7
Corporate defaults, plus household savings, 2024 market expectations from Presidential cycles, and used car prices
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12
The hard part is over (Goldman outlook), plus bankruptcies, MBS/TSY disconnect, and Bitcoin HODLers
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7
The manufacturing economy, plus Apple, 2023 IPO window, and rate expectations
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8
The final hike, plus S&P 500 year-end outlook, job openings, and China's credit outlook cut
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7
Equity flows remain depressed, plus the banner month for bonds, commercial real estate, and financial conditions ease
blakebmillard.substack.com
6
December is here!, plus equity flow, volatility on stock returns, bank losses, and bearish sentiment collapses
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7
Leadership within the S&P 500, plus AI/cybersecurity, volatility, and Charlie Munger
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8
Relief in Treasury yields, plus earnings, Black Friday, U.S. oil production, and Amazon's delivery business
blakebmillard.substack.com
The Sandbox Daily
market trends and charts
Sam McCallum
Marc Rubinstein
Caleb Franzen
Sam Ro, CFA
Scott Brown, CMT
Hello, Sandbox friends. Come check out the charts and data that define each market session and the direction of global capital markets.
The Sandbox Daily
blakebmillard.substack.com
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