Search Results for: money

Money Market Fund Flows In the lead-up to U.S. elections, money market funds, which are seen as a safe haven, frequently see inflows as investors aim to lower their risk exposure. Image: BofA Global Investment Strategy

M2 Money Supply The recent rise in the M2 money supply in the United States is considered a favorable development for equity markets, enhancing liquidity and potentially driving additional investment in stocks. Image: Deutsche Bank

All Money Market Funds Total Net Assets Investors currently hold $6.22 trillion in money market funds, a figure that is being interpreted as contrarian bullish for the stock market. Image: BofA Global Research

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

Money Market Assets Under Management Following a Fed rate cut, money market funds typically experience outflows 12 months later as investors adapt portfolios and manage risk exposure in response to shifting interest rates and market conditions. Image: BofA Global Investment Strategy

Money Market Fund Assets vs. Fed Funds Target Rate Money market funds often experience outflows 12 months after the initial rate cut. This occurs as investors reallocate their investments and adjust their risk exposure in response to fluctuations in interest rates and market conditions. Image: BofA Global Fund Manager Survey

Money Market Fund Flows While the U.S. equity market has been steadily rising since its 2022 low, conservative investors maintain a strong inclination towards holding cash. Image: BofA Global Investment Strategy

12-Month Rolling Money Market In/(Out)Flows vs. NY Fed 12-Month Ahead Yield Curve Implied Recession Probability The probability of a U.S. recession can significantly influence investor behavior, potentially leading to a rotation out of money markets if the likelihood of a recession diminishes. Image: Goldman Sachs Global Investment Research

Blended Money Supply U.S. money supply is shrinking rapidly. Historically, U.S. nominal GDP growth has closely tracked money supply growth. Image: Deutsche Bank

Cash – U.S. Money Market Funds Deposits as a % of Total Equity and Bond Market Value Cash on the sidelines is not as elevated as many believe. Image: BCA Research

U.S. Money Market Fund Yields vs. U.S. Bank Deposit Rates Higher rates could lead to deposit flight and increased liquidity risk for U.S. banks. Image: J.P. Morgan