6 Feb 2023
Markets have entered the best part of the 4-year presidential cycle
Source: ht @SethCL, Michel A.Arouet
6 Feb 2023
Friday's payrolls report changed the landscape a bit for Fed funds expectations
On Thursday, traders were pricing in peak rates below 4.9% and 50bp of rate cuts by yearend. Today, they're pricing in peak rates of 5.1% and less than 30bp of rate cuts. Source: Bloomberg, Lisa Abramowicz
6 Feb 2023
Corporate bonds yield less than the Fed funds rate for the first time in 30 years
Source: Tavi Costa, Bloomberg
5 Feb 2023
Improving market breadth for US equities
More stocks made new 52-week highs yesterday than when the major averages were at all-time highs a little over a year ago. Source: Steven Strazza
5 Feb 2023
How often do active investment managers BEAT the S&P 500?
Source: Saxo
5 Feb 2023
US earnings this week
Source: Earnings Whispers
5 Feb 2023
Only 0.01% of the world holds 1 Bitcoin (BTC)
There are less than 1,000,000 people who hold at least 1 BTC in an address they control. Source: Glassnode
4 Feb 2023
As your time horizon extends, the probability of negative returns declines
Source: BofA
