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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