π#stocks #watchlist #world
here are some stocks to consider for your portfolio:
- Raiffeisen Bank (#RBI)
- Orion Office REIT (#ONL)
- Qifu Technology (#QFIN)
- Bread Financial (#BHF)
- LexinFintech (#LX)
not an investment advice. If you want to view my portfolio, check here, but access comes with a fee.
here are some stocks to consider for your portfolio:
- Raiffeisen Bank (#RBI)
- Orion Office REIT (#ONL)
- Qifu Technology (#QFIN)
- Bread Financial (#BHF)
- LexinFintech (#LX)
not an investment advice. If you want to view my portfolio, check here, but access comes with a fee.
βοΈπ#economy #world #deglobalization #worldtrade
JPMorgan: deglobalization has been a myth. Instead, trading patterns have shifted. Notably, there is the Middle East corridor and the Latin America corridor, along with connector economies that play a crucial role in the supply chain, such as Mexico, Poland, Vietnam, Indonesia, and Morocco.
JPMorgan: deglobalization has been a myth. Instead, trading patterns have shifted. Notably, there is the Middle East corridor and the Latin America corridor, along with connector economies that play a crucial role in the supply chain, such as Mexico, Poland, Vietnam, Indonesia, and Morocco.
βοΈπ#election #world #geopolitics #history
2024 is expected to be the most politically intense year on record
2024 is expected to be the most politically intense year on record
π₯π#liquidity #markets #world #forecast #macro
FT: global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy
#stocks the growth of global liquidity ultimately leads to significant increase in prices of risky assets, albeit not necessarily immediately
#BTC Bitcoin price is highly correlated with changes in global liquidity (chart)
FT: global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy
#stocks the growth of global liquidity ultimately leads to significant increase in prices of risky assets, albeit not necessarily immediately
#BTC Bitcoin price is highly correlated with changes in global liquidity (chart)
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.
π#logistic #container #world #macro
Ρontainer shipping costs are rising again.
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
Ρontainer shipping costs are rising again.
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
π#logistic #container #world #macro
Ρontainer shipping costs continue to rise
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
Ρontainer shipping costs continue to rise
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
β οΈπ#markets #world #crisis #warning
Goldman's fundamental "bear market" indicator (made from a mix of jobs data, inflation, the yield curve, the manufacturing index, valuations, and the net savings of households and businesses) points to the potential onset of a global financial market collapse.
ββββββββββββ
Stifel: US stock market bubble continues to inflate. It will burst in 2025 (chart)
Goldman's fundamental "bear market" indicator (made from a mix of jobs data, inflation, the yield curve, the manufacturing index, valuations, and the net savings of households and businesses) points to the potential onset of a global financial market collapse.
ββββββββββββ
Stifel: US stock market bubble continues to inflate. It will burst in 2025 (chart)
π#commodity #stocks #world
UBS: historically, commodities show similar risk/return properties as equities, but with sustained periods of strong out- and underperformance
UBS: historically, commodities show similar risk/return properties as equities, but with sustained periods of strong out- and underperformance
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