Daily Chartbook

Share this post

Sunday Chartbook #1

www.dailychartbook.com

Sunday Chartbook #1

21 charts

Daily Chartbook
Jul 24, 2022
1
Share this post

Sunday Chartbook #1

www.dailychartbook.com

Welcome to PAV Chartbook: market charts, data, research, and insights pulled from various sources around the Internet by a solo retail investor.

Thanks for reading PAV Chartbook! Subscribe for free to receive new posts and support my work.


1. Snarls slow down. Supply chain constraints are coming down from pandemic levels.

Haver via TME

2. Happy surprises. US data surprises have been positive lately

GS via TME

3. Work From Home. US office occupancy rate by cities. Tech-heavy San Francisco is well below average.

U.S. office occupancy rate chart
RSM

4. Inflation kills real wage growth. Stagnant for years, real wages finally saw significant growth through the pandemic but purchasing power has been stunted by rising prices.

Paycheck pinch
McKinsey

5. The poor get poorer. Goldman predicts the bottom 80% of Americans will see their real disposable incomes drop in 2022. The top 20% will be fine.

GS via TME

6. Web3. Will Web3 boost ad spend? By how much?A lot according to RSM.

Historical and projected U.S. ad spend by segment chart
RSM

7. Tech IPOs. The next few charts are from RSM’s capital markets outlook. After a fruitful 2020-21 (mainly for the investment banks facilitating the deals), tech startups are pumping the brakes on public listings.

Technology IPOs off to slower start in 2022 chart
RSM

8. VC dealmaking. Venture capitalist dealmaking fell off a cliff after 2021.

U.S. venture capital tech deal activity chart
RSM

9. VC raising. Fundraising activity has been cut nearly in half in 2022.

U.S. venture capital fundraising activity chart
RSM

10. Checking in on China. The Chinese property market is likely the biggest asset class in the world at ~$62 trillion.

CEIC via TME

11. Rising default risks. Goldman is raising their FY22 forecast for the China Property HY default rate to 45% (from 31.6%).

GS via TME

12. EU energy. Crisis was averted with Nord Stream reopening this week (many feared Putin would keep the pipeline closed). Gas is flowing at 40% capacity which is keeping the market tight and prices near record highs.

JPM via TME

13. Earnings szn. Here are the week’s most anticipated earnings. AAPL 0.00 AMZN 0.00 GOOGL 0.00 MSFT 0.00 META 0.00 SHOP 0.00 UPS 0.00 BA 0.00 XOM 0.00 KO 0.00 F 0.00 ROKU 0.00 TLRY 0.00 GM 0.00 QCOM 0.00 PFE 0.00 GE 0.00 V 0.00 CVX 0.00 MCD 0.00 BAX 0.00 INTC 0.00 ENPH 0.00 SPOT 0.00 INFY 0.00 RTX 0.00 PHG 0.00 VLO 0.00 CL 0.00 LUV 0.00 MA 0.00 NEM 0.00 HOLX 0.00 ADM 0.00 SQSP 0.00 MO 0.00 TDOC 0.00 MRK 0.00 X 0.00 WM 0.00 PG 0.00 ACI 0.00 BTU 0.00 MCG 0.00 NXPI 0.00 DORM 0.00

Image
@ewhispers

14. Top stocks. Here are Investor’s Business Daily’s top 30 stocks right now.

Image
Image
IBD via @taplot

15. Bottoms & recessions. "On average, the S&P 500 tends to bottom about 4 months before the official recession end date".

Weekly S&P500 ChartStorm

16. Better breadth. The percentage of countries in which growth is being downgraded has declined.

JPM FX via TME

17. Defensives vs. cyclicals. Even throughout the latest rally investor inflows have been favoring defensives over cyclicals.

Haver via TME

18. Short covering. JPM’s basket of highly shorted stocks had one of their biggest 5-day gains in a year last week (+12.5%).

JPM via TME

19. How households have changed. Here’s a look at the living arrangements of 25-34 year olds

Image
chartr via @macroalf

20. Real house prices. Here’s how much house prices rose during the pandemic vs their original projections.

Prices through the roof
McKinsey

21. And finally—forecasting is hard. The European Central Bank has been very wrong about inflation.

Image
via @macroalf

Share this post

Sunday Chartbook #1

www.dailychartbook.com
Comments
TopNewCommunity

No posts

Ready for more?

© 2023 Daily Chartbook
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing