Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
BofA investment strategist Michael Hartnett’s research reportcame out last week but I just got a copy now. It features a host of “must-know stats for investors,” which include
“$255 trillion: value of all global bonds & stocks today, up 2.5x since the 2008 GFC. 6.0x: Wall St 6.0x the size of Main St , near all-time highs. $313 trillion: size of global debt, now over 3x the value of world GDP. 0: value of global debt with a negative yield, down from $18tn peak in 2020. 100 days: US govt debt currently rising by $1 trillion every 100 days. #1: US accounts for 44% of global government bond market, 65% of global equity market ...
“The window for a fundamentally driven constructive view on the oil complex has been closing. The most common, relatively constructive view is that prices will remain in a tight range around the $80/bbl Brent mark. Conversations to start the summer were surprisingly US -centric but have since evolved to a broader focus on the macroeconomic risks, with the fundamental track record in Asia far enough along that it has become a key talking point for most sectors even outside energy markets.
“Restore top individual income tax rate to 39.6 percent on income above $400,000 for single filers and $450,000 for joint filers. GHLD, LDI, UWMC; ARHS, BC, CHEF, GD, RH, TXT, WSM … Set new rules and penalties to prohibit food and grocery companies from expanding profit margins more than warranted. COST, HSY, K, MDLZ, PG, TGT, WMT … Continue antitrust enforcement and reduce hidden fees.
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