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Total assets on Fed's balance sheet
now decisively through low prior to
banking stress in March; lowest
since fall of 2021 |
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00:01 -
02/08/22 |
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2023 performance has been the polar opposite of 2022 for big
tech and the U.S. stock market |
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Factset:
It's tough to draw a direct correlation, but our last two
analyses reveal that public markets can signify the
distribution pacing patterns in the private markets |
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The China growth story just isn't panning out. Consumers
aren't participating |
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Check it out and consider joining over 8,000 other investors
at traders at MacroVisor as we cover Q2 earnings season |
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