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 |
|
|
|
|
|
|