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The S&P 500 equity risk premium is
nearing zero for the first time in
over two decades. |
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00:01 -
24/10/23 |
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A P/E of almost 45 for the Magnificent 7 is evidence that
this year's rally has been led mostly by multiple expansion
rather than actual growth |
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S&P:
Markets have more firmly priced in higher-for-longer
interest rates in advanced economies. This, combined with
the potential for oil prices to head higher than previously
anticipated, has weakened most
EmergingMarkets
currencies |
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Everyone loves round numbers ... 8% for the first time since
2000! |
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Gold approaching $2,000/oz again, now poised for a
historical break out that could mark the beginning of
another long-term cycle |
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