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10 Nov 2022

Rising correlations

Rolling 120d correlation between U.S. dollar (blue) and 10y Treasury yield (orange) has risen to highest since August 2020. Source: Bloomberg, Liz Ann Sonders

17 Aug 2022

#Samsung posts upbeat #earnings ! #stocks #trading #markets #Nasdaq #trending

Samsung reported better than expected revenue, signaling tech earnings may not be as bad as some feared about weakening demand and a rise in material costs. Investors are slowly shifting toward the view that the economic slow down may not be as painful as thoughts a few weeks earlier and there are increasing signs that inflation should ease in the medium term.

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