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If the Fed cuts rates next year, is that a good thing?
Source: Jeff Weniger
Regulation: this is where Europe want to take lead globally...
the rest of the world (especially the #us) wants to lead on #innovation and #growth but Europe wants to become the champion of #regulation... Indeed, U.S. tech giants are facing stricter rules in Europe with more regulation (the Digital Markets Act or DMA) announced this week. The European Commission, the executive arm of the EU, named six “gatekeepers” on Wednesday — these are companies that have an annual turnover above 7.5 billion euros ($8 billion) or 45 million monthly active users inside the bloc. They are Amazon, Alphabet, Apple, Microsoft, Meta and ByteDance, who now have six months to comply with stricter market rules — such as not being able to prevent users from uninstalling any pre-installed software or apps, or treating their own services more favorably. Source: CNBC, politic.eu
As Goldman's Brian Garrett noted yesterday, it has been 91 days since the sp500 suffered a 1.5% loss or greater in a day...
That's unusual - it has happened only 5 times in the last 15 years. As we have discussed recently, Sep + Oct are seasonally-volatile months... Source: Goldman Sachs
At least there is deflation somehwre...
The average price of a used #Tesla has declined 13 months in a row, moving from a record high of $67,900 in July 2022 to a record low of $41,574 in August 2023 (-39%). Source: Charlie Bilello
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