13 Sep 2024
US equities bull market => are you afraid to be too late to the party?
If history is any guide, you aren't. As shown on the chart below, history shows there is still rooms to go for this bull market in terms of duration AND magnitue. Source: RBC
13 Sep 2024
Should the FED cut rates next week, the easing cycle will start with an unemployment rate which is on the low side vs. history
Source: RBC, Bloomberg
13 Sep 2024
$SPX The last two bullish engulfing patterns:
Today and May 31st. Source: Frank Cappelleri
13 Sep 2024
The old playbook is back thus far this week. Semis and AI leading back bid, growth outperforming.
Source: RBC, Bloomberg
13 Sep 2024
⚠️GLOBAL OIL DEMAND GROWTh FELL TO THE LOWEST SINCE THE COVID CRISIS⚠️
World consumption rose by 800,000 barrels a day in H1 2024, a 1/3 of the growth seen in H1 2023. THE LOWEST rate since demand crashed in 2020... Source: Global Markets Investor
13 Sep 2024
Timing the market
@InvestInAssets
13 Sep 2024
One of the most striking charts this year: China’s startup ecosystem has almost completely collapsed in the last 5 years
Source: FT thru Alec Stapp on X
13 Sep 2024
BofA: AI may drive margin expansion for 23 of 25 industry groups
Source: Mike Zaccardi, CFA, CMT, MBA
