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The Russell-to-NASDAQ 100 ratio is back to COVID crash lows

00:01 - 18/05/23

BofA's Fund Manager Survey's most “crowded trades” long big tech (32%) short banks (22%) short US dollar (16%)

US retail sales increased 0.5% over the last year, the lowest growth rate since May 2020 & well below the historical average of 4.8%. After adjusting for inflation, though, the story is far worse. Real retail sales fell 4.2% over the last year, the 6th consecutive YoY decline

Rent growth continues to slow

Oil prices continue to point - unrelentingly - to global recession. We've now had multiple OPEC+ production cuts and yet - after a brief spike following each cut - oil prices have resumed their fall. Demand is weak...