Evening Headlines
Bloomberg:
- Skeptics Scour Chinese Earnings for Return to Conviction Call.
- AI Hype Hurts Emerging Markets, BTG Billionaire Esteves Says.
- Asia Stocks Echo US Rally With Eyes on Fed Meet.
- Currie Says Oil Will Break Above Consensus View on Fed Cuts.
- Oil Steadies as Focus Shifts to US Stockpiles and Fed’s Decision.
- Fed to Give Fresh Clues on Path of Rate Cuts.
- The Fed Has a Lot of Questions to Answer About Its Balance Sheet.
- What Happens If Trump Can’t Post His $454 Million Bond.
- Five Things You Need to Know to Start Your Day: Asia.
- UnitedHealth, Mount Sinai Reach Deal to Preserve Access to NY Doctors.
Zero Hedge:
- There Goes The Fed's Inflation Target: Goldman Sees Terminal Rate 100bps Higher At 3.5%.
- In Blow To Biden, Supreme Court Allows Texas To Start Arresting And Deporting Illegal Aliens.
- Young People Aren't Nearly Angry Enough About Government Debt.
- It’s Time For GOP To Unite Behind Trump.
- Bill Gates-Backed Company Seeks To Deploy Small Modular Nuclear Reactors In U.S.
- Trump Sues ABC News, Host George Stephanopoulos For Defamation.
- Colombian Drug Lord Arrested After Operating Out Of Texas Migrant Shelter.
- Billionaire Investor To Back Donald Trump 2024.
- Risk Rush: Equities Blaze as Cash Crumbles and Oil Ignites.
- "It's Enraging": NYC Homeowner Arrested For Changing Locks After Squatters Take Over.
- US stocks reversed early weakness and the S&P 500 posted a fresh record close - Newsquawk Asia-Pac Market Open.
- "That's Joe Biden?" Biden Family Associate Confirms Joe & Family Used Email-Aliases During Vice Presidency.
- Boycott Slams Planet Fitness Shares As Americans Fight Back Against Wokeism.
- RNC Files Election Integrity Lawsuit Against Nevada Secretary Of State.
- WTI Slips After Small Crude Draw But Pump-Prices Hit 5-Month Highs.
- NVDA and stocks ultimately firmer; bonds gain on BoJ, RBA, & Canada inflation - Newsquawk US Market Wrap.
- Why Is The West Suddenly Revealing Its Troop Presence In Ukraine?
- Biden Privately Assured Netanyahu He's Not Trying To Push Him Out.
- US Aims To Restock Strategic Oil Reserves By Year-End.
- NVDA Fails To Impress, Bitcoin Battered, But Bonds & Black Gold Bid Ahead Of Fed.
Wall Street Journal:
- The Dilemma Impeding an Israel-Hamas Cease-Fire.
- Supreme Court Won’t Block Texas From Deporting Immigrants.
- Realtors Reckon With a Seismic Shift in How They Get Paid.
- Governments Across the U.S. Are Handing Residents Cash—No Strings Attached.
- The Fed Is Playing a Waiting Game on Rate Cuts. The Rules Are Starting to Change.
- U.S. No Longer Ranks Among World’s 20 Happiest Countries.
- Chipotle Board Approves 50-for-1 Stock Split.
CNBC.com:
- Nvidia shares close up after company unveils latest AI chips.
- Here’s everything to expect from the Federal Reserve’s policy meeting Wednesday.
- MicroStrategy, largest corporate holder of bitcoin, drops as much as 18% as cryptocurrency falls.
- Banks are in limbo without a crucial lifeline. Here’s where cracks may appear next.
Fox News:
- Dem ignites fury with comment about migrant who allegedly sexually assaulted disabled girl.
- Liberal host confronts Dem who declared election 'rigged' after blowout loss.
- Michigan Lawyer Stefanie Lambert Arrested by US Marshals in DC Following Court Appearance — After Submitting “Evidence of Numerous Crimes” Including Internal Emails from Dominion Voting Systems to Law Enforcement.
- Woman Arrested Following a Squatter Standoff in Her Million-Dollar Family Residence in Queens, New York (VIDEO).
- Obama-Appointed Judge Rules Illegal Immigrants Can Carry Guns in the U.S.
- If the Left Hates the Term “Bloodbath” So Much, Why Do They Use it So Often? (Compilation Video).
- It’s Time for GOP To Unite Behind Trump.
- BREAKING: In Major Blow to Biden Regime, Supreme Court Allows Texas to Enforce Immigration Law That Gives Police Power to Arrest Illegals.
- Fallout from Oscar Winner’s Speech Gets Even Worse as Hundreds of Hollywood Stars Sign Open Letter.
- ‘The World Knows That I Didn’t Take the Vaccine’: Brazil’s Bolsonaro, Relentlessly Targeted by Socialist Lula, Is Indicted for Allegedly Falsifying His Vaxx Records.
- BATTLEFIELD BRAIN: New Study on Victims of ‘Havana Syndrome’ Finds No Signs of Brain Injury, but Identifies ‘Real Symptoms’ That Are ‘Profound’ and ‘Disabling’.
- Fox News Anchor Cuts Away From Peter Navarro’s Speech Outside of Prison to do a ‘Fact Check’ (VIDEO).
- WATCH AND SHARE: Elon Musk Posts DEVASTATING Ad by Western Lensman Exposing Migrant Invasion, Democratic Plan For One Party Rule.
- Sharika Soal: Democrats Say Fighting Racism Will Solve Our Problems But It’s A Distraction From Loss Of Freedom.
- Gen Z No Father, No Friends, No Religion, Take Drugs and Therapy to Cope.
- Black Couple Who Supported Obama Shocked CBS Reporter on Who They’re Going to Vote for in 2024 Presidential Election.
- Trump Files Lawsuit Against ABC and George Stephanopoulos for Calling Him a Rapist During Interview With Nancy Mace (VIDEO).
- Barry County Sheriff Sends Evidence to Rep. Jim Jordan Alleging Foreign Interference in Voting Machines Across the State During 2020 Election — Demands an Immediate Review and Investigation.
- Supreme Court Declines to Consider Case of Indiana Couple Who Lost Custody of ‘Transgender’ Teen Son for Refusing to Use Female Pronouns.
- Joe Rogan Rips ‘Banana Republic’ Indictments of Trump: ‘Looks Like You’re Trying to Prosecute Your Political Opponents’ (VIDEO).
- City of Minneapolis Experiencing Shortage of Law Enforcement Officers and Struggling to Recruit New Ones.
The Epoch Times:
- CCP Recognition of Taliban Is a Global Security Threat.
- Hong Kong Passes New National Security Law Amid International Criticism.
OpenVAERS:
- VAERS US COVID Vaccine Adverse Event Reports. 1,007,636 Reports(+4,460 from prior report) Through February 23rd, 2024.
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 modestly lower and to rally into the afternoon, finishing modestly higher. The Portfolio is 75% net long heading into the day.
- Asian equity indices are unch. to +1.0% on average.
- Asia Ex-Japan Investment Grade CDS Index 106.75 (new series).
- China Sovereign CDS 65.75 -1.75 basis points.
- China Iron Ore Spot 106.2 USD/Metric Tonne -.5%.
- Bloomberg Emerging Markets Currency Index 39.7 -.03%.
- Bloomberg Global Risk-On/Risk Off Index 69.2 +.04%.
- Volatility Index(VIX) futures 15.1 +.9%.
- Euro Stoxx 50 futures -.24%
- S&P 500 futures -.07%.
- NASDAQ 100 futures -.07%.
BOTTOM LINE: Asian indices are mostly higher, boosted by technology and consumer shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing modestly higher. The Portfolio is 75% net long heading into the day.
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