Top 10 Macro/Financial Charts of the Week – w23 (2022)

🇺🇸 #SPX | Highest Number of S&P 500 Companies Citing “#Inflation” on Q1 Earnings Calls in Over 10 Years – Factset
*Link: https://t.co/l0TOdxGpue pic.twitter.com/0Rlu2BfH5U

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

Gasoline prices vs. Biden's approval rating pic.twitter.com/N4dtBVOwhK

— Joe Weisenthal (@TheStalwart) June 9, 2022

https://twitter.com/C_Barraud/status/1535626569342926848

🇺🇸 The fact that consumers see buying conditions as so poor reflects the view that sentiment could translate to weaker spending.
*There is now a high probability that the U.S. economy is already in #recession (if 2Q GDP negative).
*Chart from Bloomberg Economics ⬇ pic.twitter.com/R50lfBQtIQ

— Christophe Barraud🛢🐳 (@C_Barraud) June 12, 2022

https://twitter.com/C_Barraud/status/1535641353169805317

Global activity indicators

via @OECD pic.twitter.com/SfQrIteRPl

— Daniel Lacalle (@dlacalle_IA) June 8, 2022

https://twitter.com/C_Barraud/status/1534829071850475523

Stocks are cheap.

(and here come the dozens of "ok, but we don't know the "E" part" replies!) pic.twitter.com/vKivNdU7wT

— Mike Zaccardi, CFA, CMT (@MikeZaccardi) June 11, 2022

🇺🇸 #SPX | Everything in the #Stock Market Is Being Sped Up Including the Crash – Bloomberg
*Link: https://t.co/y5oduiXh0E pic.twitter.com/yrA0trUJj7

— Christophe Barraud🛢🐳 (@C_Barraud) June 11, 2022

Passive now accounts for half of all US domiciled fund assets pic.twitter.com/PskYHi77Z6

— Mike Zaccardi, CFA, CMT (@MikeZaccardi) June 9, 2022