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Stocks and commodities are increasingly correlated |
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00:01 -
14/05/24 |
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Total US Consumer Credit increased 2.3% over the past year,
the slowest growth rate since March 2021 |
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Goldman expects cloud capex at Microsoft + Google + Amazon +
Meta to reach almost $200bn by 2025 |
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From 2000 to 2023, the US Federal Government increased
spending by 243% versus an 83% increase in overall inflation
(CPI). That's an annualized increase in spending of 5.3% per
year, more than double the 2.5% annualized increase in CPI. |
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Power Up America theme is Goldman's top performing basket
ytd w/+37.5% driven by global data centers' eye-popping
demand for power. 17 of the 22 comps from the basket that
have reported earnings have beat estimates by an avg of
+29%. |
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