β οΈπ¨π³#population #china #macro
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
π#gold #hedge #inflation #history
Goldman: gold does not provide long-term protection against inflation.
historically, gold outperforms inflation only about 50% of the time over a 19-year window.
#stocks US equities are a better long-term inflation hedge than gold.
Goldman: gold does not provide long-term protection against inflation.
historically, gold outperforms inflation only about 50% of the time over a 19-year window.
#stocks US equities are a better long-term inflation hedge than gold.
π₯πΊπΈ#buyback #stocks #us #forecast
BofA: company buybacks in the S&P 500 are at historically high levels.
Goldman: increased corporate buybacks are expected to bolster US equities.
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Ρorporations have ample cash to spend on buybacks (chart)
since 2011, buyback programs have been the primary catalyst for S&P 500 growth (chart)
BofA: company buybacks in the S&P 500 are at historically high levels.
Goldman: increased corporate buybacks are expected to bolster US equities.
βββββββββ
Ρorporations have ample cash to spend on buybacks (chart)
since 2011, buyback programs have been the primary catalyst for S&P 500 growth (chart)
π#commodity #stocks #us #macro
Π‘ommodities/SP500" ratio is at historically low levels
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Nasdaq 100 relative to commodity markets is at historically low levels (chart)
Π‘ommodities/SP500" ratio is at historically low levels
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Nasdaq 100 relative to commodity markets is at historically low levels (chart)
β΄οΈ#ETH #crypto #etf
Ethereum ETF has been approved in the US.
SECβs ETF decision means ETH and βa lotβ of other tokens are not securities
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Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000.
QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved.
Bernstein: the approval of a spot Ethereum ETF will drive a 75% surge to $6,600
Ethereum ETF has been approved in the US.
SECβs ETF decision means ETH and βa lotβ of other tokens are not securities
ββββββββββββ
Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000.
QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved.
Bernstein: the approval of a spot Ethereum ETF will drive a 75% surge to $6,600
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β΄οΈ#SOL #crypto #etf
Experts believes Solana will have the next Spot ETF
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Bloomberg analyst James Seyffart stated that after the futures ETF is approved by the CFTC, a spot SOL ETF could be approved within a few years. The new FIT21 law may expedite this process. However, the SEC has made it clear that it considers Solana a security, which could significantly complicate its path to ETF approval.
The SECβs ETF decision means that Ethereum and many other tokens, such as Solana, are not considered securities.
Experts believes Solana will have the next Spot ETF
ββββββββββββ
Bloomberg analyst James Seyffart stated that after the futures ETF is approved by the CFTC, a spot SOL ETF could be approved within a few years. The new FIT21 law may expedite this process. However, the SEC has made it clear that it considers Solana a security, which could significantly complicate its path to ETF approval.
The SECβs ETF decision means that Ethereum and many other tokens, such as Solana, are not considered securities.
investment banks' forecasts for the Fed funds rate: decline from 2024.
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historically, US stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle. (chart)
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historically, US stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle. (chart)
β οΈπΊπΈ#inflation #us #opinion
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect β read more
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the current inflation dynamics in the US closely resemble those of the 1970s.
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
Kenneth Rogoff (who predicted the 2008 financial crisis ): another bout of inflation could occur sooner than markets expect β read more
ββββββββββ
the current inflation dynamics in the US closely resemble those of the 1970s.
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
πͺπΊ#inflation #europe #macro
Eurozone Ρonsumer inflation is approaching the target of 2%
#monetarypolicy ECB hints at a possible rate cut in the near future = bearish for #EUR
Eurozone Ρonsumer inflation is approaching the target of 2%
#monetarypolicy ECB hints at a possible rate cut in the near future = bearish for #EUR
π’#oil #forecast #marketsize
Goldman: peak oil demand to occur by 2034 β report
Goldman remains optimistic about the petrochemical industry and the production of middle distillates (diesel and jet fuel). #petrochemical #refining #biofuel
Goldman: peak oil demand to occur by 2034 β report
Goldman remains optimistic about the petrochemical industry and the production of middle distillates (diesel and jet fuel). #petrochemical #refining #biofuel