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Short Sellers See Distress Emerging in Apartments as Borrowing Costs Surge – Bloomberg

00:01 - 01/02/24

 

 

 

6 of the "Magnificent 7" are expected to be the top 6 contributors to year-over-year earnings for the SPX for Q4 2023

 

 

 

4 of the "Magnificent 7" are expected to be the top 4 contributors to year-over-year earnings for the SPX for Q1 2024.

 

 

 

Both managed money (top) and retail (bottom) remain quite bullish

 

 

 

Italy grew 0.2% in 4Q (slightly more than expected), Germany contracted 0.3% (matching very early estimate from two weeks ago)

 

 

 

 

 

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