24 Jul 2023
Distressed US Offices Jump to $24.8 Billion, More Than Malls
Source: Bloomberg, C.Barraud
24 Jul 2023
For the 1st time since Feb’21, rate hikes are no longer exceeding rate cuts in Emerging markets.
Source: BofA, TME
24 Jul 2023
Some key AI tools
Source: Martin Crowley AIToolReport
24 Jul 2023
Fun fact is that Japanese inflation is now higher than that in the US for the first time since October 2015.
Source: Bloomberg, www.zerohedge.com
24 Jul 2023
Ever so quietly under the covers of a quiet summer week, US Macro data surprised to the downside, with the biggest weekly drop since Feb 2019...
Source: Bloomberg, www.zerohedge.com
24 Jul 2023
Credit Suisse raised its S&P 500 Year-End target to 4,700, becoming most Bullish Wall Street Bank
But as shown below, majority of Wall Street strategists have revised upwards their estimates for 2013. Source: TME, Bloomberg
21 Jul 2023
The US debt ceiling before and after...
Source: Jim Bianco
20 Jul 2023
Terry Smith investment principles:
1. Buy good companies 2. Don't overpay 3. Do Nothing Source: Compounding Quality
