by Bloomberg.com | Feb 13, 2024 | AlphaTack Intel
Investor allocation to tech stocks highest since August 2020 Survey shows global growth expectations hit two-year high Investors are going “all in” on US technology stocks as they turn the most optimistic about global growth in two years, according to a survey by Bank...
by Bloomberg.com | Feb 13, 2024 | AlphaTack Intel
Business climate in housing construction dropped to record low Outlook for the coming months is ‘bleak,’ Ifo’s Wohlrabe says Sentiment among homebuilders dropped to the lowest level since records began in 1991 as Germany’s construction slump threatens to intensify...
by Bloomberg.com | Feb 13, 2024 | AlphaTack Intel
Index provider to delete 66 firms from MSCI China benchmark The changes also apply to the provider’s all-country gauge MSCI Inc. is cutting dozens of Chinese companies from its global benchmarks following a market rout that’s erased trillions of dollars in value from...
by Bloomberg.com | Feb 12, 2024 | AlphaTack Intel
Outflow shows reduced need for hedge as Fed cools inflation Retail investors yanked money after record TIPS losses The great market inflation hedge of the pandemic era is officially over. Between cash outflows and capital losses, the combined assets of the 10 largest...
by WolfStreet.com | Feb 12, 2024 | AlphaTack Intel
Extend and pretend kicks into high gear. For example, the $975 million mortgage on a San Francisco office tower. The portion of the $4.7 trillion in US commercial real estate debt that will come due this year – and in theory must be paid off through a sale,...
by WolfStreet.com | Feb 12, 2024 | AlphaTack Intel
That’s what “spread far and wide” means. During the US CRE bubble, yield-chasers not just in the US but globally gorged on invincible US CRE. We talked a lot about how exposure to the massive losses in US commercial real estate has been spread far and wide,...
