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Goldman Client Survey Shows Geopolitics Is Biggest Risk in 2024 –
Source: Bloomberg
Why are homes so expensive in Canada?
Source: Wall Street Silver, The Economist
BofA's Fund Manager survey shows the mag7 is still the most crowded trade.
Source: BofA
Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...
Source: Bastion notes, Oxford Economics
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