Top 10 Macro/Financial Charts of the Week – w17 (2023)

https://twitter.com/C_Barraud/status/1651839905599836162

M2 money supply contracted by -1.2% m/m in March, worst on record pic.twitter.com/YHnNCl7noi

— Liz Ann Sonders (@LizAnnSonders) April 25, 2023

The bond market is pricing almost 200 bps worth of Fed cuts over the next 18 months.

This is by far the biggest amount of cumulative Fed cuts the bond market ever priced in over the last 37 years. pic.twitter.com/SpNdUdrJ8X

— Alf (@MacroAlf) April 26, 2023

https://twitter.com/C_Barraud/status/1650864888263372800

#CreditCard delinquencies are rising as #wages fall and the #economy slows.
h/t @thedailyshot pic.twitter.com/DkOxKHoxnC

— Lance Roberts (@LanceRoberts) April 25, 2023

2/ Net positioning in the futures market is often a good contrarian indicator

But there's a crucial caveat often overlooked by investors pic.twitter.com/b4yR7Kj0In

— Game of Trades (@GameofTrades_) April 28, 2023

The top 10 stocks are responsible for 86% of the overall S&500 index return. This is the most extreme concentration on record (SocGen). pic.twitter.com/VcDWf2LAjk

— zerohedge (@zerohedge) April 28, 2023

Share buybacks remain quite popular, though slightly lower than what we saw last year up to April 21st.

Source: Goldman Sachs pic.twitter.com/ZlTQev5kWE

— Markets & Mayhem (@Mayhem4Markets) April 26, 2023

https://twitter.com/C_Barraud/status/1652217732287410177

https://twitter.com/fwred/status/1651518492686839811