Equity performance in the US and China has mirrored the flow of capital

Standard and Poor’s has just released data on the market cap and share of the S&P 500 that the Top 10 stocks make up. The data show that once again the US stock market has become the most concentrated in the past 150 years.

Beim Thema Energiewende verfolgt Deutschland einen festen Plan: Abkehr von fossilen Brennstoffen und Verzicht auf Atomenergie – gleichzeitig massiver Aufbau der Elektromobilität. An den globalen Rohstoffmärkten wird diese Vision derzeit aber nicht geteilt.

"Travaux Pratiques: Ce qu'il faut avoir ou ne pas avoir dans les Marches des Actions en Euroland"

Magnificent 7 significantly outperformed other stocks in 2023

China gains export share outside the U.S.

10 Years Ended 31 December 2022

20 Years Ended 31 December 2022

Historical drawdowns of 15% or more in the S&P 500 Index*

The lagged effect of inflation.

"Despite the historically high unexpected inflation, current revisions to long-term inflation expectations remain around 20 basis points, similar to the revisions in 2018 and slightly smaller than revisions in 2014."

The Austria 100 years bond price is down almost 50% from its 2020 all-time-high...