Search Results for: M2

Velocity of M2 Money Stock in the U.S. Is there really an inflation threat? The surge in M2 money growth has coincided with a collapse in M2 velocity. Image: The Daily Shot

Excess Liquid Savings: M2 Trend vs. Actual Could excess liquid savings drive the U.S. stock market higher? Image: BofA Global Research

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

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

U.S. Money Supply M2 and CPI Inflation The increase in the money supply (M2) tends to lead to higher inflation. Image: Financial Times

U.S. Inflation – M2 Money Supply and Consumer Price Index M2 money supply growth could be the key to unlocking inflation in the United States. Image: Morgan Stanley Wealth Management

M2 Money Supply Growth Is the growth in money supply the solution to boost economic growth? Image: J.P. Morgan US Equity Strategy & Global Quantitative Research

Valuation – S&P 500 Market Capitalization to GDP vs. S&P 500 Market Capitalization to M2 This chart puts market valuations into perspective, as the massive collapse in the velocity of money has led the Fed to print money. Image: Nordea and Macrobond

U.S. Money Supply M2 Today U.S. money supply M2 growth is more than six times the structural growth rate of U.S. nominal GDP. Image: Gavekal, Macrobond

U.S. Money Supply M2 Growth U.S. money supply M2 growth is going parabolic compared to the global financial crisis. Image: Morgan Stanley Research

U.S. Real M2 Growth and Inflation The United States is exposed to the risk of higher inflation, as the fiscal and monetary policies are the most expansionary. Image: Morgan Stanley Research