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.
1. Global equities - death cross breadth and what it's telling us about emerging markets
2. US cyclicals vs defensives and the S&P500 outlook (a bearish or bullish rotation?)
3. Surge in US credit growth on the cards based on Fed loan officer survey
4. Spike in policy uncertainty in China - why it makes sense and may not be a bad thing
5. Gold ETF flows - a great capitulation and a pivotal moment for gold as headwinds mount
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