Record inflow to EM equities
Emerging Market Stocks see a weekly inflow of $20.8 billion, the most in history source : BofA, barchart
The S&P500 Index Returns Based on the Year of the Dragon
source : carson
Bezos Sells $2 Billion of Amazon Shares in First Major Stock Sale Since 2021
Jeff Bezos unloaded 12 million shares of Amazon.com Inc. this week, the first time the billionaire has sold the company’s stock since 2021. The Amazon founder has sold over $30 billion in shares since records going back to 2002, including about $20 billion combined in 2020 and 2021. He has primarily been gifting stock, including shares worth roughly $230 million that were given to nonprofit organizations in November. source : yahoo!finance, bloomberg
Capital inflows into spot ETFs continue, whereas Grayscale is seeing continuous net outflows
source : dune
All-Time Highs
BRK.A and BRK.B both hit new all-time highs on Monday, Tuesday, and Wednesday. The Class A shares also rose above $600,000 for the first time ever. source : keja
The U.S. Dollar is currently used in more than 48% of international payment transactions, the highest level in more than a decade.
USD isn’t going away anytime soon 🇺🇸. Source: Barchart, Macrobond
The rally on Wall Street has meant that US equities now have a weighting of ~70% in the popular MSCI World index.
That is a record. The risk is correspondingly high if US equities go out of fashion. Source: Bloomberg, HolgerZ
The us equity rally is being supported by better NTM earnings as well as multiple expansion, the latter driven mostly by Tech.
Source: Barclays, TME
