Will oil prices react to the Israel-Gaza conflict?
A probability tree by Alexandre Kateb, CFA
Locking in 2.5% real yields which is 0.5% above the economy's potential growth rates, with inflation optionality icing on top, is once in a decade valuation opportunity
-> According to Steve Donzé (Pictet Asset Management). He has a point...
The US government has consistently shown fiscal irresponsibility
Debt-to-GDP is projected to reach 200% by 2050. The government is going to face a major problem with the amount of money they will have to pay in interest. Everybody, except the US government, seems to understand the unsustainability of this path. Source: Game of Trades
US large banks 3Q earnings season so far
Source: App Economy Insights
China shows signs of stabilization after a long period of slowdown and disappoitning data over the spring
China’s Q3 growth exceeds forecast, buoyed by consumer spending and industrial production. China posted 4.9% growth in the July to September quarter from a year earlier, stronger than the median forecast for 4.6%. Quarter on quarter, China’s GDP grew 1.3% in the third quarter, helped by a downward revision for Q2 from +0.8% to 0.5%.
Ahead of Powell speech tomorrow...
Confidence in the Chair of the Federal Reserve has reached its lowest point in 20 years... By Visual capitalist
Michael Burry Stock Tracker ♟
🚨🚨Latest news on real estate market
The US 10-year note yield is now officially above the median cap rate for the first time since 2008, according to Reventure Consulting
In simple terms, the return on an investment property is now BELOW the 10-year note yield. It should be no surprise that investor house purchases are now down a massive 45% this year. Source: The Kobeissi Letter
