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Global liquidity:

Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the global financial system indicates an overall increase in access to capital across international markets and an approving nod for risk-on assets, including equities and high-yield bonds.
With more capital available, global markets could see some momentum in stock markets, especially in sectors sensitive to economic growth, which bodes well for the U.S. and global economies as increased liquidity can fuel economic expansion and boost investor confidence.
If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.

Oil News:

[ATTACH=full]183208[/ATTACH]

[ATTACH=full]183214[/ATTACH][ATTACH=full]183213[/ATTACH][ATTACH=full]183212[/ATTACH][ATTACH=full]183211[/ATTACH][ATTACH=full]183210[/ATTACH][ATTACH=full]183209[/ATTACH]

Markets have now locked in a September rate cut and it is well priced in.

Markets definitely starting to look like they are running out of momo. Looking toppy. There might be a little upside juice left, but not looking great.

I have been selling today and taking profits in XLV, XLI, XLB.

[ATTACH=full]183216[/ATTACH]

THE event this week is NVDA earnings.

[ATTACH=full]183215[/ATTACH]

NVDA was indicating a 10% expected move on earnings. 10% on a $3 Trillion dollar company. To have a 10% to the upside, the earnings will need to be a pretty significant surprise to the upside. Druckenmiller is out of NVDA.

[ATTACH=full]183219[/ATTACH]

The CEO is a seller.

Today, obviously, NVDA is off a tad, which indicates possibly a bit of nervousness.

Mr fff

[ATTACH=full]183218[/ATTACH][ATTACH=full]183217[/ATTACH]

jog on
duc

<blockquote data-quote="ducati916" data-source="post: 1294490" data-attributes="member: 2975">Global liquidity:
<table style='width: 100%'><tr><td>Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the global financial system indicates an overall increase in access to capital across international markets and an approving nod for risk-on assets, including equities and high-yield bonds.
</td></tr><tr><td>With more capital available, global markets could see some momentum in stock markets, especially in sectors sensitive to economic growth, which bodes well for the U.S. and global economies as increased liquidity can fuel economic expansion and boost investor confidence.
</td></tr><tr><td>If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.
</td></tr></table>
Oil News:[ATTACH=full]183208[/ATTACH][ATTACH=full]183214[/ATTACH][ATTACH=full]183213[/ATTACH][ATTACH=full]183212[/ATTACH][ATTACH=full]183211[/ATTACH][ATTACH=full]183210[/ATTACH][ATTACH=full]183209[/ATTACH]Markets have now locked in a September rate cut and it is well priced in.Markets definitely starting to look like they are running out of momo. Looking toppy. There might be a little upside juice left, but not looking great.I have been selling today and taking profits in XLV, XLI, XLB. [ATTACH=full]183216[/ATTACH]THE event this week is NVDA earnings.[ATTACH=full]183215[/ATTACH]NVDA was indicating a 10% expected move on earnings. 10% on a $3 Trillion dollar company. To have a 10% to the upside, the earnings will need to be a pretty significant surprise to the upside. Druckenmiller is out of NVDA. [ATTACH=full]183219[/ATTACH]The CEO is a seller.Today, obviously, NVDA is off a tad, which indicates possibly a bit of nervousness.Mr fff[ATTACH=full]183218[/ATTACH][ATTACH=full]183217[/ATTACH]jog onduc</blockquote>

[QUOTE="ducati916, post: 1294490, member: 2975"] Global liquidity: [CENTER][TABLE] [TR] [TD][LEFT]Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the global financial system indicates an overall increase in access to capital across international markets and an approving nod for risk-on assets, including equities and high-yield bonds.[/LEFT][/TD] [/TR] [TR] [TD][LEFT]With more capital available, global markets could see some momentum in stock markets, especially in sectors sensitive to economic growth, which bodes well for the U.S. and global economies as increased liquidity can fuel economic expansion and boost investor confidence.[/LEFT][/TD] [/TR] [TR] [TD][LEFT]If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.[/LEFT][/TD] [/TR] [/TABLE][/CENTER] Oil News: [ATTACH type="full"]183208[/ATTACH] [ATTACH type="full"]183214[/ATTACH][ATTACH type="full"]183213[/ATTACH][ATTACH type="full"]183212[/ATTACH][ATTACH type="full"]183211[/ATTACH][ATTACH type="full"]183210[/ATTACH][ATTACH type="full"]183209[/ATTACH] Markets have now locked in a September rate cut and it is well priced in. Markets definitely starting to look like they are running out of momo. Looking toppy. There might be a little upside juice left, but not looking great. I have been selling today and taking profits in XLV, XLI, XLB. [ATTACH type="full"]183216[/ATTACH] THE event this week is NVDA earnings. [ATTACH type="full"]183215[/ATTACH] NVDA was indicating a 10% expected move on earnings. 10% on a $3 Trillion dollar company. To have a 10% to the upside, the earnings will need to be a pretty significant surprise to the upside. Druckenmiller is out of NVDA. [ATTACH type="full"]183219[/ATTACH] The CEO is a seller. Today, obviously, NVDA is off a tad, which indicates possibly a bit of nervousness. Mr fff [ATTACH type="full"]183218[/ATTACH][ATTACH type="full"]183217[/ATTACH] jog on duc [/QUOTE]

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