Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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⚠️πŸ‡ͺπŸ‡Ί#liquidity #inflation #europe
🌎#liquidity #world #macro
the balance sheets of G4 central banks continue to decline = decrease in liquidity of the financial system
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correlation between G4 central bank balance sheet and global stock market - details
🌎#liquidity #europe #macro
ECB's balance sheet continues to decrease = decrease in liquidity of the financial system
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πŸ‘‰ G4 central banks
πŸ‘‰
US
βš οΈπŸ‡ΊπŸ‡ΈπŸ‡ͺπŸ‡Ί#stocks #liquidity #macro
M2 money supply in the USA and the EU continues to decline towards its trend levels = reduction of liquidity on financial markets = threat to the global stock market
πŸ’₯✴️#BTC #liquidity #crypto
correlation between change in the global money supply (M2) and the rate of change in Bitcoin price
β—οΈπŸŒŽ#stocks #us #liquidity #correlation
correlation between global central bank assets and the S&P 500
πŸ’₯✴️#liquidity #crypto #markets
the global money supply (M2) continues to expand. As long as this situation persists, the growth of cryptocurrencies is inevitable β€” analysts
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the combined market capitalization of stablecoins has also started to rise steadily = historically, this is a trigger for future rallies in the crypto market
βš οΈπŸ‡ΊπŸ‡Έ#stocks #tech #us #liquidity #qt
BofA notes a significant divergence between the Nasdaq 100 and the combined balance of the world's top three central banks = potential drop in US tech stocks
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BTIG also sees a potential drop in US tech stocks.
πŸ‡ͺπŸ‡Ί#liquidity #inflation #macro #europe
the change in inflation and money supply (M3) in Europe.
✴#BTC #liquidity #macro #history
the changes in the growth rate of the global money supply (M2) and the price changes of Bitcoin.

the growth of the money supply = the rise of the Bitcoin price and other risky assets (S&P 500 hits records)
πŸ’₯🌎#liquidity #markets #world #forecast #macro
FT: global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy

#stocks the growth of global liquidity ultimately leads to significant increase in prices of risky assets, albeit not necessarily immediately

#BTC Bitcoin price is highly correlated with changes in global liquidity (chart)
✴️#BTC #crypto #markets #liquidity #macro
global M2 liquidity vs. Bitcoin
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many expect the Fed to return to active money printing soon.

the growth of the money supply = the rise of the Bitcoin price and other risky assets (S&P 500 hits records) (chart)

global liquidity is expected to increase in 2024 (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
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correlation between M2 money supply and inflation in the US (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s

US consumer inflation: present days vs. 1970s (chart)
πŸ’₯πŸ‡ΊπŸ‡Έ#liquidity #us #macro
one picture (the dynamics of the U.S. monetary base) can explain why risky assets are rising in price.
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the M2 money supply in the US is once again on the rise (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
β€”β€”β€”β€”β€”β€”β€”β€”
correlation between M2 money supply and inflation in the US (chart)

copper prices signal the start of US inflationary growth (chart)

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)
🌎#liquidity #markets #cycles #macro
Crossborder Capital believes that another cycle of liquidity growth has begun in the global system, which will undoubtedly have a positive impact on risk assets.
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FT: the global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy β€” read more
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #liquidity #warning
there is now a significant divergence between the growth of M2 in the US and the growth of the S&P 500
πŸ’₯πŸ‡ΊπŸ‡Έ#liquidity #us #markets
the growth rate of the US M2 money supply continues to accelerate = bullish for risk assets.
βš οΈπŸ‡¨πŸ‡³#china #economy #liquidity
сorrelation between GDP growth and money supply (M1) growth in China.

Yardeni: China's nominal GDP growth could fall to zero or turn negative over the next six months.