4 Sep 2023
Asset class returns matrix by JP Morgan updated as of the end of August 2023
Source: JP Morgan
4 Sep 2023
India's driest August in more than 100 years may force the country to impose additional export restrictions!
Source: Barchart, Bloomberg
4 Sep 2023
A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International
Source: Barchart, Bloomberg
4 Sep 2023
Mind the gap: The valuation of S&P 500 has become cheaper but attractiveness vs interest rates has decreased massively as US 10y real yields now at almost 2%
Chart via Goldman Sachs thru HolgerZ
4 Sep 2023
Less can be more
By PsycheWizard
4 Sep 2023
Highest paid CEOs in the US
Source: Visual Data, data_rep, u/statZwiki)
4 Sep 2023
Crude Oil $100 calls over the next year have seen their open interest rise to 120,000 as of Thursday. $90 and $100 calls are also the 2 most held strikes over the next 12 months
Source: Barchart, Bloomberg
4 Sep 2023
US National Debt has now increased by $1.45 trillion since the debt ceiling was suspended 3 months ago and is fast approaching $33 trillion
In the past five years the national debt has increased by 53%, from $21.4 trillion to $32.9 trillion. Source: Charlie Bilello
