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Nearly half the options on S&P 500 stocks as well as on SPY and QQQ have maturities of less than 24 hours

00:01 - 21/02/23

The rotation from US bonds to US stocks

Previously I thought they’d just ram back QE but now it’s hard for me to imagine this is going to be a decent decade for stocks

After adjusting for inflation, e-commerce retail sales fell 1% over the last year (down in 3 out of the last 4 quarters). With data going back to 2000, the only other time we've seen negative real e-commerce sales was during the 2008-09 recession

US Import Prices increased 0.8% over the last year, the smallest YoY increase since December 2020 and back below the historical average of 2%. Likely to go negative at some point in the next few months