Search Results for: cash

U.S. Money Market Fund Holdings According to J.P. Morgan, the wall of cash may remain very high indefinitely, as defensive assets are delivering their weakest performance. Image: J.P. Morgan

U.S. Personal Saving Rate The personal savings rate soared to 33% in April, as coronavirus causing Americans to accumulate cash. Image: CNBC

Inflation Assets vs. Deflation Assets The leadership remains deflationary, and the laggards remain inflationary. Deflation assets: government bonds, U.S. investment grade, S&P 500, U.S. consumer discretionary, growth and US high yield. Inflation assets: TIPS, EAFE, U.S. banks, value and cash. Image: BofA Global Investment Strategy

Personal Saving Rate and U.S. Household Savings rate hits its highest level in 40 years, as Americans are accumulating cash. Image: BofA Research Investment Committee

U.S. Household and Personal Saving Rate Americans are accumulating cash, as savings rate hits its highest level since 1981. The Daily Shot – The Wall Street Journal

Fund Flows – Equity, Bonds and Money Market Funds Investors frightened by the coronavirus pandemic, put a record amount of cash into money market funds. Image: Goldman Sachs Global Investment Research

Record Money Market Fund Inflows Money market funds get record inflow, as investors flood into the safety of cash. Image: BofA Global Investment Strategy

S&P 500 Drawdowns The coronavirus crisis starts as a cash flow crisis, and the current drawdown is not comparable with the dotcom or GFC drawdowns. Image: Nordea and Macrobond

U.S. Fund Flows Cumulative Since 2018 Fear of a recession has led to a record equity outflows and bond & cash inflows in recent years. Image: Goldman Sachs Global Investment Research

Gold Price Gold prices fall with stocks, as investors sold gold to raise cash to meet margin calls. Image: Financial Times