Charts of the Week
Net Equity Issuance
April 2, 2021
U.S. equity issuance grew by a net $345 billion in the fourth quarter.
U.S. equity issuance grew by a net $345 billion in the fourth quarter.
A look at long-term yields since 1790
Some interesting charts from our recent posts
Ben Breitholtz: Adding to the reversals above, interesting commodities of all sorts are rolling over too. Only 68% now up on a rolling three-month basis. Also, the overall magnitude of the commodity rally matched and is now receding from those seen ahead of and after the GFC. Colleague: Ben if you wouldn’t mind re-doing the… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 1st, 2021
Money meant to stimulate the economy is boosting stocks to new highs. Promises of more of the same should keep this bullish backdrop intact.
The first quarter of 2021 has been one for the record books on the fixed income side. With 10-year yields rising roughly 83 basis points in the U.S., fixed income suffered its worst quarter from a total return standpoint in over four decades.
Today's topics include stimulus & infrastructure, Chinese currency issues, inflation, gold & real yields, talking crypto, the dollar's rally, SPACs boost merger activity, and booming global trade
Jim Bianco: Going back to the dollar discussion … this chart might help. No matter how you measure it, the dollar is strengthening in 2021. Jim Bianco: ForexLive: ECB’s Lagarde: The market can test us as much as they want European Central Bank President Christine Lagarde said her institution won’t shy away from using all… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 31st, 2021
The race is on to vaccinate the world before another wave of infections hits. 2021's aggressive growth forecasts are at stake.
Inflows into equity ETFs outpaced outflows from equity mutual funds in February, resulting in one of the largest monthly inflows into stocks on record.
Today's topics include Biden's big plan today, more stimulus checks?, the Chinese U.S. power struggle, Archegos fallout, liquidity surcharges for bond funds? , U.S. consumer confidence on the rise, traders worry NFT market rally will die out, the Fed & rising home prices, and dollar diplomacy