Charles Monchau retweeted
And then the sentence that made the cover famous:
«For better or for worse, then, the U.S. economy probably has to regard the death of equities as a near-permanent condition—reversible some day, but not soon.»
— BusinessWeek, 13 August 1979
The Lost Decade Nobody Will Notice.
Answering the Only Question That Matters.
Nothing has to crash for everything to change. Where the idea of a lost decade comes from, what it feels like from the inside, and how to survive it.
Read here: thierryvonarvy.substack.com/…
US economic surprise index turns most negative in nine months
David Ingles @DavidInglesTV @Bloomberg
Charles Monchau retweeted
Good morning from Germany, where investor confidence improved more than expected in June, as the fiscal boost expectations outweigh trade fears.
The ZEW expectations index — a key measure of economic sentiment — jumped to 47.5 in June, up from 25.2 in May, and well above the Bloomberg consensus of 35. Even the current conditions index showed some improvement, rising to -72.0 from -82.0 the prev month — still negative, but moving in the right direction.
bloomberg.com/news/articles/…
Charles Monchau retweeted
U.S. retail sales fell sharply in May.
Americans are becoming cautious with their spending.
A major breakout ahead for #silver? This looks like a very long cup-and-handle formations.
@TaviCosta
Looking for sector strength? Cybersecurity names putting in work.
@TrendSpider
YTD Performance:
$CRWD +42%
$PANW +12%
$FTNT +9%
$NET +61%
Global Stocks just formed a Golden Cross for the first time since January 2023 🚨 The last one sent prices soaring 43% over the next 2 years 📷<📈
@Barchart
📈 U.S. Foreign Net Financial Assets Surpass 100% of U.S. M2 Money Supply Since Q2 2024 Since Q2 2024, U.S. foreign net financial assets—total foreign financial assets held in the U.S. minus U.S. claims on foreign entities—have exceeded the U.S. broad M2 money supply. By Q1 2025, this ratio reached 104%, underscoring the growing scale of foreign financial claims relative to domestic money supply.
@econovisuals
#financial #bonds #equity #stocks #BroadMoney #investment #investing
+42% YoY $EIS Israeli stock market continues moving into all-time highs
@tEconomics@GaughanRogue @MikeZaccardi
⚠️Japanese insurers' unrealized LOSSES are HUGE: Biggest 📷 insurers’ paper losses on their domestic bond holdings hit a record ¥8.5 TRILLION ($60B) in Q1. Nippon Life, the largest 📷 👇
@GlobalMktObserv
According to Bank of America's Fund Manager Survey, investors are more underweight on the US dollar than at any point in the past 20 years.
@Schuldensuehner @BankofAmerica
US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
@GlobalMktObserv
