FlowBank

1184 days ago

When earnings don't follow up growth - road for trouble?

Cumulative Growth of S&P 500 is shown in orange, climbing ever further up, while GAAP earnings are falling miserably. Are we going for the same situation as in 2000 and 2009? "Earnings don't matter" and "debt doesn't matter" are all false narratives which could hurt very much once the truth unfolds.

#Stocks #Macro
S&P 500 growth vs. GAAP earning: going separate ways

1184 days ago

10 yr US Yield curve shows sign of recovery

Hope in a brighter future pushes up the yield curve, the premium for a future time. Bond prices fall as yields rise.

#Bonds #Macro
YIELD CURVE UP

1184 days ago

Sweden consumption growth ahead

FlowBank generated research showcases how consumption growth is strongly correlated to available spending growth. We are seeing this in many countries with 2021 suggesting positive growth forecasts. Increased consumption ahead from pent up demand could mean a slight inflationary period, and an economic boost is ahead. 2021 could prove to be a strong year in consumer discretionary goods. Data; The Economist Intelligence Unit

#Macro
SWEDEN CONSUMPTION AND GROWTH

1185 days ago

EZ Money !!!

Money Supply went up 11% in the Eurozone in November alone -

#Macro
eurozone money supply

1185 days ago

2020 stock market & other 'recession rallies'

The rally of 2020 when there was a recession is actually in keeping with some historic norms

#Stocks #Macro
2020 stock market & other 'recession rallies'
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