Syz the moment

Source: Nancy Pelosi Stock Tracker ♟ @pelositracker

China's Producer Price Index (PPI) rose 4.1% YoY in June, the highest reading since July 2022 and the 4th consecutive monthly increase. Consumer inflation slowed to 1.0% from 1.2% in May, highlighting weak domestic demand even as manufacturers face rising input costs. Higher energy prices during the Iran conflict were the main reason producer prices increased. Source: Bull Theory, FT

After enduring a 62% collapse, biotech has come roaring back. A combination of M&A optimism and positive clinical news has propelled XBI 156% off its 2023 lows, putting the ETF within touching distance of its 2021 highs. Source: TME

Source: BofA, Sentimentrader

With nearly a century of market history as the backdrop, the S&P 500's surge since late 2022 stands out as one of the more extraordinary rallies in modern market history. Source: The Market Ear

Government interest expenditures (as a & of GDP) is forecasted to explode in the coming years. There are only two options left for them: 1. They cut spending and implement business friendly pro-growth policies 2. They will face a debt crisis. The first Euro crisis was about hundreds of billions, the next one will be about trillions Which one will it be? Source: Michel A.Arouet

It holds around 100 of the largest nonfinancial companies listed on the Nasdaq, tilted heavily toward tech and growth names. $NVDA: 7.6% - designs the GPUs powering AI and gaming $AAPL: 7.3% - makes the iPhone, Mac, and a growing services business $GOOG/$GOOGL: 6.5% - runs Google Search, YouTube, and Google Cloud $MU: 4.9% - builds memory and storage chips for computers and data centers $MSFT: 4.7% - sells Windows, Office, and Azure cloud services $AMZN: 4.2% - runs the largest US online store plus AWS cloud $AMD: 3.8% - makes processors and graphics chips for PCs and servers $TSLA: 3.2% - builds electric vehicles and energy storage systems Source: ETF Investments

Source: zerohedge