Top 5 Charts of the Day – July 2nd 2020

#BOC #BOE #BOJ #ECB #FED | Latest data confirmed #G7 CBs combined balance sheet kept climbing sharply in June.
*More charts ➡ https://t.co/5zOVkYNs2F pic.twitter.com/OMR1mRC3pn

— Christophe Barraud (@C_Barraud) July 2, 2020

Cycle peak in US permanent job losers vs. US equities (S&P 500). pic.twitter.com/04zFOhDWEE

— Julien Bittel, CFA (@BittelJulien) July 2, 2020

Sound familiar? pic.twitter.com/K5ygANvQas

— Julien Bittel, CFA (@BittelJulien) July 2, 2020

The Goldman Sachs Effective Lockdown Index tightened for the second week in a row as #China and the US reversed some #reopenings pic.twitter.com/5trcqP7Fxy

— jeroen blokland (@jsblokland) July 2, 2020

Sentiment remains fairly depressed, so while equities look vulnerable heading into Q3, downside in a potential sell-off is probably limited to ~early-May levels. Dips will be bought. pic.twitter.com/ibREMyXf6U

— Sebastian Dypbukt Källman (@sdypbuktkallman) July 2, 2020