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Ozempic is selling so well that an insurer requests USD 1 bn in payments back
Source: Bloomberg
US equities bull market => are you afraid to be too late to the party?
If history is any guide, you aren't. As shown on the chart below, history shows there is still rooms to go for this bull market in terms of duration AND magnitue. Source: RBC
Should the FED cut rates next week, the easing cycle will start with an unemployment rate which is on the low side vs. history
Source: RBC, Bloomberg
The old playbook is back thus far this week. Semis and AI leading back bid, growth outperforming.
Source: RBC, Bloomberg
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