4 Sep 2023
A headline from 2007
Jon Erlichman
4 Sep 2023
China Northbound has seen sharp outflows this month, while inflows in India remain resilient ($16.4bn)
(HolgerZ via GS)
4 Sep 2023
If you think housing in the US is not affordable anymore take a look at New Zealand, Canada and Sweden 👇
BCA research through Michael A.Arouet
4 Sep 2023
With total return data going back to March 1999, the Nasdaq 100 (NDX)’s 42.54% YTD total return is the best on record (2020’s post-Covid bounce in tech stocks came close)
Source: Jim Bianco
4 Sep 2023
Asset class returns matrix by JP Morgan updated as of the end of August 2023
Source: JP Morgan
4 Sep 2023
India's driest August in more than 100 years may force the country to impose additional export restrictions!
Source: Barchart, Bloomberg
4 Sep 2023
A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International
Source: Barchart, Bloomberg
4 Sep 2023
Mind the gap: The valuation of S&P 500 has become cheaper but attractiveness vs interest rates has decreased massively as US 10y real yields now at almost 2%
Chart via Goldman Sachs thru HolgerZ
