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    4 Sep 2023

    China Northbound has seen sharp outflows this month, while inflows in India remain resilient ($16.4bn)

    (HolgerZ via GS)

    #Asia
    China Northbound has seen sharp outflows this month, while inflows in India remain resilient ($16.4bn)
    China Northbound has seen sharp outflows this month, while inflows in India remain resilient ($16.4bn)
    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

    #Real Estate| #us
    If you think housing in the US is not affordable anymore take a look at New Zealand, Canada and Sweden 👇
    If you think housing in the US is not affordable anymore take a look at New Zealand, Canada and Sweden 👇
    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

    #us| #nasdaq
    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)
    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)
    4 Sep 2023

    Asset class returns matrix by JP Morgan updated as of the end of August 2023

    Source: JP Morgan

    #equities| #investing
    Asset class returns matrix by JP Morgan updated as of the end of August 2023
    Asset class returns matrix by JP Morgan updated as of the end of August 2023
    4 Sep 2023

    India's driest August in more than 100 years may force the country to impose additional export restrictions!

    Source: Barchart, Bloomberg

    #macro| #Asia
    India's driest August in more than 100 years may force the country to impose additional export restrictions!
    India's driest August in more than 100 years may force the country to impose additional export restrictions!
    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

    #macro
    A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International
    A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International
    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

    #equities| #sp500
    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%
    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%
    4 Sep 2023

    Less can be more

    By PsycheWizard

    #macro| #us
    Less can be more
    Less can be more
    ❮❮ ❮
    581 582 583 584 585
    ❯ ❯❯

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