Top 10 Macro/Financial Charts of the Week – w7 (2021)
BofA Clients With $614 Billion Hike Risk-Taking to New Records – Bloomberg
*Link: https://t.co/BsagH0QK4U pic.twitter.com/AdBmRHM3Fq— Christophe Barraud (@C_Barraud) February 16, 2021
Risk-on continues … 75% of inflows now going into equities (most since late 2018); global, thematic & inflation-friendly assets continuing to see heightened interest @DataArbor pic.twitter.com/sDvE8sq27x
— Liz Ann Sonders (@LizAnnSonders) February 16, 2021
Investors have $465 billion in credits sitting in cash & margin accounts.
They owe $798 billion against the value of their securities.
That's a new record deficit. pic.twitter.com/3A6XNMBiX7
— SentimenTrader (@sentimentrader) February 19, 2021
Goldman breadth index: 100 pic.twitter.com/xN4iCABPgJ
— zerohedge (@zerohedge) February 20, 2021
2. Yet… speaking of breadth, we just saw a new all time high of the number of stocks making new all time highs
h/t @WillieDelwiche pic.twitter.com/r4PFlCHR7O
— Callum Thomas (@Callum_Thomas) February 20, 2021
#Bubble Warnings Go Unheeded as Everyone Is a Buyer in #Stocks – Bloomberg
*Link: https://t.co/dnLHI6cPzb pic.twitter.com/NB3KfawmMn— Christophe Barraud (@C_Barraud) February 21, 2021
Yield curve is steepening everywhere in advanced economies – Bloomberg TV Chart pic.twitter.com/hZTIv9sQap
— Christophe Barraud (@C_Barraud) February 17, 2021
Markers are starting to price a more aggressive #FederalReserve hiking cycle. When do you think we will see the first rate hike by the Fed? pic.twitter.com/DweK1Wa8Gt
— jeroen blokland (@jsblokland) February 21, 2021
flows towards #inflation-related assets have exploded! ht @SoberLook pic.twitter.com/UxizeR8Y1s
— jeroen blokland (@jsblokland) February 17, 2021
Here's something actually useful: the Fed injects 0.6% of US GDP into the stock market every month pic.twitter.com/dQvzpm5zTe
— zerohedge (@zerohedge) February 18, 2021