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Foreign investors withdrew ~$6 BILLION from US equity funds last week.
This is the the 3rd largest amount on record and in-line with levels seen during March 2020. source : BofA, kobeissiletter
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis 🚨
Source: Barchart
Trump’s economic cycle for the next 4 years?
Source: Not Jerome Powell on X
"Nothing good happens below the 200-day moving average."
— Paul Tudor Jones Source: Tavi Costa on X
🚨 GOOGLE SAYS QUANTUM TECH IS JUST 5 YEARS AWAY FROM REAL-WORLD IMPACT
Julian Kelly, Director of Hardware at Google Quantum AI: "We think we're about five years out from a real breakout... a practical application that you can only solve on a quantum computer." Following Google’s December breakthrough in quantum error correction, momentum is building fast. These supercomputers could soon tackle physics problems and generate data beyond the reach of today’s machines. Quantum computing is no longer a far-off dream — it’s becoming a near-term reality. Source: CNBC thru Mario Nawfal
On March 26, the GDPNow model nowcast of real GDP growth in Q1 2025 is -1.8%
The alternative model forecast, which adjusts for imports and exports of gold, is 0.2%. Source: AtlantaFed
Tom Lee: Conference Board shows largest ever plunge in stock expectations, which is a contrarian buy signal
Source: Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi, FundStrat
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