📊 Also: Meta mega up; US labour red hot; CSI 5-yr low vs Nifty all-time high; Paytm limit down… again; US Offices, Banks and a Tail Risk 🎓 IN- DE- DISIN-flation
📊 Also: US Commercial Property hurting banks; Yields fall; Mag7 all UP; Apple’s huge services; AWS grows; Zuck’s Divi; euro inflation slows, Paytm crashes 🎓 SPACs
📊 Also: Fed (stays) Put; Mag7 Down; Zuck’s sorry; Novo surge; China and Aussie Records; Samsung E’s rough year 🎓 Board of Directors
📊 Also: HK delayed reaction; Eurorecession-not-a-recession; WalMart Split! 🎓 Margins? Gross!
📊 Also: … Yet HK up; US record; Roomba hits Wall; Fed Wed; BlackRockBull; Europe 2yr high; Holcim’s US infra play 🎓 Bad Banks! AMCs and bad debts
📊 Also: US ends streak; Americans spend; Luxury rallies, Europe surges; Bayer Bayoneted (again) 🎓 How Fabless! Semiconductors
📊 Also: US GDP beats, S&P 5th record; China fires BazookaRRR, Squeezes Crowd; Japan’s X; Data centres eat electricity (lots!) 🎓 Triple R (reserve ratios)
📊 Also: US 3rd record; Netflix so Chill; HK tech surge; Ultra-loose Japan, Bitcoin post-ETF slump 🎓 Crowded Trades (All In The Price)
📊 Also: US highs; Japan exports; HK/China’s bazooka-less; Foreclosures surge 🎓 Free Cash Flow
📊 Also: US records Records; TSMC surges; HK/China’s dead cat; Japan to stay negative 🎓 Company Bonds
📊 Also: HK China rebound; TSMC drops and beats; Indo-BYD?; Robinhood Addiction 🎓 Passive Funds
📊 Also: HK dives; China tanks; Lagarde says Summer, not Spring; US consumers spend and spend 🎓 The Hang Seng Index