πβ΄οΈ#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
π#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
π#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
β οΈπ#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
βοΈπ#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
β οΈπΊπΈ#inflation #us #copper #correlation
the correlation between copper prices and US inflation signals the start of inflationary growth.
βββββββββ
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.
βββββββββ
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)
π’π#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.
π#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.
πΊπΈ#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.
ββββββββββββ
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.
ββββββββββββ
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