Notes – Page 6 – Satori Insights

Distributional accounts

This is a test of various chart sizes. Deposits – especially in real terms – have been falling sharply, and those for the bottom quintiles are now back to pre-Covid levels. This is now 900×700, the full size original: Nevertheless, what’s striking to me is how much they’ve risen in general – especially during the […]

BoJ is only central bank still buying

This blog post needs some bullets

Otherwise it won’t display correctly

This should do the trick nicely, even if the last bullet is a little long

Real yields decoupling

Real yields and growth equities used to move together

But now that relationship has broken down

The reason has to do with money flows

Capital flight from China

Capital is leaving China at a record rate

This is the second item on my list

If this works it will look cool

BoJ is only central bank still buying

This blog post needs some bullets

Otherwise it won’t display correctly

This should do the trick nicely, even if the last bullet is a little long

Real yields decoupling

Real yields and growth equities used to move together

But now that relationship has broken down

The reason has to do with money flows

Capital flight from China

Capital is leaving China at a record rate

This is the second item on my list

If this works it will look cool

Capital flight from China

Net capital outflows from China have accelerated sharply in recent months
They are now running at a near-2015 rate
The only real source of ‘inflows’ is a drop in prior foreign lending by domestic banks as they divert capital onshore – but even this can be interpreted as a sign of vulnerability

Category: Notes

Distributional accounts

BoJ is only central bank still buying

Real yields decoupling

Capital flight from China

BoJ is only central bank still buying

Real yields decoupling

Capital flight from China

Capital flight from China

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