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VIDEO: Top 5 Charts of the Week

March 5, 2019

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. China vs US PMIs - how closely are the world's 2 largest economies tied together?

2. EM vs DM PMIs - EM is outperforming DM, but what should we be watching out for?

3. Stocks vs bonds futures positioning - big turnaround from the extreme optimism on reflation.

4. Global institutional investor confidence - institutions have de-risked and aren't getting back in yet.

5. Latest results from my weekly Twitter survey - a very interesting and unique survey of sentiment/positioning.


See the original report and sign up to the mail list.



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