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Global Property Guide
Q2 2023 gross rental yields for apartments/condos in over 250 cities across 60+ countries: Dublin: 7.70% Istanbul: 6.21% Dubai: 6.13% Warsaw: 6.02% Madrid: 5.27% Athens: 5.25% Amsterdam: 5.00% Singapore: 4.78% Vienna: 3.29% Zurich: 3.11% Hong Kong: 3.08% Source: https://lnkd.in/eTaAkcHM
Consensus expects Net margins for the Magnificent 7 to stay significantly higher than the rest of the S&P 500
Source: Goldman Sachs, TME
Hedge Funds betting on a decline in US and European stockmarkets have suffered an estimated $43bn of losses in a sharp rally over recent days.
Short sellers, many of whom had built up bets against companies exposed to higher borrowing costs over the past year or so, have been caught out by a “painful” rebound in “low quality” stocks this month, said Barclays’ head of European equity strategy Emmanuel Cau. That has come as the market has grown more confident that the US Federal Reserve’s cycle of rate rises is finally over. Funds suffered $43.2bn of losses on short bets in the US and Europe from Tuesday to Friday inclusive last week, according to calculations by data group S3 Partners, which do not take account of gains that funds may have made in other stocks they own. Source: FT
Interest rate on credit card debt has risen to 21.19%
To put this in perspective, this rate was at 14.56% in early 2022. That’s a 6% + jump in less than 2 years. Current levels have NEVER been seen in over 25 years. This is happening at a time when credit card debt has crossed the $1 trillion threshold. To make things worse, personal interest payments have crossed $500 billion. Source: Game of Trades
Far-right lawmaker Geert Wilders, who wants a referendum on leaving the EU, is on course to win the most votes in parliamentary elections in the Netherlands
However, according to an exit poll, Wilders’s Freedom Party is projected to win 35 seats, substantially less than the 76 required to secure an outright majority. Source: FT
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