π#liquidity #markets #cycles #macro
Crossborder Capital believes that the cycle of liquidity growth will continue to rise in the global system, which will undoubtedly have a positive impact on risk assets.
Crossborder Capital believes that the cycle of liquidity growth will continue to rise in the global system, which will undoubtedly have a positive impact on risk assets.
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β οΈπΊπΈ#USD #fx #elections
HSBC: uncertainty over the outcome of the US presidential election would be negative for the USD.
#history the last US election with an uncertain outcome was in 2000 between Gore and George W. Bush, and the dollar fell significantly then.
HSBC: uncertainty over the outcome of the US presidential election would be negative for the USD.
#history the last US election with an uncertain outcome was in 2000 between Gore and George W. Bush, and the dollar fell significantly then.
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π’#oil
BBG: hedge funds and asset managers have cut their bullish bets on WTI oil to a 14-year low.
BBG: hedge funds and asset managers have cut their bullish bets on WTI oil to a 14-year low.
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US gas production is falling for the first time since 2000, as a sharp drop in prices makes extraction less profitable. This shift is prompting producers to reduce the number of active drilling rigs or halt production altogether β US Department of Energy.
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US gas prices could rise due to reduced production (chart)
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π#logistic #container #world
Ρontainer shipping costs continue to decline.
historically, the Shanghai rates have served as a leading indicator.
β οΈ#DAC
Ρontainer shipping costs continue to decline.
historically, the Shanghai rates have served as a leading indicator.
β οΈ#DAC
π3
πΊπΈ#stocks #us #seasonality #elections
Goldman: US stock market is entering its strongest seasonal period of the year.
Goldman: βFOMOβ could help drive stocks higher after US election
@scorpi18
Goldman: US stock market is entering its strongest seasonal period of the year.
Goldman: βFOMOβ could help drive stocks higher after US election
@scorpi18
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πΊπΈ#realestate #office #us
Goldman: the cost of office real estate in US central business districts (CBDs) has plummeted to levels last seen during the 2008 mortgage crisis. Meanwhile, office real estate prices in suburban areas appear to have stabilised and are likely to have bottomed out.
WSJ: investors are showing renewed interest in office properties
βοΈ#ONL #EQC
Goldman: the cost of office real estate in US central business districts (CBDs) has plummeted to levels last seen during the 2008 mortgage crisis. Meanwhile, office real estate prices in suburban areas appear to have stabilised and are likely to have bottomed out.
WSJ: investors are showing renewed interest in office properties
βοΈ#ONL #EQC
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β΄οΈ#BTC #mining #costprice
the average cost of mining bitcoin among the largest publicly traded mining companies has fallen to $49,500 β CoinShares
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#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5 (chart)
the average cost of mining bitcoin among the largest publicly traded mining companies has fallen to $49,500 β CoinShares
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#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5 (chart)
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πΊπΈ#stocks #us #elections
TS Lombard: historically, the S&P 500 has performed better in the 12 months following a US presidential election under Democratic presidents than under Republican presidents.
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over the past 70 years, $1000 invested in the US stock market during Republican presidencies would yield $27,400 today, while it would yield $61,800 during Democratic presidencies. However, those who stayed invested regardless of political affiliation would see $1,680,000 today (chart)
TS Lombard: historically, the S&P 500 has performed better in the 12 months following a US presidential election under Democratic presidents than under Republican presidents.
ββββββββββββ
over the past 70 years, $1000 invested in the US stock market during Republican presidencies would yield $27,400 today, while it would yield $61,800 during Democratic presidencies. However, those who stayed invested regardless of political affiliation would see $1,680,000 today (chart)
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β οΈπΊπΈ#inflation #us #history #monetarypolicy #warning #analogy
Nordea: dynamics of US consumer inflation: Today vs. the 1970s.
Many experts now expect Trump's policies, including tax cuts, to be more inflationary, potentially complicating the Federal Reserve's efforts to lower interest rates.
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Fed's greatest fear is a resurgence of inflation, reminiscent of the 1970s (chart)
Nordea: dynamics of US consumer inflation: Today vs. the 1970s.
Many experts now expect Trump's policies, including tax cuts, to be more inflationary, potentially complicating the Federal Reserve's efforts to lower interest rates.
ββββββββββββ
Fed's greatest fear is a resurgence of inflation, reminiscent of the 1970s (chart)
π5
β οΈπΊπΈ#stocks #us #warning #buffett
the rise in the proportion of cash on Berkshire's balance sheet to record levels is a worrying signal for the stock market ... Buffett doesnβt claim to be an expert at market timing, but he knows when stocks are expensive β read more
the rise in the proportion of cash on Berkshire's balance sheet to record levels is a worrying signal for the stock market ... Buffett doesnβt claim to be an expert at market timing, but he knows when stocks are expensive β read more
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