15 Feb 2024
The US equity market is rivalling 2000 and 1929 in terms of being its most concentrated in history, DB has calculated.
The top 5 stocks Microsoft, Apple, Nvidia, Alphabet & Amazon account for 25% of mkt cap of the S&P 500. source : holgerz
15 Feb 2024
India is one of the few markets that is outperforming the US rather handily
Source: Bloomberg
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
