⚠️🇺🇸#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.
❗️🇺🇸#SPX #stocks #us #opinion
SP500 price target at the end of 2023:
- Bank of America: 4600
- Barclays: 4150
- BNP Paribas: 4150
- Citigroup: 4600
- Deutsche Bank: 4500
- Goldman Sachs: 4500
- HSBC: 4600
- JPMorgan: 4200
- Morgan Stanley: 3900
- Oppenheimer: 4900
-UBS: 3900
- Wells Fargo: 4420
Average: 4368
Current: 4314
Upside: -1.2%
SP500 price target at the end of 2023:
- Bank of America: 4600
- Barclays: 4150
- BNP Paribas: 4150
- Citigroup: 4600
- Deutsche Bank: 4500
- Goldman Sachs: 4500
- HSBC: 4600
- JPMorgan: 4200
- Morgan Stanley: 3900
- Oppenheimer: 4900
-UBS: 3900
- Wells Fargo: 4420
Average: 4368
Current: 4314
Upside: -1.2%
⚠️🇺🇸#monetarypolicy #recession #markets #us #opinion #warning
UBS: the potential Fed rate cut in 2024 may not necessarily be bullish for markets, as such cuts are often a response to a rapidly weakening economy
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many experts warn that historically, U.S. stocks experience significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle #history
UBS: the potential Fed rate cut in 2024 may not necessarily be bullish for markets, as such cuts are often a response to a rapidly weakening economy
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many experts warn that historically, U.S. stocks experience significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle #history
✴️🇺🇸#dedollarization #USD #fx #crypto #us #macro #opinion
the real threat to the US dollar doesn't come from the new BRICS currencies, but from digital dollar-backed stablecoins and other tokenized cryptocurrencies. Crypto "dollars" won't collapse the global financial system, but they could disrupt the cozy greenback-based settlement system. A separate threat comes from Hong Kong-based cryptocurrency companies and exchanges with direct ties to the Chinese Communist Party (CCP), which has long sought to overthrow the US dollar.
#debt weakening of the dollar's dominance in global trade and finance will lead to an increase in the cost of funding the extensive US debt.
— FT
the real threat to the US dollar doesn't come from the new BRICS currencies, but from digital dollar-backed stablecoins and other tokenized cryptocurrencies. Crypto "dollars" won't collapse the global financial system, but they could disrupt the cozy greenback-based settlement system. A separate threat comes from Hong Kong-based cryptocurrency companies and exchanges with direct ties to the Chinese Communist Party (CCP), which has long sought to overthrow the US dollar.
#debt weakening of the dollar's dominance in global trade and finance will lead to an increase in the cost of funding the extensive US debt.
— FT
🌕#gold #opinion #history
Bloomberg Intelligence: the current S&P 500/gold ratio is about 2.35x, compared to its historical median of 1.4x since 1927. If the S&P 500 stays at current levels or drops to 4,200 points, a return of this indicator to its historical norm would imply a rise in the price of gold to $3,000–3,400 per ounce.
well, or the S&P 500 experiences a significant decline #stocks
Bloomberg Intelligence: the current S&P 500/gold ratio is about 2.35x, compared to its historical median of 1.4x since 1927. If the S&P 500 stays at current levels or drops to 4,200 points, a return of this indicator to its historical norm would imply a rise in the price of gold to $3,000–3,400 per ounce.
well, or the S&P 500 experiences a significant decline #stocks
✴️#BTC #etf
SEC has indeed approved a spot Bitcoin ETF.
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Arthur Hayes anticipates a Bitcoin correction of 20-30% from any level it attains by early March #opinion
SEC has indeed approved a spot Bitcoin ETF.
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Arthur Hayes anticipates a Bitcoin correction of 20-30% from any level it attains by early March #opinion
⚠️#us #economy #tax #opinion
A high-tax era awaits us in the US. A huge national debt and high interest rates make it unprofitable to continue financing budget spending through borrowing. The only option is to raise taxes.
However, experts do not rule out the scenario of "money printing", but in that case the US could repeat the 2008 crisis scenario or trigger uncontrollable inflation #printingmoney #inflation
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*among developed countries, the U.S. has the smallest tax-to-GDP ratio = 28% (compared to Germany = 39%, France = 46%)
A high-tax era awaits us in the US. A huge national debt and high interest rates make it unprofitable to continue financing budget spending through borrowing. The only option is to raise taxes.
However, experts do not rule out the scenario of "money printing", but in that case the US could repeat the 2008 crisis scenario or trigger uncontrollable inflation #printingmoney #inflation
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*among developed countries, the U.S. has the smallest tax-to-GDP ratio = 28% (compared to Germany = 39%, France = 46%)
⚠️🇺🇸#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.