FlowBank

1116 days ago

China's industrial production is booming

And so is its retail sales. The country has published rather impressive economic numbers today, showing that retail sales were up 33.8% year over year, and that their industrial production climbed 35.1% since last year. Time to go bullish on Chinese investments?

#Macro
China's industrial production is booming

1120 days ago

A breakdown of the $1.9 trillion stimulus bill through 2022

The impact on the economy through next year of Biden's COVID relief bill. Next up, infrastructure... ?

#Macro
A breakdown of the $1.9 trillion stimulus bill through 2022

1121 days ago

US inflation is moving in the direction of expectations, bond yields edge higher

Bond yields hit highs of the day after US February CPI data met expectations, seeing a rise to 1.7% from 1.4% the prior month.

#Macro
US inflation is moving in the direction of expectations

1122 days ago

ECB balance sheet hitting a new all-time high

It seems that Lagarde keeps the printing press active day and night. The total assets of the ECB rose by €9.8 billion to a total of €7,120 billion in the past week. The balance sheet now represents 71.3% of the Eurozone's total GDP, vs only 35.2% for the Fed, 38% for the Central Bank of England and 129.3% for the Central Bank of Japan. Time to fear for inflation?

#Macro
ECB balance sheet hitting a new all-time high

1122 days ago

Is Yield Curve Control already in play in the US? The Fed is on its largest buying spree of Treasuries since June 2020.

The Fed bought $95B in the last 4 weeks. 90% of all were longer duration bonds. Source: Tavi Costa (Crescat Capital).  

#Macro
US Treasury purchases
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