Search Results for: money

M1 Money Supply Growth YoY The M1 money supply in the United States has grown faster than any time in history. Image: Gavekal, Macrobond

M2 – Money Supply vs. Monetary Velocity Is printing more money good for the U.S. economy? Despite strong M2 growth, money velocity continues to decline. Image: Real Investment Advice

All Money Market Funds Total Net Assets How much cash is waiting to come back to the market? Image: BofA Global Research

Valuation – Market Capitalization of Stock Market / M2 Money Supply Is the U.S. stock market in the danger zone? Image: Gavekal, Macrobond

Cash Levels – S&P 500 and Money Market Fund Assets Investors are still sitting on a high amount of cash, despite the rally in the S&P 500. Image: Alpine Macro

Fund Flows – Bond, Equity and Money Market Funds Since the start of the coronavirus pandemic, more money has gone into bonds than stocks. Image: Fidelity Investments

Valuation – the Ratio of S&P 500 Market Capitalization vs. M2 Money Supply What’s priced in? Currently, the S&P 500 trades well above the post-crisis valuation vs. M2 money supply. Image: BofA US Equity & Quant Strategy

S&P 500 vs. Global Money Supply More global stimulus could be bullish for stocks, as global money supply growth tends to push U.S. equities higher. Image: Fidelity Investments

M2 Money Supply and Inflation The link between money supply and inflation seems to have collapsed. Image: Real Investment Advice

U.S. M1 Money Supply Growth vs. Steepness of U.S. Yield Curve The U.S. yield curve is expected to steepen as M1 money supply growth goes to the moon. Image: Longview Economics