FlowBank

1220 days ago

The big "crocodile jaws": Global Stocks are significantly diverging from Global Sovereign Bond Yields

While global stocks are trading at record high levels, the aggregate sovereign bond yield is at the lowest level since August. Which one would give up? - source: Bloomberg, www.zerohedge.com 

Global stocks vs. global bond yields

1222 days ago

Jeremy Siegel sees the S&P 500 moving higher in 2021 for at least 3 reasons
Jeremy Siegel told CNBC on Friday the stock market's record rally is sustainable and laid out three factors that will make 2021 a "very good year". The Wharton professor of finance is eyeing record levels of liquidity, better-than-expected vaccine progress, and the outcome of the US election. Siegel is also forecasting that corporate earnings will beat expectations in 2021 - Source: Markets Insiders
Jeremy Siegel remains bullish

1224 days ago

The BIGGEST EVER 3-week inflow into global equities

Investors jumped into global equities 2 feet first in the past 3 weeks - it has been the biggest move into global stocks ever - surpassing former peak in 2018

#Stocks
The BIGGEST EVER 3-week inflow into global equities

1225 days ago

Chart of the day: what a month...

Source: Bloomberg, Mizuho International 

Month to date returns by asset classes

1232 days ago

Sources of total returns saw a big shift last week (FANG -> Crypto)

One of the worst performers has been tech with the US NYFANG index -3.8% since the vaccine news.... One of the oddities has been the dramatic divergence between Gold (-3.6%) and Silver (-4.4%) on the one hand and Bitcoin (+13.4%) on the other. - Deutsche Bank's Jim Reid

Sources of total returns saw a big shift last week (FANG -> Crypto)
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