❗️🇺🇸#retail #us #food #pharma
BBG: consumers of weight-loss drugs are reducing their purchases of supermarket food. Walmart, the US’s biggest food retailer, said in October the meteoric rise of the drugs was starting to reduce the total calories bought by shoppers. Weight-Loss drug boom means foodmakers need to adapt.
Polar Capital: if the drugs really take off, which we’ll know more clearly in five or 10 years, then there’s definitely going to be long-term impact on the growth rates for alcohol, snacks, smoking, gambling and some health-care companies. #smoking #gambling
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JPMorgan predicts a rapid growth of the obesity drug market (chart)
BBG: consumers of weight-loss drugs are reducing their purchases of supermarket food. Walmart, the US’s biggest food retailer, said in October the meteoric rise of the drugs was starting to reduce the total calories bought by shoppers. Weight-Loss drug boom means foodmakers need to adapt.
Polar Capital: if the drugs really take off, which we’ll know more clearly in five or 10 years, then there’s definitely going to be long-term impact on the growth rates for alcohol, snacks, smoking, gambling and some health-care companies. #smoking #gambling
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JPMorgan predicts a rapid growth of the obesity drug market (chart)
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⚠️🇺🇸#stocks #us #concentration #bubble #history #warning
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000.
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today's US stock market bears similarities to the markets of 2000 and 1929 — Deutsche
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000.
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today's US stock market bears similarities to the markets of 2000 and 1929 — Deutsche
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⚠️🇺🇸#stocks #us #tech #bonds #opinion #history #warning #bubble
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
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💥🇺🇸#liquidity #us #macro
one picture (the dynamics of the U.S. monetary base) can explain why risky assets are rising in price.
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the M2 money supply in the US is once again on the rise (chart)
one picture (the dynamics of the U.S. monetary base) can explain why risky assets are rising in price.
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the M2 money supply in the US is once again on the rise (chart)
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❗️✴️#BTC #crypto #hashrate
CryptoQuant:the price of Bitcoin has recovered to the level of 2021, while the Bitcoin mining difficulty (hashrate) has tripled over the same period.
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historically, hashrate growth has been a leading indicator of bitcoin price growth (chart)
Matrixport has released a new report stating that the bitcoin target of $63,000 in March 2024 is achievable. Factors: Bitcoin spot ETFs, the upcoming halving, expectations of the Fed rate cuts, and the US presidential election.
CryptoQuant:the price of Bitcoin has recovered to the level of 2021, while the Bitcoin mining difficulty (hashrate) has tripled over the same period.
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historically, hashrate growth has been a leading indicator of bitcoin price growth (chart)
Matrixport has released a new report stating that the bitcoin target of $63,000 in March 2024 is achievable. Factors: Bitcoin spot ETFs, the upcoming halving, expectations of the Fed rate cuts, and the US presidential election.
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