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Foreign Investors now own 18% of U.S. Equities, the most in history.
Source: barchart
U.S. Dollar Index $DXY now on a 4-day winning streak and is at its highest level in more than 1 month 📈📈
Source: barchart
US earnings growth outperforming.
Source: @fundstrat thru Mike Zaccardi, CFA, CMT, MBA
Small Cap Stocks are trading at the largest discount relative to Large Caps in AT LEAST 25 years
Source: Barchart
The US has got the softest inflation surprises on Earth...
Could this influence the FOMC tomorrow??? Source: Andreas Steno Larsen @AndreasSteno, Macrobond
June JOLTS job openings rate (white) down to 4.4% vs. 4.6% prior ... quits rate (blue) unchanged at 2%
Source: Bloomberg, Kevin Gordon
The IMF has upgraded its global growth forecast amid signs that Donald Trump’s trade war will do less damage to the world economy than initially feared, helped by a weaker US dollar
Source: FT
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