FlowBank

1211 days ago

G7 casualties: the damage of the pandemic on GDP

The graph below shows the difference in GDP between the first 3 quarters of 2019 and the first 3 quarters of 2020. Among the G7, the UK, Italy and France have had the roughest time in terms of GDP, while the US somehow managed. We're hoping for a swift heal in the coming quarters. 

#Macro
G7 GDP pandemic covid

1212 days ago

The rise of 2020 Zombies
Meet the zombies of corporate America. $1.4 trillion of debt is tied to struggling U.S. companies, including: AMC, Boeing, Carnival, Gap, General Electric, Macy's, Moderna, Olive Garden, Six Flags, Uber.
#Stocks #Macro
The rise of 2020 Zombies

1212 days ago

Put/call volume ratio at lowest since dotcom burst in 2000

No bubble here..?

#Macro
Put/call volume ratio at lowest since dotcom burst in 2000

1212 days ago

Follow the leader: central banks keep buying assets so investors are too

Central Banks Step Up $5.6 Trillion Bond Binge Despite Doubts.

#Bonds #Macro
Follow the leader: central banks keep buying assets and so investors are too

1214 days ago

Buffett indicator rejigged as an oscillator just matched 2000 dotcom bubble high

This sets the Buffet indicator as an oscillator around its long term 'fairly valued' average of the stock market being worth 120% of GDP. The indicator is +71%, above 2 standard deviations from the mean, which matches the 2000 dotcom bubble.

#Macro
Buffett indicator rejigged as an oscillator just matched 2000 dotcom bubble high
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