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8 Jan 2024

The "multipolar world" will remain a major topic in 2024 as the rewiring of the global commerce system creates geopolitical risks & business model shifts that will last decades

The Dollar’s & Euro's share in global CenBank reserves dropped. Greenback accounted for 59.2% of globally allocated FX reserves in Q3 2023, down from a revised 59.4% in Q2, lowest since Q4 2022. Euro’s share in reserves also fell to 19.6% from 19.7%, while the participation of Japan's Yen rose to 5.5% from 5.3%. Source: HolgerZ, Bloomberg

8 Jan 2024

Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow

Source: Willem Middelkoop

8 Jan 2024

Freddie Mac Serious delinquency rate US multifamily homes

thru The Daily Shot

8 Jan 2024

You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator

https://lnkd.in/eFFzyTpu (This applies to the US only)

8 Jan 2024

Key Events This Week

1. 10-Year Note Auction - Wednesday 2. crudeoil Inventories - Wednesday 3. December CPI Inflation data - Thursday (Crucial data ahead of the January Fed meeting). 4. Initial Jobless Claims - Thursday 5. December PPI Inflation data - Friday 6. Total of 4 Fed Members Speak 7. Earning season Kick-off with some big banks publishing on Friday - see below Source: The Kobeissi Letter, Earnings Whispers

8 Jan 2024

Warren Buffett became a Millionaire at the age of 30 and a Billionaire at 56

Here's Warren Buffett's net worth by age - source: Evan

8 Jan 2024

Sentiment and overly bullish positioning remain short-term hurdles for the stock market

Too positive

8 Jan 2024

Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises

Source: Bloomberg

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