Bloomberg analysis on war potential economic and market impacts
Source: Bloomberg
Nvidia's $NVDA data center revenue surpassed it's core business gaming thanks to two key releases, one of which could contribute upwards of $45B in revenue alone in FY24:
- The A100 GPU, released in 2020, boosted AI inference, training times and performance up to 20x over its predecessors. - The H100 GPU, released in late 2022, which is 9x faster than the A100. Source: Beth Kinding
There are good reasons why European stocks are so cheap compared with US stocks
Overregulation, lack of innovation, to name a few Source: Michel A.Arouet, Bloomberg
Good news :)
If you exclude everything you need from the basket, the war against inflation is won...
The Interest Expense on US Public Debt rose to $883 billion over the past year, another record high
If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security. Source: Charlie Bilello
Usage of The Fed's emergency funding facility rose to a new record over $109BN...
This week saw the biggest jump in the BTFP since July. Source: Bloomberg, www.zerohedge.com
The bull market in bankruptcies...
Source: TME, TS Lombard
Yes, Hedge funds are short equities
But don't forget the bigger picture: positioning among asset managers and leveraged funds is rather long... Source: TME, JP Morgan
