30 Jul 2024
Goldman: Harris Trails by Around 3pp in the State Currently Most Likely to Decide the Election—Pennsylvania
Source: Mike Z., Goldman Sachs
30 Jul 2024
US Commercial Property Foreclosures jump to more than $20 billion during the 2nd quarter, the most in nearly a decade 🚨
Source: Barchart
30 Jul 2024
In bull markets stocks go up
Source: J-C Parets
30 Jul 2024
This quarter, the reactions to the S&P 500 earnings have been less positive than usual.
.
30 Jul 2024
L'Oreal Entering Major Support Zone
L'Oreal (OR FP) is now entering a major support zone between 372-390. Keep an eye on this critical level over the next few days. Source: Bloomberg
30 Jul 2024
As highlighted by Eric Balchunas
The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas
30 Jul 2024
US Presidential elections >>> Are we back to square one?
Source: PredictIt, Bloomberg, www.zerohedge.com
30 Jul 2024
Microsoft and Alphabet are now exactly on par since the launch of ChatGPT at the end of November 2022.
Source: HolgerZ, Bloomberg
