Mobility investments
McKinsey report:
“Our latest mobility start-up and investment tally shows the industry invested $120 billion in the last 24 months as it prepares for the years to come”…https://themarketear.com/
Argentina CDS
Argentina CDS price rise above 1,000 bps, highest in Macri era, as election stokes default fears. Mkts price probability of default at 53.4%… these guys just got a $50 billion bailout last year
Bearish demographics
Demographics as leader of valuation?
Stocks & sex: “trends in conceptions significantly precede expansions & contractions in the economy… Most noticeably, lows in procreation coincide with stock market lows, not economic lows, which follow shortly thereafter” – Robert Prechter – http://ow.ly/xKtP50rlhr1
