Ciaran Lyons 10 hours ago Ethereum team lead sees zero interest from university in collaborating Peter Szilagyi, Ethereum’s team lead, voiced dissatisfaction with his former university’s lack of enthusiasm in recommending students for collaboration with Ethereum. 6198 Total views 36
December 3, 2023
Amaka Nwaokocha 6 hours ago FTX and Alameda transfers another $22M worth of crypto asset Following their most recent move, FTX and Alameda Research have transferred another significant amount of digital assets, amounting to an impressive $22 million. 11483 Total
Bonds had a great month in November. The Bloomberg Agg was +4.5%. Ten year yields dropped 50 bps. Indications that the Fed will pause again were extrapolated into easing expectations as soon as next quarter. FreepikLower yields help the relative valuation
Friday was an interesting day in which smaller stocks outperformed mega cap tech – the opposite of what’s happened so far this year. The Russell 2000 (IWM) was +2.92% while the Nasdaq 100 (QQQ) was up only 0.29%. IWM broke
The USD/JPY price is trading at 148.02 at the time of writing and looks overbought in the short term. After the recent rally, the pair may correct lower amid profit-taking.FreepikThe price edged higher yesterday as the Chicago PMI, Pending Home
Brushing aside Powell comments Friday afternoon, S&P held traction. He’d tried to hint at tightening financial conditions (nonsense, given softer data). At the same time I’m open to a pause-to-refresh move this month; I am currently not looking for new disorderly catastrophe.
Here are my forecasts for upcoming economic data. Forecast Prior Observation Consensus Week of December 4 December 4 Factory Orders – October -2.5% 2.8 -2.6 Durable Goods Orders -5.4 4.6
Following futures positions of non-commercials are as of November 28, 2023.10-year note: Currently net short 685.4k, up 27.2k.Non-commercials do not seem ready to let go of their bearish bias just yet. This week, their holdings of net shorts in 10-year
