European #natgas .. new highs back to December 2022
83 euro/MWhr

@mikezaccardi.bsky.social
Financial writer. Markets & charts. Open to freelance or full-time work. 2 Corinthians 5:21
Diesel pump prices down to $5.70 around me... but $6.50+ Great Lakes, Northeast, west coast GasBuddy GasBuddyguy
What's going on with European small caps? GS
Sept inflation.. expecting +0.6% CPI, +0.2% core
Global EPS revisions remain positive, though leveling out a bit ahead of the Q3 reporting season GS
Goldman sees Brent at $75 in 12 months
European #natgas .. new highs back to December 2022
83 euro/MWhr
Visa another record high $V
Chip stocks on their back foot to kick off the week @finviz_com $SMH -1.6%
Citi US Eco Surprise Index remains firmly positive @yardeni
$SBUX not buying $CMG :(
Terrible chart I made, but the spinoff factor has done the best during the bull market.. large-cap growth, momentum strong. Small craps, US min vol worst factors last 4 years @koyfincharts
Diesel futures remain about 60 cents off the high 4 weeks ago
Oil HoD ... Brent near $107
Best country ETF in the last 4 years? $SPY $EWY $EWT.... nope! Poland $EPOL @Koyfincharts
Go Jags?
Diesel only about a quarter off the highs
No shortage of volatility catalysts this week
It seems very unlikely that by 2028 we’ll return to low interest rates/low inflation or be able to minimize the broad-based importance of AI, and that hasn’t really changed the nature of partisan platforms yet.
This may be what JPM meant last week when they wrote: “October is beginning to look a lot like April.”
BofA: The 3m guidance ratio was 2.3x in September... the strongest reading since 2021 Tech & Industrials have had the strongest guidance trends over the last three months “Weak demand” mentions have been trending down