Top 5 Charts of the Day – March 2nd 2021

The inflation dynamics after this recession are very different than to after the last recession pic.twitter.com/kWooXZsAbw

— Variant Perception Research (@VrntPerception) March 2, 2021

Nominal ISM manufacturing the highest since Sept-2004, another sign of a coming inflation surge… $USD pic.twitter.com/rpYQIVl8z6

— Martin Enlund (@enlundm) March 2, 2021

The expected time to the first rate hike by the #FederalReserve has cratered to just 18 months, underpinning that investors worry about central bank tightening. I do not expect the expectation to materialize, however. chart via @bondvigilantes pic.twitter.com/KtnOv4zoD1

— jeroen blokland (@jsblokland) March 2, 2021

#DailyDataPoint: U.S.'s $1.9 trillion stimulus would push GDP above pre-virus trend by midyear https://t.co/SGQrn6ggge pic.twitter.com/b3jqFITb2b

— Bloomberg Economics (@economics) March 1, 2021

Global liquidity undercuts the notion that we're in an equity bubble, but there's some crazy behavior at the margins, where noise has drowned out the signal. h/t @crossbordercap @RayDalio https://t.co/PRpG5uvYcr via @bopinion pic.twitter.com/3LBJxw2645

— John Authers (@johnauthers) March 2, 2021