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. Global flash PMIs vs bond yields – bond market more optimistic than businesses?
2. Global consumer sentiment indicator – consumers are still going strong
3. Long term investor sentiment on the S&P 500 – a lot of bullishness out there still
4. The CRB raw industrials commodity index – what does the collapse in prices here mean?
5. Surging profit margins in Japan – a sign of structural change and cyclical progress
