Top 10 Macro/Financial Charts of the Week – w5 (2021)
r/wallstreetbets chartbeat goin bananas pic.twitter.com/J3yzJnfJWs
— Sam Ro (@SamRo) February 2, 2021
Each time folks get a stimulus check, there's a clear bump on new retail investing.
Retail inflow has been the most significant indicator of performance. And more and more is going to #crypto. pic.twitter.com/uesfxHcchC
— Mira Christanto (@asiahodl) February 1, 2021
Wealth effects from rising asset values, including a stock market near record highs, are setting up to give American consumers the largest tailwind in a quarter century – Bloomberg pic.twitter.com/9FYWT1OWv8
— Christophe Barraud (@C_Barraud) February 3, 2021
#Housing | US #Refinancing Activity Reached the Highest Level Since March 2020https://t.co/LW9ZjMtgOO
— Christophe Barraud (@C_Barraud) February 3, 2021
US Growth Will Exceed Expectations In 2021https://t.co/5W48c1Ll1q
— Christophe Barraud (@C_Barraud) February 1, 2021
Everyone is NOT long Equities:
Systematic funds are *significantly* underinvested (source: DB).
Critically, Volatility is close to breaking Major support.
A gradual, steady decline in Implied & Realized Vol would turn these funds into massive buyers of Stocks. Be prepared. pic.twitter.com/gGBcZEkVKc
— Macro Charts (@MacroCharts) February 6, 2021
Here's what the S&P 500 did next: pic.twitter.com/DuQLCMXuWh
— Troy Bombardia (@bullmarketsco) February 6, 2021
#BOC #BOE #BOJ #ECB #FED | Latest data showed #G7 CBs combined balance sheet (BS) remained almost unchanged in January 2021.
*#G7 CBs combined BS has grown by almost $9T since February 2020.
*More interesting charts: https://t.co/ZemD57b8T4 pic.twitter.com/oW1TweU9VG— Christophe Barraud (@C_Barraud) February 7, 2021
"Mind-Boggling Liquidity": Nobody Is Paying Attention To The $1.1 Trillion Flood About To Hit Markets https://t.co/WbxiCBebmC
— zerohedge (@zerohedge) February 6, 2021
The so-called 'Buffett Indicator' has hit an All-Time High. Global stocks now worth equal to 122.4% of global GDP. pic.twitter.com/8rp8C8eD0b
— Holger Zschaepitz (@Schuldensuehner) February 6, 2021