Economic Disconnects with Cathie Wood
On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession.
Watch the video version here.
Key Points From This Episode:
- Fiscal Policy
- US Federal Budget Deficit or Surplus as a Percent of Nominal GDP
- Monetary Policy
- Money Supply (M2) Growth Percent Change Year-over-Year
- 10 Year US Treasury Yield
- 2s-10s Yield Curve Spread
- USD Index (DXY)
- Economic Indicators
- Spot WTI Crude Oil
- Crude Oil Price vs. Gasoline Futures Price
- Gold Price
- Gold Price 5-Year
- Copper Futures Price
- Copper Futures Price 5-Year
- Credit Default Swaps Markit CDX