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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
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
A very important chart to understand for America's future, both economically and politically.
Source: David Ditch, CBO
Asset Managers are the most long U.S. Equity Futures in at least the last 15 years.
Source: barchart
The US government sold a record $42 billion of 10-year notes Wednesday at a lower-than-anticipated yield.
The notes were awarded at 4.093%, compared with a when-issued yield of about 4.105% moments before 1 p.m. New York time, the bidding deadline. The lower yield indicates stronger demand than traders anticipated. The auction result broke a streak of tails — or a weaker result for the previous four monthly sales . source : bloomberg
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