Foreign investors’ allocation in US equities is currently as extreme as they were at the very peak of the tech bubble.

By: Otavio (Tavi) Costa

Supercore PCE jumped by 0.6% MoM, the largest increase since March 2022.

By: Daily Chartbook

Interview: Torsten Slok, Chief Economist at Apollo Global Management, Inc. - Interest Rates Will Stay Higher for Longer

By: Michal Stupavsky, CFA

Everything, Everywhere, All at Once

The CRE market is struggling, everywhere. Europe’s economy grows at a snail’s pace, as cap rates, financing rates led the levered CRE Fund manager into a trap.

By: Bruce Richards

"The world is getting seriously concentrated into the US. This is how global market cap has been divided in the 124 years covered by the [UBS] database."

By: Daily Chartbook

When you invest in US debt, think twice...

By: Charles-Henry Monchau, CFA, CMT, CAIA

Not rate cuts, but Rate Hikes?!?

By: Charles-Henry Monchau, CFA, CMT, CAIA

Basically what he said is that we are in a BUBBLE.

By: Yelena C.

There are many indicators that help investors determine whether there’s value in the market or it has gone ahead of itself. One of the simplest ones, is the so called “Buffet indicator”, which simply looks at the total market cap of the equity market, using the Wilshire 5000 index as a proxy, as a percentage of U.S. gdp.

By: Gustavo A. Cano

Americans are spending more than 11% of their disposable income on food, per federal data — the highest level in more than three decades, matching 1991, the Wall Street Journal reports. Groceries and restaurants are both getting more expensive.

By: Axios