Archive | June, 2021

Relationship between stocks & FED balance sheet

The chart below shows the size of securities held outright by the US Federal Reserve versus Wilshire Total market index as stock market proxy. We see the various quantitative easing programs that propelled the stock market higher including the massive Covid19 liquidity injection that set stocks on a never-before-seen trajectory On the surface it appears […]

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High-Frequency U.S. Economic Data Shows 3-Speed Recovery

Since the onset of Covid-19, there has been a lot of research (and release) of alternative (non traditional) high-frequency data to measure the extent of the economic collapse brought on by coronavirus lockdowns, as well as to measure the post-lockdown economic recovery. Think of Google (NASDAQ:GOOG) (NASDAQ:GOOGL), Apple (NASDAQ:AAPL) and SafeGraph geolocation data to track movement of people around […]

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 IMPORTANT : IN ORDER TO SYNCHRONIZE WITH PUBLICATION EVERY 2ND AND 4TH WEEK OF A MONTH, THE NEXT SUPERINDEX REPORT DATED FRIDAY 9TH FEBRUARY WILL BE PUBLISHED ON MONDAY 12TH FEB 2024. THE REPORT AFTER THAT WILL BE MONDAY 26TH FEBRUARY, THEN MONDAY 11TH MARCH, THEN MONDAY 25TH MARCH THEN MONDAY 8 APRIL.