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Are investors too complacent on the 10-year us treasury?
Investors expect 3% treasuries at year-end Source: Win Smart, CFA, BofA, The Daily Shot
Visualizing the Rise of the U.S. as Top Crude Oil Producer 🛢️
Source: Visual Capitalist
Believe it or not, Germany is the Number 1 coal consuming country in the EU...
If one really cared about climate, would one shut down nuclear or coal power plants first? Source: Michael A. Arouet
Four rate cuts are now priced in for 2024 (red), the LEAST number of cuts YTD.
This is down from seven rate hikes on January 12 (green), the MOST number of cuts (YTD). Source: Bianco Research
The SP500 is already up 5.4% on the year, well above the 1.9% average gain Wall Street strategists were predicting for all of 2024. $SPX
Source: Charlie Bilello
Deutsche Bank AG's provisions for losses in US Commercial Real Estate were more than four times bigger in the last quarter
Source: Laurentiu B., Bloomberg
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