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Growth equity valuations during periods of 10Y UST sell offs
(>100bps) since 2010 |
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00:01 -
10/03/21 |
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Regional
bank etf vs 10yr yield. looking at specific bank
stocks they look quite constructive.. |
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The number of container ships waiting to offload at the
neighboring ports of Long Beach and Los Angeles stays
elevated |
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Unemployment among those who recently obtained a degree
almost doubles to 12% in the UK |
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Our take on why the U.S. and China's economic policies are
headed in opposite directions and what that means for the
world: "The U.S. locomotive is back on track" |
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