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The Eurozone: French stocks have not seen this level of underperformance since 2010.
Equities: US fund inflows are hitting extreme levels.
The scatterplot below illustrates forward earnings yield versus implied volatility for different equity factors, comparing expected performance with perceived risk.
Rates: JP Morgan’s clients are increasingly upbeat on Treasuries.
Cryptocurrency: Bitcoin surpassed the $100k milestone.
Energy: The global crude oil market will be well supplied next year.
The United States: The AEI Housing Center sees home price appreciation at 4.4% in October (YoY), strengthening somewhat in November and December.
Food for Thought: Mobile network speeds by country:
Edited by William Villacis
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