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The Top 5 companies in the S&P 500 now
account for 27% of the
SPX,
a record high that even surpasses the peak of the Dot Com
Bubble |
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00:01 -
07/06/24 |
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The US Bond Market has now been in a drawdown for 46 months,
by far the longest bond bear market in history. |
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The Fed's preferred measure of inflation (Core PCE) moved
down to 2.75% in April, the lowest since March 2021. The Fed
Funds Rate is now 2.5% above Core PCE, the most restrictive
monetary policy we've seen since September 2007. |
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The tightest labor market in US history continues to loosen.
Job Openings have moved down to 8 million, the fewest since
February 2021 |
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The Top 3 companies in the S&P 500 (Microsoft, Nvidia, &
Apple) now make up 19.7% of the index, the highest
concentration on record with data going back to 1980.
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