Jordan Wu's Episodes

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