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Chart Of The Week Archives
2 Jan 2024 — USD Narratives and Fed Policy [Monetary Policy, FX]
12 Dec 2023 — 2023 Capex Investment Boom [Economy]
5 Dec 2023 — Global Sales Growth Trends [Equities]
28 Nov 2023 — Small Caps vs Big Tech ERP [Valuations]
21 Nov 2023 — Deflation Risk [Economy]
14 Nov 2023 — Central Banks vs Commercial Banks [Monetary Policy]
7 Nov 2023 — EM Cross-Asset Technicals [Emerging Markets]
31 Oct 2023 — Interest Expense for Global Equities [Equities]
25 Oct 2023 — Industrial Metal Prices [Commodities]
17 Oct 2023 — Renewable Energy Equities [ESG/Energy]
11 Oct 2023 — Big Value in Small Caps [Equities]
3 Oct 2023 — Stocks vs Bonds Relative Value [Asset Allocation]
26 Sep 2023 — Global Yield Curves vs Global Equities [Equities]
19 Sep 2023 — The Commodity Capex Depression [Commodities]
12 Sep 2023 — US Tech Stock Supremacy [Equities]
5 Sep 2023 — FX Volatility Crunch [Currencies]
29 Aug 2023 — World Oil Demand [Energy]
22 Aug 2023 — Bond Yields Higher for Longer? [Fixed Income]
15 Aug 2023 — Defensive Sector Allocations [Equities]
10 Aug 2023 — 2 Valuation Indicators, 1 Conclusion [Valuations]
31 July 2023 — Bond Yields vs Cash Rates [Fixed Income]
3 May 2023 — Central Bank Pause-Tracker [Monetary Policy]
26 Apr 2023 — Global Profit Margin Trends [Global Equities]
19 Apr 2023 — Crude Oil vs Gold Ratio [Commodities]
12 Apr 2023 — Portfolio Allocations to Gold [Gold]
5 Apr 2023 — Real Estate Sentiment [Real Estate]
28 Mar 2023 — Fed Funds Rate Model [Monetary Policy]
21 Mar 2023 — Property Market Valuations [Real Estate]
15 Mar 2023 — Global Equity PE Ratios [Valuations]
8 Mar 2023 — Global Equity Dividend Yields [Dividends]
28 Feb 2023 — Conditional Seasonality (yr 3 of Election) [Seasonality]
21 Feb 2023 — Mortgage Servicing vs Valuations [Housing Market]
14 Feb 2023 — Global Business Cycle Map [Global Economy]
8 Feb 2023 — Credit Spreads vs Lending Standards [Credit/Fixed Income]
31 Jan 2023 — Global Equity Relative Value [Global Equities]
25 Jan 2023 — Bond Market Pricing EM Pivot [EM/Fixed Income]
18 Jan 2023 — EM Equity Fund Flows [Equities/Fund Flows]
11 Jan 2023 — Global Monetary Policy Map [Monetary Policy]
4 Jan 2023 — China Recession 2023 [Economy/China]
27 Dec 2022 — Latin American Equities PE10 [Valuations]
21 Dec 2022 — US Housing Market Sudden Stop [Property]
13 Dec 2022 — Stocks vs Bonds [Valuations]
7 Dec 2022 — Global Equity CAPE Valuations [Valuations]
30 Nov 2022 — US 10-Year Treasury Yield vs PMI [Macro/Fixed Income]
23 Nov 2022 — Renewables vs Oil & Gas Investment [ESG/Energy]
16 Nov 2022 — Asian Equity Price to Book Ratios [Valuations]
8 Nov 2022 — Commercial Real Estate Credit Crunch [Property]
2 Nov 2022 — A Small (Policy) Pivot [Monetary Policy]
26 Oct 2022 — Bear Market Seasonality [Seasonality]
19 Oct 2022 — Big Value in Small Caps? [Valuations]
12 Oct 2022 — Deep Value in the Eurozone [European Equities]
5 Oct 2022 — Inflation Expectations vs The Fed [Inflation + Monetary Policy]
28 Sep 2022 — US Housing Market Valuations [Housing Market]
21 Sep 2022 — Global Forward PE Ratios [Valuations]
14 Sep 2022 — Global Pricing Pressures Peak [Inflation + Commodities]
7 Sep 2022 — Global Equity Risk Premium [Global Equities]
31 Aug 2022 — Silver ETF Outflows [Precious Metals]
24 Aug 2022 — China Turns to Stimulus [Monetary Policy]
17 Aug 2022 — Population Trends Across Global Equities [Demographics]
9 Aug 2022 — Global Consumer vs Business Confidence [Economy]
2 Aug 2022 — Long-Term vs Short-Term Inflation Expectations [Inflation]
27 July 2022 — Global Property Price Trends [Housing Market]
20 July 2022 — China Property vs Commodities [Commodities]
13 July 2022 — Emerging Market Technicals [Emerging Markets]
6 July 2022 — Backlogs vs Inventories [Global Economy]
29 June 2022 — Energy Prices vs Industrial Metals [Commodities]
22 June 2022 — China Cheap Again [Valuations]
15 June 2022 — USA vs Global PE10 Valuations [Valuations]
8 June 2022 — Global Interest Rate Cycles [Monetary Policy]
1 June 2022 — Green Boom & Bust [ESG/Clean Energy]
25 May 2022 — European Equities: Stocks vs Sentiment [Global Equities]
18 May 2022 — Global Equity Market Regime Change [Global Equities]
10 May 2022 — Credit Spreads vs Lending Standards [Credit]
3 May 2022 — Global Equity Earnings Revisions [Global Equities]
26 April 2022 — Bond Yields vs Long-Term Inflation Rate [Fixed Income]
19 April 2022 — Gold Miners vs Energy Sector [Gold/Energy]
12 April 2022 — SCANNZ Economies [Housing Market]
5 April 2022 — Global policy pivot and PMI [Economy]
29 March 2022 — Median Price to Book Ratios [Valuations]
22 March 2022 — Clean Energy vs Oil & Gas [Energy Stocks]
15 March 2022 — Global Equity PE10 Valuations [Valuations]
8 March 2022 — Long-Term Real Price of crude oil [Crude Oil]
1 March 2022 — China Property Prices + lead indicator [China/Macro]
22 February 2022 — IPO Boom & Bust [Equities/IPOs]
15 February 2022 — Fed Sweet Spot Indicator [Monetary Policy]
8 February 2022 — Global equities vs shadow policy rates [Monetary Policy]
1 February 2022 — Global banking stock breadth/technicals [Bank Stocks]
25 January 2022 — Mortgage cost change vs ISM PMI [Economy]
18 January 2022 — Crude Oil vs Capex [Crude Oil]
11 January 2022 — Bond Yields vs Backlogs [Fixed Income]
4 January 2022 — European Investor Sentiment [Sentiment]
28 December 2021 — Gold Market Technicals [Gold]
12 December 2021 — Global vs US Earnings - Long Term [Global Equities]
6 December 2021 — Inflation Expectations vs Fed Funds Rate [Inflation/Fed]
30 November 2021 — Global Equity PE10 Valuations [Valuations]
24 November 2021 — OECD Leading Indicator leader [Economy]
16 November 2021 — DXY Short-Term Technicals [Currencies]
10 November 2021 — Stock & Bond Valuations [Valuations]
3 November 2021 — Bond Macro/Market Model [Fixed Income]
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