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Lots of cash sitting in money market funds (blue), but less when measured relative to value of equities (orange)

00:01 - 07/02/22

This chart shows why ECB cannot really powerfully implement a MonPol turnaround. Lagarde's words that inflation is a concern have already led to a sell-off in the bond market, which has hit Italy particularly hard. Italy risk premium over Germany has risen to highest since 2020.

“Rule of 20” suggests market remains quite expensive relative to history

A Record 50% of U.S. Small Businesses Raised Wages in January to Lure Workers – Bloomberg

As interest rates finally inch up, European banks are telling investors to expect something they haven’t seen in almost 15 years: returns in the teens