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
9 Feb 2024
Asset Managers are the most long U.S. Equity Futures in at least the last 15 years.
Source: barchart
