Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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β€οΈπŸ›’#gas #sentiment
Goldman recommends buying natural gas
βš οΈπŸ‡ΊπŸ‡Έ#stocks #bonds #us #opinion #sentiment
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.
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✴️#BTC #sentiment #crypto
Matrixport: the nearest target for Bitcoin = $45,000. The market is FOMO-driven.
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an approved spot bitcoin ETF by BlackRock could be β€˜one of the largest launches in history β€” Fundstrat

approval of BlackRock's spot BTC-ETF could bring a $30T influx into Bitcoin β€” BBG

the crypto market undervalues the potential approval of spot BTC-ETFs β€” K33 Research

the approval of a spot BTC-ETF will trigger a new bullish trend in the market β€” Bernstein

πŸ’₯#GBTC #ETHE
πŸ’₯πŸ‡ΊπŸ‡Έ#stocks #us #sentiment
BofA's Sell Side Indicator has stopped its decline = the number of Wall Street strategists with a bearish outlook on stocks has reached extremely high levels = S&P 500 potentially stands ready for a rebound
βš οΈπŸ‡ΊπŸ‡Έ#inflation #us #sentiment
US consumer inflation expectations continue to accelerate
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in the U.S., a new inflation wave, akin to the 1970s, might be looming - details

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s #monetarypolicy
πŸ‡ΊπŸ‡Έ#bonds #us #sentiment
an increasing number of strategists anticipate further recovery in the U.S. bond market β€” BBG
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Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024

Barrons: time to buy US bonds

Bill Ackman, recently closed out his bets against US Treasuries

Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.

Vanguard is bullish on longer-dated US Treasuries

earlier: global fund managers are very bullish on bonds
πŸ‡ΊπŸ‡Έ#monetarypolicy #us #sentiment
Compound: market expectations for Fed rate
πŸ‡ͺπŸ‡Ί#stocks #europe #sentiment
targets of major investment firms for the European STOXX 600 in 2024
πŸ‡ΊπŸ‡Έ#monetarypolicy #us #sentiment
Fed signals rate cuts on the way.

Markets are pricing in a 1.5% Fed rate cut in 2024.