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landarch 2023. 5. 19. 12:22

일드갭: 배당- 10년물 금리 US S&P500 Yield and Bond Yield Spread

 

https://en.macromicro.me/toolbox/chart-builder?chart=3231 

 

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M2 증가율

 

연준 대차대조표 Assets: Total Assets

 

10년물-3개월물 금리차 10-Year Treasury Constant Maturity Minus 3-Month Treasury Constant Maturity

 

10년물-2년물 금리차  10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity

 

GDP Gap 100*(Real Gross Domestic Product-Real Potential Gross Domestic Product)/Real Potential Gross Domestic Product

미국 여신증가율 US Domestic Credit Growth

https://www.ceicdata.com/en/indicator/united-states/domestic-credit-growth

 

US Domestic Credit Growth, 2002 – 2023 | CEIC Data

Unlimited access tailored to your data needs Flexible monthly access to CEIC data

www.ceicdata.com

GDP 대비 마진투자 Investor Margin Debt Relative to GDP

 

 

 

신용카드 부채액 Consumer Loans: Credit Cards and Other Revolving Plans, All Commercial Banks

 

S&P500/연준대차대조표 S&P 500/Assets: Total Assets: Total Assets


0.00055미만은 거품이라고 할 수 없다. 연준이 푼 돈만큼 주가가 오른것임. 0.00055를 뚫어야 거품이든 진짜 성장이든 이뤄낸 것. 0.00055이상은 요주의. 2008년 위기 이전엔 0.0014까지 올랐으며, 2017-2019 상승장까지는 0.0008까지 올랐었다.

 

IAU 가격