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India is set to overtake Hong Kong to become the world's fourth-largest stock market. It may happen this week assuming current trajectories hold
Source: David Ingles, Bloomberg
US earnings revision: a big tailwind for big tech >>> 5 out of 7 Big Tech names have seen upward earnings estimate revisions for the last quarter and this year over the past 3 months
As a group, they’ve seen average upward earnings revisions of 6.7% and 4.9% for last quarter and 2024 respectively, considerably better than the S&P (-7.1%, -1.3%). Source: DataTrek, TME
Real estate as inflation protection in one chart, updated
Source: Michel A.Arouet
US earnings: things get fun starting this week
Source: The Transcript, Brad Freeman / StockMarketNerd
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
A tale of 2 markets: The sp500 closed at an all-time high. But the Russell 2000 is still in a bear market, down more than 20% from its high
That's never happened before. Source: Bloomberg, Jason Goepfert
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