Τα Διαγράμματα της ημέρας

"Risk of lost decade for 60/40 portfolios from 2022 remains" -GS

00:01 - 14/08/24

This chart suggests that liquidity from the yen carry trade has flowed into the Mag7.

We have entered a massive central bank regime shift!

BofA: Sahm rule triggered if U-rate rises to 4.3% in H2'24

US executives are dumping stocks at their fastest pace in at least 10 years