π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Dec. 16):
oil = 620 (ex 625)
total = 776 (ex 780)
Baker Hughes - U.S. rig count for the week (Dec. 16):
oil = 620 (ex 625)
total = 776 (ex 780)
β οΈπ#markets #world #flow #stats
weekly financial flows - BofA -EPFR (week through Dec. 21):
WORLD STOCKS = outflow = -$41.9B = largest ever weekly outflows #stocks
WORLD BONDS = outflow = -$10B #bonds
GOLD = inflow = +$0.1B #gold
WORLD CASH = outflow = the strongest outflow since February 2022 #cash
CORP BONDS = INVESTMENT-GRAD #ig + HIGH-YIELD BONDS #highyield = the strongest outflow in 9 weeks
record outflows from passive equity funds = -$27.8B
record outflows from funds with a "value" equity strategy = -$17.2B #valueinvestors
weekly financial flows - BofA -EPFR (week through Dec. 21):
WORLD STOCKS = outflow = -$41.9B = largest ever weekly outflows #stocks
WORLD BONDS = outflow = -$10B #bonds
GOLD = inflow = +$0.1B #gold
WORLD CASH = outflow = the strongest outflow since February 2022 #cash
CORP BONDS = INVESTMENT-GRAD #ig + HIGH-YIELD BONDS #highyield = the strongest outflow in 9 weeks
record outflows from passive equity funds = -$27.8B
record outflows from funds with a "value" equity strategy = -$17.2B #valueinvestors
β οΈπ#markets #world #flow #stats
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$0.529B (ex. -$39.1B last week)
US STOCKS = outflow = -$5.41B #us
βοΈEUROPE STOCKS = inflow = +$0.46B #europe
ASIA STOCKS = inflow = +$1.66B #asia
EM STOCKS = outflow = -$0.344B #em
EM BONDS = outflow = -$0.097B
WORLD CASH = inflow = +$14.8B #cash
STATE BONDS = inflow = +$0.814B #bonds
PRECIOUS METAL = inflow = +$0.33B
ENERGY = outflow = -$0.247B #energy
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$0.529B (ex. -$39.1B last week)
US STOCKS = outflow = -$5.41B #us
βοΈEUROPE STOCKS = inflow = +$0.46B #europe
ASIA STOCKS = inflow = +$1.66B #asia
EM STOCKS = outflow = -$0.344B #em
EM BONDS = outflow = -$0.097B
WORLD CASH = inflow = +$14.8B #cash
STATE BONDS = inflow = +$0.814B #bonds
PRECIOUS METAL = inflow = +$0.33B
ENERGY = outflow = -$0.247B #energy
β οΈπ#markets #world #flow #stats
weekly financial flows - BofA -EPFR (week through Jan. 11):
WORLD STOCKS = +$7.2B #stocks
WORLD BONDS = +$17.5B #bonds
GOLD = -$0.4B #gold
WORLD CASH = +$8.3B #cash
INVESTMENT-GRAD BONDS = +$10.4B = the largest weekly inflow since July 2021 #ig
ΠΠ MARKETS (stocks + bonds) = +$3.6B =he largest weekly inflow since April 2021 #em
weekly financial flows - BofA -EPFR (week through Jan. 11):
WORLD STOCKS = +$7.2B #stocks
WORLD BONDS = +$17.5B #bonds
GOLD = -$0.4B #gold
WORLD CASH = +$8.3B #cash
INVESTMENT-GRAD BONDS = +$10.4B = the largest weekly inflow since July 2021 #ig
ΠΠ MARKETS (stocks + bonds) = +$3.6B =he largest weekly inflow since April 2021 #em
π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Jan. 13):
oil = 623 (ex 618)
total = 775 (ex 772)
Baker Hughes - U.S. rig count for the week (Jan. 13):
oil = 623 (ex 618)
total = 775 (ex 772)
β οΈπ#markets #world #flow #stats
weekly financial flows - BofA -EPFR (week through Jan. 25):
WORLD STOCKS = +$13.9B = highest inflow in the last 6 weeks #stocks
WORLD BONDS = +$12.2B #bonds
GOLD = +$0.5B #gold
WORLD CASH = -$2.3B #cash
ΠΠ MARKETS (stocks + bonds) = +$7.1B = max since 2021 #em
BofA: Bull & Bear Indicator rises to 3.7 points = max over 10 months
BofA: yield curve, money supply and leading economic indicators point to hard landing for US economy in 2023 #recession
weekly financial flows - BofA -EPFR (week through Jan. 25):
WORLD STOCKS = +$13.9B = highest inflow in the last 6 weeks #stocks
WORLD BONDS = +$12.2B #bonds
GOLD = +$0.5B #gold
WORLD CASH = -$2.3B #cash
ΠΠ MARKETS (stocks + bonds) = +$7.1B = max since 2021 #em
BofA: Bull & Bear Indicator rises to 3.7 points = max over 10 months
BofA: yield curve, money supply and leading economic indicators point to hard landing for US economy in 2023 #recession
π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Feb. 3):
oil = 599 (ex. 609)
total = 759 (ex. 771)
Baker Hughes - U.S. rig count for the week (Feb. 3):
oil = 599 (ex. 609)
total = 759 (ex. 771)
π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Feb. 10):
oil = 609 (ex. 599)
total = 761 (ex. 759)
Baker Hughes - U.S. rig count for the week (Feb. 10):
oil = 609 (ex. 599)
total = 761 (ex. 759)
β οΈπ #markets #flow #stats
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$1.85B #stocks
US STOCKS = outflow = -$3.5B #us
ASIA STOCKS = outflow = -$0.31B #asia
STATE BONDS WORLD = inflow = +$2.62B = the lowest inflow over the last 7 weeks #bonds
WORLD CASH = outflow = -$13.3B = the strongest outflow over the last 8 weeks #cash
ENERGY WORLD = inflow = +$0.034B = the lowest inflow over the last 3 weeks #energy
PRECIOUS METAL = inflow = +$0.002B #gold
EM STOCKS = inflow = +$1.92B #em
EM BONDS = outflow = -$1.44B #bonds
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$1.85B #stocks
US STOCKS = outflow = -$3.5B #us
ASIA STOCKS = outflow = -$0.31B #asia
STATE BONDS WORLD = inflow = +$2.62B = the lowest inflow over the last 7 weeks #bonds
WORLD CASH = outflow = -$13.3B = the strongest outflow over the last 8 weeks #cash
ENERGY WORLD = inflow = +$0.034B = the lowest inflow over the last 3 weeks #energy
PRECIOUS METAL = inflow = +$0.002B #gold
EM STOCKS = inflow = +$1.92B #em
EM BONDS = outflow = -$1.44B #bonds
π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Feb. 17):
oil = 607 (ex. 609)
total = 760 (ex. 761)
Baker Hughes - U.S. rig count for the week (Feb. 17):
oil = 607 (ex. 609)
total = 760 (ex. 761)
π’#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Feb. 24):
oil = 600 (ex. 607)
total = 753 (ex. 760)
Baker Hughes - U.S. rig count for the week (Feb. 24):
oil = 600 (ex. 607)
total = 753 (ex. 760)
π’πΊπΈ#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Mar. 3):
oil = 592 (ex. 600)
total = 749 (ex. 753)
Baker Hughes - U.S. rig count for the week (Mar. 3):
oil = 592 (ex. 600)
total = 749 (ex. 753)
π’πΊπΈ#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Apr. 6):
oil = 590 (ex. 592)
total = 751 (ex. 755)
Baker Hughes - U.S. rig count for the week (Apr. 6):
oil = 590 (ex. 592)
total = 751 (ex. 755)
π₯πΊπΈ#inflation #us #stats
US - Consumer inflation CPI (March)
m/m = +0.1% (est. +0.2% / ex. +0.4%)
y/y = +5% (est. +5.2% / ex. +6%)
core CPI = +5.6% y/y (est. +5.6% / ex. +5.5%)
US - Consumer inflation CPI (March)
m/m = +0.1% (est. +0.2% / ex. +0.4%)
y/y = +5% (est. +5.2% / ex. +6%)
core CPI = +5.6% y/y (est. +5.6% / ex. +5.5%)
π’πΊπΈ#bakerhughes #oil #us #stats
Baker Hughes - U.S. rig count for the week (Apr. 19):
oil = 575 (ex. 586)
total = 720 (ex. 731)
BBG: oil drilling is collapsing in the US as producers rein in output = the biggest weekly drop since September 2021
Baker Hughes - U.S. rig count for the week (Apr. 19):
oil = 575 (ex. 586)
total = 720 (ex. 731)
BBG: oil drilling is collapsing in the US as producers rein in output = the biggest weekly drop since September 2021