Category: Chart Of The Day
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Rates to Trigger Decline in Home Prices Ahead? #chartoftheday (via @dailychartbook) Data from MUFG shows there is a one-year lag between changes in interest rates and changes in home prices, suggesting home prices might correct in 2024.
Rates to Trigger Decline in Home Prices Ahead? #chartoftheday (via @dailychartbook) Data from MUFG shows there is a one-year lag between changes in interest rates and changes in home prices, suggesting home prices might correct in 2024.
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Hedge Fund Crowding at Most Extreme Ever #chartoftheday (via @RobinWigg) From GS: “The combination of elevated hedge fund concentration and the strong performance of popular stocks has supported returns this year but lifted our crowding index to a record high.”
Hedge Fund Crowding at Most Extreme Ever #chartoftheday (via @RobinWigg) From GS: “The combination of elevated hedge fund concentration and the strong performance of popular stocks has supported returns this year but lifted our crowding index to a record high.”
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US Assets as % of Global Portfolio Assets #chartoftheday (via @dailychartbook) This chart from Goldman Sachs shows global ex-US positioning in US portfolio assets (equities + bonds) at 27% of global positioning.
US Assets as % of Global Portfolio Assets #chartoftheday (via @dailychartbook) This chart from Goldman Sachs shows global ex-US positioning in US portfolio assets (equities + bonds) at 27% of global positioning.
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Money Markets on track for $1.4tn Inflows in 2023 #chartoftheday (via @unusual_whales) BofA Global Investment Strategy highlights money market funds are on course to see $1.4tn in inflows this year, an all-time high.
Money Markets on track for $1.4tn Inflows in 2023 #chartoftheday (via @unusual_whales) BofA Global Investment Strategy highlights money market funds are on course to see $1.4tn in inflows this year, an all-time high.
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Household Debt Service Ratio at 17% in Australia #chartoftheday (via @Gavekal) Gavekal flags that Australian households are facing high debt service ratios, mostly through variable-rate mortgages, at 17% of income.
Household Debt Service Ratio at 17% in Australia #chartoftheday (via @Gavekal) Gavekal flags that Australian households are facing high debt service ratios, mostly through variable-rate mortgages, at 17% of income.
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Dollar Scarcity in Africa #chartoftheday (via @chigrl) Bloomberg flags that a scarcity of dollars is sending African governments scrambling to shore up balance sheets, ahead of some countries seeing dollar debt due next year.
Dollar Scarcity in Africa #chartoftheday (via @chigrl) Bloomberg flags that a scarcity of dollars is sending African governments scrambling to shore up balance sheets, ahead of some countries seeing dollar debt due next year.
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Highest-Valued Startups in the World #chartoftheday (via @StatistaCharts) According to CB Insights’ Unicorn list, Chinese AI and media company ByteBance is the highest-valued startup in the world, valued at $225 billion.
Highest-Valued Startups in the World #chartoftheday (via @StatistaCharts) According to CB Insights’ Unicorn list, Chinese AI and media company ByteBance is the highest-valued startup in the world, valued at $225 billion.
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Bond Outperformance in 2024? #chartoftheday (via @acemaxx) This chart from MS shows the stock/bond ratio has historically correlated strongly with unemployment trends, and when unemployment moves up, as it did last month, stocks tend to falter.
Bond Outperformance in 2024? #chartoftheday (via @acemaxx) This chart from MS shows the stock/bond ratio has historically correlated strongly with unemployment trends, and when unemployment moves up, as it did last month, stocks tend to falter.
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Slowbalization Since 2008 GFC #chartoftheday (via @IMFNews) The IMF is calling the decade and a half since the GFC as the “slowbalization”, a period with a slowdown in the pace of trade reform.
Slowbalization Since 2008 GFC #chartoftheday (via @IMFNews) The IMF is calling the decade and a half since the GFC as the “slowbalization”, a period with a slowdown in the pace of trade reform.
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INR Behaving Like a Pegged Currency #chartoftheday (via @Gavekal) This chart from Gavekal shows the volatility of the Indian Rupee versus the USD is approaching levels similar to the Hong Kong Dollar, a pegged currency, courtesy the tight leash from the RBI.
INR Behaving Like a Pegged Currency #chartoftheday (via @Gavekal) This chart from Gavekal shows the volatility of the Indian Rupee versus the USD is approaching levels similar to the Hong Kong Dollar, a pegged currency, courtesy the tight leash from the RBI.
Chart Of The Day 