Trading Liquidity in U.S. Equities (for S&P 500)

Trading Liquidity in U.S. Equities (for S&P 500) Chart suggesting that the lack of market liquidity may have exacerbated the impact of buybacks on U.S. equities. Image: Societe Generale Cross Asset Research

U.S. Dollar Liquidity vs. EUR/USD

U.S. Dollar Liquidity vs. EUR/USD The inflow of U.S. dollar into the financial system should continue to grow this year and tends to support the euro against the US dollar. Image: Saxo Bank

U.S. Dollar Liquidity vs. MSCI World

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank

Liquidity Premium and IG Bonds

Liquidity Premium and IG Bonds The spread between low liquid and high liquid IG bonds is widening, despite the rally and the belief of an improvement in US-China trade tensions. Image: Goldman Sachs Global Investment Research

Emerging Markets and Liquidity Cycles

Emerging Markets and Liquidity Cycles This chart shows that investing in emerging markets also requires an understanding of global liquidity cycles. Image: Fidelity Investments

U.S. Dollar and Global Liquidity

U.S. Dollar and Global Liquidity In 2018, global liquidity fell at the fastest rate since the global financial crisis. This chart suggests that a reversal in global liquidity lies ahead. Image: Swedbank Research

U.S. Excess Liquidity Leads U.S. PMI

U.S. Excess Liquidity Leads U.S. PMI This chart suggests that U.S. excess liquidity leads U.S. PMI by 12 months. U.S. PMI could bounce back in 2020. Image: Exane BNP Paribas

U.S. Excess Liquidity Growth Leads S&P 500 Returns

U.S. Excess Liquidity Growth Leads S&P 500 Returns This chart suggests that M2 money supply to nominal GDP ratio leads S&P 500 returns by one year. Is the S&P 500 vulnerable to a drop, followed by a recovery? Image: Oxford Economics, Macrobond