Money Market Funds Assets as a % of Global Equity Market Capitalization Cash has been rising in the last few months but remains low as a % of global equity market capitalization. Image: BofA Global Investment Strategy
Money Market Fund Assets A decline in money market fund assets would be a sign of confidence. Image: BofA Global Investment Strategy
Money Market Flows Money market flows are increasing. Image: BofA Global Investment Strategy
M2 Money Supply and CPI Inflation The decline in M2 money supply will lead to lower inflation in mid-2022 in the United States.. Image: Real Investment Advice
M2 – Money Supply vs. Monetary Velocity Is printing more money good for the U.S. economy? Despite strong M2 growth, money velocity has declined. Image: Real Investment Advice
Estimated Average Daily Retail Equity Buy-Sell Flow and Smart Money Flow Index Individual investors have bought all the dips this year, while institutional investors have de-risked their portfolios. Image: Morgan Stanley Wealth Management
All Money Market Funds Total Net Assets How much cash is still waiting to come back to the market? Image: BofA Global Research
M2 Money Supply M2 money supply has ballooned since February 2020. This is the largest one-year increase since Wolrd War II. Image: The Daily Shot
Performance – S&P 500 and U.S. M2 Money Supply Minus Nominal GDP Growth (Leading Indicator) Should investors expect the S&P 500 to perform poorly over the next 12 months? Image: Alpine Macro
Velocity of M2 Money Stock in the U.S. vs. The U.S. Deficit The rise in the U.S. deficit has coincided with a collapse in M2 velocity. Image: Real Investment Advice