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Stocks with large buyback programs tend to outperform the
broader S&P 500, per Barclays |
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00:01 -
02/05/24 |
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Factset:
The forward 12-month P/E ratio for
SPX
of 20.0 is above the 5-year average (19.1) and above the
10-year average (17.8) |
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Chinese
Stocks
Draw Record $3 Billion Influx by Global Funds – Bloomberg |
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Traders have been shorting EM currencies to earn higher
yields from the dollar, bringing in large FX gains this year |
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The longer-term US real interest rate (blue) is closing in
on the highs reached last October. Only reason this rate
fell back late in 2023 is because the US Treasury shifted
issuance to the very short end of the yield curve. That
trick has now been used and can't be used again... |
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