Evening Headlines
Bloomberg:
- China’s 10-Year Yield Falls to Two-Decade Low on Easing Hopes.
- Evergrande Set for Liquidation as China Property Crisis Drags On.
- US Seeks Just-Tough-Enough Response to Middle East Attack.
- Treasuries Steady After Rally, Asia Stocks Gain: Markets Wrap.
- Deadly Attack Near Syria Renews Focus on US Bases in Middle East.
- IBM to Managers: Move Near an Office or Leave Company.
- JPMorgan’s Kolanovic Sees Tech Earnings Testing Rich Valuations.
- Las Vegas Super Bowl Is Most-Expensive Ever at $9,800 a Seat.
- AI Officer Is the Hot New Job That Pays Over $1 Million.
- US Corporate Bond Sales Hit $188 Billion in Record January.
- Whirlpool Warns of Softness in 2024 as Consumers Pull Back on Spending.
Zero Hedge:
- White House Spox Called Out For Odd Condolence Statement: 3 US Troops Died Fighting For 'This Administration'.
- Yields Tumble, Futures Soar After Treasury Unexpectedly Slashes Borrowing Estimates.
- Rumors Swirl That Top Ukraine General Zaluzhny Has Been Sacked.
- Drought Hits Canada's Hydropower Sector.
- "What The Hell?": Europe Enraged As Biden Trade Policy Risks Maximum Malarkey.
- Biden To Renew Venezuela Oil Sanctions If Maduro Continues Barring US-Backed Oppo Candidate.
- How Courts Are Reshaping 2024 Congressional Races.
- Republican Senator Launches Thread To Track Violent Crime By Illegal Aliens.
- Spending On Natural Gas To Top $1 Trillion Over the Next Decade.
- Trump Has Reason To Rage... But Needs To Stay Calm And Get Even Rather Than Mad; VDH.
- Attention Gen-Zers: No College Needed! This $400,000 Retail Job Might Be Perfect.
- White Minnesota Farmer Sues State Over Discriminatory Program.
- US stocks gained in quiet trade amid lower yields and after the US Treasury cut is quarterly funding estimates - Newsquawk Asia-Pac Market Open.
- Trump Judge To Decide On $370 Million In Penalties In NY Real Estate Trial.
- "Off-The-Rails Psychologically" - The Democratic Party Will Do Anything To Avert Losing Control Of Govt.
- Stocks and bonds extend gains after Treasury slashes financing estimates - Newsquawk US Market Wrap.
- Stocks, Bonds, Bullion, & Bitcoin All Rip As Catalyst-Heavy Week Begins.
- The Blowoff!
- Nomura: The 'Murder' Of US Equity Vol Continues, Until...
Wall Street Journal:
- U.S. Failed to Stop Attack in Jordan After Mix-Up Over Drone Identity
- GM Went All In on EVs. Dealers Say Buyers Want Hybrids.
- Alaska Airlines Plane Appears to Have Left Factory Without Critical Bolts.
- Elizabeth Warren’s iRobot Gift to China. Antitrust regulators kill the iRobot-Amazon tie, and job losses ensue.
- Top Goldman Sachs Executive to Depart.
- Watching Ads on Amazon Video Is a Deal Breaker for Some.
CNBC.com:
- Amazon terminates iRobot deal, Roomba maker to lay off 31% of staff.
- FanDuel parent Flutter lists on the NYSE, challenging DraftKings as sports-betting pure play.
- Stocks making the biggest moves after hours: Whirlpool, F5, Cleveland-Cliffs and more.
- Sen. Elizabeth Warren pushes Fed Chair Powell to cut ‘astronomical’ rates, ease housing pressure.
- DOJ and SEC unveil charges in $1.9 billion HyperFund cryptocurrency fraud.
- Elon Musk’s Neuralink implants brain tech in human patient for the first time.
MarketWatch.com:
- Big Tech stocks look ‘exhausted,’ analyst warns. But these 100 ‘next-gen’ Nasdaq names appear poised to take off.
- Falling mortgage rates boost home buyers’ purchasing power by almost $40,000 — but also bring back bidding wars.
- BlackRock upgrades U.S. stocks to overweight, says AI-driven rally could broaden in next 6 to 12 months.
- Super Micro’s monster earnings forecast sends stock soaring yet again.
- Is Nvidia today’s Cisco? Here’s what Ed Yardeni thinks.
- Tesla expects to spend over $10 billion on next-gen vehicles, AI products and other projects this year.
Fox News:
TheGatewayPundit.com:
- Venezuelan Communist Dictator Prevents Top Opposition Candidate from Running in Election – Just Like the Democrats.
- Archbishop Viganò Denounces Globalist Elite’s ‘Coup d’état’ at National Congress: A Call for Resistance Against New World Order.
- UFC Veteran Paige VanZant Claims Taylor Swift and Travis Kelce’s Romance as “100% Fake” — Recounts Her Own Experience with NFL Player (VIDEO).
- Texas Meteorologists Believe Mysterious Blob Spotted on Radar Was Military “Chaff”
- Bill Melugin: Illegals from China, Turkey and India Cross Border in San Diego County (VIDEO).
- Italy’s PM Meloni Unveils Her ‘Africa Plan’ To Create an Energy Hub and Curb Illegal Immigration.
- Woke DEI-Lover Mark Cuban Posts Message Allegedly Admitting to an Illegal Hiring Practice and Gets Schooled by EEOC Commissioner.
- Three US Servicemembers Killed in Jordan UAS Attack Identified – All From Reserve Unit Out of Fort Moore, Georgia.
- WATCH: America-First Protester Explodes on NeoCon Warmonger Nikki Haley During Campaign Event in South Carolina and Rips Up One of Her Campaign Signs.
- JUST IN: Former IRS Consultant Who Leaked Trump’s Taxes Sentenced to Only 5 Years in Prison in ‘Sweetheart Deal’ with Biden DOJ.
- SICK: Texas Democrat Posts Tweet Seemingly Calling for Bombing American Citizens Who Support Texas Against the Biden Regime Over the Border – Conservatives Respond.
- Missouri Attorney General Threatens to File Suit Against Biden Regime After Al-Shabab Terrorist Is Caught and Released at US Border and Roams Free in US for Nearly a Year.
- Con-Woman Who Bilked US Army Out of $100 Million Meant for Military Families and Kids Will Keep Her Military Retirement Benefits.
- Inside the Democrats “Deep State” Plan to Oust Joe and Insert Michelle Obama (Video).
- Eight Ways Chris Wray and Bill Barr Destroyed Free and Fair Elections in America.
The Epoch Times:
OpenVAERS:
- VAERS US COVID Vaccine Adverse Event Reports. 1,000,725 Reports(+2,808 from prior report) Through December 29th, 2023.
SKirsch.com:
- Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 100% net long heading into the day.
- Asian equity indices are -.25% to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 101.25 +.5 basis point.
- China Sovereign CDS 64.75 -.5 basis point.
- China Iron Ore Spot 135.0 USD/Metric Tonne -.32%.
- Bloomberg Emerging Markets Currency Index 40.8 +.03%.
- Bloomberg Global Risk-On/Risk Off Index 60.4 -.35%.
- Volatility Index(VIX) futures 14.2 -.36%.
- Euro Stoxx 50 futures +.43%.
- S&P 500 futures -.02%.
- NASDAQ 100 futures +.03%.
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 100% net long heading into the day.
No comments:
Post a Comment