Stocks’ valuations are even more stretched if inflation expectations are factored in, with the market’s expected earnings yield more negative than it has ever been...
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Do Trump’s worker-first policies save America... or destroy it?
AI Is Now A Debt Bubble Too, Quietly Surpassing All Banks To Become The Largest Sector In The Market
"A repricing could be significant for broader markets."
Owning that decay risk in a world where headline risk is huge and daily noise is rife is not attractive...
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"A great day in the Middle East!" Trump proclaims.
BlueAnon in full force...
"A liquidity glut and the AI boom keep the party going for equities"
...a shortage of freely available silver in the key London market has supported prices, while also pushing up the cost of borrowing the metal sharply.
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Analyst estimates once again show a sharp deceleration in earnings growth for the Magnificent 7, setting another low bar for the mega-caps this quarter.
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"Leftist political terrorism is a clear and present danger..."
Photos of the son being led away in handcuffs were also published in a variety of German media outlets...
However, the underwhelming 2030 forecast disappointed investors, according to UBS analyst...
"On a number of measures, equity market valuations appear stretched, particularly..."
It’s happening all over the country, and it happened overnight...
"French President Emmanuel Macron will reportedly name a new prime minister by Friday evening, having avoided the need to call..."
The move is reminiscent of Zohran Mamdani’s call to seize unoccupied luxury condos in New York and give them to the homeless...
US equity futures are flat whilst crude slips after Israel-Hamas agree ceasefire deal - Newsquawk US Market Open
NS
- China’s government announced export controls on rare earth materials.
- Hamas-Israel agreed to a Gaza ceasefire deal; conflicting reports whether the ceasefire is in effect, though the Israeli Deputy Foreign Minister confirmed that it is.
- European bourses are mixed whilst US equity futures trade around the unchanged mark.
- DXY grinds higher amid continued NZD losses and a heavy GBP.
- OATs outperform as the odds of fresh legislative elections diminish, USTs await Fed speak.
NS
...founded in 2010, by Stanford University graduates Kevin Systrom and Mike Krieger as a photo sharing app called Burbn
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