Syz the moment

"The two-year breakeven has broken above 3% (the upper range of the Fed’s target) to its highest in two years, while the 10-year is also at a two-year high after reaching 2.5%. The breakeven for the five years starting five years hence, which the Fed tracks closely, remains anchored, but it’s obvious that markets are growing more jumpy about inflation." Source: Bloomberg, Mo El-Erian

During Q4 2024 earnings, a record 50% of S&P 500 firms mentioned “AI”. Source: Global Markets Investor

Source: Barchart, Bloomberg Opinion

FOR THE FIRST TIME EVER 🚀 Robinhood $HOOD just had its first quarter with more than $1 Billion of Revenue Source: Evan

Source: Bitwise

🚨 One US job market leading indicator is plummeting: The average weekly hours worked by Americans fell to 34.1, the lowest since the Great Financial Crisis and in line with the 2020 crisis low. Typically, hours worked decrease before LAYOFFS pick up...👇 Source: Global Markets Investor, Augur infinity

Could the mining companies be the biggest beneficiaries? This directly impacts their margins, which are expanding significantly as metal prices climb. As pointed out by Tavi Costa, Gold is up nearly $1,000/oz from a year ago, while production costs have risen only about $100–$200/oz, depending on the mine. Source: Crescat Capital, Bloomberg

Currently, it’s pointing to a continued decline in rent inflation. And since rent is one of the biggest components of inflation, it suggests that inflation will keep trending lower Source: Bravos Research