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The US population has increased 87% since 1960 but fewer homes are being built today than back then

00:01 - 29/11/23

 

 

 

Visualizing why homeowners don't want to move

 

 

 

The Nasdaq 100 and S&P 500 ETFs are now less than 2% below their all-time high while the Russell 2000 ETF (small caps) is 24% below its high and the ARK Innovation ETF is 71% below its high

 

 

 

Goldman's CTA model shows that these momentum-driven traders have flattened out their shorts recently

 

 

 

Spreads for low-rated Chinese local-government financing vehicles’ notes are narrowing to near a record, reflecting investors’ improving outlook that the nation’s measures to support debt-laden provinces may bear fruit

 

 

 

 

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