Smartkarma

🚨BREAKING: DOLCE & GABBANA READIES FOR LENDER TALKS AS DEBT PRESSURE RISES

🚨BREAKING: USPS TO IMPOSE 8% FUEL SURCHARGE ON PACKAGES: WSJ

🚨BREAKING: CRUDE OIL INVENTORIES ROSE 6.93 MLN BARRELS, EIA SAYS

🚨BREAKING: BARCLAYS PULLS BACK ON ASSET-BASED LENDING AFTER MFS, TRICOLOR

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@heteronomics In Conclusion: "Inflation held at 3% in February, with core up to 3.2%, showing only tiny progress in a year. Energy prices should push CPI above 3.5%, towards a 4% peak in 2026, aided by the BoE's inflationary bias." — Phil Rush 5/

🧵Smartkarma #macro #threadoftheday UK: CPI Outlook Embarrasses the BoE — Phil Rush @heteronomics 1/

Latest edition of Smartkarma’s Weekly Top Ten Equity Capital Markets Newsletter is out. This weekly newsletter pulls together summaries of the top ten most-read Insights across Equity Capital Markets on Smartkarma. Sign up for free: on.skr.ma/4sZFr7N

🚨BREAKING: MERCK & CO SEES CHARGE OF ABOUT $5.8B ON TERNS PHARMA DEAL $MRK

🚨BREAKING: CHINA EASTERN TO BUY 101 AIRBUS A320NEO JETS FOR $15.8B $670.HK

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In Conclusion: "​SK Hynix is pursuing ADRs, potential listing announcement will be made at AGM on 25 March. Our quant model suggests a mildly bullish stance, but some issues come from TIME/duration models readings." — Nico Rosti 5/

🧵Smartkarma #equityderivatives #threadoftheday SK Hynix(000660 KS) Tactical Outlook Ahead of ADR Listing Announcement on Mar 25 — Nico Rosti -- $000660.KS 1/

@finphysnerd Down 22% now...

And there we go. My largest single stock short.