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VIDEO: Top 5 Charts of the Week

October 4, 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 we look at the following charts and themes:

1. US vs the World (PMI divergences - how long can the US do its own thing?)

2. Taiwan and China (the slowdown on the Mainland is mirrored in Taiwan)

3. US treasuries and bond market volatility (at a clear turning point)

4. US 30 year bond yields (breaking out from key levels)

5. US investor portfolio cash allocations at record lows ("cash is trash")

 

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