TOP CHARTS: #28luglio
Vi propongo alcuni dei grafici più interessanti che ho trovato nelle ultime 24 ore in rete, grafici che meriterebbero l’hashtag #chartoftheday. Possono essere una buona base di discussione, sia per essere criticati che magari meglio analizzati.
E se voi avete altre proposte, i commenti sono a Vs disposizione!
Flussi finanziari verso il corporate USA
Truly amazed broader equity ETFs comprised tiny <1% of all in-flows on rolling 3m basis. Investors preferring sector-specific (eg tech) at 11.5%.
Non-govt focused fixed-income ETFs (agg/corp/muni) accounted for whopping 67% of all in-flows!!! Hard to call environment ‘risk-on.’ pic.twitter.com/9aJaf6DUQH
— Ben Breitholtz (@benbreitholtz) July 24, 2020
Chi sta comprando gli US Treasury?
Who’s buying US treasuries? pic.twitter.com/DK7ZUeduzC
— Silver Watchdog (@Silver_Watchdog) July 25, 2020
PBoC ha un margine da sfruttare…
PBoC has been amongst the central banks that have been most cautious in cutting policy rates in response to the COVID shock. @Gavekal via @SoberLookpic.twitter.com/mOQK1tOvSP
— Adam Tooze (@adam_tooze) July 27, 2020
FED: everything is possible…
Say the Fed were to be the only game in town with regard to macro policy, where might the balance sheet end up? @DeutscheBank engages in a little bit of speculative extrapolation. pic.twitter.com/SjbSIcpX7i
— Adam Tooze (@adam_tooze) July 27, 2020
Non dimentichiamoci la situazione del lavoro USA
Unemployed Workers vs. Job Openings pic.twitter.com/QeImQot7xi
— Michael McDonough (@M_McDonough) July 27, 2020
Tassi reali USA ai minimi storici: occhio all’oro!
US 10-year REAL yields (TIPS) threatening an ALL-TIME low close!
On a year-to-date basis, real yields are falling at their fastest clip on record ? pic.twitter.com/bxANgWOQgY
— Ben Breitholtz (@benbreitholtz) July 22, 2020
STAY TUNED!
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