31 Jul 2023
What moves stock prices
Source: Brian Feroldi
31 Jul 2023
Asset size
Source: JC Parets
28 Jul 2023
The gap in valuation discount between US and European equities has never been wider
Source: TME, Sanford Bernstein
28 Jul 2023
As a reminder...
Source: Mac10
28 Jul 2023
3 companies own the soft drink market
Source: Genuine Impact
28 Jul 2023
Tokyo core-core CPI inflation printed at +0.575% MoM
That's the 2nd biggest monthly increase since Covid. And one of the biggest monthly increases over the last 30 years outside of sales tax hikes. Inflation is not transitory in Japan... $JPY. Source: Viraj Patel, Vanda Research
28 Jul 2023
With 46% of companies reported, S&P 500 Q2 GAAP earnings per share are up 7% over the last year, the highest YoY growth rate since Q4 2021.
Source: Charlie Bilello
28 Jul 2023
US Treasuries sold off yesterday and are now on the verge of a breakdown from support
The chart below courtesy of Crescat Capital / Tavi Costa is a reminder of the divergence between rising yields and the highly valued Nasdaq index. Is this divergence sustainable? Source: Bloomberg, Tavi Costa
