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Amazing how closely the S&P’s 2023
pattern has resembled the average
seasonal pattern since WW2. So far… |
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00:01 - 01/12/23 |
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The top 2 stocks in the S&P 500 (Apple & Microsoft) now
represent a combined 14.4% of the index, the highest
weighting for any two companies with data going back to 1980 |
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U.S. Dollar is on the verge of gaining for a 3rd consecutive
year but history shows that strength is unlikely to carry
over for a 4th year which could be a potential tailwind or
risk-on assets |
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The average American consumer is expected spend $1,652 on
the holidays this year, a 13.5% increase from last year's
total (source: Deloitte survey). |
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The Fed's balance sheet hit its lowest level since May 2021
this week, down $1.15 trillion from the peak in April 2022. |
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