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Total assets on Fed's balance sheet now decisively through low prior to banking stress in March; lowest since fall of 2021

00:01 - 02/08/22

 

 

 

2023 performance has been the polar opposite of 2022 for big tech and the U.S. stock market

 

 

 

Factset: It's tough to draw a direct correlation, but our last two analyses reveal that public markets can signify the distribution pacing patterns in the private markets

 

 

 

The China growth story just isn't panning out. Consumers aren't participating

 

 

 

Check it out and consider joining over 8,000 other investors at traders at MacroVisor as we cover Q2 earnings season

 

 

 

 

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