30 charts on global equities (focus: China + Europe)
"There is a clear bid to the market in the second half of March, and the 14th sticks out to me as the local low"
"Hedge funds have been selling off tech and communication services in size"
"US stocks are suffering from a momentum unwind, not a growth scare"
"We are running out of new gold"
"Q4 earnings season reflects a character change in the market"
"The US $SPY has been the worst performing of the G7 country ETFs since Trump re-took office"
