Institutional Capital is Flowing Here:

A Big Day For U.S Equities
Catch Up Quick
Softbank reports a $12B profit
McDonald’s sues its former CEO
Gold sees its worst day in 7 years
Big Ten, Pac-12 postpone college football
Joe Biden picks Kamala Harris as his running mate
Airbnb is close to filing IPO paperwork with the SEC
The average murder rate across 20 major cities ↑ 37% percent in June
Brooks Brothers is seeking a $325B sale to a duo of acquirors
The U.S. Producer Price Index jumped in July while inflation remains muted
My Wednesday Opinion
The largest mall owner in the U.S. has entered talks with Amazon to convert now vacant Sears and JC Penney stores into Amazon fulfillment centers— taking a step back, this is an early indicator that the pandemic-expedited pace of retail evolution will yield interesting opportunities as incumbents will attempt to put assets (such as real estate) to the most efficient use
Thought of the Day
Currency speculators have recently increased bets against the U.S. dollar, estimating the euro will rise to record levels
Furthermore, more and more money is flowing into the euro as well as euro-backed assets (European stocks and bonds)
In the U.S., tensions with China, an upcoming presidential election, and an untamed pandemic, among others, create a tough environment for institutional investment exposure from a risk perspective
However, Eurozone countries are highly enticing relatively speaking
This is due to many reasons, particularly an $882B relief package efficiently at work and a robust public health infrastructure effectively control COVID-19
The Bottom Lines
The development and digitization of financial systems have allowed easy access to both public and private investments in nearly any market across the globe
Between the aforementioned fundamentals and the institutional momentum towards Europe, the realm certainly appears an interesting area to put capital to work
In today’s day and age, despite macroeconomic turbulence, it can be difficult to justify large cash positions, simply given the breadth of global investment opportunity
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