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The importance of capital markets for selected economies in one chart
Source: HolgerZ
Powell: " We expect a bit more inflation and higher growth, but... we’re still going to be cutting rates very soon while also slowing down QT..." Mr market:
source: Geiger Capital
HARD ASSETS ARE AT LOWEST RELATIVE TO FINANCIAL ASSETS SINCE 1925...
Source: BofA
Sector weightings are a big reason why international markets have underperformed the US over the last 10-15 years.
US=Tech=Outperformance Source : bespoke
It is about missing the best days, not missing the worst days.
Source: Eugene NG
U.S. companies will have to start telling the public about their climate risks
The SEC voted Wednesday to impose climate-disclosure requirements that will be significantly softer than those it proposed in March 2022 after the agency received thousands of comment letters and numerous litigation threats over the plan. In the biggest change, the regulator won’t force companies to quantify pollution from their supply chains or customers, known as Scope 3 emissions. Additionally, firms will face a higher bar for when they need to reveal more direct carbon footprints in their regulatory filings, which are known as Scope 1 and Scope 2 emissions. source : Bloomberg
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