FlowBank

1163 days ago

Pyramid Distribution of US Equity Returns: 1825-2020

This distribution almost looks like a Gaussian Bell Curve with, thankfully, an inclination towards positive returns. 

#Macro
Pyramid Distribution of US Equity Returns: 1825-2020

1163 days ago

You thought E-commerce reached a peak? Think again !

According to this graph, e-commerce still has some customers to win. The UK is the first e-commerce in the world, but online shopping did not convince every single customers yet. Last year, 84% of the population made at least one online purchase, which leaves 16% untouched. All other countries set the bar a little lower. Keep in mind though, that e-commerce will generally work better in densely populated and highly developed markets such as the UK and Japan, while larger and more diverse markets (India, China, Brazil, Italy) tend to move slower. 

#Macro #Technology
You thought E-commerce reached a peak? Think again !

1163 days ago

Global GDP Growth projections by IMF

Source: IMF 

#Macro
IMF Global GDP growth projections

1163 days ago

Corporate debt on the rise

As you might know, the pandemic has not spared any country, and the corporate debt of many has seen a significant rise. While the data is only available until 2Q2020, it already gives us an insight about the rise. France places itself as number one, due to the many loans taken with relatively low interest rates. China also saw a strong corporate debt increase, which is all the more worrying as this is happening despite a strong GDP growth. Thankfully, other emerging countries such as India, Brazil and Indonesia seem to have been spared, with a corporate debt staying at relatively low level in recent years. 

#Macro
Corporate debt on the rise

1164 days ago

What demographics forecasts show regarding China vs USA;

Can China sustainably beat the US economy in the long run considering negative population growth rates of 20 to 65 year olds ? Source: WSJ

#Macro
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