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The S&P 500 hasn’t had a -2% day since February 21, 2023. “That is the twelfth longest such streak since 1928:” Citi’s Stuart Kaiser
— Lisa Abramowicz (@lisaabramowicz1) April 8, 2024
The median S&P 500 Vitality sector inventory has a bigger market cap than the median S&P 500 Know-how sector inventory. But Tech has a weighting of 29.5% and Vitality is at 4.2%. pic.twitter.com/Hvrr4jH8lh
— Bespoke (@bespokeinvest) April 8, 2024
Index funds make up 46% of Constancy’s property, however solely 6% of its income (which was $28b final yr, about double complete ETF trade). That hole could also be one of many causes they trying so as to add ETF surcharge on platform, the optics of which will not be well worth the cash. pic.twitter.com/3Zu59ysx5Q
— Eric Balchunas (@EricBalchunas) April 8, 2024
The place I’ve landed
1. Grocery inflation sucks.
2. Rates of interest are excessive.
3. Telling individuals “the economic system is best than your expertise of it” is a waste of time
4. However … Unemployment is low, actual wages are rising
5. And the natl economic system actually is best than ppl suppose —> pic.twitter.com/g3YJ9qlcW8— Derek Thompson (@DKThomp) April 5, 2024
Excellent news: There was an enormous leap within the labor pressure (+469,000) in March. Which means extra individuals are in search of work once more. It is a nice signal of confidence within the economic system.
Labor pressure participation = 62.7%
The slowdown in participation in Dec/Jan/Feb actually reversed in… pic.twitter.com/ENCBICz0do— Heather Lengthy (@byHeatherLong) April 5, 2024
I usually say the US govt is not in monetary bother & some accuse me of being a govt agent.
However my optimism about US govt debt extends from my optimism about CORPORATE AMERICA & the truth that US companies are vastly progressive earnings producing entities that give the USD credibility. https://t.co/qQazAFuiDe
— Cullen Roche (@cullenroche) April 2, 2024
OK, chart time! Beginning with the headline: Yet one more unexpectedly sturdy month for job progress. For all of the discuss of “cooling,” month-to-month good points have been extraordinarily regular for greater than a yr. #jobsday https://t.co/rmHl4ryJjR pic.twitter.com/7bWNNYxvSu
— Ben Casselman (@bencasselman) April 5, 2024
Lumping 55+ collectively hides essential pandemic developments. LFPR is definitely above pre-pandemic baseline for 55-64, as it’s for 25-54. Down for 65+. The pandemic didn’t merely speed up retirements. Reasonably, it appeared to bolster the 65 breakpoint. pic.twitter.com/80Ono4XBB4
— Jed Kolko (@JedKolko) April 2, 2024
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