Daily Report : Consumers pull back while investors churn; Surge in money growth does not have a consistent record



Over the past two months, consumers have pulled back their record high expectations for stocks this year but still remain net positive. Their changing expectations led to a further surge in trading activity at major retail-facing brokerage firms.; With massive fiscal and monetary stimulus, the M2 money supply has exploded. This always triggers strong opinions about what it means for inflation, stocks, and other assets. If we look at the evidence going back to the 1960s, then we can see it's not quite so clear.


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