💥🇪🇺#economy #europe
EU economy is beginning to recover

💥🇺🇸#buyback #stocks #us #forecast
BofA: company buybacks in the S&P 500 are at historically high levels.

Goldman: increased corporate buybacks are expected to bolster US equities.
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сorporations have ample cash to spend on buybacks (chart)

since 2011, buyback programs have been the primary catalyst for S&P 500 growth (chart)

🌎#commodity #stocks #us #macro
Сommodities/SP500" ratio is at historically low levels
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Nasdaq 100 relative to commodity markets is at historically low levels (chart)

✴️#ETH #crypto #etf
Ethereum ETF has been approved in the US.

SEC’s ETF decision means ETH and ’a lot’ of other tokens are not securities
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Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000.

QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved.

Bernstein: the approval of a spot Ethereum ETF will drive a 75% surge to $6,600

✴️#SOL #crypto #etf
Experts believes Solana will have the next Spot ETF
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Bloomberg analyst James Seyffart stated that after the futures ETF is approved by the CFTC, a spot SOL ETF could be approved within a few years. The new FIT21 law may expedite this process. However, the SEC has made it clear that it considers Solana a security, which could significantly complicate its path to ETF approval.

The SEC’s ETF decision means that Ethereum and many other tokens, such as Solana, are not considered securities.

🌎#copper #forecast #metals
Andurand expects that the price of copper will almost quadruple to $40,000 per tonne in the next few years amid a severe deficit.
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Citi announced the start of the second major bull market in copper this century.

investment banks' forecasts for the Fed funds rate: decline from 2024.
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historically, US stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle. (chart)

🇩🇪#NVDA #germany #stocks
Nvidia's market cap now exceeds that of the entire German stock market.

❗️🇺🇸#stocks #chip #us #macro
SOX/SP500 ratio has surpassed the level of the Dotcom bubble.

*SOX - equity index composed of companies primarily involved in the production and sale of semiconductor products.

🇨🇳#stocks #economy #china #macro

⚠️🇺🇸#inflation #us #opinion
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect — read more
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the current inflation dynamics in the US closely resemble those of the 1970s.

the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)

🇪🇺#inflation #europe #macro
Eurozone сonsumer inflation is approaching the target of 2%

#monetarypolicy ECB hints at a possible rate cut in the near future = bearish for #EUR

🪙#silver #macro
gold-to-silver ratio has broken through multi-year lows.
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BofA: there is a significant shortage of silver in the market (chart)

⚠️🇪🇺#metals #europe
BofA: EU depends 100% on imports for many Critical Raw Materials

🛢#oil #forecast #marketsize
Goldman: peak oil demand to occur by 2034 — report

Goldman remains optimistic about the petrochemical industry and the production of middle distillates (diesel and jet fuel). #petrochemistry #refining #biofuel

🇺🇸#stocks #us #macro #smallcap
US small caps now trade at a discount to US large caps for the first time since the 2008 financial crisis.

Goldman: stock-picking in the US small-cap sector can be very valuable.

⚠️🇺🇸#NVDA #bubble #analogy
Nvidia's stock currently resembles Cisco's stock in the final phase of the dot-com bubble.
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Nvidia's stock has risen by 22,000% over the past 10 years.

🇺🇸#NVDA #AAPL
Nvidia is now worth more than Apple.

✴️#BTC #implementation #macro #crypti
the adoption of Bitcoin is progressing faster than the adoption of the Internet in the 1990s.

🌏#renewables #solar #forecast
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.

BofA: global solar panel market will almost triple by 2030 #marketsize
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Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.

⚠️#DQ