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Source: The Market Ear

Today
Popular Newest
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Will they do what they say?
11min ago
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2
GS: Slower growth in 2022 should keep Fed on hold
32min ago
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1
Guess where the action is?
47min ago
The Market Ear
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1
Apartments vs Office
59min ago
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5
A fearful bull?
1h ago
Bull
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3
Implied correlations collapsing
2h ago
The Market Ear
3
2
The case for BTP vs Bund
2h ago
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2
4
NYFANG - the break out that keeps on giving
2h ago
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entry home prices...
3h ago
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GS a tad less bearish on the USD
3h ago
Bear
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4
Back to long gamma land
3h ago
Long
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CIO survey on IT spending climate
4h ago
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2
Flight traffic is moving higher in Europe
4h ago
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Confident consumer
4h ago
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Global earnings revisions are at all-time highs
5h ago
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4
Month-end selling
5h ago
Sell
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1
Synthetic biology
5h ago
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An exponential technology
6h ago
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1
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Tesla - add it to chase laggards list?
6h ago
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2
Dollar's range mania pain continues
6h ago
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2
Housing "popping"?
6h ago
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2
2
Bitcoin - range mania continues as volatility pukes
7h ago
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5
Big tech - the next big upside pain trade?
7h ago
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1
Might(y) copper again?
7h ago
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4
AMZN: hello two trillion?
8h ago
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4
0
Quality coming back in fashion
8h ago
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Reflection at all-time-high (and it is bullish..)
9h ago
Bull
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Liquidity above all?
9h ago
The Market Ear
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1
will global carbon-based energy consumption will really come back?
9h ago
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Luxury comes at a price...
10h ago
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2
European dividends are pricing very little recovery from the COVID-19 shock
10h ago
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4
VIX volatility structure implosion
11h ago
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4
Bonds - you can use them to diversify again
11h ago
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5
What is the greatest risk for the equity markets over the next 12 months?
12h ago
Risk
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2
What about global risk aversion?
12h ago
Risk
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1
The attempted rebound in the curve
12h ago
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2
Chinese speculation - unstoppable
13h ago
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1
Asian tech - glimmers of hope?
13h ago
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4
Over the last 12m Tech has been the most negatively correlated sector to real yields in Europe
14h ago
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4
0
Longer-dated dividends have fared better, outside HSCEI
14h ago
Long
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S&P 500 and Nikkei 225 dividends mostly recovered, Europe lagging, HSCEI under pressure
14h ago
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Some Treasury short covering but not a lot...
14h ago
Short
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1
What's hot and what's not in terms of Chinese earnings revisions
15h ago
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1
Low equity yield...
15h ago
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1
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low penetration of ecommerce in ASEAN
15h ago
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4
China now accounts for over 50% of the world's daily vaccinations
16h ago
China
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2
5G momentum
17h ago
The Market Ear
2
1
Don't be a crowded quant value momentum strategy
18h ago
Quant
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9
Never forget: the drawdown is long overdue
19h ago
Long
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1
2.7bn doses...
20h ago
The Market Ear
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1
bond yields can rise without inflation
21h ago
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9
SPX during 2013 tapering episode
22h ago
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NASDAQ - welcome to ATH
22h ago
The Market Ear
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22.06.2021
Popular Newest
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Kill vol
23h ago
The Market Ear
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1
Do we still watch the "curve"?
23h ago
The Market Ear
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1
Which sectors have seen the best earnings momentum?
24h ago
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0
EPS peak, but no surprise right..?
1d ago
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2
Tech's "value" trade
1d ago
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1
Energy sector still cheap
1d ago
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Chinese internet - make or break
1d ago
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Dare the contrarian copper take?
1d ago
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3
Bitcoin - the hammer of hammers?
1d ago
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Powell soon, link
1d ago
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3
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Tankers as a catch up oil play?
1d ago
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1
The European Tech ecosystem is now worth over $800bn
1d ago
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A most special inflow year
1d ago
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Peak peak EPS revisions?
1d ago
The Market Ear
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2
Risk appetite indicator level and momentum factors keep on coming down
1d ago
Risk
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6
Cross-asset sensitivity to real yields and breakevens
1d ago
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1
EM EPS relative sucks
1d ago
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Vaccine vacillation by age
1d ago
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Oil could spike to $100/bbl, but...
1d ago
The Market Ear
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2
Bitcoin bros and risk management - why care?
1d ago
Risk
The Market Ear
2
1
Bitcoin as the ARKK proxy?
1d ago
The Market Ear
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MSTR's nightmare
1d ago
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Bitcoin, SPX and VIX - is there a "connection"?
1d ago
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NASDAQ - decision time
1d ago
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Will Powell "flip" this again?
1d ago
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"Honey - I got you a handbag...full of puts"
1d ago
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Macro mavens going long bonds
1d ago
Long
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It is not the CTA's that are getting whipsawed in treasuries
1d ago
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That extreme Treasury sentiment
1d ago
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Sentiment (indicators) bounces back
1d ago
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1
Will Bitcoin get "Doged"?
1d ago
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Mighty Yuan - less mighty
1d ago
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Hotel hausse
1d ago
The Market Ear
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The "losing my reflation" trade got tactically oversold
1d ago
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4
FED Summer
1d ago
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7
Buybacks keep coming
1d ago
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The yield gap
2d ago
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2
Will Powell shake the commodity bulls again?
2d ago
Bull
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2
2
Signs of another surge in Tokyo Covid 19 cases
2d ago
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Nikkei - beyond erratic
2d ago
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The unlocking of the lock-down taking a pause
2d ago
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5
The inflow into US equities has been insanely strong
2d ago
The Market Ear
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5
China junk bonds: back to COVID extremes
2d ago
China
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5
Taper Tantrum in the credit pit
2d ago
The Market Ear
5
1
30-year bond: technical update
2d ago
The Market Ear
1
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Chase Card Spend: stronger for longer
2d ago
Long
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5
re-opening is leading to lower social media use and engagement
2d ago
The Market Ear
5
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