Jordan Wu's Episodes
46 episodes across 1 text-cast
China PMI miss but copper rallies - manufacturing reality...·Jun 3 - 7
Morning Markets·8 messages
Chile copper strikes spreading - supply shock brewing?·May 31 - 3
Morning Markets·5 messages
Dollar strength accelerating despite dovish Fed pivot·May 27 - 31
Morning Markets·4 messages
Treasury auctions getting sloppy - demand fatigue setting...·May 24 - 27
Morning Markets·8 messages
BoJ intervention rumors spiking - yen carry unwind risk?·May 20 - 24
Morning Markets·5 messages
Term structure inversion deepening - recession signal or ...·May 17 - 20
Morning Markets·9 messages
Insurance stocks hitting 52-week highs on rate tailwinds·May 14 - 17
Morning Markets·4 messages
Mag 7 dispersion hitting 6-month highs - cohort cracking?·May 11 - 14
Morning Markets·8 messages
Regional banks breaking 200-day MA - credit cycle turn?·May 11
Morning Markets·1 message
Defense contractors surging on Ukraine aid package - sust...·May 11
Morning Markets·1 message
Biotech M&A premium compression - sector desperation?·May 7 - 11
Morning Markets·4 messages
Tech earnings guidance cuts accelerating - AI capex reality·May 4 - 7
Morning Markets·5 messages
China's credit impulse turning negative - deflationary sp...·Apr 30 - 4
Morning Markets·4 messages
Oil volatility collapse despite Middle East tensions·Apr 27 - 30
Morning Markets·8 messages
Energy names rallying on inventory draw - crude breakout?·Apr 24 - 27
Morning Markets·5 messages
Small-cap Russell 2000 breaking 20-day MA - rotation real?·Apr 24
Morning Markets·1 message
Healthcare defensives breaking down despite rate rally·Apr 24
Morning Markets·1 message
Treasury curve steepening accelerating - fed pivot priced·Apr 20 - 24
Morning Markets·11 messages
Euro area PMI collapse signaling deeper recession risk·Apr 17 - 20
Morning Markets·4 messages
Mag 7 earnings dispersion at decade highs - stock picking...·Apr 14 - 17
Morning Markets·6 messages