Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.
New York, New York
Joined May 2023
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Augur Infinity retweeted
The S&P 500's valuation bear market continues... down near 18x... it was >23x a year ago
@soberlook thedailyshot.com/subscribe/
Augur Infinity retweeted
🇩🇪 Here’s a look at major German economic indicators relative to their pre-pandemic trends.
Augur Infinity retweeted
🇺🇸 The current market pricing implies one of the shallowest tightening cycles in history.
thedailyshot.com/2026/09/22/…
Augur Infinity retweeted
All the Sinophiles will tell you that Chinese companies are taking over the world as a sign of their competitiveness. But they neglect to mention, they are doing so increasingly at a loss that has to be covered by the state. h/t @thedailyshot
Augur Infinity retweeted
Good one from @augurinfinity @soberlook... Treasurys' yield smack in the middle of the long-term averages since 1800 to 1960
thedailyshot.com/subscribe/
Augur Infinity retweeted
Incredible work by @AugurInfinity in their daily chart decks, covering so many economies and markets.
Here is one that really caught my eye:
Dividend yields vs. bond yields. Rare territory.
Can infer what equities are implying for dividends, and how rare that has been.
Augur Infinity retweeted
The 10-year Treasury note's 10-year annualized return has slipped negative.
But the 50-year CAGR is an impressive 6% @augurinfinity
Augur Infinity retweeted
However, that broadening is entirely a goods story, probably driven mostly by tariffs. Shorter-term measures of breadth are dropping back now that pass-through is essentially complete. Breadth looks like a reason for caution, but not a sign of a sustained reacceleration. (2/2)
Augur Infinity retweeted
Augur U.S. Timely Underlying Growth (M/M, Annualized) - @SoberLook @AugurInfinity
Augur Infinity retweeted
From @augurinfinity: Our in-house expected 10-year return estimate for the US is at secularly low levels.
augurinfinity.com/calendar
Augur Infinity retweeted
@AugurInfinity: Our model suggests CTAs have continued gold purchases and their overall positioning has turned positive.
#XAUUSD #Gold #Copper #Oil #Silver
The debasement trade is picking up speed. Bitcoin and gold are emerging as clear winners as the US Treasury doubles long-term bond buybacks to at least $4B per operation. Dollars and bonds out; hard assets in
linkedin.com/pulse/debasemen…
#Fed #FOMC #Powell #inflation #TradersKE #USCPI
Augur Infinity retweeted
The US vs ex-US P/E premium is just about the smallest in 4 years @SoberLook
Augur Infinity retweeted
S&P 500 valuation metrics... only the implied EPS growth rate isn't more than 2 standard deviations to the pricey side @soberlook
Augur Infinity retweeted
From @augurinfinity: Our inflation surprise index has steadily declined over the past few months.
Augur Infinity retweeted
Cool look from @augurinfinity... sellside core PCE Price Index m/m forecasts..
augurdigest.com/p/augur-dige…
