13 Nov 2023
China reserve gold holdings as per IMF
Source: Bloomberg
13 Nov 2023
The richsession...
A record-high share of US consumers are planning to go on vacation to a foreign country within the next six months. Via Apollo/Slok
13 Nov 2023
Stock markets care much more about US Treasury auctions now than they used to
Chart from Citi’s Stuart Kaiser thus Lisa Abramowitz
13 Nov 2023
2023 has been the polar opposite of 2022:
-Worst performing areas of the equity market in 2022 (Nasdaq/Tech/Growth) have been the best performers in 2023. -Best performers from 2022 (Energy/Value/Equal Weight) have been the worst in 2023. Source: Charlie Bilello
13 Nov 2023
Japanese investors are selling US corporate debt at a record pace 👀
Source: Bloomberg
13 Nov 2023
Central bank liquidity and the Sp500 are experiencing a rather large divergence. Will it matter?
Source: Markets & Mayhem
13 Nov 2023
Hedge Funds have increased their short stock positions for 14 consecutive weeks, the longest streak in history
Source: Win Smart, Goldman
13 Nov 2023
As highlighted by Linas Beliūnas, Magazine cover pages can be good contrarian indicators...
Last week, Sam Bankman-Fried found guilty on all 7 charges, faces up to 115 years in prison while WeWork filed for bankruptcy marking one of the biggest start-up failures of all time.
