Christophe Barraud🛢🐳
@C_Barraud
🇲🇨 Head of Discretionary Management and Research at LIOR | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
قد يعجبك
⚠ Bloomberg Top Forecasters - Q3 2025 ⚠ ➡ I ended the quarter ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy 🏆 Top Forecaster of the 🇪🇺 Economy 🏆 Top Forecaster of the 🇨🇳 Economy
🇺🇸 Tariffs and AI Spending in Focus as Traders Brace For Earnings – Bloomberg bloomberg.com/news/articles/…
🇺🇸 #SPX | S&P 500 Will Likely Report Earnings Growth Above 13% For Q3 - Factset advantage.factset.com/hubfs/Website/…
🇺🇸 #Trump Layoffs, Shattered Trust Harden Democrats’ Shutdown Stance – Bloomberg bloomberg.com/news/articles/…
🌎 Charting the Global Economy: Political Drama Grips France - Bloomberg bloomberg.com/news/articles/…
#FF (a bit late) @LiveSquawk @Fredgenta @neilksethi @VMRConstancio @OliverRakau @NCheron_bourse @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @GFXFTs @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman…
⚠ Top 10 Macro/Financial Charts of the Week – w41 (2025) ⚠ *HT @Marlin_Capital, @GlobalMktObserv, @KevRGordon, @Barchart, @Hedgeye, @Schuldensuehner #SPX #Stocks #Tech #Valuations #China #RareEarths #Germany christophe-barraud.com/top-10-macro-f…
🇺🇸 Tariff-Fueled Plunge Has Traders Worried There’s More to Come - Bloomberg bloomberg.com/news/articles/…
🇨🇳 Why #China’s Plenum on Its Five-Year Plan Matters for the Global Economy - Bloomberg bloomberg.com/news/articles/…
🇺🇸 🌎 🇨🇳 US eases some penalties tied to foreign-built ships, toughens others - Reuters reuters.com/business/energ…
🇺🇸🇨🇳 #Trump Announces Additional 100% China Tariff, Tech Controls - Bloomberg bloomberg.com/news/articles/…
⚠️Retail investors have NEVER been buying so much US equities: Individual investors have purchased $100 BILLION worth of stocks over the last month, an ALL-TIME RECORD. Year-to-date, they bought a record $630 BILLION of stocks, on pace for $800 billion for the full year.
"The fuel for the cross-asset inflows boom came from massive cash holdings built up by households around the pandemic, not because households tapped into that cash (they didn’t) but rather as it freed them up to allocate a disproportionately large part of new savings to equities…
DB: The key story for September was not rising positioning, but booming fund inflows, not just into equities ($122bn) but also bonds ($98bn). Indeed, the combined inflow ($220bn) in September was the largest monthly inflow since early 2021, when flows were boosted by a…
🇯🇵 #Japan #BOJ | TAKAICHI: NO INTENTION OF TRIGGERING EXCESSIVELY WEAK #YEN - BBG *TAKAICHI: NO IMMEDIATE NEED TO REVISE BOJ-GOVERNMENT ACCORD *YEN ADVANCES TO 152.14 PER US DOLLAR IN US MORNING TRADE
🇩🇪 🇺🇸 German Exports Unexpectedly Drop as Shipments to the US Sink - Bloomberg bloomberg.com/news/articles/…
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قد يعجبك
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Holger Zschaepitz
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