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Aggregate positioning in mega cap growth and tech has declined markedly, according to Deutsche Bank

00:01 - 18/09/24

The Chinese government is refusing to provide massive stimulus to artificially inflate stocks and prop up the economy

Copper stocks in warehouses monitored by the three major exchanges declined for a second week last week. Total stocks fell 36k tons to 533k, down 12% from the August peak, and once again led by declines in Shanghai (-29.9k) followed by LME (-6k) and 0.1k in NY

Global money supply has increased by more than 20.6 trillion USD since 2019

Mohamed A. El-Erian - The impressive stock market rally is no longer about a handful of tech stocks