FlowBank

1108 days ago

Are financial market in line with the economy?

The chart below measures the cumulative growths of the GDP, sales and the S&P 500. What we cannot fail to notice is the disconnection between the US stock market and the US economy. Is this gap justified? 

#Macro
Are financial market in line with the economy?

1108 days ago

Growth vs. Value: Value is winning so far

The growth to value rotation has been a global phenomenon recently. Value stocks have beaten growth stocks year to date, but are they the long-term winners? 

#Stocks #Macro
Growth vs. Value: Value is winning so far

1109 days ago

Thanks Reddit! Short interest in S&P 500 stocks is at its lowest ever

Bullish sentiment based on the median short interest in S&P 500 stocks is at its highest ever

#Stocks #Macro
Thanks Reddit! Short interest in S&P 500 stocks is at its lowest ever

1112 days ago

Climbing the wall of worry! BofA chart the last 12-months of stock market gains & unwarrented worries

"It seems easier to find skeptics, pessimists and worriers. There is always some reason or the other since the start of this bull market to complain/worry about.

#Stocks #Macro
Climbing the wall of worry! BofA chart the last 12-months of stock market gains & unwarrented worries

1112 days ago

Boomers and GenZ have very different expectations for inflation

Deutsche Bank's Jim Reid this week shared the below chart from Matt Luzzetti, showing how median expectations for inflation among older Americans have hit a near six-year high, while those of the Gen Z crowd have barely budged since the pandemic shock.

#Macro
Boomers and GenZ have very different expectations for inflation
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