Morning Markets · Archive

Small-cap Russell 2000 breaking 20-day MA - rotation real?

Apr 24·1 message·Jordan Wu

Healthcare defensives breaking down despite rate rally

Apr 24·1 message·Jordan Wu

Treasury curve steepening accelerating - fed pivot priced

Apr 20 - 24·23 messages·Alex Chen, Jordan Wu

Euro area PMI collapse signaling deeper recession risk

Apr 17 - 20·9 messages·Alex Chen, Jordan Wu

Mag 7 earnings dispersion at decade highs - stock picking...

Apr 14 - 17·11 messages·Jordan Wu, Alex Chen

Japan's yen intervention threat getting real at 155

Apr 11 - 14·9 messages·Alex Chen, Jordan Wu

Dollar strength breaking EM funding markets - contagion r...

Apr 11·2 messages·Alex Chen

Banks outperforming on NIM expectations - too early?

Apr 8 - 11·13 messages·Alex Chen, Jordan Wu

Corporate credit vs equity divergence widening - regime s...

Apr 5 - 8·13 messages·Jordan Wu, Alex Chen

Credit spreads tightening despite macro uncertainty - com...

Apr 1 - 5·20 messages·Jordan Wu, Alex Chen

Tech buybacks hitting record pace - artificial demand?

Mar 29 - 1·13 messages·Jordan Wu, Alex Chen

Energy rotation stalling despite crude rally - refiners t...

Mar 26 - 29·13 messages·Alex Chen, Jordan Wu

Small caps breaking out but volume tells different story

Mar 26·1 message·Jordan Wu

Fed's QT pace slowing - stealth easing or just mechanics?

Mar 23 - 26·20 messages·Alex Chen, Jordan Wu

China's credit impulse turning negative - global deflation?

Mar 19 - 23·11 messages·Jordan Wu, Alex Chen

Treasury curve steepening accelerating - what's driving it?

Mar 16 - 19·14 messages·Jordan Wu, Alex Chen

Japan's intervention math finally breaking down?

Mar 16·1 message·Alex Chen

Dollar strength breaking EM currencies - contagion risk?

Mar 12 - 16·11 messages·Alex Chen, Jordan Wu

Insurance names rallying on rate cycle peak - contrarian ...

Mar 9 - 12·13 messages·Jordan Wu, Alex Chen