Record inflow to EM equities
Emerging Market Stocks see a weekly inflow of $20.8 billion, the most in history source : BofA, barchart
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
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
In the long run, stock prices go up...
Source: BofA
The negative correlation between the us dollar with stocks (and other risk assets) has been strong for quite some time.
Meanwhile, US Dollar Index Futures are up every single week this year. Has this relationship now changed, or is the unwind about to come? Source: JC Parets
Coke’s first new permanent flavor in years adds a spicy twist
Coca-Cola announced the new Spiced flavor Wednesday, saying it blends the traditional Coke flavor with raspberry and spiced flavors. It will be available both in full sugar and zero-sugar varieties when it hits store shelves in the US and Canada in the coming weeks. Coke doesn’t often add new permanent flavors to its lineup: Spiced joins just a few other flavors it always sells, including its flagship flavor, cherry and vanilla. Why Coca-Cola doesn’t want to tell you what’s in those weird flavors Spiced was selected because it’s “all about being on category trend and responsive to our consumer preferences,” who are craving bolder and punchier flavors, Coke’s vice president of marketing for North America, told CNN. source : cnn
Market mood
Source: hedgeye
The bond-stock correlation is crashing to its lowest level in months...
Source: www.zerohedge.com
