18 Mar 2024
us bank deposits have stabilized and risen since the 2023 banking panic, showing that confidence is slowly returning.
Source: BofA, Markets & Mayhem
18 Mar 2024
World debt has crossed $225 TRILLION.
This is unlike anything we’ve seen. Source: Game of Trades
18 Mar 2024
The US is now producing more oil than any country has in history
Source: Michel A.Arouet, Chartr
18 Mar 2024
HARD ASSETS ARE AT LOWEST RELATIVE TO FINANCIAL ASSETS SINCE 1925...
Source: BofA
18 Mar 2024
$SPX/GDP, the 'Buffet' indicator, is back near the 2021 highs
Source: Swordfishvegetable
18 Mar 2024
Everyone is aware of German deindustrialization by now, unfortunately industrial production in other major European countries is not looking much better.
Source: Michel A.Arouet, skhanniche
15 Mar 2024
Bond markets are getting crushed this week: The bond tracking ETF, $TLT, is down 4% since Friday and on track for its worst week this year.
Why is this happening? - First, CPI inflation data showed that inflation JUMPED to 3.2% and is now up from 2 straight months. - Then, PPI inflation data nearly DOUBLED, rising to 1.6%, further igniting fears of a rebound in inflation. - Interestrate cuts are quickly being removed from market expectations. Source: The Kobeissi Letter
15 Mar 2024
Why has the sp500 been moving higher despite rate cuts expectations being revised downward?
It is as simple as EPS 12 month estimates have soared. Up another 2% the past 12 months. Source: Ryan Detrick
