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July 23, 2018

This week it's a rather unusual indicator, one of my own inventions, the Reflation Trade Positioning Indicator. For those not familiar, the "reflation trade" refers to a lift in risk appetite driven by a resurgence in growth and inflation... basically an excuse to buy...

June 4, 2018

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the last week it's looking a bit more interesting now!  The reason why I've highlighted this chart in the past is that post-financial c...

May 28, 2018

This week it's the PE10 and the impact of the financial crisis.  Specifically what we're looking at is how the PE10 or CAPE (Cyclically Adjusted Price to Earnings) ratio would look like if you excluded the impact of the crash in earnings during the financial crisis.  T...

May 21, 2018

This week it's Emerging Markets sovereign CDS (Credit Default Swaps).  The reason why I think this chart is really worth paying attention to is that after reaching a record low in mid-January, there has been a swift reassessment of risk in Emerging Markets.  Typically...

May 14, 2018

This week it's the Fed's bank loan officer survey and the S&P500.  The US Federal Reserves's loan officer survey provides insight into bank lending standards, and can give an important cross check against the markets.  So much so, that you could easily call this chart...

May 7, 2018

This week it's the US Dollar Index.  Unless you've been living under a rock (or maybe that saying should be updated - unless you've been living out of range of wifi), you will have noticed 2 key things about the US dollar index: 1. The US dollar bull market seemed to e...

April 30, 2018

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS system.  The previous change was implemented in September 2016 and saw the new Real Estate sector split out...

April 23, 2018

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations.  Commodities as an asset class rose from relative obscurity to become a popular addition to portfolios by the more innovative asset allocators in the last 10-15 years....

April 16, 2018

This week it's wage inflation, but with a particular twist.  Utilizing the great indicators from the innovative economics team at the Atlanta Fed, I have built a new indicator which I call the "Stay or Go Indicator".  It is the difference between the annual wage g...

April 8, 2018

This week it's a look at ETF market share - which is basically another way of saying implied country allocations.  There are a few standouts across the countries within emerging markets when you look at implied country allocations, but Mexico is a particular standout f...

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