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A large divergence has formed between stocks and bonds which may not be a great sign for bulls. From the current level of real rates, the S&P 500 is 2.5x too expensive according to JP Morgan

00:01 - 03/03/23

 

 

 

There are signs that lower-wage workers are finally getting an upper hand with respect to wage gains, with lower earners earning the biggest pay raises versus higher earners in decades

 

 

 

U.S. 2-year yields once again touch the highest levels since 2007. This follows German CPI coming in hotter than expected, with a preliminary read of 9.3% in February year over year

 

 

 

Mortgage Rates ready to surpass 7% again

 

 

 

Panama Breakthrough Adds to Good News for Global Copper Supplies

 

 

 

 

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