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With total return data going back to March 1999, the Nasdaq 100 (NDX)’s 42.54% YTD total return is the best on record (2020’s post-Covid bounce in tech stocks came close)
Source: Jim Bianco
Asset class returns matrix by JP Morgan updated as of the end of August 2023
Source: JP Morgan
India's driest August in more than 100 years may force the country to impose additional export restrictions!
Source: Barchart, Bloomberg
A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International
Source: Barchart, Bloomberg
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
Highest paid CEOs in the US
Source: Visual Data, data_rep, u/statZwiki)
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
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