10 Jan 2024
Remember the 70s?
Source: Win Smart
10 Jan 2024
Mapped: The Top Middle East Exports by Country
🌍️
9 Jan 2024
Tokyo CPI down again supports BOJ dovish stance for now
Source: Bloomberg
8 Jan 2024
US defense spending vs interest on Federal debt
Source: www.zerohedge.com
8 Jan 2024
Freddie Mac Serious delinquency rate US multifamily homes
thru The Daily Shot
8 Jan 2024
You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator
https://lnkd.in/eFFzyTpu (This applies to the US only)
8 Jan 2024
Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises
Source: Bloomberg
5 Jan 2024
BREAKING: The US job market remains strong
In December, the US economy added 216,000 jobs, above expectations of 170,000. This means that the US economy has now added jobs for 36 consecutive months. The US Unemployment Rate held steady at 3.7% in December (consensus estimate was for an increase to 3.8%). Wages actually increased to 4.1% year over year from 4% in November. The market reaction is as you'd expect - yields higher, with fewer rate cuts being priced in for 2024. In light of these numbers, there is a problem with the number of FED rate cuts being priced in. Source: Bloomberg
