참고

데이터

Fed watch [https://www.cmegroup.com/ko/markets/interest-rates/cme-fedwatch-tool.html]

 

5years breakeven inflation rate [https://fred.stlouisfed.org/series/T5YIE]

 

Delinquency rate on credit [https://fred.stlouisfed.org/series/DRCCLACBS]

 

M2 [https://fred.stlouisfed.org/series/WM2NS]

 

SOFR - IORB Spread

Fear&greed  [https://edition.cnn.com/markets/fear-and-greed]

(Junk bond spread, Vix, Put/call ratio 모두 포함)

명목 GDP - S&P OPM 그래프

 

사이트

Finviz [https://finviz.com/]

Macrotrends [https://www.macrotrends.net/]

trading view [https://www.tradingview.com/]

seeking alpha [https://seekingalpha.com/]
value investors club [https://www.valueinvestorsclub.com/]

13F [https://whalewisdom.com/filing/latest_filings]

dataroma : 대가들 포트폴리오 추적 [https://www.dataroma.com/m/home.php]

야데니 리서치 [https://yardeni.com/]

닉 티미라오스 [https://x.com/NickTimiraos]