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13 Feb 2024

Jamie Dimon believes U.S. debt is the ‘most predictable crisis’ in history

And experts say it could cost Americans their homes, spending power and national security - Fortune Source: Markets & Mayhem

13 Feb 2024

On CRE

Source: Bloomberg

12 Feb 2024

The U.S. Dollar is currently used in more than 48% of international payment transactions, the highest level in more than a decade.

USD isn’t going away anytime soon 🇺🇸. Source: Barchart, Macrobond

12 Feb 2024

The rally on Wall Street has meant that US equities now have a weighting of ~70% in the popular MSCI World index.

That is a record. The risk is correspondingly high if US equities go out of fashion. Source: Bloomberg, HolgerZ

12 Feb 2024

The us equity rally is being supported by better NTM earnings as well as multiple expansion, the latter driven mostly by Tech.

Source: Barclays, TME

12 Feb 2024

Visualizing the Rise of the U.S. as Top Crude Oil Producer 🛢️

Source: Visual Capitalist

12 Feb 2024

Deutsche Bank AG's provisions for losses in US Commercial Real Estate were more than four times bigger in the last quarter

Source: Laurentiu B., Bloomberg

9 Feb 2024

A very important chart to understand for America's future, both economically and politically.

Source: David Ditch, CBO

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