FlowBank

1102 days ago

Korean export strengthened by the crisis

2021 was a solid start for South Korea, with their total exports up 10.5% from the previous year for the months of January and February. Pharmaceutical products exports almost doubled.

#Macro
Korean export strengthened by the crisis

1105 days ago

Massive Covid fiscal support for most countries

What is interesting to note is that the countries with the highest fiscal stimulus are also the ones with the weaker growth. The Chinese government spent more than twice as much in their fiscal stimulus to recover from the global financial crisis than for the Covid crisis. 

#Macro
Massive Covid fiscal support for most countries

1105 days ago

US trade deficit is growing

The US trade deficit widened to a new record-high, reaching over 86.7 billion.

#Macro
US trade deficit is growing

1106 days ago

A sharp turnaround from EOD buying to selling is bearish

"over the past 3 months, a net 29 days have seen stocks fall during the last hour of trading." And to visualize, ST shows a chart of the Cumulative Last Hour Indicator (not to be confused with the Smart Money Flow indicator) which reveals the biggest 3-month drop since 1997 even as the S&P has continued to levitate to all time highs.

#Stocks #Macro
A sharp turnaround from EOD buying to selling is bearish

1106 days ago

US inflation expectations at 13 year high. Are we sure it is transitory?

Source: Crescat Capital 

#Macro
US 5 year inflation expectations
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