14 May 2024
Trends in reshoring, electrification and AI are propelling US investment renaissance
Source: BNP Paribas Asset Management
14 May 2024
Buybacks are Back
Sources: The Wall Street Journal, Bloomberg
13 May 2024
Why is tesla $TSLA NOT a car company explained in one picture
Antonio Linares
13 May 2024
S&P 500 companies continue to outpace earnings expectations, but not quite as much on the sales side.
But now we are seeing these expectations rise, so the quarters ahead may become a bit more challenging as we may see earnings growth slowing at the same time. Source: Bloomberg, Markets & Mayhem
13 May 2024
This is a trend worth keeping an eye on. China’s Gold trading volumes have seen a BIG spike.
Moreover, their Central Bank has been rapidly accumulating Gold These are very positive developments for the precious metal. Source: Game of Trades
13 May 2024
Ahead of US CPI, it's important to note that the data point tends to weigh heavily on bond yields -- up or down.
Source: Bloomberg, Markets & Mayhem
13 May 2024
Hang Seng Index just topped 19,000 again.
Rally +27% from the low. And even after that gain, index still trading below 10x earnings Source: David Ingles, Bloomberg
13 May 2024
Markets are currently anticipating the first Fed cut in September and a potential second cut in December.
This week's US inflation data could shift these expectations backward or forward depending on how the data comes in. Source: Markets & Mayhem
