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VIDEO: Top 5 Charts of the Week

August 28, 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:

1. Global PMI vs bond yields - why bond yields have stopped going up

2. Bond yield seasonality - why bond yields might even head lower from here

3. Global trade indicators - what's going on with global trade (mixed signals)

4. Cross asset volatility - a slumbering giant begins to awaken...

5. China A shares PE ratio valuation - Chinese stocks are cheap again

 

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