🌎#commodity #macro #cycles
MUFG: we are in the early stage of a commodities supercycle.
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BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
MUFG: we are in the early stage of a commodities supercycle.
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BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
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❗️🛢#oil
hedge funds have cut their long positions in Brent futures to the lowest level ever recorded — data of CFTC
hedge funds have cut their long positions in Brent futures to the lowest level ever recorded — data of CFTC
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🌕#gold
Bespoke: speculators have increased their net long positions in gold futures to a 38-year high.
Bespoke: speculators have increased their net long positions in gold futures to a 38-year high.
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⚠️🇨🇳#realestate #china #macro
housing prices in China continue to decline.
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more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
— LinkedIn
housing prices in China continue to decline.
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more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
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✴️#BTC #crypto #mining #costprice
MacroMicro: the average cost of Bitcoin mining has risen to $77,000. According to CryptoQuant, this increase has prompted crypto miners to actively sell Bitcoin in June.
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Bitcoin price < Bitcoin mining cost = Bullish signal (chart)
earlier: JPMorgan: the average cost of Bitcoin mining is $45,000
Bernstein: bitcoin could hit $1M within 10 years
MacroMicro: the average cost of Bitcoin mining has risen to $77,000. According to CryptoQuant, this increase has prompted crypto miners to actively sell Bitcoin in June.
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Bitcoin price < Bitcoin mining cost = Bullish signal (chart)
earlier: JPMorgan: the average cost of Bitcoin mining is $45,000
Bernstein: bitcoin could hit $1M within 10 years
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🇺🇸#stocks #elections #us #history #seasonality
Goldman: seasonality in US stocks during election years
Goldman: seasonality in US stocks during election years
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🇪🇺#stocks #europe #history #seasonality
JPMorgan: seasonality in EU stocks
historically, European stocks have shown poor performance during the summer months.
JPMorgan: seasonality in EU stocks
historically, European stocks have shown poor performance during the summer months.
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🇺🇸🇪🇺#realestate #us #europe #history
JPMorgan: home prices in the US and Europe are showing no signs of decline.
JPMorgan: home prices in the US and Europe are showing no signs of decline.
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🌎#renewables #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
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✴️#BTC #halving #crypto
Bitcoin: history of post-halving returns
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historically, Bitcoin prices have seen substantial growth post-halving (chart)
historically, after each halving — the event when the Bitcoin mining reward is cut in half every four years — the cost of mining Bitcoin approximately doubles.
Bitcoin: history of post-halving returns
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historically, Bitcoin prices have seen substantial growth post-halving (chart)
historically, after each halving — the event when the Bitcoin mining reward is cut in half every four years — the cost of mining Bitcoin approximately doubles.
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🌕#gold
BBG: central banks globally have 'pushed up' the price of gold by 25% above its fair value through vigorous purchases. Significant purchases are distorting the long-term price relationships between the precious metal, real interest rates, and the dollar.
BBG: central banks globally have 'pushed up' the price of gold by 25% above its fair value through vigorous purchases. Significant purchases are distorting the long-term price relationships between the precious metal, real interest rates, and the dollar.
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🇺🇸#stocks #elections #us #history #seasonality
Goldman: seasonality in US stocks during election years
In 2024, the S&P 500 is growing significantly faster than in previous cycles.
Goldman: seasonality in US stocks during election years
In 2024, the S&P 500 is growing significantly faster than in previous cycles.
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🌎#liquidity #markets #cycles #macro
Crossborder Capital believes that another cycle of liquidity growth has begun in the global system, which will undoubtedly have a positive impact on risk assets.
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FT: the global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy — read more
Crossborder Capital believes that another cycle of liquidity growth has begun in the global system, which will undoubtedly have a positive impact on risk assets.
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FT: the global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy — read more
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⚠️🇺🇸#stocks #us #sentiment #warning
Sundial: sentiment of individual investors in U.S. stocks is currently at a historically extreme level.
Sundial: sentiment of individual investors in U.S. stocks is currently at a historically extreme level.
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🌎#renewables #solar #polysilicon
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
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