12 Dec 2023
A slightly disappointing US CPI inflation numbers for the markets...
US YoY CPI eased to 3.1% in November from 3.2% while the important core reading was unchanged at 4% YoY, despite seeing the MoM tick a bit higher. The so-called super-core, a measure watched by the Fed, meanwhile rose at one of the fastest monthly paces this year.
12 Dec 2023
US population growth has fallen off a cliff. Nearing 0% levels indicating almost NO growth. Current levels have NOT been seen in 100+ years
Source: Game of Trades
12 Dec 2023
China is the only country experiencing deflation
CPI is down 4.7% since 2020 while every other country has experience inflation – some experiencing the highest in decades. Source: Genevieve Roch-Decter, CFA, Bloomberg, Macrobond
12 Dec 2023
Staying Invested
Source: Brian Feroldi
12 Dec 2023
Largest US Companies by Market Cap, 1960 to Today...
Source: Charlie Bilello
12 Dec 2023
The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high
When a trade becomes this crowded, how long until things reverse course? Source: Rosenberg Research
12 Dec 2023
Despite all the talk, the world uses USD to trade
Source: DB
12 Dec 2023
Too much, too fast? Markets is seeing the FED being the most aggressive in terms of rate cuts next year
Source: DB, TME
