so are we just in a general asset bubble now have any assets gotten cheaper lately real estate, equity, bonds, crypto even. all super expensive whats going on
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dumb question is there an easy way to track flows of dollars from overseas to US asset markets i know very little about international finance but I could see a sustained flight to US assets from abroad
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There was a methodological change to M1 money supply in December to include all savings accounts, and which was recalculated back to May 2020 in subsequent reports. Compare may 2020 https://www.federalreserve.gov/releases/h6/20200604/ … and https://www.federalreserve.gov/releases/h6/20210323/ …
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yeah I saw that. oh well. m2 is consistent right?
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Where do you put "both of these"? - On the one hand, treasuries are already very liquid, thus the fed buying them for money does very little outside a liquidity shortage. - On the other hand, the government issuing lots of treasuries does dilute the value of liquidity.
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Good, I finally learned about money velocity. “Calculated as the ratio of quarterly nominal GDP to the quarterly average of M2 money stock. “ I think GDP went down more than M2 went up, so hopefully nbd
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why we aren’t seeing ngdp and therefore inflation go up yeah? savings rates are high iirc, and people are just swapping cash for other securities it is also possible that the pandemic has caused deflationary productivity gains as corps have to cut fat
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we got rid of Slack for example
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