Positive S&P 500 annual performance only due to a few tech stocks
Who is right? Equity markets more optimistic than commodity markets
If unemployment rises, equities fall
Equities at this year's high, recently driven by defensive stocks
Increased recession worries, falling yields & steeper yield curves
Managed assets of US money market funds rise to a new record
Higher for longer - already over again or just on hold?
US equities have lost relative attractiveness
Fundamentally, the air is getting thinner for US equities
The DAX showed itself from its best side in January