Christophe Barraud ๐ซ๐ท ๐ฒ๐จ
@C_Barraud
Head of Discretionary Management and Research at LIOR GP | PhD | Bloomberg ๐บ๐ธ ๐ช๐บ ๐จ๐ณ "Top Forecaster" for several years | RT โ endorsement
394 Following 213.3K Followers
โ #WeekAhead# #Preview#: Week 46 (2026)โ ๏ธ
๐บ๐ธ ๐จ๐ณ ๐ฎ๐ณ U.S., China, India #Inflation# Reports
๐จ๐ณ #Chinaโs# Singlesโ Day
๐ #COP31#
๐ #ASEAN# Summit
๐ฏ๐ต ๐จ๐ฆ BoJ SOO and BoC Minutes
๐ฌ๐ง U.K. GDP
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โ Top 10 Macro/Financial Charts of the Week โ w45 (2026) โ ๏ธ
*HT @zerohedge, @MgnStnlyDerivs, @VPatelFX, @SpecialSitsNews, @dailychartbook, @MikeZaccardi
#Stocks# #QQQ# #AI# #Positioning# #Volatility#
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๐ #Weekahead# | 27th Jacques Polak Annual Research Conference - IMF
๐ฎ๐ฑ Eisenkot Gets Chance to Form Israeli Govt After Tight Vote - Bloomberg
๐ #Weekahead# | Week in Focus โ 9-13th November 2026: Highlights include US CPI, China inflation, UK GDP, BoJ SOO and NZ elections - Newsquawk
๐ช๐บ #Weekahead# | Forward look: 9 - 22 November 2026 - European Council
๐ช๐บ The #weekahead# 09 - 15 November 2026 - European Parliament
๐๐บ๐ธ #WeekAhead# for FX, Bonds: U.S. Inflation Data Could Give Clues on Rate-Hike Prospects - WSJ
๐บ๐ธ Wall St #WeekAhead#: As tech swoon roils market, US inflation data on tap - Reuters
๐ ๐บ๐ฒ #Weekahead# | US Inflation Set to Simmer Down Some After Recent Pickup - Bloomberg
๐บ๐ฒ #SPX# | Lowest Forward 12-Month P/E Ratio For the S&P 500 in More Than 3 Years - Factset
๐ Charting the Global Economy: Job Growth in US Tops All Forecasts - Bloomberg
โ Top 10 Macro/Financial Charts of the Week โ w45 (2026) โ ๏ธ
*HT @zerohedge, @MgnStnlyDerivs, @VPatelFX, @SpecialSitsNews, @dailychartbook, @MikeZaccardi
#Stocks# #QQQ# #AI# #Positioning# #Volatility#
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๐บ๐ฒ #SPX# | Lowest Forward 12-Month P/E Ratio For the S&P 500 in More Than 3 Years - Factset
๐บ๐ฒ Anatomy of a Selloff: Sudden Chain Reaction Rattles Wall Street - Bloomberg
๐บ๐ฒ #Anthropic# IPO Buyers See Valuation as Low as $1.1 Trillion - Bloomberg
๐บ๐ฒ Microsoft Winding Down Oracle Deal to Rent AI Cloud Capacity - Bloomberg
๐ช๐บ Our proxies and regional surveys suggest #Eurozone# PP YoY will surprise upward.
*Bloomberg consensus:
10.6%e v 8.2% prior
โก๏ธ A print above 11.0% is very likely โ ๏ธ
โ #WeekAhead# #Preview#: Week 45 (2026)โ ๏ธ
๐บ๐ธ US #Midterms#
๐บ๐ธ US Treasury #QRA#
๐ BOE, RBA, Riksbank, BCB Meetings
๐บ๐ธ๐จ๐ฆ US, Canada Jobs Reports
๐ Eurozone, Swiss & SK CPIs
๐ช๐บ #ECB# Wage Tracker
๐ Middle East Tensions
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๐บ๐ฒ Metaโs $25 Billion Stock Sale Ended Five Times Oversubscribed - Bloomberg
