedge @zerohedge]

Real Rates Will Tell The True Story Of Postwar Monetary Policy https://t.co/SMRSs8hHc8

[zerohedge @zerohedge]

"Sell The Rip": Larry McDonald Warns Of 'Colossal Inflation Bounce' https://t.co/yvGJl8nDiI

[zerohedge @zerohedge]

Mexico Truckers Block Key Freight Routes In Nationwide Strike https://t.co/gAIv3yOq4X

[zerohedge @zerohedge]

Consumer Credit Grows Less Than Expected On Subdued Credit Card Growth https://t.co/quJrmZJyYb

[zerohedge @zerohedge]

"the S&P has now traded in at least a 1% band for the 6thstraight day, just the 4th time in the last yr we’ve seen a streak this long (it was 1yr ago that started a run of 27 straight sessions of at least a 1% S&P intraday move, which also included the entire month of April)" - Goldman

[The Market Ear @themarketear]

Bounce… or breakdown?
One side is wrong.
https://t.co/EHQWa6etAE

[zerohedge @zerohedge]

Trump Announces US To Cover Insurance For All Ships Traveling Through Gulf, Will Provide US Navy Escorts https://t.co/6MDsaaDw63

[zerohedge @zerohedge]

"Everyone's Getting Pounded..." Until Trump Saved The Day (For Now) https://t.co/BuyJtbfDuB

[zerohedge @zerohedge]

BCA: Friendliest Fed Meets Narrowest Rally - 10 Key Views For 2026 https://t.co/VoBaezYpZJ

[zerohedge @zerohedge]

Here's What Goldman's Top Traders Have Been Watching This Week https://t.co/8OILku6rqg

[zerohedge @zerohedge]

Morgan Stanley's 2026 Outlook: "The Year Of Risk Reboot" https://t.co/oYuhwjLaXO

[zerohedge @zerohedge]

Momo No Mo': Top Goldman Trader Says "No Longer Dealing With A Market That Solely 'Crashes Up'" https://t.co/q8Qll7s0Ao

[zerohedge @zerohedge]

Hedge Fund CIO: "This Administration Will Spend The Next Year Getting As Much Money Into People's Hands As Possible" https://t.co/b0ohZmMWEM

[zerohedge @zerohedge]

Here's What Goldman's Top Traders Think About The Market After The Worst Week Since April

https://t.co/r8qyYJRnyy

[zerohedge @zerohedge]

"We're Seeing Demand Explode": UAE, US Sign AI And Energy Pact As Microsoft To Invest $7.9B On Infrastructure https://t.co/C2qvEkav0s

[zerohedge @zerohedge]

Stocks, Bonds And Bitcoin Battered After Powell Trapdoors Markets, Says December Cut Not Set https://t.co/x1xx4WByx6

[zerohedge @zerohedge]

total disaster:

Clover GPV was up 8% (8% in 2Q25), with 26% revenue growth (30% growth last quarter).

Small business revenue growth was 7% (6% organic) coming in at ~$1.741bn (-7% vs expectations).

Enterprise revenue growth was ~3.9% (9% organic) coming in at ~$580mn (-6% vs the Street).

Processing revenue came in at roughly $265mn (11% below of Street estimates).

[zerohedge @zerohedge]

More: "Logan thinks TGCR matters most. For TGCR to sit below IORB, it implies reserves at ~$3.15tn (currently at $2.93tn). Other views at Fed may differ, especially on FF vs TGCR focus. If Logan's view were to materialize, Fed bill buying backfill = ~$220bn. Fed could backfill w/ bill buying at $50-100b/m or new repo operations closer to IOR."