29 Nov 2024
🚨INSTITUTIONAL INVESTORS HAVE NEVER BEEN MORE BULLISH🚨
Asset managers, leveraged funds and other investors net LONG positioning in the S&P 500 exceeded 240,000 contracts, the most on record. This is DOUBLE the amount seen in 2021 before the bear market started. Euphoria is an understatement. Source: Global Markets Investor
29 Nov 2024
OUCH! French stocks are set for their worst under-performance against European peers since 2010 as a budget standoff threatens to topple the govt.
Source: BBG, HolgerZ
29 Nov 2024
On an inflation-adjusted basis, including dividends, European stocks are up 2% in the last 17 years.
Source: Mike Zaccardi, CFA, CMT, MBA
29 Nov 2024
Pricing power and fat margins
Source: Bernstein
29 Nov 2024
Skiflation in the US
Source: Kyle Asay
28 Nov 2024
French bond premium hits 12-year high as German yields drop amid political uncertainty
Source: PiQ @PiQSuite
28 Nov 2024
Russian Ruble is imploding 📉
Source: Barchart
28 Nov 2024
Wow! JPMorgan's S&P 500 target for the end of 2024 was 4,200. For 2025, it's now 6,500
Source: Trend Spider
