Dave: Government inflation measures are trying to settle into the 2-3% range
Source: Raymond James as of 12.11.2024
Brian: with services the entire source of inflation now that the price of goods has gone flat year-over-year
Data as of 12.11.2024
John Luke: that said, the % of inputs undergoing disinflation is no longer expanding
Source: Vanda Research as of 12.11.2024
John Luke: The US economy is still feeling the impact of COVID-era fiscal stimulus
Source: Goldman Sachs as of November 2024
Brett: part of the reason there are no developed economies expecting a recession in 2025
Source: Schwab as of 12.10.2024
Beckham: We all know tech has been a great performer, but all sectors have had some degree of upside in 2024
Joseph: partly due to the expectation that profit margins will continue to rise
Data as of 12.09.2024 via Tker
Brad: Good reference for comparing this move to past moves from bear market lows
Data as of 12.09.2024
Arch: and regardless of the future path, comparisons to the 2000 top look downright silly
Source: @SethCL as of 12.06.2024
JD: It’s been another tough year for European stocks, one of the worst relative to the US
Data as of 12.06.2024
Beckham: and while the valuation discount has been a reason some have bought international stocks, once you adjust for sector composition the discount hasn’t yet been enough to stem the tide
Data as of 12.12.2024
John Luke: It’s the money going out that’s expanding the government deficits, not the money coming in
Source: Goldman Sachs as of 12.06.2024
John Luke: and the expanding debt burden is increasingly falling on domestic holders
Dave: Meanwhile, US consumers as a whole are thriving and reducing debt burdens
Source: Goldman Sachs as of November 2024
Joseph: After being caught flat-footed into the 2023 and 2024 equity rallies, strategists are getting more aggressive with 2025 price targets
Data as of 12.12.2024
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