16 Jan 2024
Current market mood...
Source: Michel A.Arouet
16 Jan 2024
More and more companies are staying private for longer, avoiding IPOs until much later in their growth cycle (if they get there at all).
Source: Markets & Mayhem
15 Jan 2024
The current macro environment across global equity markets presents a sharply divided investment setup for 2024 and the remainder of the decade.
Source: Tavi Costa
15 Jan 2024
India stock market cap crossed $4 trillion for 1st time!
Source: Win Smart
15 Jan 2024
60% of S&P 500 stocks are showing a positive correlation with U.S. Bonds. Most since 2001.
Source: Win Smart, SG, Bloomberg
15 Jan 2024
India stocks vs. china stocks
Source: Mac10
15 Jan 2024
Weighted Average interestrate for sp500 non-financial firms is expected to pick-up in 2024e and 2025e but remains quite low by historical standard.
Source: Michel A.Arouet
12 Jan 2024
Wondering by us bank stocks are doing well?
Since the introduction of the Bank Term Funding Program (BTFP) in March, there is a nice arbitrage opportunity for banks - watch out on the chart below the gap between the rate on the Federal Reserve’s nascent funding facility and what the central bank pays institutions parking reserves. Since March / SVB crisis, the BTFP-Fed Arb continues to offer 'free-money' to banks - and usage of the BTFP has risen by $38BN since the arb started to exist. Source: Bloomberg. www.zerohedge.com
