Month: January 2024

Vietnam’s Exports Rise 42%

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🇻🇳 🇻🇳 The value of Vietnam’s overseas shipments increased 42% from a year earlier compared with the median estimate for a 31% increase in a Bloomberg survey of economists. Imports rose 33.3%, while the trade surplus widened to $2.92 billion
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Nasdaq’s PE Ratio Overtakes Chinese Stocks

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🇺🇸 🇺🇸 Nasdaq’s price-to-BOOK ratio is now larger than Chinese stocks’ price-to-EARNINGS multiple
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Eurozone Avoids A Recession

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🇪🇺 🇪🇺 The euro zone economy stabilized in the fourth quarter of 2023. Germany, posted a 0.3% contraction in the final quarter of the year. The country narrowly skirted a technical recession due to an upwards revision to its reading for the third quarter
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Dubai Property May Rise Further

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🇦🇪 🇦🇪 Property values in Dubai may climb as much as 12% this year, an increase that risks pricing some people out of the expatriate-dominant city, according to real estate consultancy Cushman & Wakefield Core
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Morgan Stanley Turns Bullish On Banks

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🚨 🚨 Morgan Stanley analysts are turning bullish on major US banks on expectations that pending regulatory changes for higher capital levels will be less onerous than the current proposal, opening the door for an increase in buybacks
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Bond Yields Drop Below 4.04%

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🚨 🚨 Treasury yields continue to dribble lower today. 10-year yields in the US are falling below 4.04%

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Tata Motors At Record High

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🇮🇳 🇮🇳 Tata Motors at record high, stock up nearly 5%
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US Office Vacancies At Record

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🚨 🚨 Office vacancies hit a new record high in the US, per Axios
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Global Cross Border Money Flows Rise

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🚨 🚨 The flow of money moving across borders is rebounding from a record low as investors prepare for interest-rate cuts globally, according to the world’s largest custodian bank BNY Mellon
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