22 Jan 2024
More to come for semiconductors? The chart below shows a 24-yr base breakout for semiconductors RELATIVE to the S&P 500 $SOX $SPX
Source: Steven Strazza
22 Jan 2024
The S&P 500 is now 11% higher than where it was when the Fed started hiking rates in March 2022. $SPX
Source: Charlie Bilello
22 Jan 2024
The SP500 just snapped a 512 trading day streak without hitting a new all-time high, the 6th longest in history. Here is how the $SPX responded the 5 previous times:
Source: Barchart
22 Jan 2024
A tale of 2 markets: The sp500 closed at an all-time high. But the Russell 2000 is still in a bear market, down more than 20% from its high
That's never happened before. Source: Bloomberg, Jason Goepfert
18 Jan 2024
China’s economy spooks markets, and stocks sink.
The CSI 300 has underperformed the S&P 500 by >40ppts over the year. Source: Bloomberg, HolgerZ
17 Jan 2024
The valuation gap between the S&P 500 $SPX and the rest of the world continues to widen
Source: FT, Barchart
16 Jan 2024
Current market mood...
Source: Michel A.Arouet
15 Jan 2024
Weighted Average interestrate for sp500 non-financial firms is expected to pick-up in 2024e and 2025e but remains quite low by historical standard.
Source: Michel A.Arouet
