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VIDEO: Top 5 Charts of the Week

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 macro/market charts.

This week:

1. EMFX - the breakdown in breadth as the US dollar surges

2. Global Equities - the winners and losers (momentum, growth, cyclicals)

3. Portfolio asset allocations - cash is trash?

4. S&P500 - capex growth on the rise, a harbinger of an investment boom?

5. EM Equities - expected returns vs long term valuations

To receive the free weekly report in your inbox, simply sign up to the mail list.

Be sure to subscribe to the Topdown Charts YouTube channel: https://www.youtube.com/channel/UCtZDzcHrtCDpCWeVid1qSRQ

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