8 Apr 2024
US inflation has officially been at 3% or higher for exactly 3 years.
The Average American is now paying nearly 40% MORE for groceries than what they were paying in 2019. Over 100 food items have seen inflation above 50% since 2019...
8 Apr 2024
No one can make more than 21 million Bitcoin.
Source: Bitcoin Magazine
8 Apr 2024
Early retirements surged again in late 2023 with the gains in the stock market and home prices, leading to a record 2.7 million excess retirees in the US.
Source: Bloomberg, Charlie Bilello
8 Apr 2024
Gold as the ultimate macro hedge / diversifier within a multi-assets portfolio
This might be one of key investment theme of the current decade
8 Apr 2024
Torsten Slok at Apollo is sticking to his view that there will be no US rate cut this year...
Source: Markets & Mayhem, Apollo
8 Apr 2024
The week ahead...
Source: Syz Group
8 Apr 2024
It's the liquidity, stupid! Yellen's stealth QE overpowering Powell's QT.
This probably helps risk assets performing well despite high interest rates and qt (Chart via SRP thru HolgerZ)
5 Apr 2024
The global economy is addict to easy-money policies.
While everyone is talking about boj hiking rates, we just experienced one of the largest weekly changes in the BoJ balance sheet assets in history. In USD terms, this move accounted for nearly $80 billion in one week... Source: Tavi Costa, Bloomberg
