Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Quoth the Raven
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FXHedge
News Headlines: Finance, Economics and Geopolitics affecting money.
Jim Bianco
Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Rudy Havenstein, Senior Markets Commentator.
He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. 'My way of joking is to tell the truth.' - G.B. Shaw
*CHINA 1Q GDP GROWS 5.3% Y/Y; EST. 4.8% *CHINA MARCH INDUSTRIAL OUTPUT RISES 4.5% Y/Y; EST. 6% *CHINA MARCH RETAIL SALES RISE 3.1% Y/Y; EST. 4.8% *CHINA JAN.-MARCH FIXED INVESTMENT RISES 4.5% Y/Y; EST. 4%
No surprise here: in late Q4, early Q1 liquidity flooded the system as RRP withdrawals were far in excess of QT reductions. But RRP now is down to just $327BN
Hyperscalers (MSFT, AMZN, GOOGL, META) are expected to spend $180B on capex in 2024E, up 27% YoY. This $38B increase in capex represents nearly 80% of their expected increase in earnings – i.e., entering a reinvestment cycle (with little left for buyback growth).