Charles Dereeper Finance

Ranking #centralbank #balancesheet to #GDP These numbers dont mean so much but... it doesnt look like the US #dollar will crash in the first wave...

How much excess #liquidity central banks from G25 (90% world GDP) have injected since 5 years to get our lovely #inflation ? I spent 1 month to get all the datas and figure out a way to evaluate The tricky part was to put everything together in USD, from the i…

How much excess #Liquidity a central bank need to inflate a country ? I used the data LCU, local #Currency unit to evaluate all the 25 countries ranking by #GDP for a total of 90% world GDP I strongly believe 1Y rate of change means nothing in comparaison with…

#chatGPT has 3 years... was launch in nov 2022 #GOLD = +145% #QQQ = +131% Basket index 10 #AI stocks = +281% AI stocks = 2X GOLD...

#ISM PMI is blocked since 3 years below 50 #GFTI a pretty good precursor of ISM is diverging deeply since 2025, betting for more growth The big question is the exact amount of cut rate by the fed to push up ISM or the exact amount of QE is necessary It is hard…

Today is the end of #QT by the #Fed Covid Area with all its excess is done Goldmand sachs Research projections are a modest rise in 2026 It looks like we will witness a big shift from MBS assets to T-Bills in the balance sheet of the Fed These type of QE are l…

It should have been positive for risky #assets but... China didnt cut anything this year, only one time in may with 0.1% And USA cut 2 times with total of 0.50% And Japan did rate hike 1 time USA + China + Japan #GDP = 54T$ All these 168 cuts concern only half…

About the storage of #value January 2020 : correlation between #btc and #qqq was -40%... it was the last time BTC was doing his btc job... since then, correlation is positive with nasdaq at 80% for a few weeks BTC should be renamed high vol non profitable tech…