πΊπΈ#stocks #us #bubble
DataTrek Research: the market isn't in bubble territory based on the 3-year rolling return indicator for the S&P 500. Stock market crashes often occur when 3-year returns reach 100% or more.
β οΈ although according to this indicator, the market is now at a level similar to that before the 2008 crisis.
DataTrek Research: the market isn't in bubble territory based on the 3-year rolling return indicator for the S&P 500. Stock market crashes often occur when 3-year returns reach 100% or more.
β οΈ although according to this indicator, the market is now at a level similar to that before the 2008 crisis.
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β οΈπ#inflation #world #commodity
prices of agricultural commodities = 10-year highs.
there is a significant divergence between agricultural commodity prices and other commodities, suggesting the potential for commodities prices to rise.
prices of agricultural commodities = 10-year highs.
there is a significant divergence between agricultural commodity prices and other commodities, suggesting the potential for commodities prices to rise.
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β οΈπ―π΅#monetarypolicy #japan #macro
Bank of Japan raised interest rates for the first time in 17 years, signalling a move away from its "negative interest rate" policy and control of the yield curve.
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BlackRock: Japan equity market the biggest beneficiary from interest-rate hikes.
Bank of Japan raised interest rates for the first time in 17 years, signalling a move away from its "negative interest rate" policy and control of the yield curve.
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BlackRock: Japan equity market the biggest beneficiary from interest-rate hikes.
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Forwarded from Scorpi18 | Investment Adviser
β οΈπΊπΈ#economy #us #savings #macro
in the US, net saving (as a percentage of gross national income) has fallen into negative territory = the last time this happened was during the onset of the pandemic and the 2008 crisis.
* net saving indicates the amount of income remaining for households, corporations, and the government after accounting for current consumption and capital depreciation.
in the US, net saving (as a percentage of gross national income) has fallen into negative territory = the last time this happened was during the onset of the pandemic and the 2008 crisis.
* net saving indicates the amount of income remaining for households, corporations, and the government after accounting for current consumption and capital depreciation.
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πΊπΈ#stocks #us #monetarypolicy #retailinvestors
historically, US households start buying stocks as soon as the Fed starts cutting interest rates = another growth driver in US stock market, along with buybacks.
households - the main buyers of U.S. stocks (chart)
Fed signaled the rate could be cut by 0.75% in 2024
βββββββββ
Fundstrat: a record $6T in cash on the sidelines will boost the stock market in 2024. The expectation is that once the Fed starts to lower interest rates, investors will shift money out of cash and into riskier assets. Any downturns in the stock market are expected to be short-lived
historically, US households start buying stocks as soon as the Fed starts cutting interest rates = another growth driver in US stock market, along with buybacks.
households - the main buyers of U.S. stocks (chart)
Fed signaled the rate could be cut by 0.75% in 2024
βββββββββ
Fundstrat: a record $6T in cash on the sidelines will boost the stock market in 2024. The expectation is that once the Fed starts to lower interest rates, investors will shift money out of cash and into riskier assets. Any downturns in the stock market are expected to be short-lived
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πΊπΈ#stocks #us #sentiment
Sundial: "small speculators" have record long positions in the S&P 500.
Sundial: "small speculators" have record long positions in the S&P 500.
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β οΈπΊπΈ#us #inflation #history #analogy
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββ
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββ
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
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ππΊπΈ#farmland #us #food #gold
over the past 30 years, farmland has boasted an average annual return of 10.52%, dwarfing gold's 5.67%.
#inflation farmland also acts as a potent hedge against inflation, with its value and the price of agricultural products typically rising in tandem with the cost of living.
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FT: investors plough record amounts into US farmland
over the past 30 years, farmland has boasted an average annual return of 10.52%, dwarfing gold's 5.67%.
#inflation farmland also acts as a potent hedge against inflation, with its value and the price of agricultural products typically rising in tandem with the cost of living.
ββββββββββ
FT: investors plough record amounts into US farmland
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π#metals #coal #forecast
BofA has updated its forecasts for metals, coal, and precious metals β research
β οΈ#TGA
BofA has updated its forecasts for metals, coal, and precious metals β research
β οΈ#TGA
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