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The S&P 500 is up 18.4% in the first 168
trading days of 2024, the 15th best start to a year going
back to 1928 and best start to a presidential election year
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00:01 - 16/09/24 |
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BofA's Global EPS Growth Model points to
slowing earnings growth, moving down from 11% in July to 3%
at the end of this year. |
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Treasuries and and base metals price a
recession as other asset classes, like stocks and credit do
not |
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Standard of living in Poland overtaking Spain & Italy within
just one generation is simply amazing |
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Some welcome relief, prices at the pump have dropped to
February lows (and could go lower from here) |
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