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Mike Zaccardi, CFA, CMT 🍖 Profile picture
@MikeZaccardi
Feb 14, 2023 • 6 tweets • 3 min read • Read on X
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The indicator of current financial conditions (vs. a year ago) bounced from the lows this year. #consumer @dailyshot charts... dailyshotbrief.com
Eurozone: The recent equity market rally has eliminated the excess risk premium over bonds.
Deutsche Bank’s positioning indicator has been nearing its midpoint level.
Inflows into investment-grade bonds have been slowing.
The TD Ameritrade retail positioning index remained depressed in January.
Fewer "recession" mentions on earnings calls.

But more swearing.

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More from @MikeZaccardi

Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 31, 2023
private payroll growth remains robust, while the unemployment rate has fallen to low levels.

Job openings in the economy also remain relatively high relative to pre-pandemic levels Image
Job-to-job (j2j) flows are slowing Image
BofA: We see signs that the pay raise people receive when they change jobs is moderating Image
Read 5 tweets
Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 30, 2023
Some Banks Worry That Deposit Betas and Deposit Outflows Have Become More Unpredictable and Could Be Higher This Cycle Image
Duration by Type of Bank Loan Image
Goldman sees payroll growth 100k or more now through 2024. UR peaking at 3.6% Image
Read 4 tweets
Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 30, 2023
Russell 2000 stocks comprise just 3% of multi-cap core portfolios, half of the weight vs. a decade ago Image
Small vs. large cap relative performance cycles have typically lasted about a decade

let's do a little technical analysis on this @awealthofcs Image
Small Caps has outperformed other size segments historically Image
Read 7 tweets
Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 24, 2023
Goldman US Consumer Dashboard: May 2023: Still a Source of Strength Image
"We Expect that Real Spending Will Grow by 2% in 2023" Image
The Unemployment Rate Has Fallen to a 53-Year Low and Workers Are Still Benefiting From Favorable Job-Finding Prospects Due to a Tight Labor Market Image
Read 9 tweets
Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 23, 2023
2011 debt crisis non-parallel:

Stock - bond allocations in 2011 were ~30ppt higher than today Image
Inflation expectations remain anchored Image
Reminder: As time horizons increase, the percentage of negative returns has dropped Image
Read 5 tweets
Mike Zaccardi, CFA, CMT 🍖 Profile picture
May 22, 2023
The West’s economic growth slipped into negative territory at the end of 2022 Image
The housing market in the West has been the weakest in the United States so far Image
The West appears to have had a positive bounce in spending at the start of 2023 Image
Read 5 tweets

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