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15 Jan 2024

India stock market cap crossed $4 trillion for 1st time!

Source: Win Smart

15 Jan 2024

Last week, Nike and Tiger Woods announced they'd be ending one of the most iconic (and lucrative) brand deals in sports history after some 27 years.

To mark the end of the Big Cat/Shoe Dog partnership, Chartr is diving into how huge collabs with some of the biggest names and teams in sports — and much more besides — have helped Nike change the sportswear game .- see chart below

15 Jan 2024

60% of S&P 500 stocks are showing a positive correlation with U.S. Bonds. Most since 2001.

Source: Win Smart, SG, Bloomberg

15 Jan 2024

A bipartisan proposal for an unexpected $70B fiscal boost of tax breaks for businesses and families could fuel us economic growth (and inflation) in 2024

Source: Bloomberg

15 Jan 2024

India stocks vs. china stocks

Source: Mac10

15 Jan 2024

Why Hermès is the GOAT of luxury brands…

Source: Scuttlebutt Investor

15 Jan 2024

"Positioning is extremely long... Non-dealer positioning in US index futures is at a all-time highs. Systematic positioning (CTAs + Vol Control + Risk Parity) is near 1y highs."

Source: JP Morgan, TME

15 Jan 2024

US 2024 Presidential race: Trump heads into Iowa caucuses

The Iowa caucus on January 15 launches the long designation process of the Republican and Democrat candidates to the US presidential election. On that day, only Republicans will vote (Democrats will hold their own later in 2024). While Iowa is a small state, and not very representative of the country’s population (90% of Iowa’s population is white), it is seen as very important for candidates to gather positive momentum for the remaining of the campaign and the following state caucus and primaries. In the current context, the Iowa caucus may already provide a hint on whether any challenger to Trump within the Republican party has the potential to compete with the former President, or not. Source: Bloomberg, PredictIt

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