17 Jan 2024
The Influence of Family-Owned Businesses, by Share of GDP
by The Visual Capitalist
17 Jan 2024
Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...
Source: Bastion notes, Oxford Economics
16 Jan 2024
44% of office loans carry outstanding loan balances higher than the property value and are at risk of default according to a paper from the National Bureau of Economic Research
Source: Barchart
15 Jan 2024
The Economy is not The Market
Source: Win Smart
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
Red Sea Transit Volume
Source: BofA, Win Smart
15 Jan 2024
$JPM JP Morgan Chase Q4 FY23.
CEO Jamie Dimon: Deficit spending and supply chain adjustments “may lead inflation to be stickier and rates to be higher than markets expect." • Net revenue +12% Y/Y to $38.6B ($1.2B miss). • Net Income $9.3B. • Non-GAAP EPS: $3.97 ($0.37 beat). • CET1 ratio of 15.0%. • Expect FY24 NII of $90B (+1% Y/Y).
12 Jan 2024
The last 4 times the 10Y Minus 3M Treasury Yield Curve inverted, it led to the 1990s recession, the Dotcom Bust, the Global Financial Crisis, and the 2020 Recession.
Will this time be different? 🤔 Source: Barchart
