|
U.S. Dollar is on the verge of
gaining for a 3rd consecutive year
but history shows that strength is
unlikely to carry over for a 4th
year which could be a potential
tailwind or risk-on assets |
|
00:01 - 22/11/23 |
|
|
| |
|
 |
| |
|
|
| |
|
Amazing how closely the S&P’s 2023 pattern has resembled the
average seasonal pattern since WW2. So far… |
| |
|
 |
| |
|
|
| |
|
The top 2 stocks in the S&P 500 (Apple & Microsoft) now
represent a combined 14.4% of the index, the highest
weighting for any two companies with data going back to 1980 |
| |
|
.png) |
| |
|
|
| |
|
Over the last 3 decades, the end of Fed tightening cycles
have been great times to rotate from stocks to bonds. We can
see it clearly in 2000, 2006 and 2018. Tough chart to fight |
| |
|
 |
| |
|
|
| |
|
Turkey's lira lures carry traders once again |
| |
|
 |
| |
|
 |
| |
|
|
