S&P 500 Index vs. Global M1 Liquidity

S&P 500 Index vs. Global M1 Liquidity Another good correlation between the S&P 500 Index and global M1 liquidity, while the Fed plans to stop quantitative tightening. The money supply M1 is the amount of effective money in the economy. Image: Nordea and Macrobond

U.S. Equity Market Sensitivities

U.S. Equity Market Sensitivities How long will liquidity fuel the U.S. stock market rally? Image: The Wall Street Journal

Equity Flows in H1

Equity Flows in H1 Could too much liquidity create market instability? Image: BofA Global Investment Strategy

S&P 500 and Bank Reserves

S&P 500 and Bank Reserves U.S. excess liquidity is expected to rise significantly and tends to push equities higher. Image: Nordea and Macrobond