Individual stock pickers have been skewed to sell, global Macros have negative beta, long short beta is low, equity funds had one their worst quarterly outflows since 08 etf flows are just ~13b inflow for the year. So tell me, how the fuck are equities up 24% in a straight line?
— Endless Capit🅰️l (@endless_frank) April 12, 2019
https://twitter.com/OccupyWisdom/status/1116506729594933248
POWELL SAID TO SAY EUROPEAN SLOWDOWN IS MORE THAN FED EXPECTED
POWELL SAYS CHINA SOFT PATCH AFFECTED US GROWTH OUTLOOKDear savers, please blame China and europe thst your rates aren’t higher. Kthxbye
– the @federalreserve— zerohedge (@zerohedge) April 12, 2019
@StockBoardAsset @chigrl @kdjt89
Wut.🤯 pic.twitter.com/5oZPcWOom4
— sdiamonds.eth 🇨🇦 (@sdiamonds151) April 12, 2019
Hard to square the JPMorgan and Wells Fargo results with the credit contraction so evident in the Q1 Fed loan officer survey. Someone ain't tellin' the truth!
— David Rosenberg (@EconguyRosie) April 12, 2019
"minor" bearish divergence spotted in $SPX pic.twitter.com/pv8Q1ubJUK
— IV (@iv_technicals) April 8, 2019
$JPM FICC trading -8% & Equity trading -13% YoY, SServ -4% YoY, IB +10% YoY better DCM worse ECM,
NIM 2.56% up a measly 2bps (that’s w full Q of Dec hike).. & Net Interest Spreads up only +1beep..funding +15bps driven higher GC Repo +21bps, loans +15bps.. LIBOR OIS down..— PlungeProtectionTeam (@gamesblazer06) April 12, 2019
https://twitter.com/hks55/status/1116673608724750336
Looks like an uptick
What is the correlation with the equity markets?
