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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. Global shipping indexes - a rebound after a slowdown

2. Consumers, Manufactures and global equities - global pulse

3. US labor market and the Fed - expect more hikes and QT

4. Global equity valuations - PE10 and relative value

5. The Euphoriameter measure of investor sentiment - back to business?

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#YouTube #Video #equities #globalmacro #portfoliostrategy #valuations #GlobalEquities #AssetAllocation #GlobalEconomy #globaltrade #monetarypolicy #economy #Sentiment

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