Keyword: money

No One Loses Money in China? That’s pretty curious. Very few Chinese companies appear to have a negative return on equity (ROE) compared to NYSE listed firms. Image: Wind Information

Money Supply and Inflation Aging is inflationary when caused by a decline in birth rate, and deflationary when caused by an increase in longevity. If the money supply grows faster than real output, then it causes inflation. And if there is a structural bottom for commodities and inflation, value could outperform growth. Image: Fidelity Investments

Money Market Fund Flows and Probability of a Recession in the Next 12 Months Chart suggesting that the probability of a recession in the next 12 months has decreased. Image: Goldman Sachs Global Investment Research

Stock of Broad Money Around the World This chart shows how much money is in circulation around the world. China has the most money in circulation, followed by the U.S.. Image: howmuch.net

Crude Oil vs. Managed Money Short Positions Chart suggesting that oil could rise, when managed money short positions are so extreme. Image: Ned Davis Research, Stifel

Demographics – U.S. Money Velocity and Population Growth The population of 20-54s will start to increase and could therefore lead to higher money velocity. Image: Longview Economics

China M1 Money Supply Growth Leads MSCI World Index Chart suggesting that China M1 money supply growth leads the MSCI World Index by 6 months. Image: Paolo Cardena

Federal Reserve Money Supply M2 Leads Global Manufacturing PMI Chart suggesting that the Federal Reserve money supply M2 leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond

Money Market Fund Flows and Probability of Recession Investors move to safe assets by raising their cash holdings, like 2007/2008. This chart suggests that the probability of a recession in the next 12 months is high. Image: Goldman Sachs Global Investment Research

Flows into Money Market Funds Just like 2007/2008, investors move to safe assets by raising their cash holdings, despite falling rates. Image: BofA Merrill Lynch