videoregistrazione dello special "Mindfulness e Trading", trasmesso mercoledi 19/9 su ClassCnbc : Marco Poggi ed io intervistati per 45' da Emerick DeNarda https://t.co/ABju8CdKqK
South Korea's SK Hynix said on Wednesday it plans to raise up to 45.45 trillion won ($29.43 billion) via the listing of American Depositary Receipts, as it seeks to expand investor base and production capacity for chips used in AI.
#news#business
https://t.co/EgkrDhIqrM
VOLUME TALKS, youtube h 8:15 # 961
FOMC hawkish, ma non alza i tassi
BONDS al ribasso, flattening : 2yr -12bp, 10yr -4bp
INDICI stornano durante il FOMC, recuperano in notturna
Kospi nuovo ATH
FIrma ufficiale MoU, oil 74
Oggi quadruple witching
https://t.co/xD3S8XpWvw
the best answer to Warsh's presser was the grim expression of Nick Timiraos.
I think Warsh was very unpolite vs the 18 Fomc members : he ll chose the best minds inside and outside the economics professions to renovate FED = in the past nothing has been done.
VOLUME TALKS, youtube h 8:15 # 946
Saltano negoziazioni ma sell-off contenuto: si guarda agli earnings
INDICI ES 6900 resistenza, MM200.
BONDS rendimenti in salita
Orban KO
https://t.co/xbFNjt2T62
VOLUME TALKS, youtube h 8:15 # 945
Rally per tregua (traballante)
INDICI vicini a resistenze pre-guerra, spread dax/es stabile, trimestrali in arrivo
BONDS rendimenti in discesa, spread Corporate si stringono
Aste Usa ok. Oggi GDP, domani CPI
https://t.co/GkY1f8B641
VOLUME TALKS, youtube h 8:15 # 942
FED standby ma non tranquillizza: lettera su indici e bonds
INDICI: Spx triplo min 6630, NQ comp quadruplo min in pochi giorni
BONDS rendimenti in salita dopo FED . Cdx HY a 350.
OIL >90
domani OPEX, Buyback fermi
https://t.co/agcmJQ2gPp
VOLUME TALKS, youtube h 8:15 # 941
Chiusura settimana con indici e bonds su minimi. Nel weekend nessun peggioramento, OIL 99
INDICI ES torna a 6600, doppio min? Spread dax/es
FED BOC / BCE BOE BOJ + vix + quadruple witching
https://t.co/wGStZPbU05,
@TheFedIsEvil@BobEUnlimited in jan 2020, i shorted heavily EU and US indices when I read that asymptomatic persons were infectious (jan 23). Kolanovic & others were calling an indices melt-up. Eventually I proved right but had to wait 1month and another leg up rally on indices.
I see a similar complacency
VOLUME TALKS, youtube h 8:15 # 940
Iran mantiene alta la tensione, OIL 94, fine guerra si allontana
INDICI timori private credit, canali discendenti, 2°onda ribass? KIE insur
BONDS rendimenti in salita, bund quasi 3%
Cpi no news, domani PCE
https://t.co/RYh2EgOqgw
@TheFedIsEvil@BobEUnlimited sell off started feb 20 at 11.45 ET with a huge volume spread on all EU and US indices,
feb 24 , after a brief pullback, the sell off went ahead with same volume as on feb 20.
Feb 24 opened in gap down and the snow ball became an avalanche.
VOLUME TALKS, youtube h 8:15 # 939
Con OIL a 108, si allineano tutti i risk-off: inflazione, recessione, private credit/equity
INDICI ES 1° tgt 6600, γ negativa, spread dax/es
BONDS Bund al 3%, top rendimento dal 2020
Blackout FED, Cpi US mercoledi
https://t.co/BVdNErXPqe
@shanaka86 if the reinsurance program is rolling, could it mean that 60 ships are insured during the transit through Hormuz, and, once transited, other classic forms of reinsurance can replace the DFC insurance ?
So, 1st transit of 60 ships, then the insurance is moved to 2nd 60 , ecc ecc?