The Daily Market Catch
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The One Big Thing
In case you missed it: Market Thoughts: When Is It Safe To Buy?
| Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC on the 31st. Samantha LaDuc |
Premium Link: Intermarket Chart Attack: Bulls Are Trying To Run
Top Charts
Ignore this chart if you LIKE surprises! Especially if you trade stocks within $IGV $VIX $HYG
US LEVERAGED LOANS (yellow) are under pressure due to continued outflows ($36 Billion YTD), but US BB CLO tranches (white) are underperforming loans by a lot. This is unprecedented. The cause? Fundamental weaknesses are raising lots of concerns in the sub-IG CLO market. Nicolo Macellari:
As Danielle DiMartino argues, this chart suggests why Powell is trying hard to divorce the act of $60 Billion in monthly purchases from the term “QE”.
Top Tweets
Theme of my Gone Fishing Newsletter: The ‘Numbing Effect’ of Uncertainty
Top Trades
Top Reads / Videos
“the repo market is showing us a symptom of debt saturation and massive risk accumulation”@dlacalle_IA
The Repo Crisis Shows the Damage Done by Central Bank Policies
For more charts and links like these check out my twitter feed.
To Great Fishing!
Samantha LaDuc
Founder LaDucTrading
CIO LaDuc Capital LLC
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