M2 Money Supply and CPI Inflation

M2 Money Supply and CPI Inflation The big decline in the money supply growth is one of the factors contributing to the contraction of U.S. inflation. Image: Real Investment Advice

U.S. Labor Market – U.S. Nonfarm Payrolls vs. Retail Sales

U.S. Labor Market – U.S. Nonfarm Payrolls vs. Retail Sales Higher payrolls can potentially lead to higher retail sales, as increased income for employees can result in greater purchasing power. Image: BofA Global Investment Strategy

Indexed Performance vs. Equal-Weight S&P 500

Indexed Performance vs. Equal-Weight S&P 500 Will U.S. stocks connected to artificial intelligence continue to outperform the S&P 500? Image: Goldman Sachs Global Investment Research

Most Short Basket Rolling 3-Month Return

Most Short Basket Rolling 3-Month Return A basket of most-shorted U.S. stocks has fallen significantly over the last three months. Image: Goldman Sachs Global Investment Research

S&P 500 and 12-Month Rate of Change in Margin Debt

S&P 500 and 12-Month Rate of Change in Margin Debt The rise in margin debt in June and July can be seen as a bullish signal for U.S. equities, indicating increased optimism and risk appetite…

U.S. Equity Issuance

U.S. Equity Issuance Despite the improvement in macroeconomic conditions, the issuance of U.S. equity and equity-linked securities has been relatively weak this year. Image: Goldman Sachs Global Investment Research