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EMLB - Top 5 Charts: EM China Gold And Global Monetary Policy
Barclays Bank PLC
Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do.
1. OECD Leading Indicators -- EM vs DM: With EM equities under pressure following the trade war escalation, here's a refreshing piece of good news. The latest OECD composite leading indicators (just released) show the aggregated (GDP-weighted) indicator for Emerging Markets clearly in recovery mode, having bottomed in November last year. The same