FlowBank

1170 days ago

This is how WEF survey respondants (the 1%) rate short, medium, long term risks

Unsurprisingly infectious diseases tops the short term, while medium term risks pretty much all relate to the asset price bubble.

#Macro
This is how WEF survey respondants (the 1%) rate short, medium, long term risks

1170 days ago

Corporate insiders sell/buy ratio is at the highest level since 2007

Remember, insiders know what's happening in their own companies - and they are selling at the highest pace since before the '08 financial crisis

#Stocks #Macro
Corporate insiders sell/buy ratio is at the highest level since 2007

1170 days ago

Chart of the day: Google trends search term "stock market bubble"

Source: Google 

#Macro
Google trends search term: stock market bubble

1171 days ago

Nice work if you can get it! Tech companies with soaring stocks & no profit

A new form of capitalism?.. Of course investors are paying for growth BUT the extent of the price moves and the number of stocks acting like this is yet another possible sign of 'irrational exhuberance'

#Stocks #Macro #Technology
Nice work if you can get it! Tech companies with soaring stocks & no profit

1171 days ago

If you took inflation expectations in isolation, EUR/USD probably topped

Much higher inflation trajectory in the US than Europe would suggest future monetary policy favours the USD

#Bonds #Forex #Macro
If you took inflation expectations in isolation EURUSD probably topped
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