Did you know that there's another group of stocks that has kept pace with the Mag 7?
The largest companies in Europe have staged a rather impressive rally over the last three years as well! Source: Markets & Mayhem
2024 YTD S&P 500 Returns by Sector
source : pauldejong
The 100 Most Valuable Brands in the World are Worth more than $5 Trillion
source : visualcapitalist
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
