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United States: Americans are moving into lower-density communities within their metro areas. Regional mortgage data provide the evidence for this trend (see comment below).
Eurozone: Hedge funds continue to boost their bets on the euro. When this crowded trade reverses, the selloff is going to be violent.
Emerging Markets: The Brazilian real popped last week.
Brazil’s loan growth is accelerating.
Equities: The recent outperformance of growth vs. value has been remarkable.
Global Developments: Hedge funds are pressing their bets against the US dollar.
Food For Thought: COVID cases at US universities:
Edited by Daniel Moskovits
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