BrokenBanker
@brokenbanker
Equities, ETFs, Rates, FX trader. also 🎥, 📺, 🏏 and the 80's. imposters get blocked and reported, and I never DM re crypto (which is the ultimate moron 'asset').
*IBM CEO: WHAT PLAYED OUT WAS WORSE THAN OUR EXPECTATIONS *IBM CEO: SAW CLIENTS SHIFT QUARTERLY CAPEX SPEND IN JUNE *IBM CEO: DID NOT ANTICIPATE MAGNITUDE OF CAPEX REPRIORITIZATION stock -15% pre-market:
Gilt yields spiking (as are Bunds), perhaps Burnham is not going to be quite as lucky as he hoped on assuming the PM role. he can blame this one on Trump easily enough, but it's not helpful:
no de-escalation overnight means muted weakness in risk, but note KOSPI turnaround in the session. main events today 5 big US banks report, US CPI and Fed Chair Warsh in front of Congress: Asia equities ↘️ (KOSPI turnaround) US and Europe equity futures ➡️ Oil ↗️ Precious Metals ➡️ Bond Yields ➡️ FX ➡️
all I know is, this is the worst meme ever, and any American using it thinking they're being smart is sorely mistaken:
RIP Sam Neill. this means I will have to rewatch 'The Hunt for Red October' again, doesn't it ?
risk off mood dominating as US carries out fresh strikes against Iran, ahead of a busy week with start of US bank reporting, Warsh up before Congress and US CPI, PPI data: Asia equities ⬇️ (KOSPI -9%) US and European equity futures ↘️ Oil ⬆️ Precious Metals ↘️ Bond Yields ↗️ FX: $ ↗️
such a shame he's not on here, otherwise we could all have hit him with:
lovely to meet @rafnicholson.bsky.social just now, both @rosamundi.bsky.social and I are now proud owners of 'The Women in Whites':
friends fear he's going to spend the day at Lord's (hopefully) watching England Women bat to the close vs. India, in the inaugural women's test match at the home of 🏏:
am not saying this week has been somewhat pointless, but the SPX is where it was on Monday, with continued failure to make progress in the Middle East, and now we're waiting for the SK Hynix ADR to open for some entertainment. in the words of the immortal Matt Berry as Toast of London:
ah, one of my favourites, the capitulation price target massively raised to reflect reality, which the recommendation is downgraded. well done, Jefferies:
and, of course, the use case for crypto presents itself as crime again:
calm session overnight, with tech buying in Asia ahead of the SK Hynix ADR first day of trading in the US (7x over-subscribed). no macro data of note today: Asia equities ↗️ (KOSPI +5%) US and Europe equity futures ➡️ Oil ➡️ Precious Metals ➡️ Bond Yields ➡️ (JGBs ↘️) FX: $ ↘️