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JPMORGAN: “.. excess household
liquidity (cash-equivalent assets)
has fallen from peak of $3.4T to
$1.0T and should largely be
exhausted by 2Q24. Importantly, even
as of 2Q23, nearly all the
inflation-adjusted excess cash sits
with the relatively affluent (top
20%).”
[Dubravko] |
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00:01 -
01/11/23 |
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Hedge funds are angrily shorting the heck out of this market |
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Headline inflation continues to decelerate, from 9.2% in
2022 to 5.9% in 2023 and 4.8% in 2024, but most countries
aren’t likely to return inflation to target until 2025 |
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GameStop closed at a 32-month low today, down 90% from its
peak in January 2021 |
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Earnings misses are leading to an average drawdown of 3.19%
and beats an average bid of 1.36% |
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