Top 10 Macro/Financial Charts of the Week – w9 (2023)

The US Money Supply has fallen 1.7% over the last 12 months, the largest year-over-year decline on record (note: M2 data goes back to 1959). pic.twitter.com/6fDHg7yLnv

— Charlie Bilello (@charliebilello) February 28, 2023

https://twitter.com/fwred/status/1630193420827348996

https://twitter.com/C_Barraud/status/1631932012792623105

Fed, ECB, BOJ liquidity cascadehttps://t.co/1e1T0Jorl4 pic.twitter.com/XWMJcSRkJC

— zerohedge (@zerohedge) March 4, 2023

https://twitter.com/PriapusIQ/status/1630854823607255042

https://twitter.com/C_Barraud/status/1631536136924418050

As expected, the once-hot apartment sales market froze up in Jan 2023.

U.S. apartment sales totaled just 29,703 units, the lowest since Feb 2011. Or viewed by total dollars traded, Jan 2023 ($6.2b) would rank as the slowest month since the 2020 lockdowns, per MSCI… pic.twitter.com/zZKd7zj36R

— Jay Parsons (@jayparsons) February 27, 2023

Shelter inflation is quite likely to subside later this year, and that will be a big relief. But it doesn't mean that all of the inflationary catalysts are behind us. pic.twitter.com/wBiaFA7ljY

— Markets & Mayhem (@Mayhem4Markets) February 27, 2023

https://twitter.com/C_Barraud/status/1631929918123646977

https://twitter.com/C_Barraud/status/1631928084499779589