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Market based inflation expectations are rising across the curve (1,2,5,10 year).
Source: Bloomberg, RBC
42% of the S&P 500 companies report earnings this week
Source: zerohedge, BofA
Globally, less than 5% of the MSCI All-Country is at 52-week highs (despite the index at ATHs)
Source: Bloomberg, David Ingles
The US government is accepting donations to pay off its $39 trillion debt.
If someone donated $1 million every single day it would take 106,849 years to pay it off. Human civilization is only 5,000 years old. Source: Bull Theory, FRED
Defense stocks are getting crushed during this war.
Source: Jim Bianco, Biancoresearch, Hedgeye
On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history.
After one of the biggest 4-week rallies ever, it's now up +5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. Source: Charlie Bilello
OpenAI has long been the leader for paid usage by U.S. businesses, but Anthropic has closed the gap with tools like Claude Code and Cowork 🤖
This graphic explores the share of U.S. businesses paying for AI models from different providers, with the data from Ramp. Source: Visual Capitalist
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