#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