7 Oct 2024
In case you missed it... European financials index closed the week at the highest level since 2008...
Source: J-C Parets
7 Oct 2024
Asset management is a tough business to be in:
Source: Invest In Assets
7 Oct 2024
Top 10 largest US Stocks vs the rest of the S&P 500 so far in 2024
Source: www.econovisuals.net
7 Oct 2024
If futures are any indication, Mainland Chinese stocks are going through roof at the Tuesday reopen from the week-long holiday.
Source: David Ingles @DavidInglesTV on X, Bloomberg
7 Oct 2024
HedgeFunds are now the least bullish on Mag7 stocks since May 2023
Source: GS Prime, Barchart
7 Oct 2024
Goldman: to escape deflation and for the rally to be sustainable, China's M1 has to overtake its M2.
For that to happen, China will need to unleash a historic credit impulse (record new debt creation, launch QE) and global inflationary shockwave. Source: zerohedge
7 Oct 2024
GS: South Africa, Commodity heavy EMs (Peru, Chile), and North Asian equity markets have the highest sensitivity to China growth
Source: Mike Zaccardi, CFA, CMT 🍖, Goldman Sachs
7 Oct 2024
Here's a bullish chart.
Achieving a 52 and multi-year high in the Discretionary over Staples performance ratio, in the Q4 period, is not bearish and historically a harbinger of higher equity prices by year-end. Source: @Seth Golden on X
