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ECB’s Wage Tracker Points to Steep Slowdown This Year - Bloomberg Source: Bloomberg
2025 could be a great year for IPOS
9 potential IPOs for 2025 by WOLF Wolf Financial
🔴 The Fear of Missing Out (FOMO) is still alive: US technology equity funds saw nearly $7 BILLION in net inflows last week, one of the biggest flows in 14 months.
Net positioning in US mega-cap and technology stocks at one of the most extreme levels in history. Source: Global Markets Investor, EPFR, Haver, DB
There has been significant rotation happening beneath the surface of the markets.
Tech is the only sector down year-to-date, while every other sector has climbed—some quite substantially already. Source: Otavio (Tavi) Costa
BREAKING: ChatGPT is down worldwide with millions of users unable to access the platform.
Source: The Kobeissi Letter
Treasury Secretary Scott Bessent says Trump 2.0 focusing on 10Y yields, not Fed
Bessent repeated his view that expanding energy supply will help lower inflation. For working-class Americans, “the energy component for them is one of the surest indicators for long-term inflation expectations,” he said. Cheap capital is coming... Source: www.moneycontrol.com
Uber on Major Support Zone
Uber (UBER US) is testing once again the major support zone between 54.84-65.25. The stock has consolidated 31% since October. Keep an eye on the price action for potential opportunities. Source: Bloomberg
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