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November 21, 2018

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts.

This week w...

November 21, 2018

Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to say that for a market like China, policy and politics matter probably more than any other factor (given the mix of socialism, autoc...

November 5, 2018

It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set of indexes which map this trend out well.  Their indicators use algorithms to generate readings based on the flow of news.  As the ch...

September 10, 2018

Economic policy uncertainty, and political risk in general has basically been a constant over the past few years.  In more recent times the trade war, EM stress, and Fed QT are among examples of policy risks weighing on investors' minds.  And that last point is somethi...

August 10, 2018

Every now and then you come across a chart that makes you do a double take, and I think this is one of those.  It shows the "Economic Policy Uncertainty Index" for China, and in case you need a hint - the indicator shows a spike in policy uncertainty in China.  I actua...

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 29, 2018

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across countries I found an interesting yet intuitive correlation.  Based on my analysis there is a discernible link between the quality of a co...

April 2, 2018

This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of mind for investors thinking about gold.  It is a reasonably well established understanding that gold prices trade inversely to real...

March 26, 2018

This week it's US crude oil flows.  Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil production for America. The chart is interesting due to the perspective it provides on US oil supplies: for much of recorded history...

December 11, 2017

Globally equity volatility is low.  For that matter, volatility (both implied and realized) is low across the major asset classes.  But aside from a vague notion or rule of thumb that low volatility is a predictor of future higher volatility and vis versa, it's wo...

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