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2 Jul 2024

Semiconductor production by location

Source: Mike Zaccardi

2 Jul 2024

The first half of the year was a Tale of 2 Markets...

-Best of times: US large cap growth stocks, short duration bonds, US Dollar -Worst of times: Small caps, value, international, long duration bonds, Japanese Yen Source: Charlie Bilello

2 Jul 2024

The Japanese Yen is at its lowest level since 1986 against the US Dollar, losing 53% of its value from the 2011 peak.

Markets know that japan has a binding constraint: the fiscal one. They thus need to intervene to keeps yield low which means that they can NOT intervene to strengthen the yen. And so the Yen keeps falling... $JPYUSD Source: Charlie Bilello, Robin Brooks

1 Jul 2024

US yield curve steepens sharply after US presidential debate w/PredictIt’s live betting odds have jumped in Trump’s favor to almost 60%

US 2s/10s spread jumps by 7bps to -36bps. Source: HolgerZ, Bloomberg

27 Jun 2024

Wondering why the US stockmarket is eating the world?

Here's a visualisation of the digital trade divide... Markets & Mayhem

27 Jun 2024

US equity markets have never been more expensive than the rest of the world on a price to book basis.

Source: Tavi Costa, Bloomberg

26 Jun 2024

US equity markets have never been more expensive than the rest of the world on a price to book basis.

Source: Tavi Costa, Bloomberg

26 Jun 2024

The market has gone ahead of historical average return

Source: Goldman Sachs

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