US budget deficits in the years to come
Source: Win Smart, CBO , Bloomberg
Uranium narrative has been making headlines this year. Just in 2023, Uranium is up by nearly 60%
Prices are now back above the levels seen before the Fukushima incident in March 2011. Simultaneously, uranium prices also major tailwinds from a supply deficit in the coming years, especially in the U.S. By 2028 a shortfall of 60% is expected... Meanwhile, a long list of countries sees nuclear as one of the only "clean" viable option... Source: Game of Trades
Below the average 3-month ATM implied volatility (max/min range since 2008)
Source: TME, GS
The stock market isn't the economy...The Chinese version...
Source: GS, TME
A funny one to end the week...
Source: Win Smart
Something to keep in mind for 2024?
Source: Michel A.Arouet
A gauge of early-stage small, mid-cap growth stocks in China has rallied 40% within just a few weeks
Source: David Ingles, Bloomberg
What Will Americans Buy on Black Friday?
TODAY IS BLACK FRIDAY... Black Friday falls on the fourth Friday of November each year, with Cyber Monday following just three days later. The two shopping days are some of the busiest of the year in the United States, with an estimated $19.6 billion raked in over the 2021 Thanksgiving weekend in e-commerce revenue alone. U.S. shoppers keen to make the most of discounted prices were asked in a Statista survey which items they were planning on buying. As the following chart shows, clothing, electronics and shoes are among the most popular choices this year. In terms of other shopping behaviors, the same survey found that where 41 percent of U.S. respondents said they would be shopping via online stores, 28 percent were undecided and 25 percent planned on heading to brick-and-mortar shops. Source: Statista
