17 Jul 2024
"Trump trade" (or the inflation rotation trade?) – Russell long vs Nasdaq 100 short – gains momentum.
Source: HolgerZ, Bloomberg
16 Jul 2024
🚨 GOLD HITS $2,453 - A NEW ALL TIME HIGH 🔥
🔉 Just as Powell signals rates cuts before inflation comes down to 2%... Source: Bloomberg
16 Jul 2024
Copper's $5 level reminds of the gold's critical $2,000 mark
nce gold breached that resistance, it kept moving with authority. Are we setting the stage for a similar move in copper? Source: Tavi Costa, Bloomberg
16 Jul 2024
Goldman Sachs Republican winners versus losers basket (i.e long stocks likely to benefit from a Trump victory / short those who are likely to suffer from it) added 2.77% yesterday
Source: Bloomberg, RBC
16 Jul 2024
🚨 Chinese Existing Home Prices declined by 7.9% year-over-year last month, the largest decline in history!
Source: Bloomberg
15 Jul 2024
The market is increasingly becoming more driven by earnings than multiples.
Source: BofA, Mike Zaccardi
15 Jul 2024
US 2s/30s yield spread briefly turns positive for 1st time since January
Source: HolgerZ, Bloomberg
15 Jul 2024
Inflows to US large cap funds on pace for 2nd largest on record.
Source: Flow Show, TME
