by oaktree | Nov 21, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, NOV 21, 2022 – 06:40 AM … As DB’s Jim Reid (a fervent Liverpool supporter) writes in his weekly preview, the start of the World Cup coincides with the holiday-shortened Thanksgiving week so it will be the usual...
by oaktree | Nov 15, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, NOV 14, 2022 – 03:52 PM … It’s 13F season and while we will have a comprehensive summary of what hedge funds did in Q3 (which ended 45 days ago) – though we have already discussed on several occasions that using...
by oaktree | Nov 7, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, NOV 07, 2022 – 06:35 AM … As DB’s Jim Reid writes this morning, it feels odd to say but US mid-terms (tomorrow) might be more important than US CPI (Thursday). That’s because history suggests the mid-terms...
by oaktree | Oct 31, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, OCT 31, 2022 – 07:35 AM … As DB’s Jim Reid writes this morning, “the most unoriginal intro I can use this morning given today’s date is to speculate as to whether the Fed will offers tricks or treats this...
by oaktree | Oct 24, 2022 | Market Acorns
MONDAY, OCT 24, 2022 – 07:15 AM … In his preview of the week’s economic calendar, DB’s Jim Reid writes that maybe the most interesting data this week comes on Friday with the Q3 employment cost index (exp. at +1.2% vs. +1.3% last month) and the...
by oaktree | Oct 24, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, OCT 24, 2022 – 06:54 AM … Following September’s surprise rebound, analysts expected US preliminary October PMIs to be mixed this morning (with Manufacturing slowing while Services ticks slightly higher), but they were...
