Top 5 Charts Of The Week – Wednesday, August 22
Aug 22, 2018Jeremy ParkinsonFinance, No picture
This week:
The long-term consensus outlook for US earnings has soared to a post-dot-com-record
USD, EMFX, Asian FX, and the USDCNY – the big moves and what to expect next
EM vs DM equities – a familiar long-term pattern unfolding for relative performance
Global equity valuations (PE10 aka CAPE) – where is the relative value?
Coffee futures positioning (a crowded short at a decisive price point)
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