β οΈπΊπΈ#stocks #bonds #us #opinion #sentiment
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.
This media is not supported in your browser
VIEW IN TELEGRAM
β΄οΈ#BTC #sentiment #crypto
Matrixport: the nearest target for Bitcoin = $45,000. The market is FOMO-driven.
ββββββββ
an approved spot bitcoin ETF by BlackRock could be βone of the largest launches in history β Fundstrat
approval of BlackRock's spot BTC-ETF could bring a $30T influx into Bitcoin β BBG
the crypto market undervalues the potential approval of spot BTC-ETFs β K33 Research
the approval of a spot BTC-ETF will trigger a new bullish trend in the market β Bernstein
π₯#GBTC #ETHE
Matrixport: the nearest target for Bitcoin = $45,000. The market is FOMO-driven.
ββββββββ
an approved spot bitcoin ETF by BlackRock could be βone of the largest launches in history β Fundstrat
approval of BlackRock's spot BTC-ETF could bring a $30T influx into Bitcoin β BBG
the crypto market undervalues the potential approval of spot BTC-ETFs β K33 Research
the approval of a spot BTC-ETF will trigger a new bullish trend in the market β Bernstein
π₯#GBTC #ETHE
π₯πΊπΈ#stocks #us #sentiment
BofA's Sell Side Indicator has stopped its decline = the number of Wall Street strategists with a bearish outlook on stocks has reached extremely high levels = S&P 500 potentially stands ready for a rebound
BofA's Sell Side Indicator has stopped its decline = the number of Wall Street strategists with a bearish outlook on stocks has reached extremely high levels = S&P 500 potentially stands ready for a rebound
β οΈπΊπΈ#inflation #us #sentiment
US consumer inflation expectations continue to accelerate
ββββββββββ
in the U.S., a new inflation wave, akin to the 1970s, might be looming - details
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s #monetarypolicy
US consumer inflation expectations continue to accelerate
ββββββββββ
in the U.S., a new inflation wave, akin to the 1970s, might be looming - details
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s #monetarypolicy
πΊπΈ#bonds #us #sentiment
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
ββββββββββ-
Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
ββββββββββ-
Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
πͺπΊ#stocks #europe #sentiment
targets of major investment firms for the European STOXX 600 in 2024
targets of major investment firms for the European STOXX 600 in 2024
πΊπΈ#monetarypolicy #us #sentiment
Fed signals rate cuts on the way.
Markets are pricing in a 1.5% Fed rate cut in 2024.
Fed signals rate cuts on the way.
Markets are pricing in a 1.5% Fed rate cut in 2024.
βοΈπ#cash #flow #markets
in 2023, money market fund inflows reached a record high β BofA/EPFR
#stocks record cash inflows show lots of investors missed out on the stock rally β BBG
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 β Fundstrat
#sentiment SP500 could reach 6,000 by 2025 due to the recovery of the U.S. economy and AI β Yardeni
in 2023, money market fund inflows reached a record high β BofA/EPFR
#stocks record cash inflows show lots of investors missed out on the stock rally β BBG
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 β Fundstrat
#sentiment SP500 could reach 6,000 by 2025 due to the recovery of the U.S. economy and AI β Yardeni
π#copper #sentiment #renewable
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
βββββββββ
earlier: there isnβt enough copper in the world β and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
βββββββββ
earlier: there isnβt enough copper in the world β and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
β€οΈπΊπΈ#stocks #us #sentiment
JPMorgan: Ρonsensus earnings expectations for SP500 companies over the next 12 months = ATH = rosy outlook
JPMorgan: Ρonsensus earnings expectations for SP500 companies over the next 12 months = ATH = rosy outlook