Data discoveries of the week. This week we look at charts on global inflation comparison, US and European equity comparison, AMFI’s recently released data on MF, a massive collection of 2023 financial prediction from experts and more.
1. Mutual Fund Dec 2022 data. Massive 223% jump in equity MF inflows over the previous month
Here's Dec 22 MF data by @amfiindia
👍 380 equity MF schemes saw inflows of ₹7,303 cr.
👍 A whopping 223% jump vs Nov'22.
👍 SIPs rose to ₹13,573 cr vs 13,306.5 cr in Nov'22.
👉 Still 22% < Oct'22 (₹9,390 cr)
👉Inflow to index mutual funds🔻 21.7%
— Kuvera (@Kuvera_In) January 12, 2023
2. Visualisation of 500+ experts’ predictions 2023. Brilliant!
We've collected and analyzed over 500+ predictions from reports, articles, interviews, and more, to highlight what experts think will happen in 2023 🔮
Find out more with our Prediction Consensus: What the Experts See Coming in 2023: https://t.co/AaePy6IcpD pic.twitter.com/uDeGnV45rU
— Visual Capitalist (@VisualCap) January 11, 2023
3. A comparison of US and European equity flows from Jan 22 to Jan 23
‘Striking contrast between US and European equity flows’ https://t.co/JiEtsvHbga via @SoberLook pic.twitter.com/Zdpvf0NFyG
— Jesse Felder (@jessefelder) January 11, 2023
4. Ever Alot is a boxship at 400 meters long and with a capacity of more than 24,000 twenty-foot equivalent units – the world’s largest container ship. Hasn’t stopped at India yet. Most harbors along the coast of India aren’t deep enough to handle vessels like this.
🚢📦🇮🇳 Prime Minister Narendra Modi’s goal of making India the world’s factory risks being held back by the country’s inability to attract bigger container ships https://t.co/pnqXpWK3Tb pic.twitter.com/mlk8pF7JHN
— Bloomberg Graphics (@BBGVisualData) January 11, 2023
5. Trend of mortgage approvals in the UK. way below expectations. Result of higher rates start showing up.
Mortgage approvals in the UK way below expectations. 🥶Higher rates start to wreak havoc…
h/t @SoberLook pic.twitter.com/llEQVM5Ofq
— André Dragosch⚡ (@Andre_Dragosch) January 5, 2023
6. US Fed research says that the shortfall in labour force participation is all because of retirements surge since 2020 – a pandemic effect?
Fed research: The surge in retirements since 2020 "accounts for essentially all of the shortfall" in labor force participation rates
"More than half of the increase in the number of retirees appears to be a direct result of the pandemic." https://t.co/WgXfidul3p pic.twitter.com/4WTYI9qOd2
— Nick Timiraos (@NickTimiraos) January 10, 2023
7. Inflation around the world.
Which Countries Have the Highest Inflation? 🌍️https://t.co/TP4RQVTtMf pic.twitter.com/i901ysS04x
— Elements (@VCElements) January 11, 2023
8. $SPX. S&P 500 dividends continued to move up, reaching new highs in every quarters, with a >10% year-over-year increase.
While S&P 500 earnings moved lower in 2022, dividends continued their upward trend, with new highs in each of the 4 quarters and a >10% year-over-year increase. $SPX pic.twitter.com/FCQDxdTmH4
— Charlie Bilello (@charliebilello) January 10, 2023
9. What happened to US CPI the last time there was an epidemic. Way back in 1915 to 1922. It was Depression time.
Now I'm not saying CPI will print -15% this year but…
Here's what happened last time.
CPI (YoY %)
1915 to 1922
— ʎllǝuuop ʇuǝɹq (@donnelly_brent) January 9, 2023
10. If user car prices in US are an indicator of inflation rates, they were down 14.9% over the past year, the largest YoY decline on record.
Used car prices were down 14.9% over the past year, the largest YoY decline on record (data via Manheim). This was a leading indicator of higher inflation rates in 2020 and continues to be a leading indicator of lower inflation rates to come. pic.twitter.com/AT94MchGVQ
— Charlie Bilello (@charliebilello) January 11, 2023
11. Apparently the Fed rate hikes will continue because the real fed funds rate is still negative
‘The Fed has never completed its hiking cycle while the real fed funds rate was negative.’ https://t.co/JiEtsvHbga via @SoberLook @VrntPerception pic.twitter.com/zSjnBZCjmV
— Jesse Felder (@jessefelder) January 11, 2023
12. Consequences of rising rates in US. Applications to refinance a mortgage have collapsed by 86%
Refinance mortgage volume has died ☠️
Applications to refinance a mortgage have collapsed by 86% from a year ago 🚨
Raising rates has consequences.
But don't worry, the Fed is going even higher. 🔥
They want you unemployed and homeless, THEN they might consider cutting rates. pic.twitter.com/aQR4FbOlBG
— Wall Street Silver (@WallStreetSilv) January 11, 2023
Interested in how we think about the markets?
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