Τα Διαγράμματα της ημέρας

Top 25 stocks driving S&P 500 index in 2021, via GS

00:01 - 07/01/22

Purely FYI on how overvalued our housing market is: All NZ’s houses are now worth 4.8 times our GDP, while the NZX is worth 0.6 x NZ GDP. For comparison’s sake, US stocks are worth 2.2 x US GDP and the US housing market is worth 1.7 x US GDP.

What's Behind The Surge In Yields That Sent Tech Stocks Tumbling, And What Happens Next

The selloff in Chinese tech stocks is just absolutely relentless

Robin Brooks: Mexico is seeing unusually large portfolio outflows (lhs, pink), due to foreigners selling their stocks & bonds. These kind of outflows can signal a crisis of confidence among foreign investors. Brazil saw similar outflows (rhs, pink) after "Operação Lava Jato" began in 2014...