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13 Sep 2024

Ozempic is selling so well that an insurer requests USD 1 bn in payments back

Source: Bloomberg

13 Sep 2024

US equities bull market => are you afraid to be too late to the party?

If history is any guide, you aren't. As shown on the chart below, history shows there is still rooms to go for this bull market in terms of duration AND magnitue. Source: RBC

13 Sep 2024

Should the FED cut rates next week, the easing cycle will start with an unemployment rate which is on the low side vs. history

Source: RBC, Bloomberg

13 Sep 2024

$SPX The last two bullish engulfing patterns:

Today and May 31st. Source: Frank Cappelleri

13 Sep 2024

The old playbook is back thus far this week. Semis and AI leading back bid, growth outperforming.

Source: RBC, Bloomberg

13 Sep 2024

$JPM is now capping junior investment bankers’ hours to 80 per week

Only 16 HOURS per day, not bad... Source: Stocktwits

13 Sep 2024

⚠️GLOBAL OIL DEMAND GROWTh FELL TO THE LOWEST SINCE THE COVID CRISIS⚠️

World consumption rose by 800,000 barrels a day in H1 2024, a 1/3 of the growth seen in H1 2023. THE LOWEST rate since demand crashed in 2020... Source: Global Markets Investor

13 Sep 2024

Timing the market

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