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2 Aug 2023

The Top Performing S&P 500 Sectors Over the Business Cycle

Source: Barchart, Markets in Minute

2 Aug 2023

The median sales price of a home in the US is now 560% of the median household income.

In 2008, it was 360% of the median household income. This is the least affordable housing market in history. Source: The Kobeissi Letter

2 Aug 2023

REPORTED RECESSIONS: in US Luxury Goods...

Congruent with dour commentary out of LVMH, luxury spending slowed to a -7.6% Y/Y Recession in June = 9th month of negative Y/Y growth. Source: Keith McCullough

31 Jul 2023

Only 11% of US household debt has an adjustable interest rate

That means the vast majority of Americans with existing fixed rate mortgages/auto loans/student loans have not been impacted by the Fed's 11 rate hikes. Source: Charlie Bilello

31 Jul 2023

US diesel vs inflation: if history is any guide, recent pop of US diesel prices could imply CPI going back over 4%

Source: BofA

31 Jul 2023

Another massive us earnings week ahead

Tuesday: $UBER, $AMD, $PINS Wednesday: $PYPL, $SHOP, $U Thursday: $AMZN, $AAPL, $COIN, $SQ, $ABNB, $NET Friday: $FUBO, $NKLA Source: Earnings Whisperers

28 Jul 2023

The gap in valuation discount between US and European equities has never been wider

Source: TME, Sanford Bernstein

28 Jul 2023

As a reminder...

Source: Mac10

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