18 Mar 2024
Brilliant chart by the wonderful folks at Longview Economics showing the Top 10 stocks as a share of global market cap (%).
Source: Longview Economics
18 Mar 2024
Is more foodflation coming?
Source: Bloomberg, Tavi Costa
18 Mar 2024
Daily Routine
Source: Seek Wiser
18 Mar 2024
S&P 500 Tech Profit Margins versus the rest.
Source: Eugene Ng, Goldman Sachs
18 Mar 2024
Financial stress is the lowest since the Fed began raising rates, which begs the question -- why cut this year? 🤔
Source: Markets & Mayhem, St Louis Fed
18 Mar 2024
China kicks off the year on strong note as retail, industrial data tops expectations - CNBC
- Retail sales rose 5.5%, better than the 5.2% increase forecast in a Reuters’ poll, while industrial production increased 7%, compared with estimates of 5% growth. - Fixed asset investment rose by 4.2%, more than the forecast of 3.2%. - Online retail sales of physical goods rose by 14.4% from a year ago during the first two months of the year.
18 Mar 2024
Nikkei reported BOJ conducted a gensaki (reverse repo with JGB collateral) operation Monday for the first time in about a month.
*Article cited broad upward pressures on rates amid heightening expectations of an imminent BOJ rate hike, leading traders to conclude the measure was meant to prepare for market reactions Source: C.Barraud https://lnkd.in/e8c8ubcx
18 Mar 2024
Central banks are hoarding gold like never before...
Source: BofA
