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The
equal-weighted S&P is unchanged since February |
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00:01 -
18/06/24 |
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“Rule of 20” (which suggests market is fairly valued when
P/E and CPI year/year add to 20) suggests S&P 500 continues
to look expensive relative to history |
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The tech sector made up 34% of the S&P 500 at the peak of
the Tech Bubble in 2000. |
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Did you know that hedging costs are at all-time lows for the
S&P 500 and Eurostoxx 50?
Not a terrible time to consider protecting portfolios. |
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The biggest drag on PPI m/m was energy (as seen below),
which helped to pull down goods and the broader index. |
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