FlowBank

1261 days ago

U.S Mortgage delinquencies are skyrocketing

Source: Pantheon 

#Macro
U.S Mortgages 30 days or more overdue as a percentage, % of all MBA loans

1261 days ago

U.S COVID-19: Estimated Infection Fatality Rate in the 36-44 age group is 0.06%

Source: Compound @CharlieBilello

#Macro
U.S COVID-19: Estimated Infection Fatality Rate by Age group

1262 days ago

Compared to other developed countries, the U.S still has some room to expand fiscal stimulus

Source: JP Morgan 

#Macro
Announced Fiscal stimulus as a % of GDP

1262 days ago

Fed owns a lot of it...

The central bank now owns a record share of the Treasury market - source: Liz Sonders

#Macro
Ratio of Fed's Treasury holdings to total marketable securities

1262 days ago

Looking for investment ideas? Here's Crédit Suisse list of the Top 10 Global opportunities

1) European renewables and grids: strong macro headwind for this theme (EC push); 2) Mining to get real asset exposure and exposure to China and infrastructure spending; 3) Construction materials: as a play on US housing, low yields; 4) Industrial gases: industry shrinking from 6 to 3 players; 5) Global Emerging Markets overweight as EM equity valuations are close to 16-year lows; 6) China tech: the bubble that has yet to start; 7) Gold: multi-year bull market; 8) Property & Casualty insurance: P/E relatives are at levels which have seen out performance on all occasions,..but only after natural disaster; 9) Defence: still of interest in a tri-polar world; 10) Telecom equipment as 5G is ramping up

#Macro
Credit Suisse Top 10 global opportunities
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