NINJA TRADER - MORNING MARKET BRIEF Monday, February 9, 2026 KEY THEMES Markets enter a data-intensive week facing multiple crosscurrents as Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds already bracing for delayed January NFP and CPI
Original source ↗  |  February 09, 2026 at 12:44 UTC  |  Twitter - @ces921

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces

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Trade Ideas
Ticker Direction Speaker Thesis Time
US
SHORT @ces Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data.