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VIDEO: Top 5 Charts of the Week

September 6, 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. The global manufacturing PMIs - a synchronized slowdown

2. The path of the big3QE central banks as the big monetary experiment comes full circle

3. The impact of Fed rate hikes on EM central banks - forced tightening

4. Valuation and positioning for the GBPUSD exchange rate - undervalued and oversold

5. What's goin on with the TED spread and LIBOR-OIS - back to complacency?

 

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