Mark Coetzee retweeted
Oil volatility just printed another high.
Policy tools won’t matter unless Hormuz shipping is secured.
zerohedge.com/the-market-ear…
Slash European stock holdings, Norway’s $1tn oil fund urged via @FT
on.ft.com/32bGtRx
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Hong Kong peg holds strong in face of speculators and protesters via @FT
on.ft.com/2LgDb98
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Food for thought in this chart pack
As promised, here is my new report focusing on EM -- and showing how extreme things have gotten recently:
Emerging Markets in a Historic Panic
New from Macro Charts blog:
macrocharts.home.blog/2019/0…
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BIG changes .... ‘comments are interesting’ Investment bank job cuts near 30,000 as outlook sours via @FT
on.ft.com/2KAQAJN
2
Renminbi falls past Rmb7 per dollar for first time in 11 years via @FT
on.ft.com/2GNRa4N
2
EU ponders fund managers’ passporting activities after Brexit via @FT
on.ft.com/2KunUkF
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Citigroup: pressure builds for strategic shift Great read - interesting in light of the management changes now announced. Insightful comments section post the article as well. bloomberg.com/news/articles/… on.ft.com/2GHPlGt
MSCI chief looks beyond traditional indices for growth via @FT
ft.com/content/8781d88e-b1ed…
Federal Reserve officials have concluded they can’t let U.S. interest rates deviate too far from Europe’s, Greg Ip writes wsj.com/articles/the-undecla…
The day Deutsche Bank’s boss decided on a radical solution via @FT
ft.com/content/2e7f3f22-a99d…
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Market bounce catches Bridgewater fund off-guard via @FT
ft.com/content/dad12be2-abbd…
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Naspers: ‘Africa’s SoftBank’ looks for value via @FT
ft.com/content/47b1a8fa-a7a3…
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Tito Mboweni: ‘What do you expect the ANC to do in 25 years?’ via @FT
on.ft.com/2UNvqtQ
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China tech groups delay IPOs as US tensions bite via @FT
on.ft.com/2VrjKRT
Mark Coetzee retweeted
I didn’t call Bob Costa of the Washington Post, he called me (Returned his call)! Just more Fake News.
In search of the world’s oldest wine wsj.com/articles/in-search-o…
DE Shaw: inside Manhattan’s ‘Silicon Valley’ hedge fund via @FT
on.ft.com/2YrgfJZ





