Steady $NVDA pre-market but we saw this after Q4 results in Feb only for them to puke just before the cash open and close down 5.5% with a bulk of the move done in the first hour of trade. Nov also saw pre-market gains swiftly surrendered
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Adam Linton
9.1K posts
Adam Linton
@Adamlinton1
Macro Strategist and Squawker at Bloomberg
London, England Katılım Temmuz 2009
791 Takip Edilen5.6K Takipçiler
And now...
*KOREA NPS MAY HIKE DOMESTIC STOCK HOLDING TARGET BY 5PPTS:MAEIL
zerohedge@zerohedge
Korea's Kospi closes up 8.42%, fourth biggest one-day jump on record. The Index has had nine 5%+ moves just in 2026
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$MICC looks set for a short-squeeze
Short interest in Magnum Ice Cream has jumped to 17%
Stock +11% today on take-private speculation
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Wow. This really has been a big week for bonds
James Bond@007
Statement from Amazon MGM Studios: “The search for the next James Bond is underway. While we don’t plan to comment on specific details during the casting process, we’re excited to share more news with 007 fans as soon as the time is right.”
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Adam Linton retweetledi
If a newspaper doesn't use WESIGNATION as a headline tomorrow, I will be very disappointed
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Adam Linton retweetledi
Adam Linton retweetledi
If Burnham misses the boat and can't make the leadership race, you would expect odds to swing massively in favour of Rayner.
UK assets really don't appear to be pricing this
Adam Linton@Adamlinton1
*WES STREETING HAS 81 NOMINATIONS TO CHALLENGE STARMER: PERSON Currently the laggard in betting markets out of the big four. Streeting looks like the ball to get the leadership contest rolling but Labour party likely to fall behind someone more left-leaning
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*WES STREETING HAS 81 NOMINATIONS TO CHALLENGE STARMER: PERSON
Currently the laggard in betting markets out of the big four. Streeting looks like the ball to get the leadership contest rolling but Labour party likely to fall behind someone more left-leaning
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Rayner is now the bookies' slight favourite...
Cable still holding above 1.35 (for now)
*ANGELA RAYNER PREPARED TO RUN IN LEADERSHIP CONTEST: PERSON
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Adam Linton retweetledi
As Black Rod knocked on the door, someone in the Commons shouted 'not now, Andy'
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"Jupiter Fund Manager Ready to Buy Gilts Once UK Politics Calm"
GLWT
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Adam Linton retweetledi
EXC: A govt source tells me:
"Keir said in Cabinet that he won’t discuss the elections or his leadership, and that he will only speak to cabinet ministers about that individually. Then after the meeting he refused to see Cabinet ministers individually."
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For all the optimism on Iran, Brent remains close to $100. As long as that remains, ECB will keep cautious, pending a material improvement (Nagel/Kocher). Pricing for year-end hikes is sticky above 50bps with the market assuming if the ECB is to hike, it won't be one and done
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The Axios piece is caveated but the direction of travel on Iran is +ve after a few weeks of stalling. Hurdles remain but the bar for the conflict to derail the rally in stocks is a very high one with tech providing such a bullish offset. Brave to try stand in the way of this
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Adam Linton retweetledi
Intervention works best when positioning and price action have become completely detached from fundamentals, which isn’t the case with USDJPY.
The move higher had been relatively orderly, and the recent moves signal 160 as a line in the sand for the MOF.
Yet this undermines officials’ credibility, as it appears to be more of a panic move than sticking to their own guidance (not monitoring specific price levels but rather the pace of a move).
It also gives speculators more fuel to try to bid the currency back up, certainly to 160 again, if that is indeed where the line in the sand is. As @Adamlinton1 points out below, today’s move is already fading.
Adam Linton@Adamlinton1
The suspected hand of the MoF is on display this morning. Move already fading though $USDJPY
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