🌕✴️#crypto #gold #liquidity #correlation #macro
Cross Border Capita: correlation between crypo+gold and global liquidity
Cross Border Capita: correlation between crypo+gold and global liquidity
🌎#inflation #hisrory #correlation #realestate #bonds #stocks #markets
correlation between inflation and real assets - history
#commodity it seems that only commodities protect against inflation
correlation between inflation and real assets - history
#commodity it seems that only commodities protect against inflation
🌎#bonds #stocks #correlation #markets
BBG: positive correlation between world stocks and bonds = max since 1997
BBG: positive correlation between world stocks and bonds = max since 1997
⚠️🌎#economy #world #skyscrapers
China is the country with the most skyscrapers in the world
The skyscraper index: there is a positive correlation between the construction of skyscrapers and the onset of a crisis #correlation
China is the country with the most skyscrapers in the world
The skyscraper index: there is a positive correlation between the construction of skyscrapers and the onset of a crisis #correlation
❗️🌎#stocks #us #liquidity #correlation
correlation between global central bank assets and the S&P 500
correlation between global central bank assets and the S&P 500
⚠️🇺🇸#inflation #us #copper #correlation
the correlation between copper prices and US inflation signals the start of inflationary growth.
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the current inflation dynamics in the US closely resemble those of the 1970s (chart)
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
the correlation between copper prices and US inflation signals the start of inflationary growth.
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the current inflation dynamics in the US closely resemble those of the 1970s (chart)
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)
MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
🛢🌕#oil #forecast #gold #correlation
McClellan: gold and oil have historically shown a strong positive correlation, with oil lagging gold by 19.8 months. Current conditions suggest an imminent bottom in the oil market.
McClellan: gold and oil have historically shown a strong positive correlation, with oil lagging gold by 19.8 months. Current conditions suggest an imminent bottom in the oil market.
🌏#em #stocks #fx #correlation
Deutsche: correlation between EM stocks and USD (If USD depreciates, EM stocks rise, and vice versa)
Deutsche expects #USD to remain mostly stable this year but to depreciate next year.
Deutsche: correlation between EM stocks and USD (If USD depreciates, EM stocks rise, and vice versa)
Deutsche expects #USD to remain mostly stable this year but to depreciate next year.
🇺🇸#stocks #us #correlation #concentration
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
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weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.
weight of the top 5 stocks in the S&P 500 = historic record.
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)
JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
————————————
weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.
weight of the top 5 stocks in the S&P 500 = historic record.
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)
JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble