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1100 days ago

Biden's infrastructure bill is expected to breakdown as follows

Today Biden will give a speech to confirm the details and explain how it will be paid for (taxes)

#Macro
Biden's infrastructure bill is expected to breakdown as follows

1101 days ago

Swiss leading economic indicator smashes expectation on vaccine optimism

Switzerland March KOF leading indicator index 117.8 vs 104.3 expected. The data measures the future trends of overall economic activity in the Swiss economy.

#Macro
Swiss leading economic indicator smashes expectation on vaccine optimism

1102 days ago

$75k income cap meant not many stimmy checks went into the market

"Refinitiv indicates that eight in 10 (80%) of Americans plan to mainly put their stimulus checks into either savings (48%) or pay down debt (32%). Of the remaining Americans, only one in five (20%) plan to mainly do otherwise by either spending (15%) or investing (5%) the amount they receive."

#Macro
$75k income cap meant not many stimmy checks went into the market

1102 days ago

Q1 has been massive for Asia value vs. momo stocks. More to come?

Value has not out-performed growth for more than 2 quarters since 2008. Will growth make a comeback in Q2 ?

#Stocks #Macro
Q1 has been massive for Asia value vs. momo stocks. More to come?

1102 days ago

Most crowded trades underwhelming in March as most-shorted jump

Dismal performance among the most crowded long positions contributed to their losses. U.S.-based long-short hedge funds are still 201% leveraged, only 9% lower than January’s decade-high.

#Macro
Most crowded trades underwhelming in March as most-shorted jump
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